The CRM + lead engine for insurance agents

Your leads. Your CRM.
Your book of business.

Generate your own Facebook leads at cost, then work every one in a CRM built for insurance — AI texts them in 60 seconds, books the call, and tracks it to the sale. All in one login.

Go live today ✓ Leads you own, never resold ✓ No contract, cancel anytime
Built for final expense mortgage protection & life agents Replaces your lead vendor, dialer, CRM & ad agency

The shift

The game already changed. Most agents just haven't caught up.

For years, building a book meant renting the same leads as five other agents, dialing all day, and praying your ad account didn't get shut down. The top producers quietly stopped. They own their leads, let AI do the chasing, and watch their pixel get smarter every month — so each one costs less than the last. That's the whole idea behind NewCo: stop renting a business, and start building one you keep.

The old way
  • Buy shared leads 3–5 other agents already called
  • Dial all day and leave voicemails
  • Stitch together a vendor, dialer, CRM & agency
  • Risky ads that get your account banned
  • No idea what's actually profitable
With NewCo
  • Your own exclusive leads, at cost, never resold
  • AI texts & books every lead in 60 seconds
  • One login runs the whole machine
  • Every ad passes Facebook's rules before it runs
  • Real profit per lead on one dashboard

01 The platform

One screen that answers "am I making money?"

Spend, leads, cost per lead, booked, sold, premium and real profit — pulled together automatically. No spreadsheets, no guessing.

app.insurance.unifiedmktg.com/dashboard
NewCo dashboard: spend, leads, cost per lead, booked, sold and profit

02 How it works

Ad to sale, handled in one place

No Zapier, no five tools stitched together. The whole machine — leads in, AI follow-up, pipeline, close — runs in one login.

01

Your own leads, at cost

Launch ads already winning across hundreds of agents — in your Facebook account, your name, your licensed states. You pay Meta directly: no markup, no sharing, no four other agents on the same lead.

  • One-button launcher, pre-filled for your niche
  • AI ad maker + a winning-ads library
  • Every ad graded against Facebook's rules first
Campaign launcher
Launch in minutes
02

AI works every lead in 60 seconds

The second a lead comes in, it's scrubbed, consent is saved, and AI texts them inside a minute — answers questions, handles objections, and books the call on your calendar. Day or night, while bought leads go cold.

  • Do-not-call, duplicate & fake-number scrubbing
  • Booked calls land on your Google or Outlook calendar
  • Hot / warm / cold scoring so you call the money first
Lead pipeline
Your pipeline, worked for you
03

You close. The system learns.

Work the pipeline from new to sold with every text, call and note on the lead. Mark it sold and the sale feeds your pixel — so next month's leads get cheaper and better. Your book compounds.

  • Full CRM: pipeline, notes, calls, texts, tasks
  • Sales sent back to your pixel automatically
  • Real profit per lead and per sale on one dashboard
Agent closing with clients
More time in front of families

03 Everything included

Five tools, one login

Stop paying for a lead vendor, a dialer, a CRM, an ad agency and a booking tool. It's all here — for less than you pay for leads alone.

01

Lead engine

Your own Facebook ads at cost, launched in one button. Exclusive leads you own and keep.

02

Insurance CRM

Pipeline from new to sold, with notes, tasks, calls and texts on every lead.

03

AI follow-up

Texts and books every lead in 60 seconds, around the clock, so none go cold.

04

AI ad maker

Video & image ads, one-click remix with your name, and a Facebook-rules check.

05

Profit dashboard

Spend, CPL, contact rate, sold, premium and real profit — in one place.

06

Your own website

A branded agent site & quote form on your own domain. 30+ designs, customizable.

You focus on families. The software finds the leads, works them, and keeps your book growing.

Built for agents at every stage

04 Why agents switch

Not another $697 lead program

Most tools resell you shared leads or charge $697–$997 a month for ads that get your account banned. We're the opposite.

Lead vendors
The same lead sold to 3–5 agents
You never own the data
$25–$40 a lead, marked up
No CRM, no follow-up
You're the 4th call they've had
NewCo
Exclusive leads — your ads, never resold
You own the account, pixel & data
At cost — you pay Meta for ads, not us
Full CRM + AI follow-up built in
AI reaches them in 60 seconds
$697 tools
$697–$997/mo + weeks of onboarding
Risky ads that get accounts shut down
A pile of bolt-ons, stitched together
You can't see real profit
Locked into a contract
You're #1

Exclusive, not shared

A bought lead is sold to 3–5 agents. By the time you dial, they've been pitched four times. Your leads are yours alone — you're the first and only call.

$1,500+

Paid at cost

Vendors mark leads up to $25–$40. You pay Meta directly, so a $20 lead costs $20 — not double. At $50/day that's roughly $1,500 a month back.

60 sec

Nothing goes cold

AI texts and books every lead in under a minute, day and night — while bought leads sit for hours and die in someone's inbox.

05 Your own website

Pick a design. Make it yours.

Every agent gets a branded website with a built-in quote form. Start from 30+ designs, then customize the colors, copy and photos.

+ 30 more designs, fully customizable →

06 Pricing

One plan. Everything in it.

The $697-a-month toolset, for $497. Ad spend is separate and paid straight to Facebook — you set the budget.

Most popular
Lead Platform
Everything to run your own book at cost.
$97first month
then $497/month · cancel any time
  • Your own Facebook leads at cost + ad maker
  • Full insurance CRM & pipeline
  • AI text follow-up and calendar booking
  • Profit dashboard & reporting
  • Your agent page, lead form & webhooks
Start for $97 →
Coming soon
Platform + AI SMS
Everything in Lead Platform, plus outbound AI.
$597/month
launches soon · join the waitlist
  • Everything in the Lead Platform
  • AI SMS campaigns — reactivate old leads & promos
  • Your own custom website & URL, included
  • Smart drip & follow-up blasts to your list
  • Priority support
Join the waitlist →
Add-on
Your own custom website — a branded agent site on your own domain. Pick from 30+ designs.
+$39/mo

07 Questions

Good to know

How fast can I be live?

Today. Sign up, connect Facebook in a few clicks, pick your ads and launch. Most agents are running the same day — no onboarding calls, no two-week setup.

Is this a CRM, a lead source, or both?

Both — in one login. You generate your own Facebook leads at cost, and work every one in a CRM built for insurance, with AI follow-up, booking and a profit dashboard.

Do I need my own Facebook ad account?

Yes — that's the point. Ads run in your account so you pay Meta directly with no markup, and your pixel learns from your buyers. No account yet? We help you create one.

Will my ad account get banned?

Not from us. Every ad is graded against Facebook's insurance rules before it runs, so you stay compliant and stay on.

Is there a contract?

No. $97 your first month, then $497/month. Cancel any time — the account, pixel and leads stay yours.

Talk to us

See it live in 15 minutes

Watch the platform run, ask about your states, and we'll help you launch. Or skip the call and start for $97 — you'll be live today.

We'll reply by email. No spam, ever.

Start owning your leads today

$97 for your first month. Connect Facebook, pick your ads, and go live today.