Is the account manager really human?

Yes. Every Launch, Build, and Command client is assigned to a named human account manager on our team — not an AI chatbot, not a round-robin ticket queue. You have their email, their direct phone, and their calendar.

How often do we meet?

Launch clients get monthly check-ins. Build clients get bi-weekly check-ins. Command clients get weekly check-ins with a senior account manager. All clients can message the AM ad-hoc between scheduled calls.

What do we actually talk about?

Your pipeline health, your close rate, which automations are working and which are not, which leads are stuck and why, what content to publish next, and — for Build and Command — your local SEO, Google Business Profile, and review pipeline. They bring data, you bring questions.

Does the account manager do the work, or do I?

They do the platform work. You run your agency. They configure automations, import leads, adjust pipeline stages, build campaigns, answer how-to questions, and flag opportunities they see. You do what you were hired to do — quote, bind, and renew policies.

How fast do they respond?

Launch: within 48 hours on email. Build: within 24 hours on email or chat. Command: same-day on email, chat, or phone. For anything urgent (sales outage, booking failures), all tiers get same-day response.

INCLUDED IN EVERY PLAN

A Real Human Who Knows Your Agency.

Not a chatbot. Not a round-robin ticket queue. Not an offshore contractor who learns your name today and forgets it next week. A dedicated account manager who knows your pipeline, your book of business, and your goals — included free in every Launch, Build, and Command plan. You get their email, their phone, and their calendar.

MEET YOUR AM ON A DEMO CALL SEE PLANS

Named Human

Chatbots

Extra Cost

WHAT THEY DO

They Run the Platform. You Run the Agency.

Your AM is not a support rep you beg for help. They are on your team — the person who builds, fixes, and tunes the engine behind your pipeline so you can stay in front of clients.

Configures Automations

Missed-call text-back, nurture sequences, renewal reminders, review requests, AEP campaigns — they build, tune, and maintain them so you never have to learn the platform.

Watches Your Pipeline

They actually look at your numbers every week. If leads are stuck in a stage, if your close rate drops, if your speed-to-lead slips — they flag it before you do.

Imports and Segments

New list? New vendor lead source? They import it, tag it, route it to the right campaign, and confirm the automations are firing. You just drop the file.

Tunes the AI Receptionist

Updates the greeting, adjusts the qualification questions, refines the transfer rules, reviews the call transcripts. Your AI stays on message.

Builds Campaigns

Quarterly newsletter, seasonal renewal push, Medicare AEP sequence — they draft and deploy. You approve.

Answers Fast

Real reply, not a canned "we received your ticket." Launch: 48 hours. Build: 24 hours. Command: same day.

HOW OFTEN YOU MEET

Check-In Cadence by Plan

All tiers get a dedicated AM. The higher the tier, the more their time.

Launch · $647/mo

Monthly Check-In

✓ 30-min monthly call
✓ Email support (48-hour reply)
✓ Pipeline review + numbers
✓ Automation tune-ups as needed

Build · $1,447/mo

Bi-Weekly Check-In

✓ 45-min call every 2 weeks
✓ Email + chat (24-hour reply)
✓ Website + CRM analytics review
✓ Quarterly strategy session
✓ Content + campaign building

Command · $2,147/mo

Weekly Check-In + Senior AM

✓ 60-min call every week
✓ Same-day email, chat, phone
✓ Direct phone line to your AM
✓ Monthly strategy session
✓ Full local-SEO + GBP reporting
✓ 20-Lead Guarantee enforcement

SAMPLE CALL AGENDA

What a Check-In Actually Looks Like

Not a status report. Not a pitch. A working session.

Your AM walks in with:

Your pipeline snapshot — how many leads in each stage, what changed this week, any bottlenecks.
Your AI Receptionist call log — sample transcripts, booked appointments, flagged calls that need your attention.
Conversion numbers — lead → call → booked → closed at every stage, vs. last period.
What they already did — automations they tuned, leads they imported, bugs they fixed, content they published.
What they recommend next — one or two concrete moves for the coming period.

You bring:

Any questions about how to use the platform.
Anything you want built (campaign, form, report, automation).
Anything that is not working (broken workflow, missed SMS, weird behavior).

You leave with a summary email and a punch-list of action items — both yours and theirs.

WHY THIS MATTERS

The Reason Most Agency CRMs Fail

It is not the software. It is the fact that nobody ever helped you use it.

❌ Most CRMs

You get a login and a "getting started" email.
Support is a chatbot that links to a help article.
Tickets get answered in 3–5 business days.
Nobody knows your agency, your lines, or your goals.
6 months later, 40% of your setup is broken and you don't know why.
You cancel. The software was fine. The support was the problem.

✓ Agent Lead Engine

You get a named account manager on day one.
They set up the platform before you even log in.
Replies in hours, not days. Same-day on Command.
They know your pipeline numbers better than you do.
They tune, fix, and maintain your setup monthly.
You keep growing. The platform works because a human is making sure it does.

WHAT WE WILL NOT PRETEND

Honest About the Limits

We believe in no-BS marketing. Here is what your AM is not.

Not a Licensed Agent

Your AM cannot quote, bind, or give coverage advice. They handle the platform and the pipeline. You handle the policies.

Not On-Call 24/7

They work business hours. For urgent platform outages, use the support channel. For anything strategic, wait for your check-in.

Not a Sales Rep

They will not call leads for you, close deals for you, or take your sales meetings. Their job is to make your team effective — not replace them.