Create Your Website Or Get a Landing Page
Jump to Landing Page (for TFA Agents Only)

Whether you are an independent life insurance agent or financial advisor or running an agency, a website elevates your level of professionalism.  With your website, you can list and describe your services to prospects, clients, and referrals.

Prospects Funnel

• How many times have you prospected someone and they ask for a website or more information? Direct prospects or clients to your website when you meet them or use a funnel starting with social media.  As you create videos as a part of your social media marketing plan, you can use a service like Manychat  which will send a DM to a viewer that uses a certain keyword you direct them to comment or DM you. Look at this example.

• Your prospects will be stored within your website making it easy to follow up through email or messaging directly from your website. If you're building an agency, it's easier for newer agents to prospect when they have a website they can text, giving them more confidence.

CRM

• Prospects who fill out forms from your website will be automatically added to a Contacts List within the website. 

• You can email them directly from the website and will see when they opened your email.

• Their orders, current workflow, notes, subscriptions, invoices, task reminders, events or bookings placed are tracked.

• Save their addresses, phone, email, DOB, and add own labels and data collection inputs.

Workflows 

• Keep track of your clients from prospect to "closed" through a workflow within your website. 

• Create multiple workflows for agents or clients.

Landing Pages

• Create landing pages with forms to capture prospect data and direct them to booking a consultation with you. 

• Set up an automated drip campaign with educational emails that ultimately direct them to booking a consultation with you, if they didn't already.

Set Up Tasks and Assign Tasks to Your Team

• Set up birthday reminders for your clients or agents with birthday emails

• Remind yourself of tasks needed for clients or agents

• Create tasks for your team of things needed to be done for clients

​Newsletter

• Newsletters and automatic emails are a great tool to gain repeat customers or keep your agents engaged in what's happening with your business. 

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There's so much you can do with your own website! Pick from Standard or Premium plus any add-ons. Fill the form below and let's discuss!  Websites built using Wix. Core or Business Plan Recommended.