Website + Quote Tools + CRM — phased so you get results now
If you want a full marketing + workflow system, implement it in phases. Start with CRM today (immediate), then add quote tools and website enhancements as scheduled.
The 3-phase rollout (recommended)
Phase 1: CRM (Now)
Pipeline, tasks, templates, compliance checkpoint and renewals. Immediate trial access.
Phase 2: Quote tools
Convert inbound quote activity into trackable leads feeding the CRM pipeline.
Phase 3: Website
Improve messaging and conversion so you attract better leads and reduce time-wasters.
| Goal | What to implement | Why it matters |
|---|---|---|
| Immediate production | CRM pipeline + daily routine | Stops quote leakage and missed follow-ups |
| Better inbound | Quote capture + lead routing | Creates measurable lead sources |
| Higher conversion | Website CRO improvements | More qualified leads + better close rate |
One record that holds everything
The benefit of a unified system is simple: quotes, docs, notes, consent and renewal timelines live under one client file. No hunting. No forgetting.
- Lead source and timeline
- Quote and follow-ups
- Compliance checkpoint and documents
- Renewal timeline and reminders
Which option should you choose?
If your goal is to improve close rate and retention quickly, choose CRM-first. If you’re scaling inbound, add quote tools next. If your website is holding you back, complete solution is the final layer.
Choose CRM-first if…
You want immediate operational improvement and measurable retention.
Choose complete if…
You want a full system and are ready for phased implementation.
Get the Free CRM Starter Pack
Templates + workflows for Travel, Visitor & Life insurance. Paste your Brevo HTML embed here (one form per page; two on homepage).
Quick recommendation
Most agents: CRM-first → quote tools → website improvements. This is the highest-ROI order.
FAQ
Is the complete solution immediate access?
No. Website and quote system work requires lead time. CRM is immediate access via 14-day trial.
What’s the best rollout order?
Phase 1: CRM now. Phase 2: Quote tools. Phase 3: Website improvements. This prevents scaling a broken workflow.
Can I use CRM without a new website?
Yes. CRM can run your workflow even if your website stays the same.