AgentPro!

Supercharge Your Success with AgentPro! We help insurance agents Elevate their Game with Cutting-Edge Technology for Prospect Capture, Nurturing, and Closing.

Introducing AgentPro!

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How we Help You: AgentPro! provides you with integrated tech-tools that empower your business!

Unlocking New Opportunities for Agents and Clients

Here's What You Get: These tools are included in your membership!

AgentPro! is powered by NFC Technology that transmits your Mobile App to anyone’s smart phones instantly!

Modernize your Business card with an NFC e-Business Card

Introducing the Future of Business Cards: NFC Electronic Business Card Say goodbye to outdated paper business cards and embrace the cutting-edge technology of NFC Electronic Business Cards. With our innovative solution, you can effortlessly connect with potential clients, colleagues, and partners like never before. Embrace the future of networking and elevate your professional connections with our NFC Electronic Business Card. Join the ranks of forward-thinking innovators and leave a lasting impression that sets you apart. Seamlessly exchange information, engage your contacts, and make your mark in a digital world. It’s time to revolutionize the way you connect and make business.

How will an NFC e-Business card help you convert more leads?
Make an Unforgettable First Impression: Stand out from the crowd and leave a lasting impression with our NFC Electronic Business Card. With its sleek design and modern technology, it showcases your professionalism and forward-thinking approach. Impress your contacts and make them eager to engage with your brand.

Seamless Digital Exchange: Say goodbye to the hassle of carrying stacks of paper business cards. Our NFC Electronic Business Card enables you to instantly exchange contact information, social media profiles, website links, and more, with just a tap. It’s quick, convenient, and ensures your details are effortlessly transferred and saved in your contact’s devices.

Interactive and Engaging: Our NFC Electronic Business Card offers an interactive experience that engages your recipients. You can customize the content on the card, such as including videos, presentations, or product demos. This captivating multimedia experience grabs attention, strengthens your brand message, and increases the chances of successful follow-ups.

Easy Updates and Real-Time Analytics: Unlike traditional paper business cards, our NFC Electronic Business Card allows you to make updates to your information whenever needed. Whether it’s a change in job title, phone number, or email address, your contacts will always have access to your most up-to-date details. Additionally, you gain valuable insights with real-time analytics, enabling you to track interactions and measure the effectiveness of your digital business card.

Environmentally Friendly: By adopting our NFC Electronic Business Card, you contribute to a sustainable future by reducing paper waste. Join the eco-friendly movement and showcase your commitment to environmental responsibility. Your clients will appreciate your dedication to making a positive impact.

Versatile and Cross-Platform Compatibility: Our NFC Electronic Business Card works seamlessly across various devices and platforms. Whether your contacts use Android or iOS smartphones, they can effortlessly tap their device against your card to access your information. The versatility of NFC technology ensures compatibility and eliminates any compatibility barriers.

Stand Out in Networking Events: In crowded networking events or conferences, it’s essential to differentiate yourself. Our NFC Electronic Business Card grabs attention and sparks curiosity. You’ll be remembered as the professional who embraced innovation and offered a memorable experience, giving you a competitive edge and facilitating meaningful connections.

Customizable and Reflective of Your Brand: Tailor your NFC Electronic Business Card to match your brand identity. From colors and fonts to logos and taglines, you have complete control over the design. Craft a visually stunning and cohesive representation of your brand that aligns with your overall marketing strategy.

Stop handing out paper cards and hoping they call!

Get your plastic NFC smart e-business card & customize it with your logo!

Mobile App

Capture Leads Anywhere, Anytime: Introducing Our Mobile App Unlock the power of lead generation on the go with our cutting-edge mobile application. Say goodbye to missed opportunities and hello to a world where capturing leads outside the office is effortless and efficient. Embrace the freedom of lead capture on the go with our powerful mobile app. Transform every interaction into a potential business opportunity and ensure no lead slips away. Streamline your lead management process, nurture relationships, and close deals faster. Take your lead generation to new heights and stay ahead of the competition with our mobile app.

Here’s why our mobile app is the ultimate tool for lead capture:

Capture Leads in Real-Time: Don’t let valuable leads slip away. With our mobile app, you can instantly capture lead information wherever you are. Whether you’re at a conference, trade show, networking event, or even out in the field, seize the moment and convert prospects into actionable leads on the spot.

Seamlessly Collect Contact Information: Our mobile app simplifies lead capture by allowing you to effortlessly collect contact information. Through customizable forms, you can gather essential details such as names, email addresses, phone numbers, and more. The intuitive interface ensures a smooth and efficient data entry process.

Capture Relevant Lead Details: Tailor your lead capture forms to capture specific details that are important to your business. Whether it’s industry, job title, or specific interests, our app enables you to gather the information you need to qualify and segment your leads effectively. This empowers you to personalize your follow-up strategies and increase conversion rates.

Instant Follow-Ups and Notifications: Strike while the iron is hot by following up with leads immediately. Our mobile app enables you to send automated email responses, notifications, or personalized messages right after capturing the lead. Prompt communication helps nurture relationships and keeps your brand top of mind.

Sync Seamlessly with CRM Systems: Our mobile app integrates seamlessly with popular customer relationship management (CRM) systems. This ensures that your captured leads are instantly synced with your existing database, eliminating the need for manual data entry or potential errors. Keep your lead pipeline organized and accessible from anywhere.

On-the-Go Lead Management: Easily manage and track your leads in real-time from the palm of your hand. Our mobile app provides a user-friendly dashboard that allows you to prioritize, categorize, and add notes to your leads. Stay organized and ensure no lead falls through the cracks, even when you’re away from your desk.

Analytics and Insights: Gain valuable insights into your lead capture efforts with comprehensive analytics. Track and measure the success of your lead generation activities, monitor conversion rates, and identify areas for optimization. Data-driven decision-making will empower you to refine your strategies and maximize your ROI.

Your Custom QR Code for printed materials

Unlock the Power of Quick and Easy Engagement: Introducing QR Codes for Print Materials Experience a new level of interaction with our innovative QR code solution for printed materials. Seamlessly bridge the gap between physical and digital worlds, capturing your audience’s attention and driving engagement like never before.Revolutionize your print materials with our dynamic QR codes. Seamlessly connect the physical and digital worlds, captivating your audience, and driving engagement. Track results, optimize campaigns, and enhance your overall marketing strategy with valuable insights. Embrace the power of QR codes and transform your printed materials into interactive gateways to your brand’s digital universe. Create modern and responsive mailers, banners and post-cards that people just scan!

Here’s why our QR codes are the ultimate marketing tool for print materials:

Instant Access to Digital Content: Transform static print materials into dynamic experiences with a simple scan. Our QR codes enable users to instantly access digital content, such as websites, videos, social media profiles, product demos, special offers, and more. Engage your audience beyond the limitations of paper, captivating their interest and providing valuable information in a convenient and accessible way.

Quick and Easy to Use: With our QR codes, engaging with your brand is as easy as pointing a smartphone camera. Users simply scan the code, eliminating the need for manual typing or searching. It’s a seamless and intuitive process that ensures instant access to the information you want to share.

Trackable and Measurable Results: Gain valuable insights into your marketing efforts. Our QR codes provide detailed analytics, allowing you to track scans, measure engagement, and monitor conversion rates. Understand which print materials are most effective, identify user preferences, and make data-driven decisions to optimize your marketing strategies.

Versatile Application: Our QR codes can be incorporated into a wide range of print materials, including business cards, brochures, flyers, posters, packaging, and more. Regardless of the medium, our QR codes seamlessly blend into your design, enhancing the visual appeal and capturing attention.

Enhanced Customer Experience: By integrating QR codes, you offer your audience a modern and convenient way to engage with your brand. Whether they’re seeking more information, exclusive offers, or a direct connection, QR codes provide a frictionless experience that meets their expectations and improves overall customer satisfaction.

Amplify Social Media Engagement: Boost your social media presence with QR codes. By linking your QR codes to your social media profiles, users can instantly follow, like, share, or engage with your content. Encourage user-generated content, drive social media interactions, and expand your reach in the digital space.

Encourage Call-to-Action: Use QR codes strategically to drive specific actions. Whether it’s requesting a quote, making a purchase, signing up for a newsletter, or downloading an app, our QR codes enable you to guide users towards valuable conversions. Maximize the effectiveness of your print materials and turn passive readers into active participants.

Strengthen Brand Identity and Innovation: Embracing QR codes showcases your brand as forward-thinking, innovative, and tech-savvy. It differentiates your print materials from competitors, attracting attention and creating a memorable impression. Position your brand as a leader in leveraging technology to enhance user experiences.

An Integrated CRM for all Your Referrals

At AgentPro!, we understand the importance of efficiency and seamless collaboration in the insurance industry. That’s why we’ve taken the innovative step of integrating the features of AgentPro! directly into your CRM.

You gain access to one of the most intuitive CRM on the market. You’ll have your unique User & Password with mobile access to all your leads.

This integration is designed to empower you, streamline your processes, and enhance your client relationships in ways that were once unimaginable.

1. Comprehensive Client Management: With AgentPro! integrated into your CRM, you can now manage all aspects of client interactions within a single platform. From initial leads to referral management, communication history, and ongoing service, everything is centralized for easy access.

2. Real-Time Referral Tracking: Know exactly where each referral stands in real time. The integrated system allows you to track the progress of referrals, ensuring that no opportunity is lost and that clients receive the attention they deserve.

3. Streamlined Lead Capture: AgentPro!’s mobile app makes capturing leads on the go effortless. With CRM integration, these leads seamlessly flow into your CRM, eliminating the need for manual data entry and reducing the chance of errors.

4. Enhanced Collaboration: Collaborate seamlessly with fellow professionals within the network. Referrals, notes, and communication can be shared easily, fostering a culture of teamwork that ultimately benefits the client.

5. Holistic Client Profiles: With CRM integration, you can create holistic client profiles that include referral history, insurance preferences, communication records, and more. This enables you to tailor your services based on a complete understanding of your clients’ needs.

6. Automated Follow-Ups: AgentPro! integrated with your CRM enables automated follow-ups at key touchpoints. Ensure that no client slips through the cracks and that their needs are consistently met.

7. Data-Driven Insights: By having all referral and client data integrated, you gain powerful insights into your referral patterns, your success rates, and areas for improvement. Use this data to refine your strategies and enhance your services.

8. Time Savings: Manual data entry is time-consuming and prone to errors. With integration, you save valuable time by eliminating the need to switch between platforms and duplicate efforts.

9. Personalized Client Experience: Access to comprehensive client profiles allows you to provide a highly personalized experience. Anticipate needs, address concerns, and offer tailored solutions that resonate with each client.

Pricing

Pricing starts at $34.95!

Pricing

AgentPro! extends discounts for members of such associations:

Now you can take your practice to a new level with our lastest feature: Referrals

AgentPro! connects you with trusted professionals who refer leads aligned with your expertise. And our innovative mobile app streamlines the referral process,making it easy to refer and be referred.

Join a community where collaboration and connections drive success.

AgentPro!: Connecting, Referring, Succeeding.

Receive referrals, Give Referrals & Capture New Leads using our Unique Platform!

Join a Member focused business referral network

Think of AgentPro! as the BNI* for the Insurance industry only and without the weekly 7am mandatory meetings. We are a group of seasoned insurance professionals that represent 89 insurance categories.

With the AgentPro! feature, our members collectively create an ecosystem where referrals are not just transactions but the building blocks of success. Each member plays a unique role in shaping our network and contributing to its growth. Whether you’re a referring member, a receiving member, or someone who embodies multiple roles, your presence is integral to our community’s success.

Together, we’re redefining the way insurance professionals collaborate, serve clients, and achieve remarkable outcomes.

Join us and become a part of this dynamic network.

Sign Up Now to make connections that matter, referrals that transform, and achievements that resonate.

For any inquiries or to learn more, Contact Us.

We’re here to welcome you into the AgentPro! Family.

Welcome to a community where members thrive by connecting, referring, and succeeding together.

*BNI is a Business Network supporting 300,000 Member businesses in over 75 countries worldwide. In 2022, BNI Members generated $20.4 billion USD in revenue via more than 13 million referrals.

How it Works?

Our Referral Network is where collaboration drives success and referrals become a catalyst for growth. As insurance professionals, you understand the importance of providing comprehensive solutions to your clients.

However, what if we told you that referring clients seeking insurance outside of your specialty could be one of the most valuable contributions you make?

The Benefits of Referring Beyond Your Speciality

Client Trust and Loyalty: When you refer clients to experts who specialize in the insurance they need, you’re demonstrating your commitment to their best interests. This act of selflessness builds trust and fosters client loyalty, creating lasting relationships.

Holistic Financial Solutions: Your clients rely on you as their insurance advisor. By referring them to trusted experts for insurance you don’t offer, you’re providing them with a holistic approach to their financial security. This comprehensive care sets you apart as an advisor who genuinely cares about their well-being.

Expanding Your Network: Every referral you make is an opportunity to expand your professional network. Building relationships with experts in various insurance fields not only benefits your clients but also opens doors to new opportunities and collaborations for you.

Reciprocal Referrals: Referring outside your specialty often leads to reciprocal referrals. When experts you’ve referred need insurance that’s within your specialization, they’re likely to refer their clients to you. It’s a mutually beneficial cycle of referrals.

Elevated Expertise: By connecting your clients with specialists, you’re enhancing your image as an insurance professional who’s focused on offering the best solutions, even if that means collaborating with others. This reputation boosts your credibility and expertise.

How Our Referral Network Supports You: Our Referral Network is more than just a platform – it’s a community of professionals who understand the power of collaboration. Through our platform, you can seamlessly refer clients to experts within our network, ensuring that your clients receive top-notch service in every aspect of their insurance needs.

Join our Referral Network today and discover how referring beyond your specialty can transform your business and strengthen your client relationships. Together, we’re redefining what it means to provide exceptional insurance solutions.

Joining Process

As a licensed agent, we are technically allowed to sell 256 different insurance products (and counting). However, we tend to become specialized and well-versed on one or two coverage types.

Simply apply with the area you are located and one (1) insurance coverage you specialize in and would like other insurance agents to introduce you to in order to help their clients. If you have an agency with 5 agents, you can do super well with 5 areas of expertise!

When referrals come in for that, you will be in line to receive that referral as a trusted member based on a rules-based Round-Robin method.

Simply identify which area of insurance you focus on and the area you are in. It’s that simple.
There is a monthly membership fee of $34.95 and a one (1) time Membership application fee of $199.00

You can sign up here: AgentPro!

Referral Guidelines

Fostering Respectful Collaboration at AgentPro!, our mission is to create a thriving community of professionals who collaborate with integrity, transparency, and respect. To ensure a harmonious environment and maintain the highest level of professionalism, we’ve established these guidelines for all members to follow:

1. Referral Respect: When a client is referred to you by another member, honor the relationship between the referring agent and the client. Do not engage in solicitation or activities that might disrupt the existing relationship.

2. Avoid Impeding Business: If you’re referred a client by another member, refrain from offering insurance products or services that directly compete with the referring agent’s specialty. Respect their expertise and focus.

3. Communication Clarity: Clearly communicate your specialization and focus to fellow members. This helps prevent accidental overlaps and ensures that referrals are directed to the right experts.

4. Reciprocal Referrals: When a fellow member refers a client to you, consider the opportunity for reciprocal referrals. If the client requires insurance within their area of expertise, reciprocate the favor whenever possible.

5. Transparency in Referrals: Provide accurate and complete information when referring clients to other members. Transparency ensures that both the referring and receiving agents are well-informed to serve the client effectively.

6. Collaborative Networking: Embrace networking events and forums to build connections within the network. Collaborate, share insights, and engage in discussions to strengthen relationships and foster growth.

7. Maintain Professionalism: Uphold the highest level of professionalism in all interactions. Respect differing viewpoints and approach discussions with an open mind.

8. Privacy and Confidentiality: Treat all client information shared by fellow members with the utmost confidentiality. Protect sensitive data and adhere to privacy regulations.

9. Conflict Resolution: In the event of conflicts or misunderstandings, address the issue privately and constructively. Seek resolution in a professional manner, promoting a positive network environment.

10. Continuous Learning: Stay informed about industry trends and changes to ensure you provide the best service to your clients. Continued learning benefits both you and the network.

By adhering to these guidelines, we collectively create a community of professionals who contribute to each other’s success. We thank you for your commitment to maintaining the integrity of AgentPro! and fostering an environment built on collaboration and respect. If you have any questions or need further clarification on these guidelines, please feel free to reach out to our team.

Thank you for being an essential part of AgentPro!

Look at My Personal Referrals:

I personally reffered 29 clients looking for insurance I don’t sell!
That’s $130K in just 6 months! using AgentPro!

A Value Worth Over $4,000!

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The AgentPro! Insurance Referral Network presents a unique and powerful value proposition tailored specifically for the insurance industry. Our platform empowers agents to Capture, Nurture & Close more prospects vs paper business cards and capitalize on untapped revenue streams by seamlessly connecting them with fellow agents specializing in coverages they do not offer.

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Hear From Our Members:

Meagan is a young insurance agent specializing in Individual Health Insurance with the Marketplace. She sent her AgentPro! app to a relative that has a CPA practice with 22 employees over dinner. We Insure Everything partnered with Meagan to convert the account, including constructing a “Timeline for Success”* for the client, quoting, presenting, creating materials as well as an online enrollment portal (at no cost to the client), and even a group presentation.
Meagan – Happy Member

John is a Property & Casualty agent putting his clients in “Good Hands” selling Auto insurance with a client base of 150 – 160 renewals monthly. This past Open Enrollment period John sent all his clients his AgentPro! app by text with a short note of: If you would like me to introduce you to a trusted alliance for individual health insurance, simply click on the Health Insurance product tab for a free quote and expert guidance.
John ended up referring 100 clients monthly and received “Thank You’s” from his clients further solidifying him as their Go-To Guy, and $30,000 in referral fees. ($25per lead x 1200 leads in a year)*
John – Happy Member

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Try AgentPro!

Is your insurance agency having trouble with lead generation, converting leads, or managing leads? AgentPro! can help? Our pricing starts at $34.95.

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