Add 1–3 More Policies Per Month
Turn your 5-2-1 into a predictable 10-4-2 production system — installed directly into your CRM.
Here's exactly how
we help your business
Say goodbye to manual tasks and hello to seamless automation. Our Automation tools work
around the clock, so you can focus on what really matters—growing your business.
Tag. That’s It.
Add one tag to a contact and they’re instantly enrolled into the 10-4-2 production sequence.
No manual follow-up.
No forgetting.
No dropped leads.
Runs Daily Production For You
The engine executes:
• 10 connects
• Scheduled follow-up
• Voicemail drops
• Text nudges
• Appointment reminders
Follow-Up That Feels Human
Voicemail drops sound like you.
Texts feel intentional.
Conversations stay warm.
Because the difference between 2 policies and 5 policies is follow-up depth.
How our Automations
Help Your Business.
Production Increase
+1–3 Policies
Average Monthly Increase After Installing 10-4-2
Most advisors go from 2–3 policies per month to 4–6 by increasing daily connects and tightening follow-up.
Commission Growth
+$1,800–$5,400
Additional Monthly Commission Generated
Just one additional policy covers the cost. Everything after that is pure upside.
Daily Activity Control
10 Connects Per Day
Structured Production System Installed
No more guessing. No more off days. The dashboard tracks connects → appointments → closes in real time.
Read Results From Clients
Hear What Our Clients Are Saying About Us
"Added 2 Extra Policies In 30 Days"
Before installing the 10-4-2 system, I was averaging 2–3 policies a month. The first 30 days after implementation, I closed 5. The daily contact structure forced me to stay consistent. That was an extra $3,600 in commission from one simple system.”
-Daniel M.
"I Stopped Relying on Motivation"
"My biggest issue wasn’t leads — it was consistency. Some days I’d call 15 people. Some days I’d call zero. The 10-4-2 dashboard keeps me accountable. I hit my 10 connects daily and my appointments doubled within weeks."
-Joel R.
"It Paid For Itself In 9 Days"
One additional policy covers the entire cost of this system. I closed one deal in week two that came directly from the follow-up automation. After that, it’s all upside.
-Michelle W.
Automate & supercharge
5-2-1
One Time
Ideal for advisors who prefers automation to trigger engagement
What's included
Full 10-4-2 automation build
SMS sequence
AI Integration for replies
Track Conversations
Script templates
Setup + onboarding call
$479/mo
$278
Smart Engine
If you want the real power of 10-4-2 with constant updates and AI replies.
What's included
Automation with updates
AI chatbot
Weekly performance tracking
Script optimization
Accountability nudges
SMS & Call Training
$249/mo
$178/mo
Just 1 extra closed client per month from this automation is 10X Return on Investment if commissions are $1800 average.What if you close 3 more?
Proven Results That Drive Growth
98%
Of Advisors Increase Appointments Within 30 Days
33–100%
Income Increase For Advisors Previously Closing 2–3 Policies/Month
0.16
Policies Needed To Break Even