By Lead2Client CRM
All The Tools You Need To Build Your Insurance Empire
An Entire Business in One Convenient "Box"
All The Tools You Need To Build Your Insurance Empire
An Entire Business in One Convenient "Box"
About US
Business in a Box is a simple platform to capture everything you need from Leads, to a CRM in one easy place.
Just consider us to be your "Step-Upline"
What You Get
Insurance agents often struggle in the industry as they work modern leads using old, outdated systems and practices. With our Business in a Box solution, you will have access to all the needed tools to bring your business to the next level.
Fresh Exclusive Leads
Ongoing Sales Training
Free Industry Leading Software
Just Click Get Started Below
What You Get
Insurance agents often struggle in the industry as they work modern leads using old, outdated systems and practices. With our Business in a Box solution, you will have access to all the needed tools to bring your business to the next level.
Fresh Exclusive Leads
Ongoing Sales Training
Industry Leading Software
Just Click Get Started Below
Our features
Everything You Need... Plus More!
Hosted Website
Experience easy to use functionality with top features. Build quality funnels and websites using our in-house website builder with a simple drag-and-drop tool.
Email Marketing System
Build professional marketing emails using the same drag-and-drop functionality as our website builder. Send mass emails to your leads on a blast or drip basis.
Text Marketing System
Reaching leads doesn't have to be stuck to just calling. Studies are showing that even senior clients are embracing the digital life. Take advantage of our friction-free text marketing system.
Hosted Website
Experience easy to use functionality with top features. Build quality funnels and websites using our in-house website builder with a simple drag-and-drop tool.
Email Marketing System
Build professional marketing emails using the same drag-and-drop functionality as our website builder. Send mass emails to your leads on a blast or drip basis.
Text Marketing System
Reaching leads doesn't have to be stuck to just calling. Studies are showing that even senior clients are embracing the digital life. Take advantage of our friction-free text marketing system.
Automated Outreach
How much time do you waste with medial tasks of following up with leads? Our automation system lets you reach out to leads even while you sleep. Save energy and maximize efficiency.
Automated Follow-Ups
In addition to reaching out to your leads, our system will keep in touch with your active clients, allowing you to help keep policies on the books, increasing your persistency and reducing chargebacks.
Elite Level Support
Nothing is more frustrating than having an issue with a software and not being able to get help. With Business-In-A-Box, get priority support access with a direct line of communication.
Automated Outreach
How much time do you waste with medial tasks of following up with leads? Our automation system lets you reach out to leads even while you sleep. Save energy and maximize efficiency.
Automated Follow-Ups
In addition to reaching out to your leads, our system will keep in touch with your active clients, allowing you to help keep policies on the books, increasing your persistency and reducing chargebacks.
Elite Level Support
Nothing is more frustrating than having an issue with a software and not being able to get help. With Business-In-A-Box, get priority support access with a direct line of communication.
Turn Calls Into Texts
Being an insurance agent means being in appointments. This means when a lead calls you back, you risk losing the chance to speak to them. Our system can reach out for you, and work to turn the missed call into a text conversation.
Quick Click to Call
Having to type out numbers can get tedious, waste time, and leave you prone to errors. With an easy to use click to call system, simply press one button and start dialing your lead, right through the computer or mobile app.
Online Calendar System
Reduce friction and make pre-booked appointments easy with a customizable online calendar. Allow leads to click your link and schedule an appointment on your calendar, while sending automated confirmation and reminders.
Turn Calls Into Texts
Being an insurance agent means being in appointments. This means when a lead calls you back, you risk losing the chance to speak to them. Our system can reach out for you, and work to turn the missed call into a text conversation.
Quick Click to Call
Having to type out numbers can get tedious, waste time, and leave you prone to errors. With an easy to use click to call system, simply press one button and start dialing your lead, right through the computer or mobile app.
Online Calendar System
Reduce friction and make pre-booked appointments easy with a customizable online calendar. Allow leads to click your link and schedule an appointment on your calendar, while sending automated confirmation and reminders.
01
Receive High Quality Exclusive Leads Directly to Your CRM in Using an Easy Purchase Process
02
Let the CRM Reach Out to The Leads at the Best Time... While They Are Requesting Coverage
03
Enjoy the Freedom of Letting Automation Free Your Schedule So You Can Focus on Closing Sales
Our Pricing
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MONTHLY
Entry
- 30 Leads
$97/mo.
MONTHLY
Professional
- 2-Way Calling
- Calendar Integration&Follow Up
- Email Marketing Automation
- Review/Listing Monitoring
- Sales Funnel & Website Builder
- Bonus: Funnel Template
- Bonus: Email Marketing Template
$297/mo.
MONTHLY
Standard
- 2-Way Calling
- Calendar Integration&Follow Up
- Email Marketing Automation
- Review/Listing Monitoring
- Sales Funnel & Website Builder
$197/mo.
Why Us?
You will be working with insurance agents who know and understand the game. We developed these systems to help our own team, realizing that there are many agents who don't have access to the systems and processes we do. In an effort to improve the community and increase agent success, we developed the Business-In-A-Box platform to offer agents everything they need to be successful in the industry.
Many uplines are still using and teaching outdated sales practices, it's time to get into the 21st century. After all, with only 8% of insurance agents making it through the first year in business, why would you not want to give yourself the best chance at success.
Why Us?
As a collaboration between Lead2Client CRM and Digital Agent Consulting, you will be working with insurance agents who know and understand the game. We developed these systems to help our own team, realizing that there are many agents who don't have access to the systems and processes we do. In an effort to improve the community and increase agent success, we developed the Business-In-A-Box platform to offer agents everything they need to be successful in the industry.
Many uplines are still using and teaching outdated sales practices, it's time to get into the 21st century. After all, with only 8% of insurance agents making it through the first year in business, why would you not want to give yourself the best chance at success.
FAQ
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Bonuses
Access To Exclusive Sales Training
Learn from agents consistently writing over 5 figures a month in premium that sticks. With the ability to use the CRM to track your outreach and record your calls, you will be able to provide your training coaches with the tools they need to give you tips into bringing your sales to the next level.
Access To Exclusive Sales Training
Learn from agents consistently writing over 5 figures a month in premium that sticks. With the ability to use the CRM to track your outreach and record your calls, you will be able to provide your training coaches with the tools they need to give you tips into bringing your sales to the next level.
Priority Support On Demand
Feeling like you want something custom made for your system? With Business-In-A-Box, you have access to a CRM specialist who will be able to design and customize automations, funnels, websites, or whatever else you are looking to make yours. Just need simple support, you also get access to a direct line of communication with senior support that will be able to assist you with any questions you may have. (Yes, you skip the line)
Priority Support On Demand
Feeling like you want something custom made for your system? With Business-In-A-Box, you have access to a CRM specialist who will be able to design and customize automations, funnels, websites, or whatever else you are looking to make yours. Just need simple support, you also get access to a direct line of communication with senior support that will be able to assist you with any questions you may have. (Yes, you skip the line)
Website Included
Build credibility and capture more appointments with a fully built out website included with your purchase. Gone are the days of telling leads what site to go to in order to verify your license. You no longer need to send leads your driver's license by phone to show you are legitimate. You can now send leads to your site with images of all of your state licenses. A lookup tool where they can verify your license directly with the state licensing department, and see a convenient "About the Agent" section with information about what products you write and a photo of yourself. This website will be yours to use and you can place it on your social media and business cards as well. (P.S. there's even a calendar link they can use to book with you.)
Website Included
Build credibility and capture more appointments with a fully built out website included with your purchase. Gone are the days of telling leads what site to go to in order to verify your license. You no longer need to send leads your driver's license by phone to show you are legitimate. You can now send leads to your site with images of all of your state licenses. A lookup tool where they can verify your license directly with the state licensing department, and see a convenient "About the Agent" section with information about what products you write and a photo of yourself. This website will be yours to use and you can place it on your social media and business cards as well. (P.S. there's even a calendar link they can use to book with you.)
Bonus 4
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Bonus 5
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Hear From Our Clients
Don't just take our word for it, hear what some of our clients are saying
10 minutes and I had 2 people set up an appointment w/o me calling them, it was through the text message.
Sold 1 policy today from a lead I didn't even talk to until the appointment. I'm excited for the future using this system to grow my business! I dial all day. It's incredible to experience automation!
Mark D.
Independent Agency Owner
I been thinking of different ways to describe the system and imagine this. A admin assistant that never comes in late, never takes a day off, works 24 hours a day, no FMLA, no kids to go take care of cause they got sick at school, doesn’t get sick EVER, remembers every client's birthday, sends email and text reminders, I think you get it. The only remaining question is What are you waiting on?
Danny J.
Independent Agent
I added 100 leads and I have already sold just over $7k and my workflow is still setting appointments.
Now I’m making minor tweaks based on responses but this thing is a work of art!
Tim P.
Independent Agency Owner
10 minutes and I had 2 people set up an appointment w/o me calling them, it was through the text message. Sold 1 policy today from a lead I didn't even talk to until the appointment. I'm excited for the future using this system to grow my business! I dial all day. It's incredible to experience automation!
I been thinking of different ways to describe the system and imagine this. A admin assistant that never comes in late, never takes a day off, works 24 hours a day, no FMLA, no kids to go take care of cause they got sick at school, doesn’t get sick EVER, remembers every client's birthday, sends email and text reminders, I think you get it. The only remaining question is, "What are you waiting on?"
I added 100 leads and I have already sold just over $7k and my workflow is still setting appointments. Now I’m making minor tweaks based on responses but this thing is a work of art!
Dramatically maintain clicks-and-mortar solutions without functional solutions. Completely synergize resource taxing relationships via premier niche markets. Professionally cultivate.
Dramatically maintain clicks-and-mortar solutions without functional solutions. Completely synergize resource taxing relationships via premier niche markets. Professionally cultivate.
Pricing
Find the Right Pricing For Your Business
Tele-Sales
State-Wide/Multi-State
$17/Lead
Package Sizes
30 - Minimum Order Size
50 - Starter Order Size
70 - Part-Time Order Size
100 - Full-Time Order Size
Includes:
Free CRM
Free Elite Support
Tailor Made Workflow
Free Sales Training
Branding Website
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