Proven Marketing, Prospecting & CX Systems

Built For Your Employee Benefits Agency

CUSTOMIZABLE

KPI LEADERBOARDS

  • DROPS COMPLETED

  • DIALS COMPLETED

  • APPOINTMENTS SET

  • LINKEDIN APPTS

  • PROPOSALS DELIVERED

  • NEW GROUPS CLOSED

  • CUSTOM FIELDS AVAILABLE

PERSONAL FIELD PROSPECTING TOOL TO COLLECT LEADS, SET APPOINTMENTS AND LAUNCH FOLLOW-UP AUTOMATIONS!

INCLUDED WITH YOUR B2B CRM SUBSCRIPTION IS FIELD SALES PRO! LOAD YOUR LEADS DIRECTLY INTO YOUR PIPELINE AND THEN AUTOMATICALLY LAUNCH YOUR PRE-BUILT FOLLOW-UP WORKFLOW SEQUENCE!

Choose Your Plan

PRICING

Per User Plans 1 - 4 Users

Pricing Shows for 1 User, Add $49 Per Added User up to 4

B2B standard

$49/mo

  • EMPLOYEE BENEFITS AGENCY CRM

  • KPI DASHBOARDS

  • FIELDSALES.PRO PROSPECTING TOOL

  • LEAD MAPPING W/ROUTE BUILDER

  • PROSPECTING WORKFLOW

  • POWERDIALER + SMS

  • AI CHAT +

  • AUTOMATED SALES PIPELINES

  • AUTOMATED RECRUITING SYSTEM

  • CUSTOM BUILT AGENCY WEBSITE

  • CLIENT BENEFITS RESOURCES SITES

  • AUTOMATED PRE-ENROLLMENT COMMUNICATION

  • SOCIAL MEDIA SCHEDULER / PLANNER

  • EMAIL MARKETING

  • 24/7 LIVE SUPPORT

B2B Enhanced

$249/mo

  • INCLUDES PT VIRTUAL ASSISTANT 10 HOURS PER WEEK

  • EMPLOYEE BENEFITS AGENCY CRM

  • KPI DASHBOARDS

  • FIELDSALES.PRO PROSPECTING TOOL

  • LEAD MAPPING W/ROUTE BUILDER

  • PROSPECTING WORKFLOW

  • POWERDIALER + SMS

  • AI CHAT +

  • AUTOMATED SALES PIPELINES

  • AUTOMATED RECRUITING SYSTEM

  • CUSTOM AGENCY WEBSITE

  • CLIENT BENEFITS RESOURCES SITES

  • AUTOMATED PRE-ENROLLMENT COMMUNICATION

  • SOCIAL MEDIA SCHEDULER / PLANNER

  • EMAIL MARKETING

  • 24/7 LIVE SUPPORT

B2B Elite

$549/mo

  • INCLUDES FT VIRTUAL ASSISTANT

  • EMPLOYEE BENEFITS AGENCY CRM

  • KPI DASHBOARDS

  • FIELDSALES.PRO PROSPECTING TOOL

  • LEAD MAPPING W/ROUTE BUILDER

  • PROSPECTING WORKFLOW

  • POWERDIALER + SMS

  • AI CHAT +

  • AUTOMATED SALES PIPELINES

  • AUTOMATED RECRUITING SYSTEM

  • CUSTOM AGENCY WEBSITE

  • CLIENT BENEFITS RESOURCES SITES

  • AUTOMATED PRE-ENROLLMENT COMMUNICATION

  • SOCIAL MEDIA SCHEDULER / PLANNER

  • EMAIL MARKETING

  • 24/7 LIVE SUPPORT

Team Plans 5 - 10 Users

Need More Than 10 Users? Let's Talk! We Can Custom Price Your Teams Setup!

B2B standard

$249/mo

  • EMPLOYEE BENEFITS AGENCY CRM

  • KPI DASHBOARDS

  • FIELDSALES.PRO PROSPECTING TOOL

  • LEAD MAPPING W/ROUTE BUILDER

  • PROSPECTING WORKFLOW

  • POWERDIALER + SMS

  • AI CHAT +

  • AUTOMATED SALES PIPELINES

  • AUTOMATED RECRUITING SYSTEM

  • CUSTOM BUILT AGENCY WEBSITE

  • CLIENT BENEFITS RESOURCES SITES

  • AUTOMATED PRE-ENROLLMENT COMMUNICATION

  • SOCIAL MEDIA SCHEDULER / PLANNER

  • EMAIL MARKETING

  • 24/7 LIVE SUPPORT

B2B Enhanced

$449/mo

  • INCLUDES PT VIRTUAL ASSISTANT 10 HOURS PER WEEK

  • EMPLOYEE BENEFITS AGENCY CRM

  • KPI DASHBOARDS

  • FIELDSALES.PRO PROSPECTING TOOL

  • LEAD MAPPING W/ROUTE BUILDER

  • PROSPECTING WORKFLOW

  • POWERDIALER + SMS

  • AI CHAT +

  • AUTOMATED SALES PIPELINES

  • AUTOMATED RECRUITING SYSTEM

  • CUSTOM AGENCY WEBSITE

  • CLIENT BENEFITS RESOURCES SITES

  • AUTOMATED PRE-ENROLLMENT COMMUNICATION

  • SOCIAL MEDIA SCHEDULER / PLANNER

  • EMAIL MARKETING

  • 24/7 LIVE SUPPORT

B2B Elite

$749/mo

  • INCLUDES FT VIRTUAL ASSISTANT

  • EMPLOYEE BENEFITS AGENCY CRM

  • KPI DASHBOARDS

  • FIELDSALES.PRO PROSPECTING TOOL

  • LEAD MAPPING W/ROUTE BUILDER

  • PROSPECTING WORKFLOW

  • POWERDIALER + SMS

  • AI CHAT +

  • AUTOMATED SALES PIPELINES

  • AUTOMATED RECRUITING SYSTEM

  • CUSTOM AGENCY WEBSITE

  • CLIENT BENEFITS RESOURCES SITES

  • AUTOMATED PRE-ENROLLMENT COMMUNICATION

  • SOCIAL MEDIA SCHEDULER / PLANNER

  • EMAIL MARKETING

  • 24/7 LIVE SUPPORT

SYSTEMS BUILT FOR

Only Pay for Your Initial Setup Fee for Your First 30 Days!