Every vertical you sell, already built.
You do not start from an empty CRM and wire up a pipeline. You pick the verticals you actually write, and each one arrives complete — stages, follow-up, re-activation and tags, running from day one.
Four things, every time.
- A pipeline
- Its own stages, so one vertical's leads never get mixed in with another's.
- A follow-up sequence
- Calls, texts and emails on a schedule from the moment a lead lands.
- A re-activation campaign
- For the older leads already sitting in your account.
- Tags
- So your reporting still means something once you run more than one.
Pick the ones you write.
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Private Health
Individual and family plans for people with no coverage through an employer. Year-round demand, and the vertical most likely to put a whole household on the books at once.
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Final Expense
Small whole-life coverage that can help cover funeral and end-of-life costs. Small face amounts, quick underwriting, and the shortest path from first call to issued policy.
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Mortgage Protection
Life coverage sized around the mortgage balance, so proceeds can help the family keep up payments. Works off new-homeowner data, which makes the timing of the call easy to get right.
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Term Life
Coverage for a set number of years. More benefit per dollar of premium than permanent cover, which is why it is commonly used for income replacement while there are dependents at home.
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IUL
Permanent life insurance with a death benefit plus cash value credited from an index-linked formula — a 0% floor means a down index year credits nothing rather than a negative, though policy charges still come out. Caps, participation rates and the contract’s own terms decide what actually gets credited.
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Annuities
Products that can turn savings into an income stream backed by the issuing insurer. Longer sales cycle, larger cases, and the one most often written into a client you already have.
Start with the one you write most. Add the rest when you are ready.
One vertical or all six. Same CRM.
Adding one later is a request from inside your account, not a rebuild and not a fresh setup.