GRWTH TECH gives independent insurance agents a fully deployed CRM, AI-powered follow-up, 8 product snapshots, and a built-in recruiting system — from the day you sign up.
★★★★★ Trusted by 100+ active agents | No setup required | Cancel anytime
Designed for agents who sell:
Independent insurance agents are some of the hardest working people in financial services. The problem isn't effort — it's infrastructure.
Leads go cold because there is no system following up automatically. One missed day means a missed commission.
Growing a team means manually finding, interviewing, and onboarding agents with zero automation behind it.
A license in hand with no clear playbook. No scripts, no product library, no system for learning new lines.
GRWTH TECH fixes all three — from day one.
No more juggling spreadsheets, phone dialers, and email tools. GRWTH TECH is one platform with everything connected and configured — so you can focus on your clients, not your software.
Each snapshot is a complete pre-built sales system — funnel, follow-up sequences, pipeline stages, and AI configuration — deployed into your CRM account automatically.
For agents protecting homeowners. Includes lender referral workflow and Voice AI.
Tax-free retirement concept funnel with 3 client avatar landing pages.
Guaranteed income system for near-retirees with suitability automation.
Complete agent hiring funnel included on ALL plans from day one.
Plus: Final Expense, Infinite Banking, Million Dollar Baby, and Debt Action Plan
See All 8 Snapshots →For solo producers getting started
For growing agents building production
For serious agency builders
For agencies that need more
Managed marketing for your campaigns
"I've been in insurance for 6 years and never had a real system behind me. GRWTH TECH changed that from day one. The Voice AI alone has booked more calls than I ever could manually."
— Marcus T., Life Insurance Agent
"The recruiting snapshot is unlike anything I've seen. I used to spend hours chasing down potential agents. Now the system does it automatically. I just jump on the booked calls."
— Priya S., Agency Builder
"The IUL and annuity snapshots saved me months of work. Everything was already built. I just connected my calendar and started generating leads the same week."
— James R., Financial Services Agent
No. When you sign up, your CRM is pre-configured with your selected snapshots and automations already set up. You log in and start using it — no build required. Voice AI, Conversational AI, the Academy, and AI Advisor are available as add-ons.
Your full CRM, the Recruiting Snapshot, your chosen product snapshot(s), Ads Manager access, your calendar booking tool, and the help library — all live and ready. Voice AI and other AI tools are available as add-ons.
Yes. All plans are month-to-month. You can cancel at any time from your account dashboard. No penalties, no setup fees.
Agent CRM is a generic CRM built for all insurance agents. GRWTH TECH is built specifically for agents selling Mortgage Protection, Annuities, IUL, Final Expense, and for agency builders who are actively recruiting — with product-specific snapshots, Premium Content Vault on Pro and Premium, and recruiting infrastructure on every plan.
Mortgage Protection, IUL, Annuities, Final Expense, Infinite Banking, Million Dollar Baby (Jr. IUL), Debt Action Plan, and Recruiting. Each has its own dedicated snapshot system.
Join agents who are already selling more with a system behind them.
Book a Free 15-Minute CallNo commitment. No setup fees. Just a real conversation about your situation.