Agency Automator 2.0

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One platform to manage all of your clients, their policy details, and contact history.  Access over 28,000,000 prospects nationwide using our automated CRM marketing platform.  Watch this video to learn more. 

You can now build a personal website using information from the contact information part of your profile, change home page images and add sub links to websites.  Watch this video to learn more. 

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  • Target local consumers by zip code who are in the market for life insurance, including those who are recently married, just moved, or just started a family.
  • Link your ad to your website to drive traffic and generate leads
  • Display your online add up to 5,000 times per month per zip code purchased for only $59/month per zip code (each zip code sold a maximum of 3 times).
  • We show your ad to your list while they browse the Web, Mobile apps, and Facebook.
  • We use email addresses as unique identifiers and display your ad to the right people when they browse the Internet.
  • Use our simple template to create perfectly sized ads for Facebook, the web and mobile apps. You can edit your ad any time
  • Link your ad to your website to drive traffic and generate leads
  • Add up to 5,000 contacts and display up to 2,500 ad views a month for only $99
For annuity

Everything you need to Market & Sell Annuities

-Annuity Prospecting platform!
-Generate your own Annuity Sales Website!
-Create your own Annuity Leads!
-Turn-key drip marketing Annuity campaigns!
-Access our database with millions of new prospects!
-Real time lead capture and task management!
-Targeted advertising on search engines!
-Complimentary training provided by Levinson!

We Have Everything You Need to Start Marketing to Insurance Agents and FINRA Reps. Send Great Looking Email Campaigns in 3 Easy Steps:

1) Select Agents

2) Build Your Email Message

3) Blast & Track Your Campaign

Select your list from the CRM or Agents from our database by location, license type, years in the business, more.

Build your message in our editor using one of our templates or your own HTML code. Add logos, images and links to your message.

Immediately send your email campaign or schedule it to go out.  Track who’s opening and clicking on your message.

  • Over 400,000 Agent Email Database
  • Over 140,000 FINRA Rep Email Database