Effortless Client Management with Our Done-For-You CRM
Be Chosen Agency provides a fully automated CRM system tailored for insurance agents. We handle the setup and any changes you need—so you can focus on growing your business.
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Your All-in-One CRM Solution for Life Insurance Agents
Say goodbye to disorganized leads and missed opportunities. Our HighLevel CRM is fully set up with pre-built workflows designed specifically for life insurance agents. Every lead is tracked, ensuring no opportunity slips through the cracks.
This all-in-one platform includes:
• A built-in dialer for seamless calls
• SMS and email messaging for fast communication
• Tools to keep your business organized and running smoothly
We don’t just set it up—we make ongoing changes to fit your business perfectly. Focus on selling policies while we handle the tech.
Generate More Leads with High-Converting Funnels Built for Life Insurance Agents
Attracting quality leads is essential for growing your life insurance business, and our custom-built funnels make it easier than ever. These high-converting landing pages are designed specifically for life insurance agents to capture potential clients and guide them toward taking action.
Here’s how our funnels help you succeed:
• Attract the Right Leads: Professionally designed landing pages grab attention and speak directly to your audience.
• Capture Every Opportunity: Optimized forms ensure no potential client slips through the cracks.
• Seamlessly Integrated: Each funnel connects directly to your CRM, making follow-ups automatic and effortless.
We Handle Everything for You
From initial setup to ongoing tweaks, we create and manage your funnels so they fit your business perfectly. Whether you need a new landing page or changes to your existing setup, we’re here to make it happen.
Websites Designed to Turn Visitors Into Clients
Your website is more than just an online presence—it’s a powerful tool to convert visitors into qualified leads. At Be Chosen Agency, we design professional, high-converting websites tailored specifically for life insurance agents to drive results.
Here’s what makes our websites effective:
• Optimized for Lead Conversion: Every element, from calls-to-action to contact forms, is strategically placed to capture and convert leads.
• Mobile-Friendly and Fast: Designed to perform flawlessly on any device, ensuring you don’t miss out on mobile users.
• Clear and Professional Design: Showcase your expertise with a polished, trustworthy look that resonates with potential clients.
• Integrated with Your CRM: Leads from your website are automatically funneled into your CRM for seamless follow-up.
We Manage It All for You
From designing a website that reflects your brand to making updates as your business evolves, we handle everything. You focus on helping your clients—we’ll make sure your website works for you.
Get the CRM That Does It All for Just $297/Month!
CRM, Funnels, and Website Included—Everything Designed to Grow Your Life Insurance Business.
Price Breakdown:
• $297/Month: Includes full access to the CRM and its features.
• Usage Fees: Pay only for what you use (dialer, SMS, and additional services).
• 30-Day Free Trial: Try it risk-free for a full month—no commitments!
What’s Included (Value Points):
• CRM: Pre-built workflows to ensure no lead slips through the cracks. Dialer, SMS, and email integrations for streamlined communication.
• Funnels: High-converting landing pages tailored for lead generation.
• Website: Professional, lead-optimized website integrated with your CRM.
• Ongoing Support: We’ll make any changes or updates you need to fit your business.
Testimonials
Maria K., Insurance Specialist
This CRM has completely transformed how I manage my leads. The automated workflows and funnels make everything so easy, and the support team is always ready to make changes when I need them. Highly recommend!
James L., Independent Insurance Agent
Be Chosen Agency’s setup was seamless! The website, funnels, and CRM work perfectly together, and I’ve already seen an increase in client conversions. Worth every penny!
Maria K., Insurance Specialist
I love how organized my business is now. The CRM keeps everything in one place, and the dialer and SMS features save me so much time. Plus, the 30-day free trial made it an easy choice!
FAQs
Your Questions Answered: Quick Insights on Our Expert Services
What is included in the CRM system?
Our CRM includes everything you need to streamline your business:
• Built-in dialer for calls
• SMS and email messaging
• Automated workflows to ensure no lead slips through the cracks
• Lead tracking and organization tools
• Reporting and analytics for performance insights
Can I customize the CRM to fit my business?
Absolutely! We set up the CRM specifically for your needs and make any changes you request to ensure it fits your business perfectly. Your success is our priority.
How do the landing pages (funnels) help me generate leads?
Our high-converting landing pages are designed to capture potential clients’ information and guide them into your CRM. These pages are optimized for lead generation, ensuring no opportunity is missed.
Will I need to learn how to use the CRM or build anything myself?
Not at all! We handle the entire setup for you, including workflows, automations, and integrations. Plus, we’re here to make any adjustments you need along the way so you can focus on selling.
What makes your websites effective for lead conversion?
Our websites are designed to convert visitors into leads with:
• Strategically placed calls-to-action and contact forms
• Mobile-friendly, fast-loading designs
• Seamless integration with your CRM for automated follow-ups
How do you ensure I never lose a lead?
Our automated workflows handle follow-ups via SMS, email, and calls, ensuring every lead is nurtured. The CRM also tracks and organizes all interactions so nothing falls through the cracks.
What support do I get after setup?
We provide ongoing support to make any changes or updates you need. Whether it’s adjusting workflows, creating new landing pages, or updating your website, we’ve got you covered.
Can the CRM help me with email and SMS campaigns?
Yes! The CRM allows you to easily send automated SMS and email campaigns to engage leads, follow up on quotes, and stay in touch with clients—all from one platform.
How long does it take to set everything up?
The setup process is quick and efficient. Most systems, including the CRM, landing pages, and website, are ready to go within 7-10 days, depending on your specific needs.
How much control will I have over the system?
You’ll have full access to the CRM, allowing you to track leads, view reports, and make minor adjustments if needed. For larger updates or changes, we’re here to handle everything for you.