AD CRM for life insurance leads, life insurance final expense leads

5X Your Sales & Launch Successful Life Insurance Ads In Seconds!

Booked Life insurance appointments

Feel Like Lead Profitability Is Impossible?

Take This FREE 60-Second Quiz To Find Out Where Your Loosing Money!

Our Click To Launch Makes it easy for any life insurance agent to run a lead-generating campaign on Social Media ... Even If You’re Not a "Techy Marketer"

Fast Action Connections With Leads and Clients

  • Import All Past Leads, Contacts, and Leads From All Lead Vendors
  • Power Through Dial Day With The Power Dialer
  • Send Bulk Texts, Emails, Automated Calls, and Voicemail drops
Texting and calling life insurance leads
Booked appointments for life insurance agents

Generate Appointments And Sales On Demand

  • Campaigns built to convert fresh and aged leads into conversations that lead to sales
  • Pre-built campaigns are directly integrated with your campaigns and the AI, Toby.
  • Automate retention campaigns to keep in touch with clients. Keep more policies on the books and generate new referrals

Click To Launch

Life Insurance Ads

  • Hand Pick Proven Life Insurance Ads for Mortgage Protection, Life Insurance, and Final Expense
  • Anyone can launch ads within seconds


You're either overpaying for ad management or working through an outdated FB ad course. You now can access Ad Management quality lead generation within seconds of logging in!

Pro Agent

$499.99/mth

Setup fee $175

Details

  • AD CRM
  • Power-Dialer (Phone Number Verification)
  • Eliza Auto-Booking
  • Click To Launch
  • SMS & Email Drip Campaigns
  • Phone App Power-Dialer

Successful insurance agents have a killer work ethic...

You're out there grinding, hustling, and killing it, but you don't want to burn out and you're praying there's a better way to build your business and save yourself hours of time...

I see you.

You’re sick of letting leads slip through the cracks, having to manually make 300-500 dials on your dial days, and not being able to have the work/life balance you really want.

You're already buying leads, putting in the hard work, but you're hoping there's something that will help take you to the next level without having to double your weekly lead order.

And you know that if you could just find a way to get a little more juice out of your leads, automate client retention, and double your close ratio, you’ll finally be able to grow the insurance business you’ve always dreamed of having...

From The Desk Of the Author:

Forrest Adsit

Why have I and other life insurance agents struggle keeping up with the the grind and hustle of the industry.


Most are STUCK…unwilling to adapt to the modern (proven) way of growing and managing their Pipeline with Hot & Aged Leads…


Stubbornly leaving behind what could’ve been the one chance at prosperity.


Do they ENJOY the time spent away from family and friends attending appointments the might not answer the door?


Do they CRAVE that missed family outing.. or that appointment across town that (might…) get them just 1 new policy?


Do they like sitting in an empty office waiting, hoping, praying the phone will ring? Or worse calling out to old instant internet leads database...


My guess is a resounding NO.


They don’t take any pleasure in these things whatsoever.


They just don’t know what they don’t know. They haven’t had anyone to ACTUALLY guide them through the process. (Thanks Up-line!)


The process of getting clients (100’s) signing up for a spot on their schedule.


The process of getting them to actually show up to their appointment (phone or in-person).


And the PROVEN way to convert those appointments and leads to actual policies closed…


Wouldn’t it be nice to say goodbye to Cold Calling, Cold Door Knocking, No Show Appointments, and the old instant internet leads FOR GOOD?

Automate Nurturing And Follow-Up

  • Proven pre-built campaigns to generate responses from texts and emails
  • 12 month drip nurture sequences continue to reach out
  • Prospects reply back and are booked by the AI, Toby. Toby will also introduce you to the prospect calling.

Finally A Plug & Play System That Gives Life Insurance Agents

Exclusive, TCPA Compliant & Affordable Leads

When it comes to working with online leads. It's important to understand expectations for those leads. Most online lead's no matter the source convert between 1-3%.


So why spend $1,000 on 100 leads to close 3 policies? When you could spend $800 on 1,000 leads and close 30 policies?



Power Dialer

Dial days just got shorter! Make hundreds of calls in half the time. Closing over the phone or setting appointments just got easier with our power dialer. Easily manage your calls and your call tracking!

Pipeline Management

Keep track of who needs to be closed and who's been closed even easier. Our Automation and AI helps move leads to the correct stage in the pipeline.

Eliza AI Booking

Our Eliza AI is here to help you have quality conversations with prospects and book them directly onto your calendar.

It’s like having your own personal assistant who never takes lunch or clocks out!

Power Dialer For Powerful Dial Days

Save hours of manually dialing leads using our built-in power dialer.

  • All leads (even imported leads) can be placed in the queue for calling
  • Call and connect with leads fast and stay organized
  • Call based on lead age, call times and callbacks

Mobile App

Download directly from your app store

  • Manage appointments, contact info, and pipeline status of leads and clients
  • Full Communication access to your clients. Including being able to use the power dialer through your mobile device!
  • Get real-time notifications of new hot leads coming into the pipeline. Setup call forwarding to coming straight to your mobile phone.

Fast Action Connection With Life Leads and Clients

Track all texts, emails, phone calls, Facebook messages, and voicemails in one place

  • See all incoming & outgoing responses
  • Maintain high-priority communications, quickly respond, mark them as complete, and move on.

And what happens if you do take advantage of AD CRM?


Most likely, the same thing that’s happened with so many of our other agents:


More free time with family, more time to build your team, more sales, and an overall better work/life balance.


We know what it costs just to set this type of system up. 100s of hours of personal headaches, sweat, and tears plus spending thousands on developers and courses.


Learn from our experience and take advantage of our amazing offer today. Because we're only getting better.

STARTING AT $499.99/MTH!

TAKE CONTROL OF YOUR BOOK OF BUSINESS TODAY

Best CRM for independent life insurance agents

Life Insurance CRM Systems
November 06, 20225 min read

Winning is a habit. Unfortunately, so is losing. - Vince Lombardi

Introduction:

If you're an independent life insurance agent, you know that having a good CRM is essential to your success. But with so many CRMs on the market, it can be hard to know which one is right for you. In this blog post, we'll take a look at three of the best CRMs for independent life insurance agents and help you decide which one is right for you.

AD CRM going over the best CRM systems for life insurance agents

With that said, let's jump right into the best CRMs for independent insurance agents.

Salesforce Sales Cloud

 Salesforce Sales Cloud is a popular CRM that offers everything you need to manage your leads and customers. With features like lead scoring and tracking, Opportunity Management, and Forecasting.
Salesforce Sales Cloud can help you close more deals and grow your business.
Best of all, Salesforce Sales Cloud integrates with a number of popular life insurance carriers, making it easy to keep your data in one place.

One potential downside to this platform as with many others is that it comes to you as a blank slate. Meaning you'll be responsible for creating and connecting all your automations and actions within your account.

Zoho CRM

Zoho CRM is another great option for independent life insurance agents. It offers features like Lead Scoring and grading, opportunity management, social media integration, and email integration. Additionally, Zoho CRM has a mobile app so you can access your data on the go. Similar to Salesforce you'll be responsible to ensure your account is created for your insurance business.

Pipedrive CRM

Pipedrive is a CRM that's designed specifically for salespeople. With features like deal pipeline management, Activity Timeline, email integration, and customizable dashboards, Pipedrive can help you streamline your sales process and close more deals.
Pipedrive also integrates with a number of popular life insurance carriers, making it easy to keep all of your data in one place.

4. Build relationships with potential customers

One of the most important aspects of starting a blog is establishing a connection with your potential customers. This can be done through engaging in conversation on your blog, posting stories about how you operate your business, or even sharing inspiring content that you think will resonate with them. These interactions also make it easier for you to keep up with what people are saying and sharing on social media.

5. You can repurpose blog content for social media

This is a great way to get more mileage out of your blogs and increase traffic. However, it's important to use the right type of content on Facebook. If you write about topics like parenting, personal finance, or food, they might not be as relevant on Facebook as other types of posts.

If you are looking to make money online, affiliate marketing has become one of the most popular. Affiliate marketing allows bloggers to earn commissions by promoting products and services from others. The blogger does not need to own any product or service to be able to promote them. All he needs is a link to the product or service which he wants to promote.

6. It drives long-term results

A blog is an essential tool for building a long-term relationship with your audience. The best blogs will eventually become an extension of your company’s culture and marketing strategy, which means that each article you publish has the potential to create a lasting impact on your brand.

Your blog serves as a platform through which you can share information, knowledge, and tips on your preferred topics. This allows you to provide valuable content with value in return. The more time readers spend on your website, the more chances there are for them to get familiarized with your business and become customers down the line.

7. Blogging helps with link building

Your blog should be the top source of information for your business. By writing consistently on your blog, you’ll want to build links back to your website and help increase its authority.

You can use a free service like Google Analytics to track how many people are visiting your site. This will give you an idea of what kind of traffic is coming in from where. You can then decide whether or not it makes sense to invest money into advertising.

If you have a blog that has been around for a while, you may find yourself having trouble getting new readers. If this is the case, there are many things you can do to get more traffic to your site.

You need to make sure that you are providing value in some way to your audience. This means that you should be offering something of interest and benefit to them. You will also want to provide quality content on a regular basis.

Make sure you have an RSS feed so that people can subscribe to your blog. This will allow them to receive updates whenever you post new articles.

8. It increases SEO

Search engine optimization is a vital part of any successful digital marketing campaign. A well-written blog can improve your search rankings by helping you rank higher in search engines. When someone searches for a topic related to your niche, they will often click on the first few pages of results. These are usually the websites that have the most relevant content.

If you want to get more traffic from Google and other search engines, make sure you use keywords throughout your site. This means using them in titles, headers, subtitles, and even in the body of your articles. If you do this, it will help people find what they’re looking for when they type in a keyword or phrase into their browser.

This means that regardless of what your business offers, your target audience is likely searching for products or services like yours on search engines like Google.


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