Agent Launchpad — Every Lead Texted. Every Appointment Booked.
🔥 Built for independent life insurance agents

Every lead texted.
Every appointment booked.

Agent Launchpad is the fully-built CRM for independent life insurance agents — A2P-compliant texting, automated follow-up sequences, and an AI booking bot that works 24/7. Live in 48 hours.

No long-term contracts. Cancel anytime.

48hr
System live & running
<5 min
First auto follow-up
30+
Insurance carriers
Agent Launchpad CRM
Live
Conversations
JD
James Davis
2pm works!
1
SM
Sarah Mitchell
Booked 10am ✓
TR
Tom Richardson
Auto-text sent…
AL
Amy Lee
Can you do 4pm?
James Davis
New Inbound Lead · IUL Interest
iul-cold appt-booked
New lead received · 12:01 PM
Hi James! This is Kevin with Allen Financial — just saw your inquiry about IUL coverage. Are you free for a quick 15-min call today?
Auto-sent · 12:01 PM ✓✓
Yeah, what times do you have?
12:06 PM
I have 2:00 PM or 3:30 PM today open — which works for you?
AI Bot · 12:06 PM ✓✓
2pm works!
12:08 PM
🗓 Appointment booked — 2:00 PM today · Calendar updated
Automations built for agents placing coverage across
National Life Group North American Mutual of Omaha Pacific Life Lincoln Financial + 25 more carriers

You're buying leads.
They're going cold.

Most agents follow up 2–3 days after a lead comes in. By then, that lead has already booked with someone else. The problem isn't your product or your pitch — it's the gap between lead and contact.

Fix the Gap →
⏱️

Slow follow-up costs you the close

A lead not contacted within 5 minutes is 21× less likely to convert. Every minute you wait, another agent is dialing.

📵

Your follow-up texts are going to spam

Without A2P 10DLC registration, carriers silently filter your messages. You think you're following up. The lead never sees it.

🗂️

Manual chasing is eating your selling time

You didn't become an agent to send follow-up texts all day. You need a system that handles the chasing so you can handle the closing.

Four Steps.
48 Hours.
You're Live.

We built the whole system. You follow the steps, import your leads, and start working appointments — not spreadsheets.

1

Your CRM Is Configured Before You Log In

We build out your personal CRM account — your name, your number, every workflow pre-loaded and ready. You're not starting from zero. You're starting from ready. Live within 24 hours of signup.

2

A2P Registration — Included & Guided

A2P 10DLC is the carrier-level compliance registration that makes your texts land — not get filtered. We walk you through the full submission process so nothing falls through the cracks. Approval timelines vary by carrier — plan for several business days. We'll make sure you're submitted correctly and set up to run compliantly from the start.

3

Learn the System in 2 Hours, Not 2 Weeks

The Agent Launchpad course covers everything — your CRM, tag routing, lead assignment, how automations fire, and how to work a lead from first contact to close. Two hours of training that replaces weeks of trial and error.

4

Drop a Tag. Watch the System Work.

Import your first leads, drop the right tag, and watch the sequences fire automatically — emails, texts, follow-ups sent from your number, on your behalf, around the clock. You focus on conversations. The system handles the chasing.

Ready? Let's go →

Built Around What
Actually Makes You Money

Every feature in Agent Launchpad exists to move leads through your pipeline faster — with less manual work from you.

📩

Lead In. Text Out. Automatically.

The moment a lead hits your CRM, the system fires an immediate follow-up text from your number — personalized so it doesn't read like spam. A2P registration is included and guided so your texts land compliantly once your number is approved.

  • A2P 10DLC registration included & guided
  • Automation fires the moment a lead arrives
  • Lead's name & details auto-personalized
🔄

Multi-Channel Follow-Up on Autopilot

One tag triggers a full drip sequence — email, SMS, voicemail drops — across days and weeks. IUL gets one sequence. Annuity warm leads get another. Recruiting gets its own. All automatic, all from your number.

  • 1 tag = 1 workflow (no manual setup per lead)
  • Email + SMS + voicemail drops
  • IUL, annuity & recruiting drips included
🗓️

AI Bot Books Appointments While You're Busy

When a lead responds and shows interest, the AI appointment bot takes over — offers two real calendar slots, handles the reply, and books the appointment. You find out when it's confirmed. You were on another call.

  • Reads your real-time calendar availability
  • Two-slot close — one decision for the lead
  • Works over SMS, Facebook & Instagram DMs
📊

Your Own CRM — Branded to Your Business

Your CRM runs under your name, your business name, your email, and your phone number. Clients see a real company — your logo, your contact info, your license details. Built-out and running before you log in for the first time.

  • Your name, business name, phone & email on everything
  • Builds authority — clients feel like they're working with a real company
  • License info, branding, and pipelines pre-loaded
📞

Built-In Dialer + Call Recording

Power through your call list without switching apps — outbound calls go from your own number, every call is automatically logged, and recordings are saved for compliance and training review. You'll always know exactly where you left off with any client.

  • Built-in dialer — your number, your calls
  • Full call recording for compliance & training review
  • Every call logged with context — pick up right where you left off
  • Works with outside dialers too
🔁

Keep Clients. Recover Lapses.

Two separate built-in sequences — one fires the moment a payment misses, one re-engages policies that have already lapsed. Every hot response routes back to your pipeline automatically.

💳 Missed Payment Recovery

Payment misses — system fires before the policy cancels. Re-engages the client with targeted outreach so you keep the policy on the books.

  • Fires automatically on missed payment
  • Personalized re-engagement sequence
🔁 Lapsed Policy Re-Entry

Policy already lapsed? Win-back drip starts automatically — personalized outreach that re-opens the door and routes every hot response directly back to your pipeline.

  • Automated win-back sequence on lapsed policies
  • Responses route to your pipeline, not a void
🔌

Plug In Any Lead Source. Work Leads While You Sleep.

Connect your CRM to any lead vendor and new leads drop in live the moment they're generated — no manual uploads, no checking spreadsheets. The automation handles the entire follow-up sequence on its own: texts, reminders, booking links. As an agent, you just see appointments pop up on your calendar.

  • Real-time lead delivery from any vendor
  • Works universally — any lead vendor, Facebook Ads, any source
  • Automation fires immediately — texts, follow-ups, booking links
  • You wake up to a calendar full of appointments
Social Media Add-On
📱

Your Brand, Posting While You Work

Add the Social Media upgrade and your accounts post branded content automatically — Facebook, Instagram, LinkedIn — 3 to 4 times a week. Every post carries your name, handle, and logo. We handle the creative, the content, and the posting. You show up consistently without thinking about it.

  • 3 platforms — Facebook, Instagram, LinkedIn
  • 3–4 branded posts per week, auto-scheduled
  • Your name, handle & logo on every post

Agents Running on Agent Launchpad

The A2P registration was the thing I'd been putting off forever. They submitted it day one — now my texts actually land. System was live before I even finished the training video.

JY
Jack Yiu
Independent Life Insurance Agent

I was chasing leads manually for months. Now the system texts every new lead within minutes and I wake up to appointments on my calendar. I just show up to the calls.

CW
Chris Wells
Independent Life Insurance Agent

Straightforward Pricing.
No Surprises.

One-time setup. Monthly access. Cancel anytime. You keep everything you build.

CRM

$200/mo

$150 setup FREE

  • Pre-built CRM workflows
  • A2P registration guided
  • Personalized agent webpage
  • Multi-channel follow-up drips
  • Built-in dialer + recordings
Get Started →

🔒 Backed by a 100% Risk-Free 30-Day Money-Back Guarantee

Want the AI Bot later? Add it anytime for $150/mo. Cancel anytime. No contracts.

📱 Add-On
Social Media Upgrade
$150 /month
Requires Agent Access — add on anytime
  • 3 major platforms (Facebook, Instagram, LinkedIn)
  • 3–4 branded posts per week, auto-scheduled
  • Your name, handle, or logo on every post
  • Recruiting + product content included
  • Want more platforms? Just ask — custom add-on available
  • Your business running while you sell
Upgrade My Plan →

Your leads aren't going to follow up themselves.

Get a fully-built system that texts, follows up, and books appointments — without you lifting a finger. CRM live in 48 hours.

Let's Get You Launched →