“Implementing Client Acquisition Processes For Successful Financial Practices”

Schedule More Life Insurance Appointments With This Program

Learn more about our automated appointment funnel that we created to help Advisors and Agents like you generate more potential prospects and scheduled appointements.

Funnels Are A Must When Marketing

Here’s The Statistics


74% of top-performing companies have been using marketing automation for lead nurturing. (Gleanster)


Nurtured leads experience a 23% shorter sales cycle. (Market2Lead)


Marketing automation is one of the four most popular methods for creating personalized customer experiences. (House of Marketing)


Companies that do well at lead nurturing generate 50% more sales-ready leads at a 33% lower cost. (InvespCRO)


48% of businesses say most of their leads require a long cycle of nurturing. (VentureHarbour)


Email marketing and content marketing are the two most effective lead nurturing tactics. (Ascend2)

Don’t Forget What This Program Includes

Customized Landing Pages

You’ll receive customized landing pages branded with your logo and developed specifically to promote lead generation.

Facebook Ads Targeting Your Local Community

We’ve developed a Facebook strategy that focuses on getting this product in front of targeted prospects in your geographical location.

Custom Branded Video

We’ll create a custom branded video for you, which will provide more information about this Life Insurance product, while promoting you and your practice as an industry leader.

Automated Appointment Funnel

The funnel consists of emails, sms text notifications, ring-less voicemail drops, and value added pieces; all designed to build rapport and trust with your prospects, while moving them through the consumer decision making process into qualified appointments.

Listen To Our Digital Strategist Explain Our Life Insurance Appointment Funnel

Frequently Asked Questions

Do I own the leads data that comes into the funnel?

Yes, you own 100% of the data that is acquired in the marketing funnel process. 

Are there others using the same marketing program in my geographical area?

Yes and No. In order to prevent oversaturation in regard to our advertising while maintaining the effectiveness to the subscriber we limit the number of advisors in a specific area at any one given timeThis equates to approximately 1 per every 175,000 in population.  

What calendars do you integrate with?

We are directly integrated with Google, Outlook Desktop, Office 365 Outlook, Microsoft Exchange, and iCloud    

What do I do if I don’t use the integrated calanders?

This is a good question for your tech team.  We have “work around” solutions for this, however using the major email service providers creates for the most efficiency.  


Will the leads data be entered into my CRM?

Yes, we are able to integrate with most CRM systems.  This integration however is not included and would be an extra service fee.  The benefit of this is that the client automatically is added to your CRM for future requirements making sure you don’t miss them with in your email inbox.  


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