Watch this Video to see what's inside HappyAgent.io

Demo included!

Let's go back over what you're getting today:

*This package Includes Already Built Assets Included for:

Final Expense

Life

Annuities

IUL

Mortgage Protection

Medicare

Health Insurance

✅DONE FOR YOU CRM Back End Set up (You won't find this anywhere else!)

This includes:

👉Setting up and Connecting your SMTP Email Sending Domain so you don't have to!

👉Adding a Subdomain to your Funnels in case you do not have your own Domain

👉Calendar Activation

👉Automation Installations

$399 Value

✅Your Very Own Trusted Agent Website

👉With the Click of a button, send your pre-built, customizable, professional website with your NPN, NAIC Search Functionality so prospects can look you up, A Calendar, Phone number, headshot, and any other information you'd like to send to a prospect to build trust!

$799 Value

✅DONE FOR YOU Long Term Email and SMS Nurture Sequences

This includes:

👉Professional emails designed and written to educate, engage, and each email prompts the prospect to take action, whether it is to text, call, request a call back, book a call, or fill out a quote request form

$399 Value

✅DONE FOR YOU Review Sequence

This includes:

👉A long term automation that asks about the client's experience, and then asking for a review

The sequence follows up and requests the review over weeks

$399 Value

✅DONE FOR YOU Automated Referral Requests

This includes:

👉Professional emails designed and written to educate, engage, and each email prompts the prospect to take action, whether it is to text, call, request a call back, book a call, or fill out a quote request form

$399 Value

✅DONE FOR YOU Reactivation Sequence

This includes:

👉Wake up your dormant leads by sending a personalized, irresistible offer that a percentage of contacts will reply to!

This tactic is massively used by major corporations because it WORKS.

Send with the click of a button and easily customize to fit your offer!

$399 Value

✅ DONE FOR YOU Calendar & Appointment Setting System with Automated Follow up and Reminders to Increase Show Up rates

With our Calendar & Appointment Setting System, you can have Team Calendars with multiple users and assign leads in a round robin style. You can distribute the leads evenly or based on percentages.

No need to set up Calendars. We've already created one for you. ALL you have to do is set your availability and BOOM! You're ready to go!

All of your Appointments booked on any Calendar we've created will automatically show in your Pipeline. You will also receive confirmations and reminders, and so will your prospects!

No shows and cancellations are no longer lost. We’ll text and email them to get them to re-book. It’s like having the most efficient personal assistant in the world…right in your back pocket.

$29/month or $348 per year Value

✅ Conversational AI Booking Bot

Send any contact to the Ai Booking bot, who will follow up for 4-7 weeks, persistently, professionally, yet kindly requesting an appointment on your behalf!

The bot doesn't just send a calendar link- this bot will conversationally find out the best time for the prospect and it will book the appointment FOR THEM! This increases your booking rates!

$29/month or $348 per year Value

✅All In ONE Inbox

And if you’ve ever struggled to track conversations…our all-in-one Inbox shows all messages in ONE PLACE. No more logging in and out of multiple inboxes. From Phone Calls, Recorded Calls, Voicemails, Email, SMS, Facebook Messenger, Google my Business…you’ll see all conversations in one Inbox per contact!

***Syncs with Outlook or Gmail

This has NEVER been done before: Priceless Value

✅DONE FOR YOU Easy Drag and Drop Visual Pipeline (for each insurance type)

No more confusion or chaos! Organize your hot leads with pipelines!

$1,500 Value

✅DONE FOR YOU ALREADY CREATED, READY TO USE Lead Capture Funnel with Landing Page, Quote Request Form, and Calendar PLUS an automation already set up to text and email your lead after they submit their info!

Use this in your advertising efforts, or as a website! We have one ready for many insurance types!

$2,500 Value

✅2 Way Texting

Texts have 98% open rates, and it's the EASIEST & FASTEST way to communicate. Now you can- right from your computer!

No more texting manually from your phone. Have back and forth conversations from your computer or mobile app.

Easily select ANY and ALL the leads you want to send a text to, and send one message to more than one lead in minutes!

$99/month or $1,188 per year Value

✅Send Emails or Texts in Bulk

Simply select who you want to get a text or email, then click SEND! It's THAT EASY!

$99/month or $1,188 per year Value

✅Power Dialer

Now, our Power Dialer…not only will it

double

your dial speed, but it has Soft phone capabilities, click to call, and the ability to warm transfer to your colleagues.

👉Dial BATCHES of contacts with the click of a button

👉Plug your headset in and let the dialer do the work for you

👉Use countless Local ID phone numbers for local presence dialing to increase your pick up rate by 30%! (EIN only)

👉Easily transfer calls to colleagues

👉Make calls right from your desktop dashboard OR seamlessly forward calls to your device using the Happy

Agent.io

Mobile App

$95/month or $1,140 per year Value

✅Call Recording

Easily Record Calls! Record your calls for record keeping, to tighten your script, send to a client, or to train new agents!

$49/month or $588 per year Value

✅Reporting and Analytics

See a sales leaderboard, all analytics in one place from your Facebook Ads, Google Ads, Incoming Calls, Outgoing Calls, Appointments, Sales, etc. Break down by each user as well.

$49/month or $588 per year Value

✅CRM + Data Management including Custom Tagging System and Smart Lists

House all of your Leads and Clients under one roof!

Add your own tags! Filter your leads by any tag, any time! Search by certain criteria, like Age, State, Gender, etc

Export and Import Lists Easily

In one click…you get instant clarity to see who is who based on any tag we've created or you've created.

The value of the CRM & Pipeline Management is a minimum of $99 per month or $1,188 per year.$99/month or $1,188 per year Value

✅Color Coded Tasks

It's time to throw away the stack of post-it notes you scribble your tasks on or that old legal pad you keep your To-Do list on.

Our Color Coded Tasks will keep you on top of every pending task. Set due dates and cross them off as you go. Simplify your life. Get more done, without the headaches.

$25/month or $300 per year Value

✅Easily Create Email Drip Campaigns with Drag 'N Drop Editor

Easily send one email or 100 emails! Then, with Email Drip Campaigns, you can send a newsletter or select leads that fit certain criteria and send a bulk email or text. Because 82% of buyers need to view at least 5 pieces of content before a sale is made.

$99/month or $1,188 per year Value

✅Review/Reputation Management

Respond to Reviews, Use a handy widget that you can embed on any website showing your reviews from Google!

91% of customers want to give a referral, but only 11% of salespeople ask for them.

By staying in touch, not only do you radically increase your chances at referrals, but you stay top of mind as their insurance needs expand.

$299/month or $3,588 per year Value

✅Unlimited Forms & Surveys

We've already created a ton of these for you, but you can also create your own! Huge Template Library to choose from!

$49 month Value

✅Ringless Voicemails

Send personalized voicemail messages without causing the phone to ring!

$49/month or $588 per year Value

✅Social Planner

Manage ALL of your social media accounts in ONE place. Schedule posts across all channels, manage messages, plan your content with ease.

$100/month or $1,200 per year Value

✅EASY Websites OR Lead Capturing Landing Page/Funnel Builder with TONS of Professionally designed Templates to choose from!

Easily create a brand new landing page to use in ads or as your very own website. Create in Minutes! Endless Templates to choose from. Simply drag and drop to edit.

There is even a Chat Widget option to add to your website!

$297/month or $3,564 per year Value

✅Mobile App

Keep your business in your back pocket with our HappyAgent.io Mobile App! You can download right from the Apple App Store or the Google Play Store for Android.

$99 Per month Value

✅Organized Video Training Library & Huge Knowledge Base at your Fingertips at any time, anywhere!

PRICELESS

Don't Forget the INCREDIBLE BONUSES you will Receive if you SIGN UP TODAY!!

In the future, these will be separate charges, and not included!

BONUS #1:

ONE ON ONE ONBOARDING!!

With other CRMS you WILL set it up YOURSELF or you'll have to PAY BIG BUCKS for onboarding! We are including it for FREE because we want you to get everything started on the right foot. Book your call with one of our Expert Team Members, who will get your account set up, and all of the 'tech stuff' integrated so it is ready to go ASAP!

We normally charge $297!

(Value: $297)

BONUS #2:

Call Again Button to Easily Call your Leads Back to Back!

We had a developer custom code this button so that when you are using the power dialer, you can simply click the button to call that contact again and again!

(Value: $297)

BONUS #3:

18 Uniquely Crafted Holiday Emails

Prospects remember people who care enough to send Holiday emails. We’ve crafted 18 emails that are ready for you to send without any additional effort.

(Value: $1,000)

BONUS #4:

Instant Call Connect Feature

Call leads within seconds of them submitting their information without lifting a finger. Lead submits their info, and our system will call you and the lead instantly!

(Value: $49 per month)

BONUS #5:

$70 off any order of 15 leads…forever!

Don’t wait for an Email Promo. Many of you order at least 2-3 times a month from us. That’s a savings of $210! That saves you more than the monthly payment! If you’re ordering leads from us on a regular basis, you’re getting the CRM for free! We will drop your leads into your new system.

(Value: $$70-320 per month)

BONUS #6:

Floating Script Screen

While on your calls, we have a little window that will stay open with with Final Expense, Annuity, Medicare, and Mortgage Protection Phone Scripts!

(Value: $397)

To add it all up, you get an instant $6,000 of bonuses when you become a founding member today, plus the $21,000 in savings…

BUILT & DESIGNED FOR INSURANCE AGENTS

This system was built just for you. This is not a one size fits all that is serving Attorneys, SEO Companies, HVAC Companies, E-commerce Companies...etc. that you will have to spend hours and hours customizing to your needs. And even then, you usually can't!

This System was built for exactly what you need.

Once you plug in, you don't have to change a thing! BUT the BEAUTY of it is that it is INFINITE in its capabilities, and you can customize it to your needs!

What if...

Without even LIFTING a finger....

YOU could have the same Strategic Sales and Marketing Systems that BIG COMPANIES implement to streamline and INCREASE Revenue?

What if you could have a system built on autopilot to

capture leads, organize leads, dial leads faster, follow up instantly, keep your name top of mind, increase booking rates, increase show up rates, increase organic traffic, increase credibility, increase reviews and referrals, and maximize the potential value of every lead?

What if you could FINALLY feel like YOU have control over your business, and your business doesn't have control over YOU?

What if you could finally start to SCALE instead of just spin your wheels?

Well, you CAN.

Let’s Look at this Logically:

Have you already been buying leads? YES

Have you already been dialing as much as possible? YES

Have you been knocking on doors? YES

Has this gotten you to the income you want? NO

Okay...so what's your plan?

Can HappyAgent.io make you more money? YES

Can HappyAgent.io make your life easier? YES

Can HappyAgent.io multiply your efforts? YES

Can HappyAgent.io make your business scalable? YES

Was it created by a trusted source? YES

Will this system make you sleep better at night? YES

Can HappyAgent.io replace other software you were paying for? YES!

Is there training? YES

Will I be ahead of my competition? YES

Can it pay for itself in the first month just with TIME SAVED and Peace of Mind alone? YES

FREQUENTLY ASKED QUESTIONS

What Types of Insurance is this for?

We've created customized assets for Life, Final Expense, Mortgage Protection, Annuities, IUL, Medicare, and Health

Will I get Support?

Yes! You can email us at [email protected]

Is there Training?

Yes, we have How To Videos in our Video Training Library. And because this Software has endless features and possibilities outside of what we've created for you. We also have a Universal Knowledge Base that has videos and how-to articles so you can search any topic and find the answer. If you are someone that wants to build on your own or explore other features, you can easily go beyond what we've provided and learn anything you need.

How long will it take to learn?

After your onboarding, it should take you about 90-120 minutes to begin using the CRM. We know the features you’ll be using the most, so we address those in short clips. We also have longer, more in depth training videos and help articles. After absorbing the videos, and implementing what you've learned, you should be getting comfortable with using the system within 2 weeks- as long as you've devoted some time to watching the foundation videos.

Can I add other Users?

Yes! You can add other Users to the system and you can even make it so that they only have access to certain features, and can only see their own leads. You can also distribute leads Round Robin Style.

Can I cancel?

Yes, you can cancel any time to not be billed during the next billing cycle. There are no contracts.

How can I get my leads into the CRM?

You can easily import leads via CSV file (spreadsheet), and you can easily send real time leads via Zapier, the API, or by connecting to the native Facebook/Google integrations within the CRM.

Is it Customizable?

Yes! Absolutely! You can add your own landing pages, pipelines, funnels, forms, surveys, automations, etc. Your messages are already easy to edit, and you can edit forms, landing pages, etc.

Once I get inside, what do I need to do?

At minimum, all you need to do is purchase a phone number (if you plan to text/call), edit your Calendar availability, and import leads! We highly suggest diving into watching our training videos as well.

Are there any other costs associated with using HappyAgent.io?

Just like with using any Cell Phone or Email Service, there are very nominal fees. These are charged by the Phone Carriers and the Email SMTP service.

Purchasing a Phone number is $1.50-$2.50 per month

A2P Verification is approximately $6.50 per month

Making Calls: $0.026/Minute, Receiving Calls: $0.017/Minute, Texts: $0.018/SMS Segment.

Emails: $0.0019/Email

For Example: $10 = 375 Outgoing calls, 615 incoming calls, 665 SMS segments or 5,500 Emails

What has already been created for me?[This Applies to Final Expense, Life, Mortgage Protection, Annuities, Medicare, IUL, and Health. ]

We know most agents sell different lines of Insurance. We've created everything unique to each Insurance type and we cover our 6 Step Formula with what we've custom built.

In your Plan, this is what is provided for Each Insurance Type:

*One Lead Capturing Funnel with Calendar+ Automated Response

A Landing Page Funnel that drives your lead to a 'Request a Quote' Form, and then drives them to book an appointment on your Calendar

*Calendar + Automations already Created

A Calendar with already created Confirmation, Reminders, as well as Reschedule Reminders for no shows or cancellations

*Nurture and Reactivation Strategies such as:

Long Term Email Nurture for each line of insurance

Holiday Emails

Birthday Email

A Reactivation SMS Campaign

A Custom Crafted, Proven Reactivation SMS Campaign for you to send your leads through by strictly adding the "Reactivate" Tag to them. They will immediately receive a personalized offer to encourage a response. For example, at any time you can select your past leads (let's say Final Expense for example), and add the tag "Reactivate" to them, and they will immediately receive a text message with a personalized message and offer, prompting them to respond.

Review + Referral Campaign

Tools such as:

PowerDialer + Automatic Pipeline Assignment

Select your Leads in bulk, and add them to the Powerdialer. From there you can easily move them to a specific Pipeline Stage with one click- without having to leave your dial screen.

All in one inbox

2 Way Texting

Call Recording and Reporting

Round Robin Lead Distribution (with appointments too)

Bulk SMS/Email Sending

Email Campaign Sending

Social Planner (plan your social media posts ahead)

Contact Management

Unlimited Forms and Surveys

Unlimited Funnels

Task Management

Unlimited Automation Creation