What's In it For you?

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Agent websites

The BATTLE System™ includes a customizable website that assists in generating leads that import instantly into the customer relationship management software so you can begin your sales process immediately.

Quote Engines

Easily create accurate quotes by inputting your clients data into one of our Annuity, Life, Final Expense, Medicare Advantage or Medicare Supplement insurance quote engines.

Integrated CRM

At the core of the BATTLE System™ comes an integrated customer relationship management system tailored for agents that allows them to keep leads organized and manageable while assisting in cross selling and marketing.

Customer Service

When an agent has an issue, we are here to help. Our phones have real people on the other side, anxious to assist any agent that runs across a problem or question.

 

What is the BATTLE System?

Designed for you

Our innovative and proprietary BATTLE System™ is designed for you, the insurance agent. Our goal is to combine the development of insurance leads with an easy to use contact relationship management system along with a Medicare quote engine containing Over 85 Medicare Supplement and Medicare Advantage Insurance Carriers, the Medicare Genie™, Life Insurance quote engine, Annuity quote engine (with layering strategies),  and Final Expense quote engine.  The BATTLE System™ offers this and so much more allowing you to do what you do best...SELL!

To help you

  • Uncover Leads

    Your custom website, pURL direct mail, and the Virtual Marketing Assistant are designed to provide you with the tools to reach your target audience.

  • Manage Prospects

    The BATTLE System™ CRM is both easy to use and remarkably powerful when combined with the Virtual Marketing Assistant.  All you have to do is "fill in the yellow boxes, and more".

  • BATTLE Engines - Real Time Insurance Quotes

    Easily generate quotes for Medicare Supplement, Medicare Advantage, Final Expense, Life Insurance, and Annuities from within the BATTLE System™ CRM or on your custom website.

  • Convert Leads

    Sales training and upselling techniques are provided from the BATTLE System™ Team.

  • Maximize Commissions

    Organization with the BATTLE System™ CRM and Virtual Marketing Assistant means more time in front of new prospects leading to more sales.

 


“I’ve been using the BATTLE System™ for 6 months now and have had more appointments than ever. In my first 45 days I wrote 23 new policies and uncovered well over $1 million in new assets. I STRONGLY recommend the BATTLE System™ to every agent and financial advisor.”

Lisa H