Stop Losing Leads to Slow Follow-Up

Automated lead management system for insurance agents and roofing companies. Capture 60% more leads with instant text-back, automated follow-up, and smart appointment booking.

30 sec Average response time
7-touch Automated sequences
60% More leads captured
24/7 Never miss a lead

You're Losing $150,000+ Every Year

And you don't even know it's happening

📞
67%

of your leads go to voicemail when you're busy with clients or on job sites

4+ hours

average time to call back a lead. By then, they've called 3 other companies.

💰
$150k+

in lost revenue every year from leads that went cold while you were busy

Automated Follow-Up That Runs 24/7

While you're on calls, appointments, or job sites

30-Second Response Time

When you miss a call, our system sends an instant text: "Sorry I missed you! Want to schedule a free consultation? Book here: [calendar link]" Most leads book within 2 minutes.

💬

Instant Text-Back Demo

Automated SMS sent within 30 seconds of missed call

📧

7-Touch Sequence Over 14 Days

Every lead gets text, email, text, email - all automatic. You never have to remember to follow up. The system captures leads that would have gone cold.

📊

Follow-Up Timeline

Day 0 → Day 3 → Day 5 → Day 7 → Day 10 → Day 12 → Day 14

📅

Calendar Integration & Reminders

Leads book directly on your calendar. Automated reminders 24 hours and 2 hours before appointments cut no-shows in half.

🔔

Smart Reminders

24hr reminder → 2hr reminder → Show rate: 85%

📄

Automatic Quote Follow-Up

After you send a quote, the system follows up automatically 3 days later, then 7 days later. No more deals dying in the pipeline.

Pipeline Management

Quote sent → 3 day follow-up → 7 day follow-up → Closed

Built For Insurance Agents & Roofing Contractors

🛡️

Insurance Lead Management

  • Auto, home, life, health, business insurance
  • Multi-carrier quote management
  • Consultation booking & reminders
  • Policy renewal automation
  • Review request workflows
🏠

Roofing Lead Management

  • Inspection booking automation
  • Estimate follow-up sequences
  • Storm lead management
  • Job completion workflows
  • Review & referral automation

Works for any home service business - HVAC, plumbing, solar, and more

From Lead to Client in 3 Steps

We handle the setup, you handle the sales

1

SETUP (Week 1)

  • We build your custom system
  • Import your existing leads
  • Customize all messaging
  • 30-minute training call
2

GO LIVE (Week 2)

  • System activates
  • Leads start flowing
  • Automated follow-up begins
  • You see real-time pipeline
3

SCALE (Ongoing)

  • Monthly optimization
  • Performance reports
  • Template updates
  • Continuous improvement

Real Results From Real Clients

See the impact in 30 days

60%
More Leads Captured

On average, clients capture 60% more leads that would have been lost to slow follow-up

47%
Higher Show-Up Rate

Automated reminders cut no-shows nearly in half

12:1
Average ROI

Clients recover $12 in revenue for every $1 spent on the system

Results measured across 50+ active clients in insurance and home services

Simple, Transparent Pricing

No hidden fees. No long-term contracts.

Performance

$0
$497/mo + $175 per appointment

Pay only when the system works

  • No upfront cost
  • All Professional features
  • Lower monthly base
  • Pay per result
Book Your Demo

Frequently Asked Questions

How long does setup take?
5-7 days from contract signing to go-live. We build everything, customize it to your business, and train you on how to use it.
Do I need a website?
No. The system works with phone calls, referrals, any lead source. We can build you a simple landing page if needed.
What if I'm already using a CRM?
This replaces your CRM. Everything in one place - leads, follow-up, pipeline, calendar. Much simpler than piecing together multiple tools.
Can I customize the messages?
Absolutely. We dial in the exact wording during setup, and you can tweak anytime. It's your voice, automated.
What if it doesn't work for my business?
If you don't see 30% more booked appointments within 90 days, we'll work for free until you do.
Do you work with other industries?
Yes - HVAC, plumbing, solar, electricians, painters, any home service or professional service business. Book a demo to discuss your specific needs.

Ready to Stop Losing Leads?

Book a free 15-minute demo. See the system in action. No pressure, no obligations.

We'll contact you within 2 hours to schedule your personalized demo.