Expanding your referral network shouldn't be a challenge. Our system revolutionizes the process, making asking for referrals effortless. Even if you rarely do it, our automation takes care of generating referrals for you. Acquiring clients through referrals is unparalleled—increased close rates, improved persistency, and stronger relationships with referrers. Leverage our system to tap into the power of referrals and enjoy their numerous benefits for business growth.

Thriving as a business owner means having the right tools. Fuel your growth with automation, freeing up valuable time for revenue generation and expanding your business. Why spend hours on mundane tasks when established systems can handle them? Our automation solutions optimize your workflow, so you can focus on strategic initiatives and core activities that drive success. Embrace the efficiency and effectiveness of automation, channeling your time and energy where they truly belong.

Revolutionize your lead contact process with our advanced power dialers, streamlining connections with leads and clients effortlessly. Achieve business success through volume, speed, and quality. With our power dialer, you can swiftly connect with leads, a vital factor in securing more business. Gain easy access to all client information during conversations, enhancing interactions for smoother and efficient communication. Experience the ease and effectiveness of engaging with your leads using our comprehensive power dialer functionality.

The BBA CRM offers more than just 2 prebuilt funnels. We provide a comprehensive funnel builder tool and FREE training sessions, empowering you to create customized marketing funnels. We value your creativity and believe great funnel ideas can come from anyone. Our goal is to equip you with the knowledge and skills to build effective funnels tailored to your unique business needs. Take the reins, become proficient in funnel building, and let us support your growth every step of the way.

Grow Your Agency. We've built a platform for you to market on Facebook and Indeed. No matter where your recruitment lead comes from, they will be followed up with reminders. Sending out contracting emails, done! Tracking your agents through the CRM will help you stay organised and help you grow as an Agency Leader!

Not a marketing expert? No problem. Our platform simplifies the process for you. Harness the power of AI technology to generate ads effortlessly. Say goodbye to agonizing over the perfect ad or crafting persuasive copy. With AI by your side, let its capabilities handle these tasks. AI represents cutting-edge technology, driving results for businesses worldwide. Let AI propel your marketing efforts into the future, alongside countless others.

Don't let leads slip away without booking appointments. Unlock the key to maximizing revenue by reaching leads instantly. But what happens when you're unavailable? Our platform's AI integration has you covered. With our solution, AI engages with leads in real-time, scheduling appointments on your behalf. Whether it's day or night, in a meeting, or enjoying personal time, our AI ensures consistent appointment-setting. Never miss a chance to connect with potential customers and secure valuable appointments that propel your business forward.

Lead generation seems simple, with countless companies selling leads. But what makes our platform exceptional is the comprehensive support we provide for client retention. Unlike others, we prioritize retaining valuable clients. Leverage automation to effectively address various client scenarios, automating payment collection for missed payments, scheduling appointments with clients who canceled their policy, and setting appointments for accidental lapses. Stay connected and proactive, addressing queries and offering assistance with consistent communication. Our automation ensures your constant presence, fostering strong client relationships and delivering exceptional service.

Introducing our enhanced CRM with 4 specialized lead funnels: Mortgage Protection, Final Expense, Veteran Leads, and General Life Insurance Leads. Enjoy captivating ad copy, compelling creatives, and step-by-step video instructions for easy setup. Unleash the ultimate advantage on our platform with these rigorously tested funnels, proven to yield high-intent, cost-effective leads. Trusted by thriving agents experiencing remarkable growth, take full ownership of your lead generation, controlling quality, cost, and quantity. No more relying on unfamiliar vendors—welcome complete control over your lead flow and unlock your insurance business's true potential today!

We know how important it is for you to not only keep your clients on the books, but also being able to service all of their needs. If you are a Medicare agent, this workflow is already built and ready to go. With the ability to send you personal reminders of a client or prospects birthday when they are approaching the age of 65, you won't be late to meeting their Medicare needs. You'll also be able help follow up with those Medicare clients to make sure their final expense needs are met too!