Are you struggling to stay organized with leads, policies, or renewals?
The Sales Kickoff CRM Set up is the perfect solution for insurance agents and consultants who are new to CRM systems and want an automated way to manage their contacts, track deals, and follow up — without getting overwhelmed.
What You Get:
Personalized CRM Set Up
We will configure your HubSpot Sales Hub Starter account to match your insurance workflow.
Custom Sales Pipeline
Stages tailored to your insurance sales process (e.g., New Lead → Quoted → Follow-Up → Won).
Lead & Policy Tracking Fields
Custom contact and deal properties like:
- Policy Type
- Renewal Date
- Premium Amount
- Lead Source
- Status
1 Pre-Built Sequence (Sales Email Series)
Choose from new lead nurture, quote follow-up, or renewal reminder.
Includes pre-written, personalized emails you can enroll contacts in manually.
Contact Cleanup (up to 200 contacts)
We will clean and format your existing contacts, remove duplicates, and tag by source/policy type.
Visual Setup Checklist
You will receive instructions on how to use your new CRM confidently.
This package is For:
- Licensed insurance agents or consultants (solo or small team)
- Those new to HubSpot or CRM tools
- Someone who would like an affordable system in place
- An active user of Sales Hub Starter or user of the Free Plan (ready to upgrade)
Bonus: 1 Custom Email Template
Need help crafting your follow-up message? We’ll set up 1 custom email or snippet inside your CRM for reuse.
Investment: Only $165
One-time set up. No recurring fees. Setup delivered in 3 business days after intake form and contact list (CSV format) submission.
Ready to Get Organized & Close More Policies?
Yes, I Want My CRM Setup for $165
If you have any questions
Book a time that works for you - Here
Wishing You Success!
Working Smart
Welcome!
My name is Angela - I’m a HubSpot Specialist. I work behind the scenes to bring organization to workflows — assisting insurance Consultants and Agents who are new to using CRM systems. While assisting you with streamlining operations, you will be able to stay focused on your clients.
My naturally introverted nature, allows me to focus and ensure that your data is clean, accurate, and purposeful. Being licensed in insurance gives me a better understanding of how data can impact your business. CRM systems allow me to blend my strengths with your goals, helping you better serve your clients and grow your business.
My role is simple but powerful: I bring organization and calmness to the backend processes so you can bring attention and care to your clients.
Outside of work, I’m a proud mom, a lifelong learner, and someone who’s learning to love her mini stepper (slowly but surely!). Being an advocate of Severe Mental Illness (SMI) is dear to me. I’m always seeking out new things to learn — whether it’s about people, systems, or how to better assist Consultants and Agents like you.
Are you ready to see how CRM systems can bring more growth to your business?
Contact me to see how we can work together.
Wishing you success!
