PRICING

1. Choose Your CRM

Grow PLAN

$180/m

  • First User Included

  • Prospect Pipeline

  • A2P Phone Compliant Website

  • Unlimited SMS/Phone Calls

  • Lead Integrations

  • Appointment Setting

  • Farmers Quoting Integration

No contracts - cancel anytime

scale PLAN

$329/m

  • Everything in Grow plus...

  • AI Communication Bot

No contracts - cancel anytime

2. Select Your Strategy

Both Packages Include Everything below!

The Difference Maker

  • Existing Lead Provider Analysis & Dashboard

  • Sales Team Training with Proven Process* (12-Week Guide)

  • Weekly Accountability Calls

  • Real-time Advanced Dashboards (If not using Little Giant CRM, weekly updates)

(8) Accelerator Growth Tools

  • Rate Mate - Send out comparison quotes via SMS/email to increase response rate

  • Email Open Automated Calls - We make your phone ring when emails are opened

  • QNC Workflow - A workflow designed with templates to re-engage your 'Quotes Not Closed'

  • Commission Booster - Your campaign to automate cross-sell opportunities

  • Referral Builder - A campaign focused on generating more referral business

  • Life Quote Pro - Instant life quotes based on age and gender sent via SMS/email

  • Win-back Wizard - A campaign based on your ideal customer to win-back cancelled clients..

  • Google Review Generator - Automatically send new customers google review process

Starter Strategy

$300/m

  • 2 Strategy Calls

All-in strategy

$469/m

  • 3 Strategy Calls

3. Add Later - User Package

Unlimited

$64/user

  • Good fit when buying 30+ leads/day

  • Unlimited Phone Calls & SMS

  • User setup

  • User Course Training

No contracts - cancel anytime

Pay as you go

$30/user

No contracts - cancel anytime

STILL NOT SURE?

Onboarding Experience

We make sure you and your team are setup for success with hands on training and scheduled check-ins.

Week 1: Build and Prep

We kick off with setting the foundation for your success. During this time, we configure your CRM, provide a compliant website for A2P phone number verification, and set up your lead providers. Our goal is to ensure your tools and processes are ready for immediate use.

Week 2: One Hour Onboarding Call & Daily Check-ins

Your entire team joins a comprehensive onboarding call designed to get everyone up to speed and working the system right away. Daily check-ins follow to answer questions, resolve any issues, and maintain momentum during the critical early days.

Week 3: Review Productivity Dashboards

Dive into the data that drives your agency's success. Learn to navigate your customized dashboards, track key performance metrics, and use insights to guide your decision-making for optimal results.

Week 4: Strategy Call - Review Master Dashboard

Take a strategic approach to growth with a focused call on your master dashboard. Collaborate with our experts to analyze performance, refine lead strategies, and develop actionable plans to achieve your goals.

Week 5: Team Training and Education

Ensure your entire team is fully equipped to succeed with specialized training sessions. From mastering the CRM to leveraging advanced features, we provide the knowledge and tools your team needs to excel.

Week 6: Lead Source Optimizations

Maximize your ROI by analyzing and optimizing your lead sources. We'll guide you through the process of identifying high-performing channels and fine-tuning your strategies to scale success.

Week 7 - 12: Rinse and Repeat

Solidify your growth with ongoing support and regular check-ins. We help you refine processes, adapt strategies, and continuously improve performance for sustained success.

Frequently Asked Questions

What kind of support do you provide?

Support is at the heart of everything we do so supporting you and your business is our top priority. We offer 24/7 email support as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.

How Do I Get Started?

Sign up for a Demo of our Gold or Platinum plan and see how easy our services make business management. We hope you'll join us once you see how we can boost your business.

How Secure Us My Customer Data?

IIn 2021, data privacy and security is every company's obligation. That's why we ensure compliance with all governing laws and regulations, as well as provide extra protection against security breaches.

How Does Your Automation Work?

We provide comprehensive automation that will execute and automate workflows across your high-value business processes. Our smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot.

Can I Cancel My Account At Any Time?

You can cancel at any time. No need to worry about obligations or contracts.

What Platforms Do You Integrate With?

Our integration spans across multiple platforms for simple and seamless automation. We use Zapier to automate between over 2000 other applications with ease.

Ready To Close More Deals?

Schedule a Demo Now!