Life, Health, & Financial
Conversions that Stick
ENDORSED BY DOUGLAS L. McDERMOTT
World-Class Annuity Producer
LeadShop is recognized and endorsed by Douglas L. McDermott, world-class annuity producer of over $15 Billion annuity production. As a thank you to Doug's contributions to the industry, LeadShop dedicates a significant portion of every transaction toThe Gift of Gratitude Foundation. This foundation honors those who serve to protect rights to life, liberty, and the pursuit of happiness. To learn more, visit giftofgratitudefoundation.com.
Join the movement of educating families and communities across the nation. Now is the time for high-intent, high-conversion tools for life insurance agents and financial advisors.
PROUDLY USED BY AGENTS AND ADVISORS CONTRACTED WITH:
Just Show Up
Workshop Marketing & Set-Up
We bring the prospects and you show up. It's that easy.
Advanced client-targeting
Workshop-prepped and high-intent attendance
Venue location recommendations
Work Without Working
Automated Campaigns
Leverage done-for-you funnel systems with automated SMS, Voicemails, Emails, and AI appointment booking.
Daily drip campaigns
Automated conversations for onboarding recruits and booking clients
Instant response to client messages
Custom fields capture client & recruit information
Exhibit Excellence
Credibility Page
Give clients the credentials they're looking for. Present your production, product offerings, and licenses in a personally branded webpage.
Personalized 'About Me' section
Licenses & credentials with license verification
Product and carrier display
Built-in calendar integrations
Download the Mobile App
Stay Connected to Clients
Access your synced CRM using the mobile app. Book appointments, message clients, respond to reviews, and update your CRM - from any device.
Lead management & client retention with SMS, emails, calls, and social media DMs
Appointment scheduling - synced with
Google Calendars
Respond to Google Reviews or use built-in review-dispute features
Client updates & messaging sync across all devices
Stop Searching
Centralized Resources
Utilize quick shortcuts and quick-links for easy access to your most needed tools.
All phone scripts in one place
Centralized carrier information, quoting, and e-Apps
Gateway access to SureLC, IP reports, custom links and onboarding systems
Power-dialer shortcuts & all-in-one phone script tools
Ready to get started?
Choose a plan below or book a live demo presentation.
Cheers to Serving Clients
It's time to become a top producer.
7-Day Free Trial
Cancel Anytime*
No-Risk Guarantee
Starter
Includes 7-Day Free Trial
$99
Per Rep, Per Month
or pay $999/year and save $189
Advanced CRM with AI Integrations
Pay-Per-Campaign Options for Workshop Marketing ($400/Campaign)
Producer/Advisor Credibility Website
Text & Email Client Drip Campaigns
Top Virtual Sales Scripts
Reputation Management
Social Media Integrations
Priority Lead Management
Power Dialer Integration (Plans Sold Separately)
SUPPORT: Detailed Knowledge Base, Email, Text
Pay-Per-Use Pricing: Click Here
Standard
$1,099
Per Rep, Per Month
or pay $9,999/year and save $3,189
Everything in Starter+
Unlimited Workshops Per Month
Exclusive Lead Generation
Seminar Marketing and Registration Verification with SMS, Email, & Phone
ADDITIONAL SUPPORT: Zoom Customer Service
Enterprise
$4,999
Up to 8 Reps, Per Month
or pay $49,999/year and save $9,989
Everything in Standard+
Unlimited Workshops for up to 8 Reps
Credibility Pages for Each Agent
Live Virtual Workshop Training
Monthly Planning and Marketing Strategy 1-1 Meeting
Access to Weekly Q&A Call with Industry Leaders
Above Plan Pricing and Pay-Per-Campaign Marketing Fees are separate from Campaign Ad Buy
You must first purchase a LeadShop Plan before requesting a workshop.
Frequently Asked Questions
We get lots of questions. Here are a few responses.
What is LeadShop?
LeadShop is a multi-functional platform for agents and advisors to communicate with clients, market for seminar events, generate leads, book appointments, and receive training from top-producers in the financial services and insurance industry.
How long does LeadShop take to set-up my account?
Your LeadShop account is activated the moment your payment is processed. You can start sending text messages, making calls, and using all other features once your card is on file and you've selected a phone number.
Is there an app for my phone?
Yes, we have a mobile app for IOS and Android devices. Your app is synced automatically with your online account. You can email, call, text, and manage leads directly from your mobile device.
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