Ads, a CRM, and a website. Built to work together.
Everything an insurance agent needs to bring in leads, follow up on them, and close. Built and managed by the owners of The Agency Pro.
Four products. One proven system.
Facebook Ads
Exclusive leads from campaigns built and managed for insurance agents.
Google Ads
Be there when buyers search for coverage.
Custom CRM Setups
The TAP CRM, customized around how you work.
Custom Websites
A fast, professional site that gives every visitor a clear next step.
Running ads with us? Your campaigns plug into the TAP CRM, so every new lead is followed up on right away.
Not in insurance? We can help with that too.
From the first click to the sold policy.
Ads bring leads in
Facebook and Google campaigns run inside your own ad accounts.
The CRM follows up
Every lead lands in your TAP CRM and is followed up on right away.
You work the appointments
Your website and calendar make it easy for people to book with you.
Tracking and nurture
A survey after each appointment decides what happens next, all the way to the sale.
Product questions.
Do I need all four products?
No. Facebook ads and Google ads connect to your TAP CRM, so ads come with the CRM. Custom CRM setups and custom websites are also available on their own.
Do I need the TAP CRM to run ads?
Yes. Every ad campaign we run connects to your TAP CRM, so new leads get followed up on right away and tracked through the sale.
Who builds and manages all of this?
We do. The owners of The Agency Pro build and manage everything, and we never outsource to international VAs.
What types of insurance agents do you work with?
Life insurance, veterans life insurance, Medicare, health insurance, final expense, and more. If you sell insurance, we can help.
See it before you decide.
Book a demo and we will walk you through the system, the support, and what it looks like to work with us.