Ghost CRM was built with the needs of Insurance Agents in mind. It's simple and intuitive, making it easy for you to get started on leads right away! If you can drag and drop contacts you can use Ghost CRM

When of the greatest features of Ghost CRM is the advanced booking bot that has been programmed to book appointments on your calendar by communicating with your leads via text messages. When a lead comes in our call to action always ends with a variation of "with that being said- when are you best available for.....

(telesales) me to give you a call? (f2f) me to bring you this important information?"

The bot will recognize any response that has to do with a date or time frame, look at your calendar's availability and lock down a time with the lead. It will then add the appointment to your calendar and trigger a reminder campaign for both you and the lead.

We have software built directly within the CRM to where you can launch Facebook ads within 3 clicks. Literally. Not only can you launch these ads within 3 clicks but they are ADs we have created, trialed, and A/B tested. Every AD you launch is a winning ad. No more taking Facebook AD courses, hiring expensive marketing agencies, or buying old-aged leads. The 3-step AD creation feature is available to all Ghost CRM users however access to our AD library is only an additional $153 a month. Every AD template includes a 90-Day Automation Drip Campaign.

With Ghost CRM you can handle all of your inbound and outbound communication with clients and prospects in one location. Every person that responds to you is on a list for you to respond back to. Ghost CRM also has a power dialer for the telesales agent and/or his/her appointment setter

Everything is ready to go from day one! Drop your leads in our utilize our lead programs and you can start the automation, appointments, and calling right away.

Every lead generated goes through a 90-day acquisition phase that consists of cool-down periods and warm up periods to optimize your response rate and thus close rate. This consist of SMS A.I Booking bot drip messages, call connects, emails, ringless voicemails, and power dialer calls.

Once you have closed your insurance client we have an entire process completely built out to: retain through holiday/birthday emails and letters as well as to receive review requests, cross-sell, and gain referrals.

Whether your primary lead source is Direct Mail or internet leads our tagging system will route your leads to the right automation with the most effective messaging

We have found that the most effective form of learning is by doing! Even though we offer a training library and LIVE training- we have what we call "training wheels" automation meaning - until you are acclimated with the system your notifications will include video links. This way you don't have to dig up videos from the library or wait for our weekly live training sessions. Once you are acclimated with the system you can simply request to take off the training wheels and the video links will stop

We hold weekly group live training! Every Friday at 12PM EST. Can't make it? No problem we send our training replays via email and upload them in the training library.

Our training Library is dynamic and updated frequently! What good is a CRM if you don't know how to use it? You get access to our library directly from within Ghost CRM (meaning you don't have to keep track of a bunch of different logins and passwords) and our training replays our updated within the library

We offer different lead programs for our clients! From Facebook ads to SEO we can help! Tim James is a top-notch marketer and tech guru in the insurance space.