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Alpha Agent CRM

Made for Insurance Agents
By Insurance Agents

Become an Alpha Agent Today

Alpha Agent CRM Dashboard
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All In One Sales & Marketing Platform

Lead Nurturing

Automated Customer Relationship Management
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Website Builder

Create custom websites and landing pages
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Communications

Automated SMS, Email, Phone, and Voice Drops
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Automated Booking

Easy and reliable appointment booking with AI
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endless features

Replace All Your Marketing Software

We have put together software that is made for you. This is made to work for your business in endless ways. Don’t worry we help you find that sweet spot of features for your business, every step of the way.

ALPHA AGENT CRM | Chat Widget
Alpha Agent CRM | Chat Window
Simplify Communication

All Conversations
In One Place. Simple.

Simplify your conversations with your customers by having all communication channels in one place!

  • Email
  • SMS
  • Instagram DMs
  • Facebook Messages
  • Linkedin
  • Google My Business
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corporate service

Excellent Integrations

We appreciate your trust. Our clients choose us and our products because they know we're the best.

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Our Systems

The Alpha Agent Systems

TEAM SYSTEM

Must Have Upline on Full Management System
$297Per/Month
  • Ability to Have Upline Send Your Account Leads
  • Best Way to Get New Agents with Minimal Money Started
  • 60-Day Period 
  • 2 Way Text & Email Conversation
  • State Specific Number for Prospect Conversations
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FULL MANAGEMENT

$1,197Per/Month (Excl. Ad Spend)

Everything in the TEAM SYSTEM +

  • Full White Glove Setup
  • 75-100 Exclusive Leads Sent to You
  • Full Lead Nurturing & Lead Generation for IUL's
  • 24/7 One on One Support in Your Own Slack Channel
  • Full Google Ads Management
  • Average 5X ROI
  • Custom CRM
  • Exclusive State Position 
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FULL MANAGEMENT + APPOINTMENT SETTER SYSTEM

$2,497Per/Month (Excl. Ad Spend)

Everything in the FULL MANAGEMENT SYSTEM +

  • Dedicated Appointment Setter
  • Custom Script Written for You
  • Direct Slack Communication with Appointment Setter
  • Hands Off Appointment Setting Designed Around You
  • Increased Success
  • Daily Follow Ups
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Ready to get started?

We help you
simplify your business

Address

United States —

809 Industrial Blvd. #1122
Smyrna, TN 37167
United States

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