How Much Money Is Sitting In Your Sales Pipeline?

Remove lead follow-up from your to-do list today!

Design Your Digital

Success

Crafted Websites and Graphics that Leave a Lasting Impression

Client Connect

Client Connect was built for independent insurance agents, by independent insurance agents.

We were tired of spending valuable time trying to reconnect with old leads and prospects. So...we built our own automated follow-up system focused on the specific needs of Independent Insurance Agents and Agencies.

Our Story

We are passionate web artisans, committed to creating visually stunning and functional websites that captivate audiences and elevate businesses to new heights.

Creative Solutions

Grow Your Business on Autopilot

Our pre-built ReConnect campaign successfully uses automated email and SMS messaging to reintroduce you, and your business, to prospects in your sales pipeline. This was specifically designed to focus on maximizing lead spend by increasing your close ratio.

Let's face it...we don't close all our leads the first time.

E-COMMERCE DEVELOPMENT

Boost your sales with an attractive and efficient online store. Our e-commerce development expertise integrates secure payment gateways and intuitive navigation for a smooth shopping journey.

Our pre-built Nurture Campaign provides 2yrs worth of messaging designed to build long term relationships with clients and nurture the prospects that need to get to know you better. By consistently staying in touch...you stay top of mind and available when they are ready to talk. All Automated/ All Without You!

Need more?

Unlock the next level for your business with Business in a Box. Your all-in-one, scalable marketing solution. Seamlessly integrate and automate your lead-generation efforts with our comprehensive system. From paid ads to online courses, sales funnels to website creation, we've got you covered. Ready to elevate your business? Discover the power of Business in a Box today.

RESPONSIVE MOBILE DESIGN

In the mobile-first era, our responsive designs ensure your website looks stunning on all devices. Enjoy increased user engagement and conversions with seamless adaptability.

a simple, user-friendly experience

Client Connect is designed to help you turn your sales pipeline into your automated business partner.

You provide the contacts you want to follow up with. We provide custom onboarding, compliance instruction, and all the software you need to successfully remove follow-up off your to-do list!

Frequently Asked Questions

What Kind of Support Does Client Connect Provide?

Once you've signed up, our team will guide you through the onboarding process, setting up Client Connect to align with you and your business. We also provide 24/7 email support as well as an easy-to-navigate tutorial library for quick answers to your questions.

How Secure is Your Customer Data?

Data privacy and security are 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 Do Automations 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?

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

What Platforms Can You Integrate Client Connect With?

Our integration spans across multiple platforms for simple and seamless automation. We use Zapier to automate between 2,000 other applications with ease.