Everything in the Atomic CRM
AI powered CRM, follow up sequences, lead routing and client retention workflows built for insurance producers. It is included in every plan.
What's inside
CRM full access
Contacts, pipelines, calendars, reporting and two way texting in one login.
Plug and play automations
Pre configured follow up for every product line you sell. Customize the details, hit publish.
Custom AI chat bot assistant
Built around your business, schedule and call to action, deployable across platforms.
FB Ads Launcher
Create and manage Facebook ads inside the CRM so campaigns and funnels stay in sync.
Funnels and sites
Landing pages, webinar pages and website templates ready to brand.
Training library and Atomic University
Digital training plus weekly live sessions with breakout help.
Twilio phone numbers
Keep client calls and texts off your personal cell and forward them to an assistant as you grow.
Lead routing and retention workflows
Every lead lands in the right pipeline, and your book gets touched before the call centers touch it.
Plug and play automations, tailored for your business
Pre configured for convenience. Customize the details, hit publish, and you're ready to go.
- ACA
- Final Expense
- Medicare
- Mortgage Protection
- Recruitment
- Annuity / Retirement
Book your AEP before AEP starts
Joanna's rule is to go into the annual enrollment period with a calendar that's already full. In Atomic you can program an email to your clients and to everyone you've talked to all year:
Example email
I'm getting ready for the new plan year. Do you want to be first on my calendar?
When people see you're booked, they grab their appointment now instead of waiting until December.
Protect yourself, not just your pipeline
Use a business number, not your personal cell, so calls can be forwarded and recorded. Joanna records every call, sale or not, because recordings have cleared agents of false allegations.
“I record all phone calls, whether it's a sale or not.”
Not available to everyone
Want the team to build your CRM for you?
We don't sell that to every agent. Done for you is Pro Concierge, and Pro Concierge is reserved for Topflight agents. Everyone else gets the templates and builds it on DIY.
The other ways Atomic fills your calendar
Questions about the Atomic CRM
What is the Atomic CRM built on?
Atomic is a white label GoHighLevel platform set up for insurance agents, with pre built snapshots, pipelines and automations so you are not starting from a blank account.
Does Atomic include phone numbers?
Yes. Atomic clients have Twilio phone numbers they can use, so client calls and texts stay off your personal cell and can be forwarded to an assistant.
Can I send pre AEP emails from Atomic?
Yes. You can program email campaigns to your clients and to everyone you talked to during the year, such as an invitation to be first on your calendar for the new plan year.
What is the AI chat bot assistant?
An assistant customized to your business, personality, schedule and call to action. You fill out the bot builder form, and the team creates and deploys it across platforms.
Don't settle for ordinary.
Lead your Medicare market with a system that books the appointments for you. Seize the future. Go Atomic today.