"The best way to prevent chargebacks is to build a relationship with your clients.
The easiest way to do that is to automate the touchpoints so you can foster and grow that relationship without sacrificing your time following up."
“You do not rise to the level of your goals. You fall to the level of your systems.” - James Clear
One platform.. Built by agents, for agents.
"If you buy your leads... You should have control of them.. If you don't, you have a problem"
We expect to log in and be able to work daily, you should too.
Does the below sound familiar???
No constant changes, no crazy updates. We keep it simple, stupidly simple.
FREE SUPPORT - 20 DAY FREE TRIAL - FREE ONBOARDING
Automate The Touchpoints, Not The Relationship
Make sure that you stay connected with your clients after the sale.
#1 reason your business will be replaced is because your client doesn't stay in contact with you.
Focus on the most important things you have going on now, rather than trying to remember who you've talked to recently.
Replace multiple subscriptions for one that does it all
How much are you paying every month in subscriptions to contact your leads and clients?
TCPA/A2P compliant with "Done For You" set up.
Import any lead via .csv document
Calendars and appointment reminders.
Upload and save policy & documents to each client.
One space for all of your client's information.
Click to call dialer, no more using your cell phone.
"No show" and "No Contact" campaigns.
Texting templates to make communication easy
Gain referrals and recruits automatically.
Stay on the forefront of your clients mind
Without begging them for referrals or trying to constantly sell them things you build a relationship of value and trust.
When someone asks them about insurance they say YOUR name!
Policy Reviews Automatically Scheduled
6 month reviews, annual reviews, ability to add a manual task to follow up after the sale
"My clients just reach out to me now, and I've scheduled 4 policy reviews just from the initial follow up messages!"
TESTIMONIALS
What others are saying
"It is one of the most
helpful tools I've ever had
access to in my career."
"Wrote a policy yesterday! Feeling excited about this y'all!"
"He responded to the automation.. "You sell Life Insurance too? I've been looking for life insurance!""
"Just had 5 clients book reviews on my calendar."
Andra T.
"Honestly so far I love it more than anything else... looking forward to this coming week and getting into a groove""
"Wrote a policy yesterday! Feeling excited about this y'all!"
"This software is amazing"
Ai Recruiting Solutions
Calendar links, Video Funnels, and No Show campaigns to keep recruits in front of you while you focus on making money now that come standard.
Upgraded, automated recruiting campaigns available that keeps you from ever having to dial a recruiting lead!
Promoted LinkedIn Job Postings funneled directly to your Attain CRM and interviews set via Ai!
Say goodbye to the things you're settling for now:
Losing Leads After Weeks
Sharing Leads with Agents
Printing Leads
Using Your Cell Phone
Tedious Workflows
5,000 Steps For 1 Simple Task
Constant Updates
Losing Sold Prospects
Having No Control
Horrible Support