Agency Plan for Insurance Agencies | Launch Automation
Back to Plans
For Insurance Agency Owners

One Platform.
Every Agent.
Total Visibility.

The cost-effective CRM, AI and lead-handling system built specifically for life, health and Medicare agencies. Custom agency website, real-time visibility over every agent, instant round-robin lead routing, weekly training, and a dev team on retainer — for less than what you're paying in scattered tools today.

$997/mo+ $97 per agent seat · cancel agents anytime
Book A Discovery Call See What It Solves
Custom agency website Total agent visibility 5 hrs/mo custom dev Replaces 12+ tools
Agency CommandAll Agents Live
Active Agents
47
Leads Today
218
Booked
31
Lead Flow · Last 14 Days+47%
Agent Rosterround-robin active
SKSarah K. Live · 4 leads
MRMike R. Live · 3 leads
JTJasmine T. Live · 5 leads
DPDevon P. Live · 2 leads
Owner sees every agent's pipeline
$97per agent seat
5 hrscustom dev / month
1,400+platform features
Weeklylive training
Built For The Owner's Chair

See Every Agent, Every Lead,
Every Dollar — In Real Time.

You shouldn't have to text your top producer to find out how the agency is doing. The owner dashboard gives you live KPIs, an agent leaderboard, lead-source attribution, and a full activity feed — all in one screen.

Stop guessing.
Start steering.

Most agency owners run blind — spreadsheets, group chats, end-of-month surprises. Launch puts the entire agency on one screen so you can coach, course-correct, and reward based on what's actually happening.

  • Live KPIs for the agency & each producer
  • Agent leaderboard updated in real time
  • Lead-source attribution down to the campaign
  • Pipeline visibility into every agent's deals
  • Drill into any call, text or booking on the spot
Your Agency Stats Live
Leads MTD
386
+18% vs LM
Booked
94
24% conv
Apps Written
41
+12 wk
Revenue
$72k
on pace
Agent Leaderboardthis week
JTJasmine T.92%
SKSarah K.78%
MRMike R.64%
DPDevon P.51%
ABAlex B.38%
Live Activityauto-refresh
Jasmine just closed a Term policy just now
Sarah booked a Medicare consult 2 min
14 new SMS conversations active 5 min
Lead routed to Mike via round-robin 7 min
One screen. Whole agency.
What Keeps Agency Owners Up At Night

Sound Familiar?
Launch Was Built
To Fix Every One.

These are the headaches we hear from agency owners every single week. Each one is a feature on this platform, not a "we'll get to it" promise.

"I have no idea what my agents are actually doing all day."
No visibility into calls made, leads worked, or pipeline movement. You find out at month-end.
Hover to see how Launch fixes it
Launch Fixes This
Live owner dashboard shows every agent's calls, texts, bookings, pipeline, and revenue in real time — with a leaderboard ranking them by activity.
"When my top producer leaves, the clients leave with them."
Conversations live in their personal phone. The relationship walks out the door with them.
Hover to see how Launch fixes it
Launch Fixes This
Every text, call, note, and booking lives in your agency's CRM. Agents work the leads. The data — and the relationship — belong to the agency.
"Onboarding a new agent eats two weeks of my time."
CRM logins, dialer setup, scripts, training, a website — every hire is a multi-week scramble.
Hover to see how Launch fixes it
Launch Fixes This
Add a $97 seat. Our team spends 2-3 days custom-building their entire setup — landing page, calendar, email signature, branded templates, dialer, round-robin wiring, and a live 1-on-1 training. You don't lift a finger.
"Lead distribution is a knife fight every morning."
Whoever grabs the lead first gets it. Slow agents lose out. Fast agents burn out.
Hover to see how Launch fixes it
Launch Fixes This
Round-robin routing drops every lead into an agent's pipeline in ~1.3 seconds — based on your rules: round-robin, territory, skill, or whoever's actually online.
"We pay for seven tools and they don't talk to each other."
CRM in one place, dialer in another, website on a third, marketing on a fourth. Nothing connects.
Hover to see how Launch fixes it
Launch Fixes This
One integrated platform replaces 12+ tools — CRM, dialer, website, AI, calendar, marketing, reporting. One login. One bill. Everything talks.
"Every report is a Friday-night spreadsheet."
You can't make decisions without numbers, and the numbers live in five places. So you guess.
Hover for the fix
Launch Fixes This
Automatic reporting. Leads MTD, conversion, revenue, source attribution, agent ranking — live, all the time.
"Leads go cold before anyone follows up."
78% of leads buy from whoever responds first. Most agencies take hours. The lead is dead by then.
Hover for the fix
Launch Fixes This
Instant lead response — SMS, email, and voicemail fire in seconds, branded in the agent's voice. You win on speed.
"Our old book of business is dead weight."
Hundreds of leads you already paid for, gone cold. No system to wake them back up.
Hover for the fix
Launch Fixes This
Cold reactivation campaigns — branded HTML emails + ringless voicemails work your aged data and book fresh appointments.
"Chargebacks are quietly killing our margins."
One disputed policy and the commission vanishes. Worse, no paper trail to fight it.
Hover for the fix
Launch Fixes This
Consumer consent agreement signed on every sale + automatic chargeback recovery workflow. Protected and recovered.
"We spend on leads but can't tell what's working."
Ad costs going up. Conversion a mystery. Every meeting is "more leads" with no data behind it.
Hover for the fix
Launch Fixes This
Lead-source attribution + live ROI dashboards by campaign, agent, and product. Decisions backed by real numbers.
"One bad review tanks our entire rating."
Negative Google reviews scare away leads. We have no system to manage online reputation.
Hover for the fix
Launch Fixes This
Gated review automation — happy clients to Google, unhappy to private feedback. Plus AI-written SEO replies to boost local rank.
"Recruiting new agents is brutal and slow."
No infrastructure to offer makes every recruiting pitch sound the same. Agents go elsewhere.
Hover for the fix
Launch Fixes This
$97 covers a full setup — agents get a website, CRM, dialer, automation, weekly training. That's the recruiting pitch that closes.
The Difference

Most Platforms Treat Agents Like Solo Operators.
We Built This For Agencies.

If you run an agency — an IMO, FMO, or a multi-agent shop — you don't need another tool that's optimized for a single producer. You need visibility, control, lead distribution, and a way to onboard new agents at a price they can stomach.

Other Agency Setups

  • Each agent on their own random CRM
  • No visibility into agent pipelines
  • Leads sit in one inbox until someone grabs them
  • Onboarding new agents = days of setup
  • Agency-wide reporting is a spreadsheet
  • Every customization needs a dev contract

Launch Agency Plan

  • All agents on one branded agency platform
  • Owner dashboard sees every agent in real time
  • Round-robin lead routing — instant assignment
  • Add a new agent for $97 — we build out their world in 2-3 days
  • Agency-wide KPIs, pipelines & performance
  • 5 hours of custom dev included every month
Your Day-By-Day Rollout

From Sign-Up to Scaling.
Here's How We Get You Live.

Every step mapped, scheduled, and managed by our team. You focus on running your agency. We build, install, train, optimize — and keep building forever.

~30 DaysTo fully live
5 Hrs / MoCustom dev included
WeeklyLive training forever
Day 1 · Kickoff

You Sign Up

You're in. Your agency account is provisioned, your dedicated build team is assigned, and the agency onboarding packet hits your inbox.

What we doAccount setup · team assigned
What you do5-minute signup
Day 2 · Intake

Agency Onboarding Packet

You complete a guided agency questionnaire — your brand, niche, agent roster, lead sources, territories, comp structure, and goals. This drives every build decision we make.

What we doSend packet · queue your build
What you do~30 min to fill out
Day 3 · Strategy

1-on-1 Strategy Zoom

A 60-90 minute working session with your build lead. We map your website structure, lead routing rules, automation flows, AI voice, and the 30-day plan together — and you sign off.

What we doLead the call · finalize the plan
What you doShow up · share goals
Days 4-21 · Build Phase

Custom Website Build + A2P Registration

Our designers and devs build your full agency website — branded, SEO-optimized, with booking, applications, and your domain live. In parallel, we submit A2P SMS registration to the carriers (3-10 day approval window).

What we doDesign · build · ship · submit A2P
What you doApprove 2 design rounds
Days 21-24 · Configure

40+ Insurance Automations Installed

Instant lead response, cold reactivation, long-term nurture, missed-call text-back, application follow-up, review requests — all the insurance-specific automations switched on and tuned to your brand voice.

What we doInstall · configure · brand-tune
What you doReview test sequences
Days 25-27 · Data

Book of Business Imported & Tagged

We pull in your historical leads, current clients, policies in force, and lapsed contacts — properly tagged, deduped, segmented, and routed to the right pipelines so your agents can start working warm.

What we doClean · import · tag · segment
What you doSend the CSVs / exports
Days 28-30 · Customize

Territories, Round-Robin & AI Tuning

Lead routing rules wired up (round-robin, territory, skill-based). AI assistant trained on your products, scripts, and brand voice. Custom KPI dashboards and per-agent pipeline views configured.

What we doWire routing · train AI · set dashboards
What you doApprove the routing rules
Day 31+ · Agents Onboard

2-3 Day Per-Agent Buildout (Done-For-You)

For every agent you add, our team spends 2-3 days building their entire world from scratch — we don't hand them a blank account. They get a custom landing page with their bio and headshot, a branded booking calendar, a personalized email signature, custom-branded SMS / voicemail / email templates in their voice, their dialer configured, their round-robin slot wired into your routing rules, and a live 1-on-1 training session before they ever take a lead. You don't lift a finger. By the time the agent logs in for the first time, everything just works — and they're ready to actually sell.

What we do (per agent)Custom landing page · branded calendar · email signature · SMS/voicemail templates · dialer setup · round-robin wiring · live 1-on-1 training
What you doTell us who to add · send their bio & headshot
Month 2 · Optimize

Optimization Week + Weekly Live Training Begins

We tune what's converting, kill what's not. Weekly live Zoom training kicks off for you and your agents — platform deep-dives, best practices, open Q&A. Recordings archived so new hires catch up fast.

What we doOptimize · train · iterate weekly
What you doShow up · sell · give feedback
Month 3+ · Forever

Keep Building. Keep Optimizing.

We don't disappear. Five hours of custom development every single month go into new funnels, integrations, automations, dashboards, AI prompts, recruiting workflows — whatever your agency needs to keep growing. Weekly training never stops.

What we do5 hrs/mo dev · weekly training · platform updates
What you doTell us what to build next
Inside the Agency Plan

One Platform For The Owner.
One For Each Agent.

Agency owners get total visibility and control. Each agent gets a personal page, a simplified CRM, instant lead automation, and a dialer — the tools to actually sell.

Custom Agency Website

A fully custom-built website for your agency — not a template. Your brand, your messaging, your recruiting story.

  • Custom-designed homepage & sub-pages
  • Agent directory & recruiting funnels
  • Lead-gen pages with your branding
  • Your domain, your SSL, your SEO

Agency Owner Dashboard

Total visibility into every agent, every pipeline, every lead, every dollar — in real time.

  • See every agent's pipeline live
  • Agency-wide KPIs & reporting
  • Lead source attribution by agent
  • Full activity log: calls, texts, emails

Round-Robin Lead Routing

Stop manually assigning leads. The platform distributes them automatically, the second they come in.

  • Round-robin by agent, territory or skill
  • Instant pipeline drop & alert to the agent
  • Automatic re-route on no-response
  • Owner override at any time

Per-Agent Personal Page

Each agent gets their own branded page — calendar, contact form, application, social link tree, all in one URL.

  • Personal booking calendar
  • Contact form & insurance application
  • Link-tree for social bios
  • Auto-tagged to the agent's pipeline

Simplified Agent CRM

An easy-to-use CRM built for working agents, not data-entry clerks — pipeline, calls, texts, all in one mobile inbox.

  • Easy drag-and-drop pipeline
  • Unified inbox: text, email, chat, DM
  • Built-in dialer with call recording
  • Mobile app for the road

Instant Lead Automation

The same instant-response engine and cold lead reactivation we sell standalone — baked in for every agent on your team.

  • Instant SMS, email & voicemail in seconds
  • Cold lead reactivation campaigns
  • Long-term nurture sequences
  • Missed-call text-back on every line

Weekly Live Training

Every week, you and your agents get on Zoom with our team. We train, we troubleshoot, we share what's working.

  • Live weekly Zoom for owners & agents
  • Platform deep-dives & new feature walkthroughs
  • Open Q&A and live troubleshooting
  • Recordings archived for new hires

AI Workforce (Agency-Wide)

AI that answers, follows up, and books appointments around the clock — trained on your agency, deployed to every agent.

  • AI chat, SMS, voice & DM responder
  • AI appointment booking per agent
  • Missed-call text-back, agency-wide
  • Trained on your products and process

Insurance Apps & Workflows

Every product line and follow-up sequence agents need — pre-built and ready to run from day one.

  • IUL, FIA, FEX, Term, Whole Life, Annuity
  • Mortgage protection workflows
  • Medicare AEP & OEP campaigns
  • Recruiting funnels for downline growth

…and 1,400+ features in total — the full Done-For-You feature set, plus the agency layer on top.

Your Custom-Built Agency Website

A Polished, High-End Website
Built Specifically For Your Agency.

This isn't a template you fill in. We design and build a complete agency website — your brand, your story, your producers — with every system already wired together. Leads flow into your CRM. Bookings land on your calendar. Applications drop into the right pipeline.

Custom Built
https://youragency.com
AboutAgentsServicesQuoteContactGet a Quote
PROTECTING FAMILIES FOR 20+ YEARS

Insurance That Protects
What Matters Most.

Get a Free Quote Meet Our Agents
20+ YrsServing Families
10,000+Policies Written
A+BBB Accredited
4.9Google Rated
Our CoverageVIEW ALL
LifeTerm & Whole
MedicareAdv & Supp
ACA HealthMarketplace & Subsidies
AnnuitiesRetirement & FIA
Meet Our Licensed AgentsSEE FULL TEAM
JasmineLife · Medicare
MikeAnnuities · FEX
SarahMedicare · Life
AlexTerm · Whole
SEO-Optimized
Booking Built In
Applications Live
Mobile-Perfect

Every system. Already connected.

We custom-design and ship a complete agency website with everything pre-wired. No "drag this widget here." No "go figure out integrations." You get a finished, branded, conversion-ready website that's already talking to your CRM.

  • Custom DesignedYour brand, your colors, your story — not a template anyone else has.
  • SEO-OptimizedSchema markup, fast load, keyword research & on-page tuning for your niche.
  • Booking System Built InSelf-service consult booking on every agent's profile.
  • Insurance Applications LiveTerm, Whole, FEX, Annuity, Medicare, IUL — all start on your site.
  • Agent DirectorySearchable by state, product, language — each agent gets a profile.
  • Quote & Intake FunnelsLead magnets, gated PDFs, IUL calculators — we build them.
  • Mobile-First & FastLoads in under 2 seconds. Looks like a million bucks on a phone.
  • Your Domain, Our InfraSSL, CDN, 99.99% uptime, backups — all handled.
What Every $97 Agent Seat Looks Like

Each Agent Gets Their Own
Mini Marketing Site.

A personal, mobile-first page that doubles as their booking link, contact form, insurance application, and social-bio link tree — auto-tagged to their pipeline so every lead lands in the right place.

One link.
Everything an agent needs
to sell.

Drop it in their Instagram bio. Send it in a text. Hand it out at a community event. Wherever a prospect taps, every action funnels back into the same CRM you're watching as the owner.

  • Personal calendar — clients self-book a consult
  • Contact form & insurance application built in
  • Social-bio link tree: IG, TikTok, FB, YouTube
  • Custom photo, headshot & agent bio
  • Every lead auto-tagged to the agent's pipeline
youragency.com/jasmine
Jasmine Torres, Licensed Insurance Agent
Jasmine Torres
Licensed Insurance Agent
NPN # 20823432
4.9 · 89 reviews · 147 clients helped
FL GA TX SC +3
Life, Medicare & final expense. I make it easy — book a free 15-min review or just text me. I reply fast.
Book a Free ConsultNext available: Thu 2:00 PM NEW
Start My ApplicationTerm, Whole, FEX, IUL & more
Text Me DirectI reply within minutes
Get a Free Quote2-min form, no calls needed
Mike just booked a consult NOW
Follow Me
12.4k 8.1k 3.2k 1.9k 2.0k
Powered by Launch Automation
Inside Every Agent's Personal Page

A Polished, Conversion-Ready
Landing Page For Every Producer.

Every $97 seat ships with a fully-designed, branded landing page. Built to convert, optimized for search, and ready to share at events or in social bios — with every booking, form fill and tap flowing back into your agency CRM.

Bio + Link TreeBuilt into the page
Booking CalendarSelf-serve consults
QR Code For EventsScan, save, book
https://youragency.com/jasmine
Jasmine Torres, Licensed Insurance Agent

Jasmine Torres

Licensed Insurance Agent · NPN # 20823432 · FL, GA, TX, SC + 3
4.9· 89 reviews · 147 clients helped
Text Me
Book a Free Consult
January 2026
S
M
T
W
T
F
S
28
29
30
31
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
10:00 AM
2:00 PM
3:30 PM
5:00 PM
Get a Free Quote (2-Min Form)
Your Full Name
Email Address
Phone Number
What kind of coverage?
Get My Free Quote
Bio & Social Links
Life, Medicare & final-expense specialist. I make insurance easy — book a 15-min consult or text me anytime.
Scan To Visit My PageUse at expos, events & networking
SEO Optimized PageSpeed 98 Mobile-Perfect SSL Secured
Contact & Quote FormDrops into your CRM
SEO OptimizedRanks in Google & AI
The On-The-Go Agent App

Your CRM In Your Pocket.
Your Dialer In Your Hand.

Insurance agents aren't at desks. They're in cars, at kitchen tables, at expos, and in waiting rooms. The Launch mobile app gives every agent your entire CRM, dialer, pipeline, calendar and AI assistant on their phone — with a push notification the second a new lead lands.

Built for agents who actually move.

Every feature your producers need to close from anywhere — one tap to call, one tap to text, one tap to log it all back to your agency CRM.

  • One-tap call from any lead card. Auto-logs the call with recording and AI summary.
  • SMS & email templates at a tap. Hit send between appointments.
  • Push notifications the instant a new lead drops in their pipeline.
  • Calendar & bookings with one-tap reschedule and Zoom join.
  • Voice memos transcribed to lead notes automatically.
  • Scan IDs and applications with the camera. Auto-fills the form.
  • Works offline. Syncs the moment they reconnect.
Download on theApp Store
Get it onGoogle Play
New lead in pipelineSarah K. · just now
One-tap callAuto-logs to CRM
Booking confirmedThu 2:00 PM
10:42 5G87%
JT
Good morning, Jasmine
You have 4 new leads & 2 bookings today.
Pipeline
14
Booked
3
Calls
18
My PipelineSEE ALL
All Hot New Booked
SK
Sarah KleinHOTJust submitted · 1m
MR
Mike RodriguezFOLLOW UPLast text · 2h
JP
Jordan ParkBOOKEDConsult Thu 2:00 PM
Pipeline Calls Calendar Inbox Profile
Lead Routing, Solved

A New Lead Comes In.
Within Seconds, an Agent Has It.

Every lead is routed automatically based on your rules — round-robin, territory, or skill — with instant SMS and email reply from the assigned agent, all before they pick up the phone.

The owner sets the rules. The system runs them.

You choose how leads get distributed. Round-robin keeps it fair. Territory keeps it local. Skill keeps it on-product. No more leads sitting in a queue while someone "claims" them.

  • Lead drops into the agent's pipeline instantly
  • Agent gets an SMS push — "you've got a new lead"
  • Auto-responder fires from the agent's number
  • No response in X mins? It re-routes
New Lead · Sarah just submitted
MRMike R.
JTJasmine T.
DPDevon P.
ABAlex B.

Round-robin assigned to Jasmine in 1.3s

What's Included Per Agent

The Full Platform For You.
Focused Tools For Each Agent.

As the owner, you get every tool Launch has ever built. Your agents get a focused, high-impact subset — purpose-built so you can add producers at $97 each without ballooning your tech bill. Here's exactly what's included, and how it stacks up against our full Done-For-You plan.

Full Done-For-You Plan

Per-Agent Done-For-You

$497+/ agent / month
  • Fully Custom WebsiteGround-up build for each individual agent.
  • All 40+ AutomationsFull library installed per producer.
  • Complex Calendar SystemMulti-tier booking flows per agent.
  • Custom Lead MagnetsFunnels and landing pages per producer.
  • Per-Agent SEO & ContentProduction team assigned per individual producer.
  • Higher Per-Seat CostMore features per agent means higher build & maintenance.
  • Best Fit ForSolo producers or premium boutique agencies.
VS
Agency Plan (this page)

Per-Agent Seat

$97/ agent / month
  • Sub-Domain Landing PageLives at youragency.com/agent-name — extends your site.
  • Agency-Owned Phone NumbersOne per agent. Numbers, history & conversations stay with you.
  • 6 Core Client AutomationsUnderwriting, chargeback, reviews, appointments & more.
  • Power Dialer + Mobile AppNative iOS & Android with one-tap call from any lead.
  • Instant Lead ResponseSMS, email, voicemail fire in seconds — plus cold reactivation.
  • Lean By DesignLower per-seat build cost — so you can add producers without breaking the budget.
  • Best Fit ForAgencies actively scaling multiple producers.

Every Agent On Your Team Gets Eight Built-In Tools.

Each one is focused, configured by us during the 2-3 day buildout, and designed to help your producers actually sell from day one.

Sub-Domain Landing Page

Each agent gets a personal page that's a true extension of your agency site — inherits your brand, your SEO, your domain authority. Cuts setup time dramatically vs. a stand-alone site.

youragency.com/jon-smith

Agency-Owned Phone Number

Each agent gets their own dedicated number — but it belongs to the agency. If an agent leaves, the number, call history, and all conversations stay with you. You stay in control.

Power Dialer

One-click outbound calling from any lead card. Auto-logs every call with recording. Speed-dial mode for cold outreach campaigns. Works on desktop and the mobile app.

Instant Lead Response Engine

The second a lead drops in their pipeline, SMS, email, and voicemail fire in seconds — in the agent's voice. Books appointments before competitors even see the lead.

Cold Lead Reactivation

Pre-built SMS-first sequences that wake up aged leads — old book of business, no-shows, dropped quotes. Re-engaged leads drop right back in the agent's pipeline.

Mobile App (iOS + Android)

Pipeline, calls, calendar, inbox — all in their pocket. Push notifications the second a new lead lands. One-tap call, one-tap text from anywhere.

Round-Robin Lead Assignment

Leads auto-assigned by your rules — round-robin, territory, or skill-based. No more "first to grab" chaos. Every lead gets worked.

Live Weekly Training

Weekly Zoom for every agent — platform deep-dives, best practices, open Q&A. Recordings archived so new hires catch up fast.

Six Core Client Automations Built In For Every Agent.

Every agent seat ships with these six client-facing automations already configured. Triggered by your pipeline stages and calendar, branded in their voice, and running 24/7 without any setup on your end.

Triggered by Pipeline

Underwriting & Docs Workflow

Trigger
Opportunity enters the Underwriting stage of the sales pipeline.
What it does
Sends 8–12 automated email and SMS messages over 30–45 days that guide the client through document collection, status updates, and next steps — without constant manual follow-up.
Result: Faster approvals, fewer dropped or stalled cases, smoother client experience.
Triggered by Pipeline

Client Authorization & Consent Agreement

Trigger
Opportunity reaches the Sold stage in the pipeline.
What it does
Automatically sends the client a policy agreement for review and signature, tracks delivery and confirmation, and stores the signed agreement directly in the CRM record.
Result: Protection from future chargebacks & disputes, clean compliance trail, professional close on every sale.
Triggered by Pipeline

Chargeback Recovery Workflow

Trigger
Opportunity moved into the Chargeback stage of the pipeline.
What it does
Immediately fires a short, targeted payment-recovery sequence via email and SMS — aimed at resolving misunderstandings, reopening communication, and recovering payment.
Result: Less revenue loss, faster resolution, a structured response on every chargeback instead of delayed/ignored.
Triggered by Pipeline

Review Request Automation

Trigger
Opportunity marked as Sold.
What it does
Sends up to 10 messages over 30–45 days, starting with a satisfaction check. Happy clients are routed to Google reviews, referrals & video testimonials. Unhappy clients go to private feedback only — protecting your public reputation.
Result: More public 5-star reviews, automatic social proof at scale, protected online reputation.
Triggered by Calendar

15-Minute Call Appointment Flow

Trigger
Prospect books a 15-minute phone call on the agent's calendar.
What it does
Confirms the appointment, creates/updates the opportunity in the pipeline, sends SMS & email reminders at 24h / 1h / 10min with reschedule options, asks for the call outcome after the window, and drops every prospect into a 1-year nurture sequence regardless of outcome.
Result: Fewer no-shows, automatic pipeline tracking, 1-year retention on every booking.
Triggered by Calendar

No-Show Follow-Up Automation

Trigger
Opportunity tagged as a no-show or missed appointment.
What it does
Sends a polite multi-day SMS & email sequence with an easy reschedule link. Keeps the contact and opportunity active in the CRM so the lead isn't lost — automatically attempting to recover the meeting.
Result: Recovers missed meetings, keeps leads warm, automatic second chances without any work on your end.

…plus additional automations available on request as your agency grows.

Revenue Protection & Growth Engine

Six Business Problems
Solved On Day One.

These are the operational wins every agency owner cares about — revenue you protect, leads you actually capture, old data you wake back up, and a search-ranked brand that compounds over time. Every one of these is configured by our team during your 90-day buildout.

Revenue Protection

Stop Chargebacks. Recover The Ones That Slip Through.

Every closed policy automatically sends a Consumer Consent Agreement to the client for signature — your legal paper trail when a chargeback hits. If one happens anyway, the Chargeback Recovery Workflow instantly fires a targeted SMS & email sequence to reopen communication and reverse the dispute.

Result: Less revenue lost, fewer disputes, a structured response on every chargeback instead of a guess.
Speed-To-Lead

Connect Every Fresh Lead The Moment It Lands.

The second a lead drops into a pipeline, the system fires SMS, email, and voicemail in seconds — branded in the assigned agent's voice. While your competitors are still checking their notifications, your producer already has the booked appointment.

Result: Higher conversion vs. agencies that take 5+ minutes to respond. You win the speed war on every lead.
Wake Up Your Old Book

Cold Outreach Campaign, Custom-Built For You.

We design and run a cold outreach campaign on your aged data — polished branded HTML emails paired with ringless voicemails dropped straight to their phone. Old leads, no-shows, and dropped quotes wake back up and start booking appointments — without you lifting a finger.

Result: Fresh appointments from leads you already paid for. Effectively free reactivated revenue.
Compounding Traffic

SEO-Optimized Site That Drives Free Leads.

Your agency website ships with schema markup, keyword research, on-page optimization, and local targeting baked in from day one. Over time, Google starts ranking you for "insurance agent near me" and your niche — sending organic traffic straight to your funnels with zero ad spend.

Result: Free leads from Google search that compound month after month — an asset that grows in value.
Local Authority

Google Business Profile + Review Engine.

We connect your Google Business Profile directly into the platform. Every closed client automatically gets a review request that routes happy clients to public Google reviews and unhappy clients to private feedback only — protecting your public reputation. Your GBP fills with 5-star reviews on autopilot.

Result: More 5-star reviews, a protected reputation, and stronger local social proof on every search.
Local SEO Boost

AI-Written, SEO-Optimized Review Responses.

Every review you receive — good or bad — gets an AI-generated response that's SEO-optimized with your keywords, products, and location terms. This signals "active and engaged business" to Google, which lifts your local search rank and Google Maps placement over time.

Result: Higher local search ranking, more Google Maps visibility, more inbound traffic from your zip code.
Per-Agent Seat
$97per agent / month
2-3 DaysWhite-glove buildout
$0per-seat contract
Anytimecancel a seat
Saves $300+/seat vs typical agent tool stacks
Everything An Agent Needs To Sell

Add an agent and our team spends 2-3 days building their world for them — custom landing page, branded calendar, email signature, SMS & voicemail templates, dialer setup, round-robin wiring, and a live 1-on-1 training. They show up. We do the rest. By day one of selling, everything just works.

Personal page & booking link
Simplified agent CRM
Built-in dialer + mobile app
Instant lead outreach (SMS, email, VM)
Cold lead reactivation campaigns
Long-term nurture sequences
Auto-assigned leads (round-robin)
AI responder, 24/7 per agent
All insurance applications
Weekly live training, every week
The Cost-Effective Math

What Most 5-Agent Agencies Spend
vs. What This Costs.

Below is the typical monthly stack for an agency with one owner and five producers — before they've even hired a marketing team. Then the same agency on Launch.

Typical Agency Stack

5 agents, owner, separate logins everywhere
CRM (HubSpot / Salesforce-lite)$500
Website / hosting / funnels$200
Power dialer (per seat)$400
SMS & email marketing tools$250
Calendar / booking app$120
AI chatbot subscription$300
Social planner / link-tree tools$180
Lead-distribution add-on$200
Reporting / dashboard tool$150
Contractor dev (a few hrs / mo)$900
Approx total / mo$3,200
…and nothing is connected

Launch Agency Plan

Same 5 agents, one platform, everything connected
Agency base (CRM, AI, website, dialer, reporting, training, dev hrs)$997
Owner dashboard & full visibilityincluded
Round-robin lead routingincluded
5 hours of custom dev / monthincluded
Weekly live training (owner + agents)included
Custom-built agency websiteincluded
AI workforce, agency-wideincluded
Agent seats × 5 ($97 each)$485
Every agent gets their own page, CRM, dialer, automationincluded
——
Total / mo, all-in$1,482
All connected. One bill. One login.
~$1,700 / month saved

That's over $20,000 a year back in your agency's pocket — on a stack that's actually integrated, automated, and managed for you. The math gets better the more agents you add.

The Money-Making Machine

Charge Your Agents More.
Pocket The Difference.

Launch charges individual insurance agents $497/mo for our full Done-For-You plan. As an agency, you get the wholesale rate: $997/mo base + $97 per agent seat. Then you resell that seat to YOUR agents at whatever price makes sense for your business — $147, $197, or $297/mo. The platform pays for itself within your first 5-20 agents. Everything after that is pure profit.

Wholesale · Your Cost
$97/agent/mo
What you pay Launch per agent seat
Retail · What You Charge
$147 - $297/agent/mo
Your discretion · built-in margin every month
Live Profit Calculator

Move The Slider. Watch Your Profit Grow.

50
Your monthly platform cost$5,847
Your monthly agent revenue$9,850
Monthly Net Profit+$4,003
Yearly Profit Projection+$48,036
Most agencies start at $197/mo per agent and grow from there. The platform breaks even around 10 agents. At 100 agents the markup alone is generating $14k/mo. At 500+ agents you're running a six-figure-per-month recurring revenue stream — on top of your normal commission income.

Three Realistic Scenarios

Growing Agency
25 Agents × $197/mo
+$1,503/mo
$18,000/year extra profit on top of running your agency.
Established IMO
100 Agents × $247/mo
+$14,003/mo
$168,000/year recurring profit just from the platform markup.
Enterprise FMO
500 Agents × $297/mo
+$99,003/mo
$1.18M/year recurring — on top of your normal agency revenue.
Volume Discounts Built In

The More Agents You Add,
The Less Each Seat Costs.

Hit 15 agents and every seat drops 10%. Hit 50 and it's 20% off every seat. Hit 100 and you lock in 30% off — forever. No contracts on individual seats. No "enterprise" upcharge. Just real volume pricing.

Per-seat cost goes down as you scale

Starts at $97/seat. Discounts kick in at 15, 50, and 100 agents — applied to every seat in your agency, including the ones you already have.

1
1st Agent
$97/seat
10% OFF
15
Growing shop
$87/seat
20% OFF
50
Established agency
$78/seat
30% OFF
100
Scaled IMO · Enterprise FMO
$68/seat
90-Day Engineering Commitment

~40 Hours of Expert Dev Time
Built Into Your First 90 Days.

This isn't a "we'll see what we can do" arrangement. With the Agency Plan, our senior developers invest roughly 40 hours of build time across your first 90 days — 20 hours in month one as we set you up, 15 hours in month two for optimization and growth foundations, and 5 hours in month three — then steady at 5 hours every month after that as we build, maintain, train, and grow with you.

40hrs / first 90 days
A Senior Developer On Your Agency.
Every Month. Forever.

You're not getting "support tickets" or a queue. You're getting actual engineering time, scoped specifically to grow your agency. Here's how those hours land across your first three months — and what to expect after that.

Need proof of what that looks like? This page is it. The polish, the animations, the dashboards, the calculators, the flip cards, the SEO — everything you're scrolling through right now was built by the same team that's going to give your entire agency a complete makeover. Every website, every email, every graphic, every funnel, every automation we produce is held to this exact standard. When we say top quality, we mean top quality — and you're looking at it.

Phase 1 · Month 1

Onboarding & Setup

20 hrsThe heavy build
  • Custom Agency WebsiteDesigned, built & live on your domain.
  • Owner DashboardConfigured with your KPIs and reporting.
  • 40+ Insurance AutomationsInstalled and brand-tuned for your agency.
  • Book of BusinessImported, deduped, and segmented into your CRM.
  • Round-Robin & Lead RoutingRules wired up to your agent structure.
  • A2P, Domain & Phone NumbersCarrier-approved, registered, and live.
Phase 2 · Month 2

Optimization & Growth Foundations

~15 hrsSEO + custom automations
  • SEO OptimizationSchema markup, keyword research, and on-page tuning across your new agency site.
  • Custom AutomationsBuilt specifically for your agency, your products, and your voice.
  • Workflow RefinementsTightened based on what's actually converting in your pipeline.
  • Per-Agent TuningLead-source attribution and producer-level performance dialed in.
  • AI Agent Fine-TuningTuned on real conversations from your actual leads.
Phase 3 · Month 3+

Build, Maintain, Train & Grow

5 hrs/moOngoing forever
  • New Funnels & Landing PagesBuilt on demand as you launch new campaigns.
  • Custom API IntegrationsWired up with carriers, dialers, quoting tools, and more.
  • New Agent Onboarding2-3 days of done-for-you setup per seat as you scale.
  • Weekly Live TrainingZoom training for you and your agents — every week, forever.
  • Recruiting Funnel OptimizationTuned and rebuilt as your team grows.
  • Anything Else You NeedIf your agency needs it built, we build it.

Plus: One 60-90 Minute Strategy Zoom Every Month

You and your team meet with our build team for at least one Zoom every month to plan, customize, and grow. This isn't a perk — it's a requirement. The Agency Plan only delivers if we're talking regularly. Bring your wins, your bottlenecks, and what you want built next.

Monthly · Required
The Recruiting Angle

The Easiest Pitch You've Ever
Made To A Brand-New Agent.

"Join my agency. For $97 a month, you get a website, a CRM, a dialer, instant lead automation, weekly training, and leads routed directly to you." That's the offer. That's what gets them to sign.

Recruiting Without Launch

  • "Go buy your own CRM, dialer & website"
  • "Figure out automation on your own"
  • "Wait for the next lead in the group chat"
  • No training, no playbook
  • Agents leave quietly when they can't sell

Recruiting On The Launch Agency Plan

  • $97 covers 2-3 days of done-for-you setup per agent
  • Personal website, CRM, dialer & automation
  • Leads routed automatically to their pipeline
  • Weekly live training so they ramp fast
  • Agents stay because they're actually closing
The Value

One Plan Replaces Your Whole Agency Stack

Stop stitching tools together for every agent. The Agency Plan consolidates the website, CRM, AI, dialer, marketing, training, and dev shop into one bill.

Agency websiteCRM for every agentPower dialerAI chatbotSMS & email toolsCalendar & bookingFunnel builderForms & e-signLead distribution toolReporting dashboardsWeekly training programCustom dev shopRecruiting funnels

Stitching this together costs an agency $2,000–$5,000+/month in software, training, and contracted dev work — before you even pay an agency to build it. You get all of it, built and run for you, for $997/mo plus $97/agent.

Simple Agency Pricing

One Base Plan. Per-Agent Seats.

You pay the base monthly so we can build, maintain, and continuously improve the agency platform. Each agent you add gets the seat that lets them actually sell.

Best Fit For Insurance Agencies

Launch Agency Plan

For insurance agency owners, IMOs and FMOs who want one platform, total visibility, and a dev team on retainer.

$997/ month base
+ $97/month per agent seat. Add or remove agents anytime — no contract per-seat. Most agencies start with 3–5 seats.
  • Every feature in the Done-For-You plan, agency-wide
  • Custom-built agency website — not a template
  • Agency owner dashboard — total visibility into every agent
  • Round-robin / territory / skill-based lead routing
  • Weekly live training for owners & agents
  • 5 hours/month of custom development
  • Priority support & dedicated build team
  • Carrier messaging & A2P registration billed at cost
Book My Agency Discovery Call

Ready to Run an Agency,
Not a Tech Stack?

Book a live demo and we'll walk you through the agency dashboard, the per-agent setup, and a real round-robin lead drop in action. Then we build yours.

Book A Discovery Call Compare All Plans
$997/month base + $97 per agent · carrier messaging & one-time A2P billed at cost · 3-month commitment.
Let's Talk First

Book A Quick Call.
We'll Walk You Through It.

Before you commit, hop on a quick call with our team. We'll show you the platform live, scope your agency's specific needs, answer every question, and lock in your build slot. No pressure, no hard sell — just a real conversation about whether this is the right fit for your agency.

Live Zoom Call

Talk To Our Build Team.

30-45 minute Zoom call — we keep it focused and useful.
Direct with the team who'd actually build your agency platform.
Live walkthrough of the agency dashboard, agent pages & automations.
No pressure, no hard sell — just a real conversation.
You walk away with a custom build plan, scoped to your agency.
Most call slots fill up within 48 hours. Lock in a time on the right and we'll send a confirmation + Zoom link immediately.
Frequently Asked Questions

Everything Agency Owners
Want To Know First.

Common objections, real answers. If your question isn't here, ask us on the discovery call above.

Is this GoHighLevel?

Absolutely — yes. Launch is built on top of GoHighLevel infrastructure, but it's turbocharged specifically for insurance agencies and the agents who work them.

Here at Launch we've been HighLevel fanatics for the last 7 years. We've mastered the platform from end to end, and we specialize in one thing only: helping insurance agents and agencies grow. That focus is the difference.

When you buy a HighLevel account on your own, it's an empty box — powerful tools, but no workflows, no triggers, no copy, no templates, no agency knowledge. You spend the next 6–12 months trying to figure out how to make it work for insurance, and most agencies give up before they ever get there.

We've spent hundreds of hours building the advanced automations, agent onboarding flows, AI workforce, custom dashboards, reporting, lead routing, compliance setup, and conversion-ready websites that solve every real problem an insurance agency has. Day one, it's already built for your industry — you just plug in your agents and start selling.

That's what you're really buying: 7 years of HighLevel mastery + a full-time agency-tier expert team + an automation library purpose-built for insurance — all on top of the most powerful CRM platform on the market. And we'd love to work for you.

Is there a long-term contract?

The base ($997/mo) has a 3-month minimum commitment — that covers our build phase, your A2P registration, automation setup, and per-agent onboarding. After that, cancel anytime.

Per-agent seats ($97/mo each) are completely month-to-month — add or remove them as your team grows or changes. No contract per seat.

What if I only have 1-2 agents to start?

That's perfectly fine. Many agencies start solo or with one producer and grow from there. Your starting cost is just the $997 base + $97 per agent seat.

The math only gets better as you add producers — volume discounts kick in at 15, 50, and 100 agents, and they apply to every seat in your agency, including the ones you already have.

Do you offer volume discounts for agencies with lots of agents?

Yes — volume pricing is built into the Agency Plan, no negotiation required. The $97/seat rate drops automatically as your agency grows:

  • 15 agents — 10% off every seat — pay $87/seat instead of $97
  • 50 agents — 20% off every seat — pay $78/seat instead of $97
  • 100+ agents — 30% off every seat, forever — pay $68/seat instead of $97

The discounts apply to every seat in your agency, not just the ones above the threshold. The moment you hit 100 producers, every single seat — even the first one you ever added — drops to $68/mo.

That means an agency with 100 agents saves ~$2,900/month compared to no-discount pricing, or roughly $34,800/year back in the agency's pocket. At 500 agents, that's $174,000/year in volume savings.

No contracts, no "enterprise upcharge," no commitment to maintain the agent count — if you drop below the threshold, you just go back to the prior tier.

How long does setup actually take?

Your full agency platform is built in ~30 days. Days 1-3 are kickoff + intake + strategy Zoom. Days 4-21 are website build + A2P registration. Days 21-30 are automations, data import, and customization.

Each new agent you add takes 2-3 days of done-for-you setup per seat — custom landing page, calendar, email signature, branded SMS/voicemail templates, dialer, round-robin wiring, and a live 1-on-1 training.

Can I really charge my agents more than $97?

Yes — that's the whole point of the agency tier. You pay Launch wholesale ($97/seat), then resell to your agents at your retail price. Most agencies charge $147, $197, or $297 per agent per month.

The markup covers your base subscription and creates recurring profit. At $197/agent on 10 producers, you break even. At $297/agent on 25 producers, that's ~$48k/year in pure platform markup — on top of your normal commissions.

Who owns the leads and client data?

You do. Every text, call, note, booking, and lead lives in YOUR agency's CRM. Agents work the leads, but they don't own them.

If a producer leaves, the agency-owned phone number, conversation history, pipeline, and client relationships stay with you. This is one of the biggest reasons agencies move to Launch.

Do I need to be technical to run this?

Not at all. We do all the building. You point at what you want, we build it. You point at agents to add, we onboard them. You join one monthly 60-90 minute Zoom to plan, customize, and review.

If you can run an insurance agency, you can run this platform. Your agents won't need technical skills either — their entire setup is custom-built by us before they ever log in.

Is this white-labeled? Does it look like my agency or like Launch?

It's branded as your agency, not Launch. Your agency website, your domain, your colors, your logo, your agents' personal pages all live on your domain.

The platform infrastructure runs underneath, but every client-facing surface is yours. Your clients never see "Launch Automation" anywhere.

What's included in the 5 hours of custom dev per month?

Whatever your agency needs that fits in 5 hours: new funnels, custom landing pages, carrier API integrations, bespoke automations, custom dashboards, AI prompt tuning, recruiting funnel optimization, comp-plan automations — you name it.

Need more in a given month? Available at agreed rates — just bring it up on the monthly Zoom and we'll scope it.

What about A2P / SMS compliance?

We handle the entire A2P 10DLC registration with the carriers on your behalf during your build phase. Typical carrier approval window is 3-10 days.

One-time A2P registration cost (~$23.50) and ongoing carrier messaging fees are billed separately as usage charges.

How much do messaging & usage costs really run?

Launch is built for full transparency — no surprise fees. Your $997 base subscription covers the entire platform: CRM, AI workforce, automations, calendars, websites, 1,400+ features. Usage costs (texts, calls, emails, AI) are billed separately as you actually use them.

For perspective: about $10 will get you ~3,500 emails, ~415 SMS segments, ~247 outbound call minutes, or ~285 automation runs. Most agencies spend just a few hundred dollars per month on usage in total. Phone numbers are $3/mo each, A2P registration is a one-time ~$23.50 carrier fee. Only one A2P per agency needed.

Every rate is visible in your billing portal — you only pay for what actually runs.

What happens if Launch ever goes away?

Your data is portable. The platform runs on GoHighLevel infrastructure — one of the largest, most established CRM platforms in the SMB space, used by tens of thousands of agencies. Even in a worst-case scenario, your account can continue on GHL directly.

We've been doing this for years and we're not going anywhere. But your business continuity isn't tied to ours.

Can I keep my existing phone numbers and domain?

Yes. We can port existing agency numbers into the platform during your build phase, and you'll point your domain at our infrastructure for the agency website. We handle the technical side.

If you don't have a domain or numbers yet, we'll register and provision new ones as part of setup.

What if my agents quit or get fired?

Remove their seat with one click — you stop being billed the $97 for that seat the next billing cycle. The number, leads, conversations, and pipeline all stay in your agency's CRM.

When you replace that agent, the new producer can be onboarded with a fresh seat (or take over the old territory). You're never trapped paying for empty seats.