Faster follow-up.
More policies.
Less chaos.
Replace your entire automation tech stack, your dialers, your drips, and your sticky notes — with one branded system that books appointments while you sleep.
No credit card required • Setup in under 7 days • Built on GoHighLevel
Trusted by captive agencies across the country
The Real Problem
You're juggling EZLynx, Outlook, your dialer, sticky notes, AgencyZoom, and a half-baked CRM. Leads slip through cracks. Quotes go cold. Renewals get missed. Producers stay unaccountable.
After quoting, prospects vanish. No follow-up system means lost revenue.
Inbound calls that don't get answered are gone forever.
Producers waste hours bouncing between tools that don't talk to each other.
You can't see who's calling, texting, or closing — until it's too late.
Prospect Connection replaces fragmented insurance software with a single, automated command center that captures, nurtures, books, and retains — all under your brand.
The Stack
Seven core engines, designed to work together — and built specifically around how captive agency offices actually run.
Auto-text & email sequences fire within 60 seconds for every web lead, referral, or quote request — converting cold leads into booked appointments.
Track every call, text, email, and task per producer. Real-time leaderboards keep your team honest and your numbers up.
Online booking for Auto, Home, and Life consultations with automatic reminders at 24h and 1h. Show-up rates skyrocket.
Every missed call instantly triggers a text: "We just missed your call! Looking for a quote or to review your policy?" — recover lost revenue automatically.
Post-sale automation triggers Google review requests at the perfect moment, building local social proof on autopilot.
Reconnect 90, 60, and 30 days before renewal with automated touchpoints — keep clients in your book and grow retention.
Auto-only clients get nurtured into Home & Life. Segment-based campaigns turn single-line clients into multi-line policies.
SMS, email, Facebook, web chat, and calls — all in one inbox. No more bouncing between five tools to message a client.
Capture website visitors 24/7. Smart bot qualifies prospects and books them straight into your calendar.
From Lead → Policy
Every lead enters the engine. Every stage is automated. Every producer stays accountable.
Form, ad, or referral captured & tagged
Instant SMS + email fired in 60 seconds
7-day nurture sequence runs automatically
Calendar locks in slot + sends reminders
Onboarding email + review request triggered
Renewal + cross-sell + referral engines
Real Workflow Example
Average lift in close rate after Prospect Connection installation
The Honest Comparison
AgencyZoom is great… until you want a system that actually adapts to your agency.
Built for Agents
Generic CRM
Loved by Captive Agents
"Prospect Connection is like having two extra producers on payroll — except they never sleep. We booked 12 extra appointments the first week."
"We were paying for AgencyZoom + 3 other tools. Switched to Prospect Connection and it does it all for less. My producers actually use it."
"The renewal reminder system alone saved 14 policies last quarter. This thing pays for itself ten times over."
Pricing
Pick the level that matches your agency. Upgrade anytime.
Starter
+ $997 one-time setup
For solo agents getting their first automation engine running.
Pro
+ $1,497 one-time setup
For growing agencies running 100+ leads/month.
Elite
+ $2,497 one-time setup
For multi-producer offices that want full control.
Common Questions
Most agencies are fully launched within 7 days. Onboarding includes data import, workflow customization to your office, and a 1-hour live training.
Most clients fully replace AgencyZoom and several other point tools. We can run side-by-side during transition so you never lose data or momentum.
Prospect Connection is an independent automation platform. It complements your corporate tools rather than replacing the corporate stack — you keep using everything corporate requires.
90% of the system is invisible automation — it runs whether or not producers log in. The dashboards & accountability layer make adoption nearly automatic.
Yes. Month-to-month after setup. No long contracts. We earn your business every month.
Book a 15-minute demo. We'll show you the exact system running in real captive agencies — and a custom plan to install it in yours.