A CRM built for how insurance agents sell.
The TAP CRM is set up, customized, and managed for you. Every lead is followed up on automatically, and nothing slips through after the appointment.
Custom CRM Setups, done for you.
We build it, we launch it, and we stay close while you sell.
Built and customized for you.
We do not hand you a login and wish you luck. We set it up around the way you work and customize as we go.
Automatic follow up.
New leads get followed up on right away, and anyone who is not ready yet goes into your dialing pool.
Pipelines that make sense.
Leads move from new to booked to held to sold, so you always know where everyone stands.
Post appointment tracking.
After each appointment you fill out a short survey, and the system decides what happens next.
Nurture after the sale.
Campaigns in place keep new clients warm, and we can add direct mail automation through Mailbox Power.
How it works.
We learn how you sell
We talk through your process, your market, and how you like to work your leads.
We build and customize
Our proven setup becomes your setup, with the pipelines and follow up fitted to you.
You launch with support
Training, weekly calls, and a private Discord mean you are never figuring it out alone.
We do not stop at the appointment.
Most systems quit once a lead books. Our automation keeps going. After each appointment you fill out a quick survey on how it went, and the system takes it from there.
Then, based on your answers, we either…
Back in the dialing pool
The lead goes right back into your follow up, so nobody slips away.
Removed completely
They come out of your list, so you stop spending time on dead ends.
Sold Policies pipeline
They move to your Sold Policies pipeline, and you track your sales from there.
We have campaigns in place to nurture every new client. We can even add direct mail automation through Mailbox Power.
Custom CRM Setups questions.
Is the TAP CRM built on HighLevel?
Yes. TAP is built on HighLevel, with a proven snapshot and custom automations on top, then customized for you.
Can I get a CRM setup without running ads?
Yes. Custom CRM setups are available on their own. If you run ads with us, they connect to your TAP CRM.
Who sets it up?
We do. The owners build and customize your CRM, so you spend your time talking to people.
What happens after an appointment?
You fill out a short survey. Based on your answers, the lead goes back in the dialing pool, comes out completely, or moves into your Sold Policies pipeline.
More ways we help.
Every piece works on its own, and they work even better together.
See all productsSee 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.