1 Platform. 3 Plans. Unlimited Growth.
Whether you want a simple done for you system, a fully automated AI workforce, or complete hands on custom development, we have a plan that fits your needs. And if you’d rather start small, you can choose individual features a la carte and build your system one piece at a time.
ESSENTIALS
Everything You Need to Run Your Business
This plan gives you a complete, done-for-you insurance business system. Our team builds it, sets it up, and optimizes it for you. Perfect for agents who want a fully operational platform without advanced AI or heavy customization.
Setup Includes:
Modern Website + Funnel
SEO Setup To Get Found Online
24/7 Website Chat Bot
Missed Call Text Back
Smart Review Builder
Lead Capture + Pipeline Setup
Basic Automations (follow-ups, reminders, bookings)
What This Means For You:
You get a fully built system that runs your day-to-day operations for you, so you can focus on selling instead of setting up tech.
Best For:
Agents who want a fully built system that runs day-to-day operations with minimal effort.
Customization Levels
Minimal. During onboarding we will ask for details about your business and use it for basic customization.
Investment:
$297/month
(Plus one time $27 A2P registration + $5 per month per phone number + incremental messaging costs)
AI WORKFORCE
All Tools + AI Workforce
This plan transforms your business into a smart, automated operation. You get the entire platform PLUS intelligent bots that answer questions, respond to messages, book appointments, and interact with prospects across all channels.
Setup Includes:
Missed Call Text Back (AI answers questions and books appointments)
Website (AI bot trained on your business)
Social Media (AI replies to DMs)
Reviews (AI responds to reviews with SEO-rich replies)
Sales Page + Website (AI enhancements throughout)
What This Means For You:
Your AI workforce handles lead conversations, checks availability, answers FAQs, and books meetings while you sleep.
Best For:
Agents ready to scale faster and automate the majority of their communication.
Customization Levels
We will train your bots to know everything we can learn about your business so your AI bots can intelligent discuss your business with prospects.
Investment:
$497/month
(Plus one time $27 A2P registration + $5 per month per phone number + incremental messaging costs)
ELITE
FULL Custom Development
This plan is for agents and agencies who want a system built around THEIR vision. You get full AI, plus monthly custom development, weekly strategy calls, a dedicated chat channel, ongoing upgrades, and priority support.
Setup Includes:
Enterprise-grade custom development
Zoom strategy calls
Priority chat support channel
5 hours monthly development time included
25% discount off additional development hours
Done-for-you integrations, custom tools, and unique automations
What This Means For You:
Your AI workforce handles lead conversations, checks availability, answers FAQs, and books meetings while you sleep.
Best For:
Agencies and high-volume producers who want hands-on support and custom features.
Customization Levels
Full. When you commit to the Elite level, we put on the white gloves and roll out the red carpet. We will continually customize anything you need.
Investment:
$997/month
(Plus one time $27 A2P registration + $5 per month per phone number + incremental messaging costs)
BASICS
Basic Website
Lead Magnet or Sales Funnel
AI Chatbot (Website or Social Bot)
Review Builder & AI Responder
Missed Call Text Back with AI
A LA CARTE MENU
Not ready to commit to a complete solution?
Choose any single feature, upgrade at any time.
A La Carte options include a GoHighLevel CRM with basic functionality and very limited support.
WORKFLOWS
Database Activation Workflow
New Lead Follow Up Workflow
Appointment Booking Workflow
Long Term Nurture Workflow
Lead Qualification Workflow