{"product_id":"insurance-agent-starter-crm-kit-templates-systems","title":"Insurance Agent Starter CRM Kit (Templates + Systems)","description":"\u003cdiv data-en-clipboard=\"true\" data-pm-slice=\"1 1 []\" draggable=\"false\"\u003eBuild and manage your insurance business with structure, consistency, and production-focused systems using the Elevate Pathways Coaching \u0026amp; Consulting (EPCC) Insurance Agent Starter CRM Kit.\u003c\/div\u003e\n\u003cdiv data-en-clipboard=\"true\" data-pm-slice=\"1 1 []\" draggable=\"false\"\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003cdiv draggable=\"false\"\u003eThis premium toolkit provides essential CRM-style templates, sales tracking systems, and client management tools to help you generate leads, follow up effectively, close more deals, and maintain long-term client relationships.\u003c\/div\u003e\n\u003cdiv draggable=\"false\"\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003cdiv draggable=\"false\"\u003eDesigned for new and growing agents, this kit equips you to operate like a top-producing professional from day one.\u003c\/div\u003e\n\u003cdiv draggable=\"false\"\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003ch2 draggable=\"false\"\u003e\u003cstrong\u003eWHAT YOU RECEIVE:\u003c\/strong\u003e\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003e13 Plug-and-Play CRM Templates\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eLead Generation and Follow-Up Systems\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eSales and Production Tracking Tools\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eClient Retention and Renewal Systems\u003c\/div\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv draggable=\"false\"\u003e\n\u003cstrong\u003eDELIVERY\u003c\/strong\u003e: Instant digital download upon purchase.\u003c\/div\u003e\n\u003cdiv draggable=\"false\"\u003e\n\u003cstrong\u003eSERVICE MODEL:\u003c\/strong\u003e All services are conducted virtually and\/or by phone, with optional in-person appointments based on client needs.\u003c\/div\u003e\n\u003chr\u003e\n\u003ch2 draggable=\"false\"\u003eWHAT’S INCLUDED\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eRead Me First Guide\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eWelcome Guide\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eLead Intake Form\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eProspect Tracker\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eFollow-Up Script Sheet\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eAppointment Tracker\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eClient Review Checklist\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003ePolicy Review Template\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eReferral Request Template\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eContent Planner\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eDaily Sales Tracker\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eWeekly Production Tracker\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eRenewal Reminder Tracker\u003c\/div\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003chr\u003e\n\u003ch2 draggable=\"false\"\u003eWHO THIS IS FOR\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eNew insurance agents\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eIndependent agents\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eFinancial professionals\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eSales professionals building a book of business\u003c\/div\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003chr\u003e\n\u003ch2 draggable=\"false\"\u003eRESULT\u003c\/h2\u003e\n\u003cdiv draggable=\"false\"\u003eOperate your insurance business with:\u003c\/div\u003e\n\u003cul\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eConsistency\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eOrganization\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eIncreased production\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli draggable=\"false\"\u003e\n\u003cdiv draggable=\"false\"\u003eStrong client retention\u003c\/div\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003chr\u003e\n\u003ch2 draggable=\"false\"\u003eCALL TO ACTION\u003c\/h2\u003e\n\u003cdiv draggable=\"false\"\u003eDownload instantly and begin building your book of business today.\u003c\/div\u003e\n\u003cdiv draggable=\"false\"\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003cdiv draggable=\"false\"\u003e\n\u003ch3 data-end=\"975\" data-start=\"936\" data-section-id=\"1nuhs90\"\u003ePOLICY (VERY IMPORTANT)\u003c\/h3\u003e\n\u003cp data-end=\"1200\" data-start=\"1034\"\u003e“Digital products are available for download for 30 days after purchase. You may download your files up to 5 times. Please save your files immediately upon download.”\u003c\/p\u003e\n\u003c\/div\u003e","brand":"ElevatePathways","offers":[{"title":"Default Title","offer_id":48005113151742,"sku":null,"price":147.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0799\/5559\/1422\/files\/Image_InsuranceAgentCRMToolkit.png?v=1774661368","url":"https:\/\/elevatepathways.myshopify.com\/products\/insurance-agent-starter-crm-kit-templates-systems","provider":"ElevatePathways","version":"1.0","type":"link"}