PROUDLY USED BY AGENTS CONTRACTED WITH:
Contact & Convert More Leads
Confirmed Producer Profile
The Verified producer profile is designed for agents to display their credentials in a professional manner, build rapport between agent and client, and ultimately help convert virtual appointments into sales.
Insurance Carrier Sales Links
One-Click access to carrier E-App & Quote Tools including:
Aetna
Americo
American Amicable
AIG
John Hancock
Mutual of Omaha
Prosperity
TransAmerica
Top Virtual Sales Scripts
Dynamic dialing scripts that pre-populate all the contacts information, making your dial days just that much easier
Custom to each individual user
Testimonials
The Fortune Is In The Follow Up
Automated Follow-Up & Client Drip
Client Text & Email Campaigns
45-Day Drip Campaigns for Final Expense, Mortgage Protection & Internet Life Leads
Birthday, New Years & 4th of July Client Engagement Campaigns
Top Agent Rebuttal Templates
Top Virtual Sales Scripts
Converse With Lead In One Place
Keep track of conversations whether they happen via text message, email, phone calls, or Facebook messages.
All-in-1 Conversation Flow
Centralized View – Email, Texts, Messenger, Calls
1-Click Appointments or Add to Campaigns
Dial Days Dont Need To Be Difficult… Make Your Life Easier With Systems
Text Blasts & Lead Drip Campaigns
Call Recording
Ringless Voicemail drops
Power Dialer – Easy to Deploy
Client Management Folders
Want To Build A Team?
Agent Recruiting on Auto-Pilot
Agent Recruitment Lead Funnels
Funnel #1: Live Preview Here
Funnel #2: Live Preview Here
Agent Lead Text & Email Drip Campaigns
Agent Recruit Pipeline Management
See Why Hundreds of Agents are Using Refuge CRM
…And you’re not alone.
Countless life insurance agents spend way too much time manually exporting, setting up, and managing leads rather than closing a single one.
Every new day means a new spreadsheet to print and stress over, new leads to manually upload, and new leads to organize…
Integrations Built for Life Insurance
We don’t want to change the way you work – we just want to improve your lead conversion. So we’re focused on making it easy to connect all your leads in one simple place for simplistic routing, contacting, and closing.
Custom CRM
We don’t want to Reach out to our development team to discuss a custom integration with your organization’s CRM change the way you work – we just want to improve your lead conversion. So we’re focused on making it easy to connect all your leads in one simple place for simplistic routing, contacting, and closing.
Get A Grip On Your Business.
Stop Leaving Leads Untouched.
- 24/7 Customer Support
- No-Risk Guarantee
- Cancel Anytime
Starter
Start Closing Deals Faster!
$
97
Per User, Per Month
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Verified Producer Website
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Text & Email Client Drip Campaigns
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Power Dialer
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Top Virtual Sales Scripts
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Insurance Carrier Sales Links
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Agent Recruitment Funnels
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High Converting Recruitment Drip Campaigns
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SUPPORT: Detailed Knowledge Base & Email
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Pay-Per-Use Pricing
Builders Package
Complete Done-For-You System
$
197
Per User, Per Month
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Everything in Starter included +
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Dedicated Rep for Uploading, Tagging & Categorizing Your Leads At Anytime
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Done-For-You Setup & Organization
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Custom Campaign Creation
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Priority Lead Management
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Priority Setup for Integrations: Zapier, CallTools, PhoneBurner, & More!
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SUPPORT: Detailed Knowledge Base, Email, & Zoom
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SUPPORT: Detailed Knowledge Base & Email
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Pay-Per-Use Pricing
Best Value
