Straightforward Pricing

Clear Pricing. No Mystery Sales Process.

We believe insurance professionals should understand what marketing services cost before they ever schedule a call. Our pricing is straightforward so you can decide whether our services fit your business and budget.

We Believe in Transparent Pricing

Marketing is already complicated enough. You should not have to sit through multiple sales calls just to find out what a service costs.

Our pricing clearly separates our professional service fees from your advertising budget so you know what you are paying us and what you are investing directly into your campaigns.

What You’ll Know Up Front

  • Our setup cost
  • Our ongoing monthly management fee
  • Your advertising budget is separate
  • CRM subscription pricing
  • What is included with each service

Digital Advertising Management

For insurance professionals who want help building, launching and managing Google Search or Meta advertising campaigns.

$1,500 One-Time Setup Fee
$500 / month

Ongoing advertising management and campaign support.

Advertising spend is separate. The client is responsible for the advertising budget paid directly to Google, Meta or other advertising platforms.

Advertising Services May Include

  • Google Search campaign development
  • Facebook and Instagram campaign development
  • Audience, keyword and geographic strategy
  • Ad copy and creative strategy
  • Lead forms and landing-page strategy
  • Conversion and lead tracking
  • Campaign monitoring and optimization
  • Lead-routing and CRM integration

Insurance Agent CRM Pricing

A ready-to-use CRM system designed around the insurance sales process, with pre-built pipelines, workflows and automations focused primarily on Medicare insurance.

CRM + Phone

CRM With Phone System

$180 / month
CRM features plus an integrated business phone system.
  • Everything in the Standard CRM
  • Integrated business phone functionality
  • Calling from inside the CRM
  • Centralized prospect communication
  • Call activity tied to contact records
  • Improved lead follow-up organization
Contact Us
CRM features and communication capabilities may depend on the selected configuration. Any applicable third-party, carrier, calling, texting or usage-based charges are separate unless specifically included in your service agreement.

Pricing Questions

Is advertising spend included in the $500 monthly fee?

No. The $500 monthly fee is for campaign management and marketing services. The client is responsible for the advertising budget paid directly to Google, Meta or other advertising platforms.

What is the $1,500 setup fee for?

The one-time setup fee covers the initial work required to plan, configure and prepare your advertising system, which may include campaign structure, tracking, lead capture, targeting and related setup based on the services selected.

Can I use the CRM without purchasing advertising services?

Yes. The CRM can be used as a standalone service for agents who already have their own lead sources or marketing programs.

Can I purchase advertising services without the CRM?

Yes. Advertising management and CRM services can be used independently depending on your business needs.

Is the CRM only for Medicare agents?

The current pre-built workflows and automations are focused primarily on Medicare insurance, although the CRM can also support other insurance sales and follow-up activities.

Interested in Getting Started?

Contact us to discuss Google advertising, Meta advertising or our insurance-agent CRM.

Contact Us Call 888-837-9981