Marketing & systems for insurance

The system insurance agents grow their books on.

CRM, Facebook ads, social content, and custom builds — done for you by a team that ran them inside an agency first.

Book a Demo See Our Work →
Trusted by top agencies · 4.9 stars on Google
Who we are

This isn't a CRM that pivoted into insurance. It's the system an operating agency built to run itself — opened up to the agents around it after they asked.

Built inside the agency Operating-owned, not VC-funded Veteran-owned
What we do

What we do for insurance pros.

Three core programs. Buy them individually, or bundle them.

Core services
Flagship platform

NextLevel CRM

Our flagship CRM platform for insurance agents.

$147 /mo · everything included
Open NextLevel CRM
Done-for-you

Ad Manager

Done-for-you Facebook ads.

$2M+ Meta ad spend deployed
Open Ad Manager
5 posts · 3 videos · 2 graphics / wk

Content Engine

Done-for-you social media that builds authority.

5 ch. FB · IG · LinkedIn · YT · GBP
Open Content Engine
Bundled & custom
Best Value

Growth Suite

Everything we offer in one bundle. CRM + ads + content at a better rate than buying separately.

Compare pricing →
By request

Custom Solutions

Custom CRMs, internal apps, automations, dashboards. Built to spec for agencies and operators.

Book a Demo →
Anatomy of one lead CRM · AI Assistant · Power Dialer · Workflows

11:42 AM Tuesday.

One Private Health lead from a Meta ad. From form-fill to signed application in 28 hours, 32 minutes — with no agent action until the 3:30 PM call.

app.nextlevelcrm.io / contacts / maria-castillo
Maria Castillo
Private Health · Texas · ZIP 78704 · Lead source: Meta
Policy issued
  1. 11:42:03 AM Maria SYSTEM
    Lead form submitted

    Meta ad · Private Health · Texas. Maria Castillo, 38, ZIP 78704.

  2. 11:42:11 AM AI Assistant SMS
    AI assistant texted back

    "Hi Maria — got your form. Quick question: are you currently uninsured, or looking to switch?"

  3. 12:18 PM Maria SMS
    Reply received

    "Currently uninsured. Want something affordable that covers the basics."

  4. 12:18:09 PM AI Assistant SYSTEM
    Booked appointment

    Held the 3:30 PM slot tomorrow on your calendar. Confirmation SMS + email sent. Reminder queued for 9 AM tomorrow.

  5. 3:30 PM You CALL
    Call connected

    21-minute call. Quoted a private health insurance plan plus a term life plan. Maria asked for the application.

  6. 3:51 PM You EMAIL
    Application sent

    Carrier application filled on the call. Sent to Maria for e-signature.

  7. 4:14 PM Maria EMAIL
    Application signed

    E-signature received. Policy submitted. Commission logged. Day-14 referral request auto-queued.

28h 32m
Form-fill to signed application
2
Human touches required (the call, the e-sig)
$0
Spent on follow-up tools we'd have needed to bolt on
Results

Real agents. Real numbers.

Hear it from the agents already running on NextLevel.

Mason Wilson testimonial video

Hear Mason's story in a full sit-down interview.

Watch the full story
Brian Holden testimonial video

Hear Brian's story on YouTube.

Watch on YouTube
Antonella Pellegrino testimonial video

Hear Antonella's story on YouTube.

Watch on YouTube
About

The same names on the demo call answer your tickets.

Support comes from the people who built the platform and still run it every day. Same names, same direct line.

Sean · Amir + a small team behind them
Meet the team →
Take the next step

Not sure where to start?

Book a demo. We'll listen, figure out which of our services actually fits, and tell you the truth either way.

Book a Demo Email us instead