HOW TO INCREASE SALES WITHOUT

BUYING MORE LEADS OR HOSTING MORE WEBINARS

Learn How I Profitably Reconnected With Over 300 Unsold Leads

⭐ WITHOUT having to “chase” people down and feel like you’re begging them to buy.

⭐ WITHOUT having to learn complicated software.

⭐ WITHOUT trying to generate “sales calls” with people who aren’t ready to buy.

🔥 Attention Independent Insurance Agents! 🔥

Grow

Your Business

With people you have already spoke to! Retaining current customers is 6 to 7 times less costly than acquiring new ones.

Gain

Competitive Advantage

When customers feel valued and engaged they are more likely to remain loyal and continue doing business with you.

Drive

More Sales

It's not just about making that first contact or sending a follow up email. It's about consistently staying on the radar, nurturing those connections, and building relationships that last.

Start By Understanding What Automated Follow-Up Is...

  • A RECONNECT CAMPAIGN successfully uses automated email and SMS messaging to reintroduce you and your business to prospects in your sales pipeline that haven't purchased from you. This is a great follow up strategy for the 70-80% of leads you didn't sell the first time.

  • A NURTURE CAMPAIGN is designed to build long term relationships with clients by consistently staying in touch so you stay top of mind and they remain your clients.

  • Automations and messaging flow in to one central communication and sales hub so you can successfully manage your sales and follow up efforts all from one dashboard.

Automate before you DETONATE!

Are You Doing ALL The Heavy Lifting In Your Sales Process?

Streamline ongoing client communication in one place so that you can double your sales efforts without hiring more staff or working more hours.

Quit Buying More Leads Or Hosting

More Webinars!

Find "fast" money in your current pipeline of old leads and previous clients utilizing an automated RECONNECT campaign.

Where We All Give Up? IMPLEMENTATION!

The challenge of automating a sales pipeline is the cost of implementation.

Ultimately, you are looking for a scalable, affordable marketing machine that integrates and automates your current business... without you.

Automated Follow Up and Marketing Software

Built by Insurance Agents for Insurance Agents

Plans Include:

• 1 Local Number

• 3,000 Emails

• 2,000 Texts

• 2,000 Voice Minutes

• Unlimited Contacts

• Unlimited Calendars

• Unlimited Chats

CONCIERGE ONBOARDING

One-on-one training and site customization.


ONE TIME SET-UP FEE $250

NO=NOT NOW

Pre-Built Reconnect Campaign

Including all workflows

NURTURE BOT

Pre-Built Nurture Campaign

Including all workflows

PLUS

  • 2 Way Text & Email Conversation

  • Web Chat

  • Facebook Messenger

  • Missed Call & Text Back

  • Calendar

  • CRM
    Sales Management Dashboard

  • Email Marketing

  • Customizable Forms

  • SMS & Email Templates

  • Workflows

  • Up to 3 User

  • All Reporting

NO=NOT NOW

Pre-Built Reconnect Campaign

NURTURE BOT

Pre-Built Nurture Campaign

  • Pre-Built Annual Review Campaign

  • 2 Way Text & Email Conversation

  • Web Chat

  • Facebook Messenger

  • Missed Call & Text Back

  • Calendar

  • CRM
    Sales Management Dashboard

  • Email Marketing

  • Customizable Forms

  • SMS & Email Templates

  • Workflows

  • All Reporting

PLUS

  • Unlimited Users

  • Sales Funnels

  • Surveys

  • Social Media Planner

  • Websites

  • Memberships

  • Unlimited Marketing Campaigns

  • Blogs

  • Communities

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.

HOW MUCH MONEY IS SITTING IN YOUR PIPELINE?

Grow Your Business on Autopilot

Our Plans

Basic

$1000

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Pro

$1500

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Premium

$2500

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