Stop Losing Leads.
Velocity AIM gives independent insurance agents a fully built CRM, automated follow-up, lead capture funnels, and appointment booking — all set up for you, ready to run on day one. One system. One price. Nothing to build.
Most insurance agents are leaving money on the table
You're not failing because of effort. You're failing because the tools weren't built for how you actually sell.
You're paying for contacts but follow-up is inconsistent — half your leads slip away before the second touchpoint.
A calendar here, a spreadsheet there, a website somewhere else — none of it talks to each other and you're the manual connector.
The biggest selling window of the year hits and you're scrambling to reach your full contact list with no automated system.
but you have no reliable system to find and reach them before the competition does.
They're either built for every agent everywhere (which means no one in particular) or they cost more than they're worth.
Velocity AIM fixes all three.
Up and running in three steps
No 40-hour learning curve. No blank canvas. You make one decision — we do everything else.
Core or Growth. Both include a real, fully-configured system — not a login and a password. Pick the level that matches where you are right now.
Your branding, your domain, your workflows, your lead magnets. We configure the entire account and hand you a running system within 48 hours.
Your funnels are live, your automations are on, your calendar is open. Growth subscribers get their Facebook ad campaign active in the same window. Florida Growth subscribers also receive their first prospect list pull.
From prospect to enrolled client
Every feature exists for one reason: moving a lead from first contact to closed policy with as little manual work as possible.
Growth subscribers in Florida receive a verified monthly list of prospects turning 65 in their county — ready for direct mail and Meta ad targeting. No other platform offers this.
⭐ Growth Exclusive · Florida OnlyNew leads trigger a welcome sequence, nurture emails, and SMS automatically. You show up to close — not to chase.
Prospects book from your funnel. No phone tag. Confirmations and reminders fire automatically at 24 hours and 1 hour out.
The biggest selling windows of your year are pre-built and ready to launch. Flip them on when it's time — the machine is already running.
🔥 Ready to LaunchWebsite, CRM, email, SMS, calendar, and pipelines all in one place — all talking to each other.
Real value. Transparent pricing.
Every plan includes a fully-configured running system — not a login and a tutorial video. See what you'd pay to build this yourself.
For agents who need a professional, automated system ready to run on day one. Everything configured. Nothing to build.
- ✓Insurance CRM with sales pipelines
- ✓5 lead capture funnels (quiz, guide, checklist, booking, urgency page)
- ✓Pre-written email + SMS nurture sequences
- ✓Appointment calendar with custom intake questions
- ✓Automated confirmations, 24-hour and 1-hour reminders
- ✓Seasonal campaign pre-built and ready to launch
- ✓Missed-call text-back
- ✓Your branding applied + domain connected
- ✓Onboarding call to get you live
The full system — Facebook ad campaign, monthly strategy, and exclusive Florida prospect lists. The only insurance platform doing all three.
- ★Monthly prospect list — Florida agents receive verified turning-65 prospects in their county (FL only)
- ★Facebook ad campaign setup + branded stock video
- ★Velocity Intel — monthly strategy newsletter + social graphics pack
- ✓Cold lead reactivation sequence (90-day re-engagement)
- ✓Post-sale referral request workflow
- ✓Review request automation
- ✓Contact import assistance
- ✓Priority support
- ✓First access to every new feature
No long-term monthly contracts. Cancel anytime. Setup fees are non-refundable — the work is done before you log in.
Need us to do it all for you?
For serious agents and teams who want advanced automation, custom campaign builds, and hands-on strategy support — without lifting a finger.
Not for everyone — this is for the agent who wants to hand us the keys and focus entirely on closing.
Let's Talk Concierge →You're not just getting a platform.
You're getting an insider edge.
Every month, Growth subscribers receive Velocity Intel — our insider strategy newsletter built for insurance agents in the field.
- 📊What's working right now in insurance lead generation — specific, actionable strategy
- 🔧Platform updates explained in plain language — new tools, how to use them
- 🎨Free branded social media graphics pack — ready to post, no design skills needed
- 🧠Brand positioning strategy — how to stand out during peak selling seasons and slow months
Most CRM platforms send you a changelog. We send you a competitive advantage.
Other platforms give you tools.
Growth subscribers in Florida get the leads too.
Every month, Florida-based Growth subscribers receive a verified list of residents turning 65 in their county — sourced from our proprietary licensed data partner. List size varies by county. No other insurance platform offers this.
Send postcards or letters to turning-65 prospects in your county. No opt-in required for physical mail. USPS-ready format included.
Upload directly to Facebook/Instagram to run targeted ads to exactly these prospects. Build lookalike audiences to expand your reach.
Blasting a purchased list destroys your sender reputation and creates license risk. We protect you from that — and cover the right strategy on your onboarding call.
List volume varies by county population and available data. Florida-based Growth subscribers only.
Built for insurance agents.
Not for every business everywhere.
Six things that make us different from every other platform you've looked at.
Every funnel, pipeline, email sequence, and campaign was built for the insurance sales process. Not adapted from a real estate template. Not tweaked from a generic small business tool. Built from scratch for how insurance agents actually sell.
Other platforms give you a login and a tutorial. We give you a fully configured account that captures leads before you finish your onboarding call.
Growth subscribers in Florida get a monthly verified list of residents turning 65 in their county. That's not a feature — it's a structural advantage. No other platform offers this.
Most independent agents aren't flush with cash. We know that. We priced Velocity AIM for where you are now — with the tools to get you where you want to be.
We're not a 10,000-user platform with a ticket queue. You can tell us what you need and we'll build it. That access closes as we grow. Early subscribers have it now.
Launched in 2026 and building constantly. Not based on a roadmap deck — based on what agents in the field actually need. Your feedback shapes the platform.
Honest answers to real agent questions
All of them. Life, health, Medicare, cancer, annuities, individual and group — Velocity AIM is built for independent insurance agents regardless of what you sell. The funnels, pipelines, and automations are designed around the insurance sales process, not a specific product line. If you sell it, the system supports it.
Real human time. Core ($200): branding applied, domain connected, workflows loaded, lead magnets configured, onboarding call. Growth ($350): everything in Core plus your Facebook ad campaign built, stock video loaded, and if you're Florida-based your first prospect list pull delivered. You're not paying for a software key — you're paying to skip 40+ hours of configuration.
Every month, Florida-based Growth subscribers receive a verified list of residents turning 65 in their county — from our partner's proprietary database. List size varies by county. Use it for direct mail (no opt-in required) or upload to Meta as a Custom Audience for targeted ads. Not permitted for bulk cold email — this protects your sender reputation and insurance license.
Absolutely. The prospect list is a Florida-exclusive bonus. Everything else in Growth — Facebook ad campaign setup, Velocity Intel newsletter, social graphics, reactivation workflows, referral automation, review requests, and priority support — is available to agents in every state.
We build your first campaign in Meta Ads Manager, write the ad copy, and load your branded stock video creative. You control your own ad account and budget — we build the machine. Included in Growth setup and covers your first campaign launch.
No. Your funnels, email sequences, pipelines, lead magnets, and calendar are all pre-built. You provide your personal info and branding — we handle all the configuration. Most agents are capturing leads within 48 hours of signing up.
No. Monthly plans cancel anytime. Annual plans lock in your rate for 12 months, and save you 2 months of payments. After the year you go month-to-month or renew. Setup fees are non-refundable because the work is done upfront.
For marketing and scheduling — yes. The platform handles lead capture, follow-up, and appointment booking. It is not designed to store PHI (Medicare ID numbers, SSNs, medical diagnoses). For enrollment paperwork and sensitive health data, use a separate HIPAA-compliant system. We cover this in your onboarding call.
Your next client is out there right now. Is your system ready?
Book a demo and see the entire system running in 30 minutes. Or send us a message and we'll reach back within one business day.
30 minutes. See the full system live — funnels, automations, T65 list delivery, Facebook ad setup, and the dashboard. No commitment required.
Have questions before booking? Fill this out and we'll respond within one business day.