PRICING

Choose Your Strategic Wealth AI Plan

High producer Plan

$97/month

No Setup Fee

  • Basic Agent Training:

  • Onboarding, sales fundamentals, productivity tools.

  • 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

high producer

No contracts - cancel anytime

team builder plan

$297/mo

$500 Setup Fee

  • Recruitment Specific Workflows

  • 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

No contracts - cancel anytime

INTRODUCING

High Producer Plan

The $97 High Producer Program is specifically designed for high-performing agents in the insurance space who want to work smarter, not harder. This program helps you automate your sales processes, optimize lead conversion, and scale your business seamlessly without sacrificing control. You’ll have access to a comprehensive set of tools that maximize productivity, increase sales efficiency, and ensure consistent client engagement. Perfect for agents who are serious about optimizing their workflow and focusing on what truly drives revenue—selling.

High Producer Plan

Here's what you get:

  • Landing Page & Sales Funnel Builder

  • Email & SMS Marketing Automation

  • CRM & Pipeline Management

  • Reputation Management

  • Booking & Calendar Integration

  • Training & Support Resources

  • Automation Workflow

$97/month

No contracts - cancel anytime

Why Choose the High Producer Program?

  • Boost Sales Efficiency:

    Free up your time by automating time-consuming tasks such as follow-ups, scheduling, and lead management. Focus more on closing deals and less on administrative work.

  • Increase Conversions:

    Leverage advanced sales funnels and marketing automation to nurture leads at every stage of their journey. Convert more leads into clients with automated, personalized communication that keeps prospects engaged.

  • Save Time with Automation:

    Let the system handle repetitive tasks like reminders, lead tracking, and follow-ups. Automation ensures that no lead is left behind and that you’re always on top of your appointments and communications.

  • Seamless Client Engagement:

    Automate your communications across email, SMS, and other channels, ensuring timely and consistent engagement with your prospects and clients to build stronger relationships.

  • Centralized Lead Management:

    All your lead and customer information is stored in one place, giving you full visibility and control over your interactions, opportunities, and sales progress.

INTRODUCING

Team Builder Plan

The $297 Team Builder Program is designed for agents who are not only focused on enhancing their own sales performance but also want to build, manage, and scale a thriving agency. This plan is perfect for those looking to create a system to recruit and develop top talent, manage ad campaigns, and lead a high-performing team of agents. In addition to all the powerful features in the $97 High Producer Program, the Team Builder Program offers tools for recruitment, advanced ad management, team collaboration, and performance tracking, empowering you to grow your agency more efficiently and effectively.

Team Builder Plan

Here's what you get:

  • Recruitment Workflows

  • 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

$297/month

No contracts - cancel anytime

Why Choose the Team Builder Program?

  • Landing Page & Sales Funnel Builder:

    Design custom, high-converting landing pages and sales funnels to attract, nurture, and convert leads. These tools scale with your business, helping your team stay organized and productive.

  • Email & SMS Marketing Automation:

    Automate personalized communications via email and SMS to keep your leads engaged at every stage. This feature ensures that no lead is left behind, helping you maintain consistent outreach and drive conversions.

  • CRM & Pipeline Management:

    Keep track of all leads, opportunities, and customer data across your entire team. With everyone working from the same CRM, you ensure seamless communication and effective management of the sales process.

  • Reputation Management:

    Build your agency’s credibility by gathering and responding to reviews. A strong online reputation will help you attract more leads and clients while maintaining a positive brand image.

  • Booking & Calendar Integration:

    Make scheduling seamless for both individual agents and your entire team. Let leads and clients book appointments easily, reducing friction in the scheduling process and improving the client experience.

  • Training & Support Resources:

    Use our white-labeled training materials to onboard new agents and provide continuous learning. The training platform ensures your team stays aligned, knowledgeable, and consistent in their approach.

  • Advanced AI Ads Manager:

    Run and manage Facebook ad campaigns using AI technology that continuously optimizes your ad performance. With objective-based management, the AI ensures you’re getting the best ROI while keeping ad spend low.

  • Team Collaboration Tools:

    Equip your team with tools to collaborate, share resources, and track performance. These tools enhance team dynamics and improve workflow efficiency, ensuring that all agents are aligned with the same goals.

  • Customizable Workflows & Automations:

    Create and customize workflows to suit the unique needs of your team. Automate follow-ups, appointment scheduling, and client management tasks to ensure consistency across the agency.

  • Agency Management Features:

    Monitor and manage your sub-agents and overall agency performance from a single dashboard. Track your business growth, assess team productivity, and identify areas for improvement—all from one place.