Stop Losing
Leads.
Automate Your
Agency.
Done-for-you and DIY automation systems that turn direct traffic into booked appointments.
Before & After
Leads Source Direct
Most insurance agents are stuck doing everything manually. Here's what changes.
Without Leads Source Direct
- ✕Direct leads fall through the cracks
- ✕Manual follow-ups eat your day
- ✕No system to nurture or convert
- ✕Inconsistent pipeline — feast or famine
With Leads Source Direct
- ✓Automated lead capture & follow-up
- ✓Pipelines that run while you sleep
- ✓Booked appointments on autopilot
- ✓Consistent, predictable sales growth
How the System Works
A proven 5-step engine that turns direct visitors into paying clients — on autopilot.
Traffic
Direct & organic bring visitors in
→Lead
Captured via forms & landing pages
Automation
Instant follow-up via SMS & email
→Appointment
Booked directly on your calendar
Sale
Close deals consistently
WE SET UP AND
MANAGE YOUR CRM!
All-in-One CRM Built For Insurance Agents
You can easily streamline your entire process with our user-friendly CRM. Most features are pre-built into the system, so you just need to use them. Simplifies importing contacts, prospecting, booking appointments, tracking interactions, and monitoring sales progress through comprehensive analytics.
Helping you to increase productivity, better organization, and improved client relationships.
We do the Heavy Lifting For You.
Choose Your Path
Whether you want to build it yourself or have us do the heavy lifting — we've got you.
Base Price
- ✓ Pre-built GoHighLevel snapshots
- ✓ Automated follow-up sequences
- ✓ Pipeline templates
- ✓ Email & SMS campaigns
- ✓ Training videos & docs
- ✓ Community support
Pro Concierge add on
- ✓ Everything in DIY
- ✓ Custom-built automations for your agency
- ✓ Done-for-you pipeline setup
- ✓ 1-on-1 onboarding call
- ✓ Monthly strategy sessions
- ✓ Priority support
- ✓ Ad campaign templates
- ✓ Ongoing optimization
Plug-and-Play Automations:
Tailored For Your Business
Pre-configured for convenience. Simply customize the necessary details, hit publish, and you're ready to go!
What does Pro Concierge Add-on do for You?
-
✔ We will help set up and optimize your CRM
Individual Cost ($349)
-
✔ We will help you Build your Webinar
Individual Cost ($499)
-
✔ We will help you Build a Website Template
Individual Cost starts at ($299)
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✔ We will help you load Preset Automations
Individual Cost starts at ($199)
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✔ We will build you a tailored A.I bot to serve your specific needs
Individual Cost ($997)
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✔ Priority Support for any inquiries
Individual Cost ($199)
Custom AI Chat Bot Assistant
We want you to focus on your high-value tasks and an AI chatbot assistant can be a tremendous help!
We will customize your AI Assistant based on your business, personality, schedule, needs, wants, and specific Call to action.
Just fill out our bot builder form, and we'll create and deploy your AI Assistant for you!
You can also use your AI Assistant across various platforms.
Pro Concierge
All-In Package
Don't settle for ordinary.
Lead your insurance industry with the unparalleled power of Leads Source Direct.
Seize the future. Go Direct Today!
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