The Smart Way for Busy Advisors to
Build a Full Pipeline

Tired of doing everything yourself?

Let us take the grunt work off your plate so you can focus your energy where it matters most…on Clients + Closing!

Free-Up Your Time

As small business owners, we know the value of time. There are only 24 hours in each day and only so much energy to invest. We help you free-up time by handling your crucial, but time-consuming sales tasks.

  • We Manage Your Calendar
  • We Confirm + Remind Your Appointments
  • We Follow-Up to Reschedule Missed Appointments

Build Your Pipeline

Leads are the lifeblood of any business. Cold + empty pipelines mean zero prospects and no new business on-deck. We help keep your pipeline full, so you spend your time working with interested prospects + clients.

  • We Consistently Work Your Pipeline for You
  • We Systematically Follow-Up with Your Prospects
  • We Take the Hang-Ups + Rejection for You 🙂

Since 2016

0 +
Happy Advisors
Leads Worked
Activities Completed

Establish Credibility with Prospects

Busy professionals, have assistants. We help you project a professional image to your prospects.

Build Value for Your Time

Your doctor doesn't confirm their own appointments and neither should you. We subconsciously build value for your time in the prospects mind.

Never Miss an Important Follow-Up

We keep track of your important follow-up tasks and remind you so your actions are targeted and on-time. You quit chasing!

Reclaim Your Peace of Mind

Rest easy knowing your important back-office sales work is taken care of. Free- Up Mental Capital + Enjoy your time away from the office again.

Is This For You?

Our clients are established Solo Insurance + Financial Advisors, with many years of experience. We have a mix of part-time + full-time agents. Some are 100% “virtual”, while others still maintain a physical office. If you answer “Yes” to the following, we’d love to hear from you!

  • You currently work an existing book of business and/or actively take inbound leads (self-generated or purchased)
  • You are busy + want to free-up your time to focus on current clients, writing new business + spending time with your family
  • You want to project a professional image to prospects without the hassles of hiring employees or outsourcing
  • You are ready to collaborate with like-minded partners who value your business and treat each lead as if it were our own

We Care That You Close!

Advanced Technology + Human Connection

Affordable Flat-Rate Pricing

Our aim is for you to get immense value from our services + would love to be a long-term partner in your business.

Yet we know your business needs are always evolving and can change from month-to-month. As such, our services are billed on a monthly-basis and don’t lock you into a contract either.

Our service is fully customized to give you the most bang-for-your-buck.

We are constantly finding ways to be more effective, efficient + economical, to keep costs down and quality high!

Due to the personalized nature of our service, space is limited. If you’re ready to have more time + a full pipeline, reach out to us today and Save Your Spot!

Get on a free call with us

In this brief 15-minute call with Vanessa, we will have a chance to meet each other, get the details on your business and an idea of how we may be able to help you. 

Or introduce yourself via email

We look forward to making your life easier!