Book More Qualified Appointments For Just $555 - Setup Included

Lock in the DFY appointment engine that books pre-set calls directly on your calendar - guaranteed. When you sign up today, you’ll get 90 days of our new Premium tier, Agent CRM Pro (Previously called Marketing+), including:

Agent CRM with AdBase

Unlimited 1-1 Support*

My Best AI-Powered Follow Up Bot

Insurance Ad Library

Daily Campaign Review Sessions

Giveaway Funnel System

Private Onboarding Call

Total Value: $1997

Take advantadge of the lowest price of the year.

$555

$297/month after 3 months

Black Friday Deal Ends in:

Payment

What You Don’t Have to Pay For

No agency retainers

No price gouging per booked appointment

No $97/mo funnel builders

No $997 ad “strategy” courses

No hidden fees eating into your profit

No juggling 5+ different tools

Excellence Guarantee: If We Don’t Get Appointments For Less… You Don’t Pay.

If we can’t get you sales appointments cheaper than your current provider in 90 days, you get your $555 back. We’re putting our money where our mouth is - is anyone else doing that for you?

Conditions:

You must attend at least 6 ad review sessions in your first 90 days (so we can optimize your ads with you).

You must launch your campaigns with us (we’ll help on the onboarding call).

You are responsible for your own ad spend (we provide the system, coaching, and ads).

Dear Insurance Agent

*Important Details About This Offer

I want to be 100% transparent with you about how this works. This program is a partnership. My team and I will bring the CRM, the ads, the funnels, and daily support — but I need you to show up too. Here’s why:

Ad spend is on you. We’ll guide you on what to budget, but the ad costs come from your account. That way you’re always in control of how much you’re spending.

Ad reviews are critical. The guarantee is only valid if you attend at least 6 ad review sessions in your first 90 days. These are where we look at your campaigns together and make the adjustments to meet your goals. If you’re not there, we can’t optimize.

New to ads? No problem. If you’ve never run ads before, we’ll set a clear baseline goal together during your onboarding call.

Together, we’ll fill your calendar with more affordable sales appointments — guaranteed.

I built this program to take all the risk off your shoulders. If you do your part and show up, I’ll take on the rest.

This program includes 90 days of access to Agent CRM Pro (Previously called Marketing+) and full support from Alex’s team.

You are responsible for your own ad spend and the phone system charges. We’ll help you set budgets and optimize, but ad spend and the cost of sending text messages to your leads is not included in this offer.

If we cannot help you book sales appointments for less than what you’re currently paying, you’ll receive a 100% refund of your program fee ($555.00 maximum).

The Guarantee is valid only if:

1. You attend at least 6 ad review sessions in the first 90 days.

2. You launch your campaigns with us during your onboarding call.

3.You provide accurate information about your current appointment costs.

4. You are opening a new Agent CRM account and are a first time user.

*Frequently Asked Questions

What exactly is guaranteed?

If we can’t help you book sales appointments for less than what you’re currently paying, you’ll get a full refund of your program fee (the $555.00 fully refunded to you).

Do I still have to pay for ads?

Yes. You are responsible for your own ad spend. We’ll help you plan budgets and optimize campaigns, but ad costs are separate from this program.

What if I’m not running ads right now?

That’s fine! We’ll work with you to launch campaigns from scratch. There wouldn’t be a guarantee, since you’re not paying for appointments right now. You’d get all of the benefits of the program for 90 days, just as we promised. We want to earn your business for the long-term!

What if I don’t show up for the ad review sessions?

The guarantee is only valid if you attend at least 6 ad review sessions during your 90 days. We can’t help optimize your campaigns if you’re not there.

What happens after 90 days?

At the end of the 90 days, you can continue with Agent CRM Pro (previously called Marketing+) at the regular monthly rate of $297.00 per month. You’re never locked in, and you can choose to continue only if you see value.

What if I don’t have a current appointment cost?

No problem. If you’re new to ads, we’ll set a clear baseline goal for your campaigns together. The guarantee still applies.

What if I don’t qualify for a refund?

If you don’t meet the participation requirements (like missing ad reviews), the guarantee won’t apply. But you’ll still keep all the benefits of Agent CRM Pro (Previously called Marketing+) during your 90 days.

What do you mean by "Unlimited" 1-1 support?

“Unlimited” refers to ongoing, on-demand help for your core system setup and maximizing use of your Branning Bundles — not full custom builds or brand-new snapshots from scratch.

Our team will guide you through optimizing existing automations, campaigns, and assets within your account. Service is provided subject to availability and scheduling, ensuring every client receives fair access to support.

No more purchasing and counting your hours. Book a call any time!