IN EVERY PLAN
THE CRM
INCLUDED
The system that works every lead, so none of them sit.
- Pipeline and calendar
- AI text and voice follow-up
- Automations by lead type
- Live dashboard + weekly report
- Group onboarding
MARKETING · LEADS · TECHNOLOGY
BUILT BY AGENTS.
MADE TO PRODUCE.
Exclusive leads from your own ad account. AI follow-up in seconds. A team that cuts losing ads every day.
All of it judged on one number:
your cost per policy.
AN AGENCY MADE BY AGENTS, FOR AGENTS.
PRODUCER DASHBOARD / 30 DAYSSAMPLE ACCOUNT
$186Cost per policy
14Policies written
62%Contact rate
31%Booked rate
THE NUMBER THAT PAYS YOU.
ILLUSTRATIVE SALES FEED · NOT LIVE
Marcus T. just wrote $1,840 AP
Final Expense · Tampa, FL · Sample entryBUILT FOR THE CLIMBTHE PRODUCER BRIEF / FFL
AGENT MADE / THE PROBLEM01 — 08
YOU’VE BOUGHT LEADS BEFORE
YOU ALREADY KNOW
HOW THIS USUALLY GOES.
SHARED BEFORE IT HITS YOUR PHONE
The “exclusive” lead you paid $40+ for already got a call from three other agents.
PRICED BY THE LEAD, NOT THE POLICY
A cheap lead means nothing if it never closes. Vendors sell volume. You get paid on production.
NOBODY IS WATCHING THE ADS
The pack ships and the vendor disappears. No one knows which ads are writing business and which are burning money.
AGENT MADE / THE STANDARD02 — 08
THE AGENT MADE STANDARD
COMPARE ANY LEAD TO THIS.
THE DIFFERENCETHE USUAL LEAD VENDORAGENT MADE
Who gets the leadTHE USUAL LEAD VENDORYou and whoever else bought itAGENT MADEOnly you. Your ad account, your form.
How you payTHE USUAL LEAD VENDOR$40+ per lead in 30-lead packsAGENT MADEFlat monthly. Leads at your real ad cost.
What gets measuredTHE USUAL LEAD VENDORCost per leadAGENT MADECost per policy
Who watches the adsTHE USUAL LEAD VENDORNobody, once the pack shipsAGENT MADEReal people, every day
Follow-upTHE USUAL LEAD VENDORYou, when you get to itAGENT MADEAI text and call in seconds
What you seeTHE USUAL LEAD VENDORA spreadsheet of namesAGENT MADELive dashboard + weekly report
A comparison of the models described here, not a claim about every lead vendor.
AGENT MADE / THE SYSTEM03 — 08
HOW IT WORKS
THREE STEPS.
THEN YOU SELL.
01 · BUILD
YOUR ENGINE.
IN YOUR NAME.
Nothing is rented and nothing is shared. The leads come from your ad account and your forms, so they can’t be sold to anyone else.
- Meta ad account set up and connected
- Lead forms built for your product
- CRM, pipeline and calendar ready to work
- AI text and voice follow-up switched on
ACCOUNT BUILDSAMPLE SETUP
Ad account connectedDONE
Lead forms liveDONE
CRM + pipelineDONE
AI text + voice follow-upDONE
Calendar syncedTODAY
Campaigns launchedNEXT
Final ExpenseVeteranMortgage ProtectionTrucker IULRecruiting
JR
James R. · New leadVETERAN · OCALA, FL · 0:08 AGO
ILLUSTRATIVE CONVERSATION
Hi James, this is Sarah’s office. You asked about coverage for veterans. Is now a good time for a quick call?
After 5 works better
Perfect. You’re set for Thursday at 5:30 PM. Sarah will call you then.
APPOINTMENT BOOKED
02 · LAUNCH
YOUR LEAD CAME IN
8 SECONDS AGO.
SOMEONE’S ALREADY ON IT.
Speed to lead wins. AI texts and calls every new lead right away, keeps following up, and puts the ones who are ready on your calendar.
- Instant text and call on every new lead
- Follow-up that doesn’t quit after one try
- Appointments booked straight to your calendar
03 · OPTIMIZE
WE DON’T CARE
ABOUT COST PER LEAD.
We track every policy back to the ad that produced it. Losing ads get cut. Winners get more budget. The number we chase is the one that pays you: cost per policy.
- Ads reviewed every day by real people
- Every close tied back to the ad behind it
- Live dashboard and a weekly report
TODAY’S AD REVIEWSAMPLE
AGENT MADE / PRODUCTION04 — 08
RESULTS
PRODUCTION SPEAKS LOUDER
THAN MARKETING COPY.
Ad spend. Policies. Premium. The numbers that matter.
RESULTS PLACEHOLDERS · VERIFIED PRODUCER RESULTS PENDING
[$X]Ad spend managed
[X.X]xBlended return on ad spend
[$X]Annual premium written
[X]xBest month ROAS
TESTIMONIAL PENDING[Producer name][Lead type] · [State]
TESTIMONIAL PENDING[Producer name][Lead type] · [State]
TESTIMONIAL PENDING[Producer name][Lead type] · [State]
AGENT MADE / THE NEXT STEP05 — 08
WHAT HAPPENS NEXT
FROM YES TO LIVE.
01
JOIN A LIVE CALL
See the dashboard, the system and how we run accounts.
02
SIGN UP
Pick your campaigns and get started right on the call.
03
ONBOARD ON THE SPOT
Stay on for a short group setup: calendar, hours, follow-up.
04
GRANT AD ACCESS
One link connects your ad account. No passwords shared.
05
GO LIVE
We build and launch. You start getting leads.
AGENT MADE / INVESTMENT06 — 08
INVESTMENT
PAY FOR THE SYSTEM.
NOT PER LEAD.
One campaign and the full CRM, one monthly price.
Run more than one product? Add a campaign whenever you’re ready.
START HERE
PRODUCER
$749/mo
1 ad campaign + the full CRM
Exclusive leads, AI follow-up, and a team optimizing to your cost per policy.
- Lead campaign in your own ad account
- Daily ad optimization
- Every close tracked to its ad
- Everything in the CRM
- Ad spend paid directly to Meta
ADD A CAMPAIGN
ADD-ON
+$249/mo each
Sell more than one product?
Run a campaign for each.
Final ExpenseVeteranMortgage ProtectionTrucker IULRecruiting
Veteran + Final Expense$998/moTwo campaigns + the full CRM
Ad spend is separate and paid directly to Meta. No per-lead fee.
AGENT MADE / QUESTIONS07 — 08
QUESTIONS
QUESTIONS
BEFORE WE BEGIN?
Hop on a live call. See the dashboard, see how we run accounts, and ask anything.
Yes. Campaigns run in your own ad account with your own lead forms. Those leads go to you and only you.