Transform Your
Financial Practice
HIPPA Compliant CRM designed exclusively for GFI Agents. Streamline your workflow, grow your client base, and scale your business.
HIPPA Compliant
256-bit Encryption
24/7 Support
Welcome To
Monterey, CA
Click below to watch the video demo
Choose Your Plan
Transparent pricing with no hidden fees. Start growing your practice today.
Agent Booking Page
$1000
$399
/year
Agent Page
Booking Calendar
No contracts - cancel anytime
Social Media plan
$1000
$499
Setup Fee
One Time Payment
5 fully edited, ad-ready videos for all social platforms
30-minute personalized strategy call
Custom content plan for your agency
10-14 day delivery
2 revisions on first draft
No contracts - cancel anytime
Basic MI CRM Systems PLAN
$1200
$799
Setup Fee
$199/month + 30 Days Free month
+ text & call and automation usages
HIPPA Compliant CRM Platform + Custom Sales Pipeline + Automations
Social Media Planner
VoIP Phone System
Email and SMS Marketing
1 Custom Templated Landing Page
Custom Insurance Intake Forms for Life Insurance and Annuities
Calendar Booking Software
Custom Analytics Reporting's
Unified Messaging Software
Documents Signing and Invoice System
Mobile App
White Glove Onboarding/Set Up - Set up includes email and a2p process
24/7 Technical Customer Support
No contracts - cancel anytime
Basic MI CRM + Social Media Plan
$2000
$1000
Setup Fee + Social Media Package
+ $199.99 Month CRM Fee + Free Month
+ text & call and automation usages
HIPPA Compliant CRM Platform + Custom Sales Pipeline + Automations
Social Media Planner
VoIP Phone System
Email and SMS Marketing
1 Custom Templated Landing Page
Custom Insurance Intake Forms for Life Insurance and Annuities
Calendar Booking Software
Custom Analytics Reporting's
Unified Messaging Software
Documents Signing and Invoice System
Mobile App
White Glove Onboarding/Set Up - Set up includes email and a2p process
24/7 Technical Customer Support
Plus Social Media Package
5 fully edited, ad-ready videos for all social media
30 minute personalized strategy call
Custom content plan for you business
10-14 day delivery
2 Revision on first draft
No contracts - cancel anytime
Everything You Need to
Grow Your Practice
Smart Website & Landing Page
Conversion-optimized pages that turn visitors into clients
Smart Social Media Marketing
Strategic content that builds your authority and reach
Smart E-Commerce
Seamless product and service sales integration
Smart Paid Ads
Facebook, Instagram, TikTok, LinkedIn,
YouTube, X, and Google
Social Media Management
Full-service content creation and community management
Client Communication
Automated messaging and follow-up sequences
"Content is where I expect much of the real money will be made on the Internet, just as it was in broadcasting."
- Bill Gates
Top GFI Leaders We Proudly
Provide Marketing For
Eric Olson
Sandra Olson
Marty Schafer
Greg Kapp
Mario Bayona
Leland Rubin
Eric Carter
Nate Ireton
GFI Connect
Ready to Go For It?
"The path to success is to take massive, determined action." — Tony Robbins
Request A Free
Strategy Call
Our team will analyze your current practice and create a customized growth plan tailored to your goals.
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
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