Start your insurance agent business today.
Policy pipelines, renewal automation, referral systems, and cross-sell dashboards. Everything you need in one bundle — we walk you through every step.
Compare buying separately: $2,000+ · instant delivery · 13 years of real operating systems inside
Pick how far you want to take it.
Starter
Everything you need to open for business this week.
- ✓The closest-match Notion CRM for Insurance Agent work
- ✓3–5 best Canva marketing templates for the niche
- ✓3 wall art designs matched to the business aesthetic
- ✓60-second sales walkthrough video
- ✓Welcome PDF with a first-7-days checklist
- ✓Personal-use license + lifetime updates
Professional
The full operating stack — most buyers pick this one.
- ✓Everything in Starter
- ✓Full Canva pack (15–25 templates)
- ✓Full wall art set (8–10 designs)
- ✓3D models where relevant (3–5)
- ✓Spiker-derived SOPs for the business type
- ✓AI Business Pack — 9 assistants incl. Competitive Intel
- ✓Crush-the-Competition playbook (personalized PDF)
- ✓15–30 min instructional video + 10–15 min tutorial
- ✓21-day playbook PDF + 90-day marketing calendar
Agency
Run it for clients — license, white-label, done-for-you.
- ✓Everything in Professional
- ✓Commercial license — use for client work
- ✓White-label rights — rebrand and resell to clients
- ✓Client portal Notion template
- ✓Done-for-you marketing (10 social posts + 5 emails)
- ✓Multi-user Notion workspace template
- ✓Crush playbook licensed for white-label client use
Ultimate
Everything in this category, forever — plus AI on top.
- ✓Everything in Agency
- ✓All future updates in this business category — forever
- ✓Cross-business access to related-business assets
- ✓Quarterly bonus drops + competitive intel refreshes
- ✓Free upgrades to new Apex AI products in the category
- ✓Premium AI assistant access (highest tier)
- ✓Featured listing in the Apex Operator Directory
Agency + Ultimate never leave Apex Digital — white-label rights and lifetime updates need real account infrastructure · 14-day refund
“Professionals win locally the same way service companies do: visibility, reviews, and follow-through. These bundles apply the local-market playbook to practices instead of trucks.”
— Brian Spiker · Founder · 13 years operating · Galt, California · Spiker Carpet & Tile Care
Your first 7 days as a insurance agent operator.
Every bundle opens with a day-by-day checklist so there’s never a “now what?” moment. This is the actual spine of the Welcome PDF inside the bundle.
- 01Day 1 — Duplicate your Insurance Agent Notion CRM and load your first 10 prospects
- 02Day 2 — Customize the 3 highest-impact Canva templates with your name + colors
- 03Day 3 — Set up your Google Business Profile using the provided checklist
- 04Day 4 — Send your first outreach using the AI Sales Assistant scripts
- 05Day 5 — Publish your first 3 social posts from the marketing pack
- 06Day 6 — Set your pricing with the Bronze/Silver/Gold anchor system
- 07Day 7 — Book your first job and trigger the review-ask sequence
Nine AI assistants, pre-trained for insurance agent.
Template sellers ship static files. Every Professional+ bundle ships working AI systems — copy-paste prompts and GPT workflow files configured for insurance agents, grounded in 13 years of real service-business operating data.
AI Sales Assistant
Pre-trained on Insurance Agent sales objections, scripts, and qualifying questions — closes leads via copy-paste workflow.
AI Follow-Up Assistant
Generates personalized follow-up emails and texts from a single context block.
AI Review Response Assistant
Drafts review responses — positive, negative, neutral — in your brand voice.
AI Marketing Content Generator
Instagram, Facebook, and TikTok copy, blog ideas, and email subject lines for Insurance Agent work.
AI Estimate Generator
Generates job estimates from customer requirements + scope, trained on real service-business pricing logic.
AI Customer Service Assistant
Handles common customer questions, complaints, and refund requests for the business type.
AI Competitive Intel Assistant
Generates ongoing local-competitor positioning reports on demand.
GPT Workflow Files
Exportable .json files for ChatGPT / Claude custom GPTs, pre-configured for Insurance Agent.
Voice Script Templates
Pre-written phone screening, appointment confirmation, and follow-up call scripts for voice AI.
Don’t just start. Win your local market.
Every Professional+ bundle ships the Crush-the-Competition playbook — the same review-stacking and positioning system that took Spiker Carpet & Tile Care to top-rated in the Sacramento Valley, adapted for insurance agents.
The 90-day Google Maps domination plan
Profile setup → citations → first 20 reviews → review velocity → local 3-pack. Step-by-step, with the exact ask-scripts.
The review-stacking system
AI review-request assistant + printable QR review flow + objection scripts for customers who haven't reviewed yet.
Win-the-sale scripts
Phone, email, and in-person scripts for when a prospect says “I'm also getting quotes from two other companies.”
The pricing-strategy anchor system
Bronze/Silver/Gold tier display, value-stacking, and guarantee structures that win on perceived value — not lowest price.
A free PDF starter kit for insurance agents: pricing guide, sample SOP, 3 social templates, and a lightweight tracker. Delivered to your inbox — then a 7-day walkthrough of what running this business actually looks like. Unsubscribe anytime.
Common questions
- Policy pipelines, renewal automation, referral systems, and cross-sell dashboards. Four tiers: Starter ($99) ships the core Notion CRM, top Canva templates, wall art, and a first-7-days checklist. Professional ($249) adds the full template pack, the 9-assistant AI Business Pack, Spiker-derived SOPs, and the Crush-the-Competition playbook. Agency ($499) adds commercial + white-label rights. Ultimate ($999) adds lifetime category updates and cross-business assets.
Not quite your business? Try a neighbor.
Accountant →
Client onboarding, deadline tracking, document collection, and advisory upsell systems.
Bookkeeper →
Monthly-close checklists, client portals, and the recurring-retainer sales system.
Tax Professional →
Season pipelines, document checklists, extension tracking, and year-round advisory systems.
Attorney →
Matter management, client intake, deadline calendars, and consultation-booking systems.
Mortgage Broker →
Loan pipelines, document collection, realtor-referral CRM, and rate-watch follow-ups.
$99/year unlocks all 2,033,056 products.
Every Notion system. Every template. Every wall art print. Every bundle. Forever. Plus 20% off the 11 sister brands. At 2,033,056 products that’s $0.00005 per product — the most ridiculous unit economics in digital assets.
Or get every business system we ever build — $99/yr. See the Pass →