Agent Desk Essential 500

The Agent Desk Essential 500 package provides agents with 500 leads, offering a streamlined entry point for professionals who want to begin with a smaller, highly manageable dataset. These leads are sourced from individuals who previously explored insurance options and expressed interest in life insurance, creating a relevant and practical base for engagement.

Each package includes access to our integrated CRM, keeping lead management, tracking, and follow-up organized within one professional system. Weekly training sessions are also provided, offering agents consistent support from experienced trainers to ensure effective use of both the leads and the platform.

Agent Desk Essential 500 is designed as an efficient, accessible solution—combining curated data, professional tools, and structured training in a simple plug-and-play format that reflects the same high standards as our larger packages.

Agent Desk Essential 500 Includes:

• 500 Leads – Individuals who previously engaged with insurance options and showed interest in life insurance.

• Integrated CRM Access – Manage, track, and organize outreach within a streamlined platform.

• Weekly Training Sessions – Guidance from professional trainers to strengthen engagement and process.

• Entry-Level Access – A smaller dataset designed for manageable outreach and consistent practice.

• Plug-and-Play Setup – Immediate access to leads and tools with minimal setup required.