Features — GRWTH TECH CRM

Every tool an insurance agent needs. Already connected. Already configured.

No tech team. No setup rabbit holes. No figuring it out alone. Log in and your entire system is ready to go.

Start with Starter — $97/mo

Your AI answers every call. 24 hours a day. 7 days a week.

When a lead calls your number, your Voice AI picks up instantly — greets them by name, asks qualifying questions, and books an appointment on your calendar. No missed calls. No cold leads.

  • Answers inbound calls within 1 second — no hold time
  • Asks product-specific qualifying questions automatically
  • Books appointments directly on your GHL calendar
  • Configured separately for each product: MP, Annuity, IUL, Recruiting
  • Customizable scripts per product line and audience
  • Voicemail drop option for outbound missed calls
Add-on
Voice AI

Qualifying your leads 24/7

Hi, I'm interested in life insurance
Great! I can help with that. Are you looking for term life, IUL, or mortgage protection?
Mortgage protection
Perfect. I have an opening tomorrow at 2pm — want me to book that for you?

AI that responds to your leads via SMS, webchat, and DMs — automatically.

Most agents lose leads because they can't respond fast enough. GRWTH TECH's Conversational AI responds to every message — day or night — qualifies the lead, handles objections, and books the call without you lifting a finger.

  • Handles inbound SMS conversations — responds within seconds
  • Manages Facebook Messenger and Instagram DMs automatically
  • Powers your website's live chat widget
  • Answers product questions, handles objections, books appointments
  • Never sleeps, never misses a message, never burns out
Add-on

Choose your products. We build the entire system.

Each snapshot is a complete pre-built sales and marketing system — deployed directly into your CRM account when you sign up. Landing pages, follow-up sequences, pipeline stages, Voice AI scripts, and reporting dashboards. All done.

Mortgage Protection

Full funnel for homeowners. Lender referral workflow + Voice AI included.

Starter+

IUL — Indexed Universal Life

Tax-free retirement funnel with 3 client avatar landing pages.

Pro+

Annuities

Guaranteed income system for near-retirees. Rollover campaign + suitability form.

Pro+

Final Expense

Senior market funnel with Spanish version included. 7-touch follow-up.

Pro+

Infinite Banking

Whole life debt elimination concept funnel. Debt action intake + report delivery.

Pro+

Million Dollar Baby (Jr. IUL)

Child IUL funnel targeting parents. 529 vs IUL comparison page + gift campaign.

Pro+

Debt Action Plan

Whole life strategy funnel. Financial intake form + branded report.

Pro+

Recruiting

Complete agent hiring system. Hot/Warm/Nurture lead scoring built in.

ALL plans

Launch your own ad campaigns directly from your CRM.

Every GRWTH TECH plan includes the Ads Manager — a built-in tool that lets you create, launch, and track Facebook and Google campaigns without ever leaving your dashboard. You run your own ads. We provide the infrastructure to do it properly.

Want expert help? Add our Managed Marketing service for hands-on campaign management by a dedicated marketing manager. → Included on ALL plans

Set Up Campaigns

Build Facebook and Google ad campaigns inside your CRM — no switching platforms.

Track Every Lead

All ad leads flow directly into your CRM pipeline with proper source tracking.

Control Your Budget

Set your daily spend, monitor performance, and adjust — all from one dashboard.

The complete toolkit built for agents, not accountants.

Contact Management

Every lead, client, and prospect organized in one place.

Pipeline Tracking

See exactly where every deal is in your sales process.

Email Marketing

Automated drip campaigns for every product line.

A2P SMS Texting

Carrier-approved SMS with full compliance built in.

Phone System

Inbound and outbound calls logged directly in your CRM.

Calendar Booking

Self-booking pages for leads — connected to your availability.

Funnel Builder

Build and launch landing pages without code.

Ads Manager

Run Facebook and Google campaigns from inside your CRM.

Reporting Dashboard

Track leads, conversions, and production at a glance.

See everything, clearly.

Feature Starter $97 Pro $297 Premium $497 Custom
Full CRM + Phone + SMS
Recruiting Snapshot
1 Snapshot of Your Choice
2 Additional Snapshots of Your Choice
All 8 Snapshots
Ads Manager
Conversational AIAdd-onAdd-onAdd-onAdd-on
Voice AIAdd-onAdd-onAdd-onAdd-on
The AcademyAdd-onAdd-onAdd-onAdd-on
AI AdvisorAdd-onAdd-onAdd-onAdd-on
User Seats13Up to 15Unlimited
Premium Content Vault
White-Glove Setup
Private Community
Custom Build
Dedicated Support
See Full Pricing →

Get every tool set up today.

Your product snapshots, CRM, and recruiting system — deployed on day one. Voice AI and Conversational AI available as add-ons.

Choose Your Plan →

Cancel anytime. No setup fees. No technical experience needed.