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WHAT YOU GET

Launch Essentials gives you a fully built insurance business platform that handles insurance lead capture, follow-up, conversations, and organization automatically, so you can focus on running your agency instead of managing software.

Unlimited users, leads and contacts
Power dialer to reach 10x more prospects
Lead-generating insurance funnels
High-converting agent website
Professional Link Tree
15 Minute phone call calendar
30 Minute zoom calendar
1 Hour in person meeting calendar
Quick IUL application & automation
Quick FIA application & automation
Quick FEX application & automation
Mortgage protection app & automation
Term Life application & automation
Whole Life application & automation
Annuity application & automation
Carrier apps and quoting resources
Lead tools, scripts, and conversion resources
Sales tools to handle objections and close deals
Marketing assets built for insurance agents
SEO & local visibility boost
Automated reviews & referrals
GMB Messaging & Call Tracking
Social Media Planner
Invoicing with Text to Pay
SMS & Email Marketing Templates
Forms, Surveys & Quizzes
Memberships & Gated Content
Blog Builder for SEO Content
Affiliate Management Tools
Documents & Contracts
Communities & Group Engagement
Certificates & Completions
QR Codes for Pages & Offers
Missed call text-back (never lose a lead)
Website chatbot for instant engagement
Smart CRM to manage leads and customers
All conversations in one shared inbox
Mobile app to run your business anywhere
Automated booking and calendars
Built-in e-signature agreements
Old lead reactivation campaigns
Long-term lead nurture sequences
Instant lead follow-up systems
1,000+ powerful built-in platform features

SETUP INCLUDES

You’re not getting software, you’re getting a working system. We set up all the essentials, connect the pieces, and make sure you’re live and ready to go within the first 7 days. Beyond that, you can customize it however you like.

US Based Staff Setup + Zoom Onboarding
Platform setup and configuration
A2P Registration Submission
Connect Domain
Funnel and website deployment
CRM structure and pipeline setup
Calendar and booking configuration
Lead routing and follow-up automations
Review and reputation workflows
Email and SMS templates installed
Basic chatbot configuration
Integration with social media platforms
Mobile app access enabled
System testing and launch support

CUSTOMIZATION LEVEL

With the Essentials plan, we invest significant time upfront to get your account set up correctly, typically about 8 hours of hands-on human setup to make everything flow properly. You’ll have access to all features from day one. During onboarding, we gather key details from you and use that information to connect your domain, configure your core insurance workflows, pipelines, calendars, automations, and messaging so your system is fully functional, A2P is approved and website and funnels are live within 7–10 days.

After the initial setup period, you’ll manage ongoing updates using our training resources and support tools. If you want continued hands-on customization, advanced workflows, or deeper system expansion, those options are available through upgrades or higher-tier plans.

IMPORTANT

USAGE, CARRIERS & ADD ONS

Some features in Launch are usage-based. Messaging, phone calls, AI tools, and data usage are billed based on how much you actually use them. Optional add-ons may also carry additional costs if you choose to enable them. Most users spend very little unless they’re operating at higher volume, and all usage and charges are fully visible inside your account.

USAGE FAQ

UPGRADE / DOWNGRADE

You can upgrade or downgrade your plan at any time. Your data, contacts, workflows, and automations are always preserved. The only time anything changes is if you move to a plan that doesn’t support a specific feature, in which case that feature will simply pause until it’s available again.

CONGRATULATIONS!

YOU'VE CHOSEN:

Essentials Plan

for Insurance Pro's

A complete, done-for-you insurance business system. Built, configured, and optimized specifically for insurance professionals so you can focus on selling policies and recruiting agents, not setting up software.

The Essentials Plan is perfect for insurance professionals who want a fully operational platform without advanced AI or heavy customization. Everything you need to capture insurance leads, recruit and motivate agents, follow up automatically, and manage your agency in one place.

Only $297/mo

Want more advanced capabilities?

UPGRADE TO AI PLAN

Address

Subscriptions

QUESTIONS?

Call, text, email, book a live demo using the button below. You can also ask our AI chatbot just about anything. Please allow up to 24 business hours for email responses.

Monday-Friday 9am-5pm EST

OPTIONAL ADD-ONS

Additional Products & Services

Every plan comes packed with over 1,000 powerful features designed to help you grow, automate, and scale your business from day one. As your needs evolve, you can unlock additional add-ons that expand your capabilities even further, giving you the flexibility to customize your platform exactly how you want it, when you’re ready.

AI EMPLOYEE

Deploy an always-on AI team member that talks to leads, answers questions, and qualifies prospects instantly. It works 24/7 so opportunities are captured even when you’re offline.

WORKFLOW PRO

Supercharge your automations with higher limits and advanced logic. Built for businesses that want faster execution, deeper control, and room to scale without bottlenecks.

BRANDED CLIENT PORTAL APP

Deploy an always-on AI team member that talks to leads, answers questions, and qualifies prospects instantly. It works 24/7 so opportunities are captured even when you’re offline.

SEO POWERED BY SEARCH ATLAS

Put your business in front of the right people at the right time. Professional-grade SEO tools help you climb rankings and generate organic traffic without the technical headache.

PROSPECTING TOOLS

Actively discover and engage new prospects instead of waiting on inbound leads. These tools help you build a stronger pipeline and stay ahead of the competition.

BUSINESS LISTINGS MANAGEMENT

Own your local presence everywhere it matters. Keep your business accurate, visible, and trusted across major directories with automated listing management.

WORDPRESS INTEGRATION

Bridge your WordPress site directly into your platform. Manage everything together seamlessly without juggling logins, plugins, or disconnected systems.

WHATSAPP MESSAGING

Meet prospects where they already spend their time. Facebook and Instagram are included at no cost, but you can also add WhatsApp as a powerful communication channel for faster responses and more natural conversations.

DEDICATED IP & ADVANCED EMAIL SETTINGS

Take full control of your email performance. Improve deliverability, protect your sender reputation, and confidently scale high-volume campaigns.

CUSTOM DEVELOPMENT

Have a vision that goes beyond what we provide out of the box? Our experienced team can build custom solutions tailored exactly to your business. Custom development can be added to any plan on an hourly basis or scoped and quoted as a larger project.

WEBSITE MIGRATION

Already have a website or funnels elsewhere? Every migration is quoted individually to ensure accuracy and a smooth transition. We’ll move your existing website or funnels into your Launch ecosystem and fully connect them to your CRM, automation, messaging, and tracking, so everything works together in one unified system.

Service Agreement

Terms & Conditions

WHAT YOU GET

Launch Essentials gives you a fully built insurance business platform that handles insurance lead capture, follow-up, conversations, and organization automatically, so you can focus on running your agency instead of managing software.

SETUP INCLUDES

You’re not getting software, you’re getting a working system. We set up all the essentials, connect the pieces, and make sure you’re live and ready to go within the first 7 days. Beyond that, you can customize it however you like.

CUSTOMIZATION LEVEL

After the initial setup period, you’ll manage ongoing updates using our training resources and support tools. If you want continued hands-on customization, advanced workflows, or deeper system expansion, those options are available through upgrades or higher-tier plans.

IMPORTANT

USAGE, CARRIERS & ADD ONS

UPGRADE / DOWNGRADE

You can upgrade or downgrade your plan at any time. Your data, contacts, workflows, and automations are always preserved. The only time anything changes is if you move to a plan that doesn’t support a specific feature, in which case that feature will simply pause until it’s available again.

CONGRATULATIONS!

YOU'VE CHOSEN:

Essentials Plan

for Insurance Pro's

A complete, done-for-you insurance business system. Built, configured, and optimized specifically for insurance professionals so you can focus on selling policies and recruiting agents, not setting up software.

The Essentials Plan is perfect for insurance professionals who want a fully operational platform without advanced AI or heavy customization. Everything you need to capture insurance leads, recruit and motivate agents, follow up automatically, and manage your agency in one place.

Want more advanced capabilities?

QUESTIONS?

WE'RE HERE TO HELP

Call, text, email, book a live demo using the button below. You can also ask our AI chatbot just about anything. Please allow up to 24 business hours for email responses.

Monday-Friday 9am-5pm EST

OPTIONAL ADD-ONS

Additional Products & Services

AI EMPLOYEE

Deploy an always-on AI team member that talks to leads, answers questions, and qualifies prospects instantly. It works 24/7 so opportunities are captured even when you’re offline.

WORKFLOW PRO

Supercharge your automations with higher limits and advanced logic. Built for businesses that want faster execution, deeper control, and room to scale without bottlenecks.

BRANDED CLIENT PORTAL APP

Deploy an always-on AI team member that talks to leads, answers questions, and qualifies prospects instantly. It works 24/7 so opportunities are captured even when you’re offline.

SEO POWERED BY SEARCH ATLAS

Put your business in front of the right people at the right time. Professional-grade SEO tools help you climb rankings and generate organic traffic without the technical headache.

PROSPECTING TOOLS

Actively discover and engage new prospects instead of waiting on inbound leads. These tools help you build a stronger pipeline and stay ahead of the competition.

BUSINESS LISTINGS MANAGEMENT

Own your local presence everywhere it matters. Keep your business accurate, visible, and trusted across major directories with automated listing management.

WORDPRESS INTEGRATION

Bridge your WordPress site directly into your platform. Manage everything together seamlessly without juggling logins, plugins, or disconnected systems.

WHATSAPP MESSAGING

Meet prospects where they already spend their time. Facebook and Instagram are included at no cost, but you can also add WhatsApp as a powerful communication channel for faster responses and more natural conversations.

DEDICATED IP & ADVANCED EMAIL SETTINGS

Take full control of your email performance. Improve deliverability, protect your sender reputation, and confidently scale high-volume campaigns.

CUSTOM DEVELOPMENT

Have a vision that goes beyond what we provide out of the box? Our experienced team can build custom solutions tailored exactly to your business. Custom development can be added to any plan on an hourly basis or scoped and quoted as a larger project.

WEBSITE MIGRATION