Insurance Agent Starter CRM Kit (Templates + Systems)
$147.00
Skip to product information
Insurance Agent Starter CRM Kit (Templates + Systems)
$147.00
Build and manage your insurance business with structure, consistency, and production-focused systems using the Elevate Pathways Coaching & Consulting (EPCC) Insurance Agent Starter CRM Kit.
This 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.
Designed for new and growing agents, this kit equips you to operate like a top-producing professional from day one.
WHAT YOU RECEIVE:
-
13 Plug-and-Play CRM Templates
-
Lead Generation and Follow-Up Systems
-
Sales and Production Tracking Tools
-
Client Retention and Renewal Systems
DELIVERY: Instant digital download upon purchase.
SERVICE MODEL: All services are conducted virtually and/or by phone, with optional in-person appointments based on client needs.
WHAT’S INCLUDED
-
Read Me First Guide
-
Welcome Guide
-
Lead Intake Form
-
Prospect Tracker
-
Follow-Up Script Sheet
-
Appointment Tracker
-
Client Review Checklist
-
Policy Review Template
-
Referral Request Template
-
Content Planner
-
Daily Sales Tracker
-
Weekly Production Tracker
-
Renewal Reminder Tracker
WHO THIS IS FOR
-
New insurance agents
-
Independent agents
-
Financial professionals
-
Sales professionals building a book of business
RESULT
Operate your insurance business with:
-
Consistency
-
Organization
-
Increased production
-
Strong client retention
CALL TO ACTION
Download instantly and begin building your book of business today.
POLICY (VERY IMPORTANT)
“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.”