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CRM & MARKETING PLATFORM

Automate your business

Send your clients into auto-pilot with LeadShop

New to LeadShop? Watch the demo and get special pricing!

The difference is you can now afford workshop marketing

The #1 CRM system with marketing tools for life, health, and wealth agents and advisors.

Save nearly 60%

compared to other competitors*

13,589 leads

managed on average by users

1 & 2 day events

with digital & mailer campaigns

$0.55 per mailer

as the best value offered*

Automated Workflows

Leverage turn-key funnel systems with automations & workflows

Operate on daily drip campaigns and instant response to client messages. Capture client data with custom fields and conversations. Set auto-tags, update pipelines, and use auto-reminders.

CRM-syncing across devices

Manage your CRM - from any device

Manage leads and retain clients with SMS, email, call, and power-dial capabilities. Book and sync appointments between calendars. Send and respond to Google reviews in a single click.

Client information and communications seamlessly sync across devices. Accept call forwarding with whisper messaging.

Protect your client's information

Learn how we safeguard according to HIPAA guidelines and requirements.

Our database automatically encrypts all data before it is written to disk. No setup or configuration is required and no need to modify how you access the service. The data is automatically and transparently decrypted when read by an authorized user.

With server-side encryption, Google manages the cryptographic keys on your behalf using the same hardened key management systems that we use for our encrypted data, including strict key access controls and auditing. Each database object's data and metadata are encrypted under the 256-bit Advanced Encryption Standard, and each encryption key is itself encrypted with a regularly rotated set of master keys.

LeadShop adheres to the following HIPAA requirements:

HIPAA Compliance: Adhere to all components of HIPAA, including the Privacy Rule, Security Rule, HITECH Act, and the Omnibus Rule.

Security Measures: Implement the administrative, physical, and technical safeguards specified in the Security Rule.

Encryption for Transport: Encrypt all electronic protected health information (ePHI) before sharing or disclosing it.

Data Backup: Regularly backup all ePHI to facilitate recovery or restoration when necessary.

Access Control: Restrict access to ePHI to authorized personnel only.

Storage Encryption: Store ePHI in encrypted form to ensure its security.

Data Integrity: Safeguard ePHI against unauthorized alterations or destruction.

Secure Disposal: Dispose of ePHI securely and permanently when it is no longer needed.

Business Associate Agreements: Ensure that software companies handling PHI sign business associate agreements with covered entities. Store these agreements securely on servers.

Learn about the additional guidelines we follow at HIPAA Privacy Rule and Security Rule.

All-in-one marketing system

LeadShop brings your calendar, contact list, pipelines, email marketing, automated messaging, Google Business profile, Zoom, conversations, power-dialing, file storage, tasks and notes, forms, social media management, and more under a single roof. We make it easy for you to access everything you need in a single location.

View real-time analytics

Track your converting activities and analyze data using reporting tools. Visualize your book of business expanding.

Proudly endorsed by Douglas L. McDermott

LeadShop is recognized and endorsed by Douglas L. McDermott, world-class annuity producer of over $15 Billion annuity production.

Gift of Gratitude Foundation

As a thank you to Doug's contributions to the industry, LeadShop dedicates a significant portion of every transaction to The Gift of Gratitude Foundation. This foundation honors those who fight for suicide prevention and serve to protect rights to life, liberty, and the pursuit of happiness,

Support representatives are here to help every step of the way

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Get live, guided assistance with any of your questions.

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Dive into dozens of tutorials breaking down how to use our system features. Track your course progress, and learn marketing techniques and best practices.

Start your free trial today

Use CRM features and tools, and when ready, get started with workshop marketing on a pay-per-campaign basis; built for the agent/advisor breaking into workshop marketing.

Starter

Use CRM features and tools, and when ready, get started with workshop marketing on a pay-per-campaign basis; built for the agent/advisor breaking into workshop marketing.

7-Day Free Trial*

$99

/month

1 Rep

Advanced CRM w/ AI integrations

Pay/workshop option ($400/campaign)

Two-way calendar

Producer/Advisor credibility website

SMS & email client drip campaigns

Reputation management

Social media integrations

Priority lead managing tools & pipelines

Power-dialer integration (sold separately)

Pay-per-use messaging (view below)

Reports & analytics

Standard

Same features from the Starter plan, but save yourself campaign money as you're warming up to workshops.

Best Value

Upgrade to

$1,099

/month

1 Rep

Everything in Starter+

Up to 4 workshops/month

Pay/workshop option for 5+ workshops

Exclusive workshop leads

4-touchpoints registration verification

Priority email & chat support

Live virtual workshop training

Monthly planning & marketing strategizing

Q&A calls & coaching w/ industry leaders

Access to LeadShop Community

Credibility pages for all reps

Enterprise

Bring your agency (up to 8 reps) into LeadShop with the ability to run up to 25 workshops in a month for your team.

Upgrade to

$4,999

/month

Up to 8 Reps

Everything in Standard+

Up to 25 workshops/month

Pay/workshop option for 26+ workshops

Live virtual workshop training

Monthly planning & marketing strategizing

Q&A calls & coaching w/ industry leaders

Access to LeadShop Community

Credibility pages for all reps

*Free Trial Terms: Pay-per-use messaging rates apply. Learn more under 'Pricing'.

New to LeadShop? Watch the demo and get special pricing!

FAQ

What is workshop marketing?

Workshop marketing is the ability to market to a specific audience and draw them to a venue, thereby educating them or presenting a product or service. It is commonly done at restaurants, libraries, community centers, senior centers, and other local venues.

Workshops can sometimes be a single day, or two days. LeadShop allows users to have a two-day workshop campaign, but the two days must be within 7 days of each other.

How does the pay/workshop option work?

The pay/workshop option allows LeadShop users to pay a marketing service fee with their subscription plan and the ad buy to run a workshop campaign. Starter plans will use the pay/workshop option, paying $99/month, $400/campaign, and then a selected dollar amount for their ad buy. Standard plans will automatically get up to 4 workshops included with their $1099/month purchase, but will still purchase ad buy separately. If Standard plan users want more than 4 workshops in a month, they can purchase more using the pay/workshop option for the 5th, 6th workshop, and so on. The pay/workshop option is paid as a Marketing Fee and is applicable to only one workshop campaign.

Which plan could be best for me?

If you're getting started with workshops, the Starter plan is right for you. This will allow you to save money while also learning the ropes. As you develop in your skillsets, you may do more workshops. If you're doing 2 workshop campaigns in a month, the Starter plan will be your most viable option. If you do 3 workshop campaigns in a month period, we recommend upgrading to the Standard plan, as this option will save you money. If you have a team or agency, the Enterprise option may work best for you.

How effective is workshop marketing?

Workshop marketing is a very effective and modern way to get yourself in front of an audience and sell yourself, your knowledge, or even a product or service. It tends to be a more productive use of time and lend higher ROI than cold-calling, door-knocking, and other sales methods.

What if I don't know how to do workshops?

If you are unsure how to do workshops, we recommend visiting annuityfundamentals.com, where you can access extensive training, masterclasses, and instructors fit to train you in workshops for insurance and financial products.

Disclaimers:

  1. Save nearly 60% compared to other competitors - not all competitors cost 60% more than LeadShop

  2. $0.55 per mailer provided at nonprofit mail rates - few competitors may offer lower pricing

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