Never Before Has Insurance Agency & Agent Marketing Been This Simple

All from a single CRM software solution for insurance agents & teams, keep your client & lead contact details in one location and up-to-date while obtaining actionable insight into your business's sales activity. Utilise your database by setting up and distributing email newsletters, text blasts, and list segmentation with our tag function.

Bri – Intensified Builders

Insurance Investor & User

Monolithleads is a comprehensive platform designed to support real estate agents, investors, and brokers in managing their growth more effectively. By automating each stage of the sales cycle, Monolithleads advanced features enable professionals in the industry to streamline their processes and increase efficiency.

Among the many benefits of using Monolithleads as an insurance agent

Transform Your Business Processes and Operations with Automation

With Monolithleads advanced system, you can effortlessly configure autoresponders, opt-in workflows, lead follow-ups, and client notifications. Our platform guarantees to ignite your enthusiasm and enable you to concentrate on your core strengths: capturing attention and growing your business. Monolithleads empowers you to automate a plethora of tasks, including appointment scheduling, follow-ups, and reactivating your database. Experience the simplicity and efficiency of automating every aspect imaginable with Monolithleads.

Unlock Infinite Possibilities: Establish Limitless Calendars and Seamlessly Schedule Appointments with Monolithleads

We've made it simple to create self-booking calendars within the system. Simply select your availability, the confirmation messages you want to send, and the data you want to gather from visitors who wish to make an appointment. To reduce no-shows and bookings, you can even charge each appointment and send reminders. You have full control.

The ideal method for mastering the procedure for capturing, nurturing, and closing insurance leads.

Make it as simple as possible for your clients to contact you.

A completely integrated sales conversation inbox that keeps track of calls, texts, emails, Instagram DMs, Facebook & Google Messages, reviews, and more is one of the most crucial features. Make your company more accessible to any potential customer by having simple follow-up on many channels.

Use pipelines to organise your company's sales processes.

Our pipelines provide you with a thorough overview of the entire sales process as well as client management. With this kind of centralization, your sales staff and you can keep tabs on every step of the sales process, from negotiations to closing the transaction and beyond. Never allow another valuable lead to be lost in the shuffle!

Use our forms and CRM to collect the data you need.

All from a single CRM software package, keep your client contact information organised and current while receiving useful insight into your company's sales process. With the aid of our drag-and-drop form builder, you can gather the customer information you require for your onboarding, operations, and funnel purposes.

And forget about paying extra for tools!

Boost your insurance agency's reputation and move up the local Google rankings in your area.

It doesn't end when you close the lead. These customers are now essential because they represent your brand. Through recommendations and reviews, pleased customers attract additional pleased customers. Because they feel like they are receiving the REAL image rather than just what is being marketed to them,

potential customers enjoy reading testimonials.

To improve your local SEO in your niche area, you may use our system to run your reputation management approach through it and gather hundreds of Google Reviews.

Here are just a few of our features that can propel your company's expansion to new heights!

Upgrade your current insurance operation with the most potent automation software available.

Industry leaders utilise our solution to quickly and easily launch lucrative life-changing insurance businesses. When you apply the same training as multi-million dollar insurance organisations, you can take your insurance business to the next level.

Make a fantastic living while being your own boss.

The entire business benefits with Monolithleads. With clear logs, marketing teams may create accurate estimates while sales teams will have a better understanding of their pipeline and performance. In reality, it also greatly simplifies and improves the transparency of all internal communications within the business. Teams may now create goals and work towards them with complete transparency! Our tag features let you market and sell more effectively.

Create automated systems that reply to texts and accept your offers.

Our straightforward setup and automation will help you stay at the top of your market's thoughts and save you time so you can focus on what you do best—serve your clients.

Create landing pages for every deal, item, or service.

With our drag and drop page builder, creating an offer- or opt-in-specific funnel is simple. When you sign up, our coaches will assist you in quickly creating funnels to gather leads as you require them. For your offers, we'll develop marketing automation tactics!

Use calendars to schedule all of your appointments.

With the help of our calendar capabilities, you can combine all of your appointments and set reminders. To organise and confirm the appointments, add your personnel. To book appointments while on the go, sync your Google Calendar or Outlook.

When you register, receive top-notch instruction in automation.

Two one-on-one onboarding calls with a Monolithleads Growth Coach are provided to every new user. This makes sure you take full use of every tool and tactic for your business objectives.