Transform Your Insurance Business with Strategic Wealth AI CRM
Automated tools, personalized support, and powerful AI agents – all designed to help agents excel in sales, recruiting, and development
How Strategic Wealth AI Works for You
Empowering Your Agency to Grow, Recruit, and Develop
Strategic Wealth AI is more than just a CRM; it's your complete business-in-a-box solution designed to help you sell at a high level, recruit top talent, and develop a successful, self-sustaining team. Our system leverages AI-powered tools and automation to streamline every aspect of your agency, saving you time, increasing productivity, and helping you focus on what really matters—growing your business. Here's how Strategic Wealth AI works for you
1. Sell at a High Level: Automating Your Sales Process
Maximize Your Sales Potential
Achieving high-level sales success requires efficiency, automation, and consistency. Strategic Wealth AI ensures your sales funnel is streamlined and optimized for maximum conversion by automating critical processes such as lead engagement, follow-ups, and appointment scheduling. With a blend of AI-powered agents, custom workflows, scheduling tools, and integrations, you can focus on closing deals while the system handles the heavy lifting.
Custom Workflows:
Tailor workflows for different sales stages, automating tasks such as lead nurturing, follow-ups, and client onboarding.
Integrated Calendar:
Syncs with your scheduling system to make appointment booking seamless and effortless. Automated Email & SMS Campaigns: Pre-set campaigns send reminders, follow-ups, and content to keep leads engaged and nurture relationships
Automatically.CRM: Centralizes your leads, customers, and communication in one easy-to-manage system that tracks each interaction, ensuring no lead is left behind.
By integrating these features into your business, Strategic Wealth AI automates your sales process, ensuring you never miss an opportunity. These systems save you time on repetitive tasks, increase conversions, and help you focus on what matters most—building relationships and closing deals.
Recruit: Streamlining Your Hiring Process
Attract, Nurture, and Onboard Top Talent
Finding and recruiting top-tier agents is essential to growing your agency. With Strategic Wealth AI, recruitment becomes effortless through a comprehensive system designed to attract, nurture, and onboard high-quality candidates. The same tools that helped you become a high performer can now be used by your team to recruit and onboard new agents effectively, allowing you to scale your business without added stress.
Key Features:
Automated Recruitment Workflows: Streamline the hiring process with automated lead generation, nurturing, and follow-ups, saving you time and effort. These workflows ensure that no candidate is forgotten and that all applicants are engaged effectively.
Webinars and Landing Pages: Easily create white-labeled recruitment webinars and landing pages to engage and attract potential recruits. These tools help present your agency's opportunity to prospects in a professional and organized manner, driving conversions and encouraging sign-ups.
Lead Generation for Recruitment: Leverage AI-driven tools to automatically qualify and engage with prospective agents. The system filters out unqualified candidates while nurturing those who are a good fit for your agency, ensuring that you only engage with the most promising prospects.
Database Reactivation Workflows: Reconnect with past candidates or agents who showed interest but didn't join your agency. The reactivation agent re-engages these prospects with personalized messages and prompts them to reconsider joining your team.
Referral Agent for Recruiting: Automatically reach out to your current team members for referrals, helping you find new talent from your existing network. This agent leverages the power of your current agents to source new hires, reducing the effort required to find the right candidates.
Additional Tools for Recruitment Success
Custom Workflows:
Design tailored recruitment workflows to automate outreach, lead nurturing, follow-ups, and more. These workflows help you stay organized and ensure you’re consistently engaging with potential recruits at the right time.
Onboarding Automation:
Automatically send onboarding materials, contracts, and training schedules, streamlining the onboarding process for new agents. With this tool, you can ensure a smooth and professional welcome for every new hire.
CRM:
Track your recruitment pipeline from start to finish in one centralized system. The CRM stores key information on candidates and agents, giving you real-time insights into where each lead stands in the hiring process.
With Strategic Wealth AI, recruitment is no longer a cumbersome task. The powerful combination of automation, AI tools, and customizable workflows allows you to grow your team faster and more efficiently, ensuring that your recruitment process is always working in the background while you focus on building and scaling your agency.
Key Features:
Why Choose Strategic Wealth AI?
How Strategic Wealth AI Supports Sales Growth
Strategic Wealth AI CRM provides a suite of tools that improve sales efficiency by automating routine tasks, enabling agents to focus on high-value interactions. From quick lead response to detailed sales feedback, our CRM helps agents maximize their conversion rates
Recruiting: How Strategic Wealth AI Enhances Recruiting
Our CRM’s automated tools also support agents in recruiting by managing lead pipelines, reactivating dormant contacts, and engaging new prospects—all essential for growing a successful agency. Strategic Wealth AI’s recruitment tools allow agents to focus on building strong, productive teams.
Development: How Strategic Wealth AI Facilitates Agent Development
Strategic Wealth AI goes beyond sales and recruiting by offering features that focus on agent development, equipping them with training resources and real-time support. Agents benefit from ongoing learning opportunities that foster continuous growth and performance improvement
Insurance Genie:
Acts as a digital knowledge base, allowing agents quick access to underwriting guidelines, policy details, and industry FAQs, empowering agents with information to improve service quality
Training Module:
Offers courses on sales techniques, industry knowledge, and recruitment best practices to help agents at all levels refine their skills.
Sales Genie:
Provides detailed feedback on sales conversations, helping agents identify areas to improve their technique, language, and approach.
Empower Your Agency with Strategic Wealth AI
Choose the plan that meets your goals, whether you're starting out, scaling up,
or leading an empire
HIGH PRODUCER PLAN
Get Started with the Essentials
Build your foundation with tools and training tailored to new agents.
$97/month | No Setup Fee
Basic Agent Training: (onboarding, sales fundamentals, productivity tools).
Strategic Wealth AI Dashboard:
Calendar and Booking Links:
Workflow Automations:
Basic Analytics:
Landing Page & Sales Funnel Builder
Email & SMS Marketing Automation
CRM & Pipeline Management
Reputation Management
Booking & Calendar Integration
Training & Support Resources
Automation Workflow
TEAM BUILDER PLAN
Elevate Your Sales and TEAM
Advanced tools and training to take your success to the next level.
$297/month | $500 Setup Fee
Recruitment System:
Comprehensive Training:
Exclusive Tools:
Landing Page & Sales Funnel Builder
Email & SMS Marketing Automation
CRM & Pipeline Management
Reputation Management
Booking & Calendar Integration
Training & Support Resources
Automation Workflows
Advanced AI Ads Manager
Team Collaboration Tools
Customizable Workflows & Automations
Agency Management Features
Disclosure: Strategic Wealth AI is a marketing and technology platform operated by Strategic Wealth Experts. This platform supports insurance professionals with AI-driven CRM tools designed to enhance sales and marketing efficiency. Strategic Wealth AI provides marketing automation, educational resources, and lead management tools. The information provided on this website is for informational purposes only and does not constitute insurance, legal, or tax advice. Strategic Wealth AI does not directly offer insurance products or personalized guidance