WELCOME TO PRESIDENTS CLUB

The Insurance Agent Command Center

Install one connected system that organizes leads, automates follow-ups, tracks pipelines, recruits agents, and books appointments all in one place.

✓ All messages in one inbox ✓ Follow-up runs automatically ✓ Pipelines + visibility ✓ Recruiting stages ✓ Calendar control ✓ Website connected to CRM + booking

Most Insurance Agents Don’t Have a System. They Have Tools.

Random follow-up creates random results. A structured operating system creates predictable production.

You’re juggling: inboxes, DMs, spreadsheets, sticky notes, calendar links, “I’ll follow up later”…

And none of it talks to each other..

Insurance agent
Alert
Follow-up
Manual follow-up + missed appointments
Leads slip when the system depends on memory.
System
Recruiting
No clear recruiting structure or tracking
Prospects fall through without stages + follow-up.
Pipeline
Visibility
Inconsistent sales flow + visibility
Hard to know what’s next — or what’s stuck.
Access
Tools
Too many disconnected tools + logins
Switching apps kills speed and consistency.
Website
Credibility
Generic carrier pages that don’t convert
Prospects trust brands — not templates.
Insurance agent

You’re juggling: inboxes, DMs, spreadsheets, sticky notes, calendar links, “I’ll follow up later”…

And none of it talks to each other..

You’re doing the work…

but the system isn’t.

(that’s the problem)

INSTALL THE SYSTEM

The System That Runs the Business

Presidents Club installs a connected operating system that organizes leads, follow-ups, recruiting, and booking into one predictable workflow.

Inside the Presidents Club System

Unified Inbox

All conversations in one place.

Automations

Follow-ups run automatically.

Pipelines

Track every lead and deal.

Booking

Instant scheduling with reminders.

Recruiting

Build a consistent agent pipeline.

Funnels + Website

Capture and convert leads.

Pro Bonus: Includes a high-converting website template connected to your CRM, pipelines, and automations.
Your Website (Included in Pro)
This template will be fully customized with your branding, information, and offers so it's ready to capture and convert leads.

No scattered tools. No missed follow-ups. No guessing what to do next.

Choose Your Tier. Install The System.

Start with structure now, then upgrade when you are ready to scale with more support and a stronger online presence.

Tier 1 • Essential

$9.99 / month
$50 one-time setup

For DIY agents who want access to the Presidents Club system and prefer to manage setup, edits, and day-to-day use on their own.

  • Presidents Club CRM access
  • PC snapshots for telesales, recruiting, and follow-up
  • Booking calendar and automation tools
  • Optional community access
  • No website template install
  • No branding personalization
  • No ongoing support
🔒 Available to PC Members only
Choose Essential
Best for agents who want the system and prefer a DIY setup.
MOST POPULAR

Tier 2 • Pro

$29.99 / month
Includes website template install and basic branding setup

For agents who want a branded site launched faster, plus support and light maintenance so they can stay focused on production.

  • Everything included in Tier 1
  • PC website template customized using your brand details (logo, colors, and business info provided)
  • Ongoing support and maintenance
  • Minor edits and automation troubleshooting
  • No fully custom website build
  • No major redesigns
🔒 Available to PC Members only
Choose Pro
Best for agents who want it launched for them without going fully custom.

Tier 3 • Elite

$500 one-time
$29.99/month for ongoing system access and support

A fully custom, done-for-you website built around how you sell and recruit. You answer a short survey and we create everything for you.

  • Everything included in Tier 2
  • Fully custom website build
  • Custom page flow and structure
  • Recruiting, telesales, or onboarding pages if needed
  • Priority support
  • We build the site for you after you complete a short survey
🔒 Available to PC Members only
Choose Elite
Best for agents who want a custom done-for-you build.

Essential gets you access. Pro helps you run it. Elite builds it for you.

Add-Ons for pro and elite

Expansion Assets That Plug Into Your System

These aren’t random design upgrades — they’re structured growth assets connected to your Presidents Club CRM, pipelines, and booking flow. Add what you need, when you need it.

FAQ

Questions? Here’s How It Works.

Presidents Club is a system — CRM + snapshots + automations + booking. Choose your tier based on how much you want done for you.

What’s the difference between Pro and Elite?

Pro is a proven website template personalized to your brand (logo, colors, basic info), plus support. Elite is a fully custom website build designed specifically for your business with custom layout and flow.

Can I upgrade later?

Absolutely. Many agents start with Pro and move to Elite once they’re ready for a fully custom build.

Does this replaced my current tools?

In most cases, yes — because it connects your CRM, pipelines, automations, and booking in one place. That means fewer logins, fewer gaps, and a clearer weekly process.

What if I need help after I joined?

Essential is self-managed. Pro includes ongoing support and minor edits/troubleshooting. Elite includes priority support. If you’re on Essential and want help, upgrading to Pro is the fastest path.

Build Presidents Club structure in your business

Stop Operating Like a Solo Agent.

Start Operating Like a System.

Pro includes website templates + support. Elite includes a fully custom conversion build designed around your flow.

The Insurance Agent Operating System

Install structure. Scale consistently.

PRODUCT

Support

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