Atomic Automations FAQ for Agents

Atomic Automations is a white label CRM and marketing automation platform built for insurance agents. It pairs a full CRM with done for you funnels for Medicare webinars, in person seminars and Facebook ads, plus optional concierge setup for Topflight Insurance Solutions agents.

No. The DIY plan at $97 per month is open to any agent. The Pro Concierge add on, where our team builds and runs your system, is reserved for agents contracted through Topflight Insurance Solutions.

CRM setup and optimization, a webinar build, a website template, preset automations loaded for your product lines, a tailored AI assistant, Facebook ad management, monthly check ins and priority support. Bought individually those services total $2,542.

ACA, Final Expense, Medicare, Mortgage Protection, Recruitment and Annuity / Retirement. Each comes pre configured so you only customize the details before publishing.

Concierge onboarding includes website creation, Google review setup, book of business upload, tags, automations, calendar and email connections and A2P registration. A one time onboarding fee covers that setup work. Ask the team for the current amount before you enroll.

Atomic University is the training hub inside your CRM login. It includes the digital training library plus weekly live sessions where you can call in and get breakout room help setting up your automations.

A registration page, a reminder sequence and a follow up pipeline built around one Medicare webinar, live or recorded. The goal is not the webinar itself. The goal is the appointment that comes after it.

Shorter than you think. Joanna's rule is that the purpose of a webinar is to get an appointment or a lead, so it could just be a 10 minute intro.

They get a no show sequence and the replay by email and text, and they stay in a pipeline stage so you can see exactly who still needs a call.

On Pro Concierge, yes. A webinar build is one of the concierge services, valued at $499 on its own. On DIY you get the templates, the automations and the training to build it yourself.

An event landing page with an RSVP form, confirmation and reminder texts, a day of reminder, and a post event booking sequence for everyone who attended. RSVPs and seat counts are tracked in your CRM.

No. One Topflight agent booked 45 events for a single AEP for about $4,000 in total. As Joanna puts it, there is no rule that you have to serve lobster. Coffee and dessert feel less intimidating, so more people come.

Where other brokers are not: 55 and older communities, independent living, libraries, car shows, craft fairs and back to school events. Communities with an activity calendar will often promote you for free.

Attendees go straight into a booking sequence, so the conversation you started in the room ends up on your calendar instead of in a stack of sign in sheets.

A tool inside the Atomic CRM that lets you create and manage Facebook ads without leaving your CRM, so every campaign is tied to the funnel and pipeline that follows it up.

ACA, Final Expense, Medicare, Mortgage Protection, Recruitment and Annuity / Retirement.

They land in Atomic, get tagged by product line, and receive instant SMS and email follow up while they still remember clicking.

On Pro Concierge, the Atomic team manages your Facebook ads. On DIY you launch them yourself with the templates and training.

Only agents contracted through Topflight Insurance Solutions. Every other agent can use the DIY plan at $97 per month.

Because the team builds and runs your system for you, and that only works with agents Topflight already trains and supports. Keeping it Topflight only is how the team keeps the quality up.

It is an add on of $597 per month on top of DIY. Bought individually, the services it includes are valued at $2,542. A one time onboarding fee covers your setup work.

Website creation, Google review setup, uploading your book of business, tags, automations, calendar and email connections, and A2P registration for texting.

Start contracting at topflightagent.com/contracting. Once you are contracted, you can add Pro Concierge.

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.

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.

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.

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.

The DIY plan is $97 per month and is open to any agent. Pro Concierge is an add on of $597 per month for Topflight agents.

Concierge onboarding carries a one time fee that covers the setup work: website, Google reviews, book upload, tags, automations, calendar and email connections and A2P registration. Ask the team for the current amount before you enroll.

Concierge is reserved for Topflight agents so the team can give every concierge client real attention. Every other agent starts on DIY.

Bought individually, the concierge services total $2,542: CRM setup ($349), webinar build ($499), website template (from $299), preset automations (from $199), tailored AI bot ($997) and priority support ($199).

Joanna Wyckoff, founder of Topflight Insurance Solutions, built Atomic with Zach Paski for the agents they were already training.

Atomic is Topflight's white label automation platform. Any agent can use the DIY plan, and Topflight agents get access to the done for you concierge side.

Because agents had frustrations and a lot of them already paid for other services they never used, since those tools seemed complicated. Atomic pairs the software with the setup and training so it actually gets used.

Atomic University lives inside your CRM login. Sign in with Users Login and open the training area to find the digital library and the weekly live session schedule.

Join the weekly Atomic University live session and ask for a breakout room, or open a support request and the Atomic team will follow up.

Yes, if you are a Topflight Insurance Solutions agent. Use Go Atomic Today to add Pro Concierge, or start contracting with Topflight first if you are not yet with them.