Receive all the tools you need to follow our 12-Week Downloaded Guide.
Access to LGM Portal
12-week guide and worksheet
Profit per Lead (PPL) Calculator
Profit Forecasting Calculator
Boost your weekly written premium effortlessly with our comprehensive 12-week advisor guide. Our proven strategies in insurance marketing and sales will lead you to success.
Everything in DIY plus...
LGM Success Strategy Calls
Optimization Suggestions for Your Lead Providers
Assistance with Marketing & Sales Campaigns
We are here when you need us! Schedule a call any time with one of our expert coaches.
Optimization Suggestions for Your Lead Providers
Assistance with launching Marketing & Sales Campaigns
Our Tailored Insurance CRM, automation, reporting dashboards, Voice/Text, AI & more for the DIY types!
1 User
Full CRM Setup
Unlimited Voice and Text
Real-time Advanced Proprietary Insurance Dashboards
Stock Marketing Campaigns (Ready to Use CRM)
Lead Provider Integrations
Sales Pipeline
Calendars & Appointment Scheduling
Unlimited LGM CRM System Support
Additional Agents As low as $20 per seat
No need to go at it alone. We'll guide you to fruitful marketing and profitable sales with our semi-monthly LGM Success Coaching Calls.
Everything in Advanced CRM - Self Guided plus...
LGM Success Strategy Calls
Lead Provider Management
Reporting Management
Rapidly Launch New Marketing/Sales Campaigns
Lowest user cost in the industry with a phone number, unlimited calls, and unlimited text messages.
Don't have time or the manpower to manage your LGM Advanced CRM? Contact us. We'll do it all for you!
New Campaign Workflow Build Outs
3rd Party Integrations
Complete Phone System Setup
Lead Generation Management
Call Marketers
We analyze your CRM data and provide insightful reports and dashboards for action.
LGM Proprietary Insurance Reporting Dashboard
Manual upload your data from any CRM
One 30 minute setup and training call
We are here when you need us! Schedule a call any time with one of our expert coaches.
Optimization Suggestions for Your Lead Providers
Assistance with launching Marketing & Sales Campaigns
Save 20% with a paid-in-advance subscription to any of our Partnerships.
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