PHG MEMBERS offers a solution to alleviate your job as an insurance agent by providing you an all in one tool that can store client information, automate retention efforts, create booking calendars, send mailers, integrate leads, google reviews, etc.
GET INSTANT ACCESS TO YOUR CRM
Get Your
CRM
A done-for-you
Snapshot included
you can set up and get ready to go in 15 minutes or less.
Fully Optimized Website
Fully Automated Pipelines
Extensive Workflow Automations
Appointment Confirmations + Reminders
Birthday Promo Campaign
Referral Promo Campaign
Missed Call Text Back
Forms, Surveys, Tags, Custom Values, Ect
Review Request Campaign
FB lead integration
EnrollHere integration
Only 1 account
Fully Optimized Website
Fully Automated Pipelines
Extensive Workflow Automations
Appointment Confirmations + Reminders
Birthday Promo Campaign
Referral Promo Campaign
Missed Call Text Back
Forms, Surveys, Tags, Custom Values, Ect
Review Request Campaign
FB lead integration
EnrollHere Integration
Unlimited sub-accounts for your agency
Local leads
In person/ over the phone
Custom spreadsheet updating in real time
Lead nurturing automations in place
Custom campaigns (T65, Veterans, C-SNPs)
Lower CPA compared to existing market
Better quality leads, for a better quality price