For Group Health & Employer Benefits Advisors Who Put People First

Get exclusive qualified appointments on autopilot while staying 100% compliant

Book employer meetings, close new groups, & grow your annual premium - all while we run the ads, bots, and follow-up that make it happen.

Become a Member Watch the 2 minute tour
📈
Grow your Annual Premium
⭐
Builds trust automatically
🔒
The leads are yours

Stop competing for recycled leads sold to five other agents

Shared leads mean you're racing three other agents to close
Facebook ads take hours to manage and leads go cold fast
You're stuck choosing between client service and marketing
Lead vendors recycle the same prospects to everyone

Agents growing Annual Premium focus on serving clients, not babysitting ads

Your campaigns. Your leads. Never shared.
Your AI Agent books them on your calendar.

We customize a complete branded system for you. Your own landing page. Your own trust-building profile page. Your own dedicated phone number with two AI agents - one books appointments instantly, the other nurtures and follows up. Every lead is yours exclusively.

Real setup by real humans. We install everything with you. Then you take meetings while AI handles the rest.

Members get 3 things that grow Annual Premium

🎯

Booked calls that actually close

Your leads are 100% yours - never shared. Attract employers with proven group health campaigns using prewritten copy and smart targeting that converts.

🤖

AI that books while you serve clients

Your AI Agent responds in seconds, follows up automatically, nurtures every lead, and books qualified appointments directly to your calendar.

🛡️

Instant credibility from first click

Your branded landing page and verified TrustedAgent profile will showcase your photo, experience, and specialties - giving prospects confidence to book fast.

Agents growing their book of business

★★★★★

"I stopped chasing leads. The AI handled replies instantly and my calendar filled. More time for my existing clients."

— Ben T., broker

★★★★★

"The verified page made me look established on day one. Prospects come in warmer because they already trust me."

— Sarah L., agent

★★★★★

"Setup was simple. Live in days. And these are MY leads—not shared with anyone. That alone changed everything."

— David R., agency owner

We install it. You take meetings.

1

Book your kickoff call

We confirm your market, branding, and compliance needs. Then customize your complete system

2

We activate your Engine

Branded landing page goes live. Dedicated phone number with AI agents connects. Your trustedagent.link profile activates. Ads launch

3

You grow Annual Premium

Your calendar fills with exclusive appointments. AI handles replies and follow-up. You focus on 5-star service and closing business

Why members choose this over lead vendors

✓ Your leads, your appointments - never shared with competitors
✓ Built for group health, not generic insurance
✓ AI replies in seconds so leads never go cold
✓ Verified profile builds instant credibility
✓ One inbox for SMS, email, chat, and social
✓ Works with your compliance and branding
✓ Reactivation campaign to wake up cold leads
✓ Human setup and ongoing support included
✓ You own your data and pipeline completely

Everything included in membership

Credible custom branded landing page - Built for conversions and optimized for mobile
Dedicated business phone number - Your own custom number for calls, texts, and tracking
AI Lead Responder - Replies to new leads in under 90 seconds - 24/7/365
AI Follow-Up Agent - Nurtures, reminds, and books directly to your calendar
Proven ad campaigns - Ready-to-go Facebook & Instagram templates for group health
Verified TrustedAgent.link profile - Shows your photo, expertise, and booking link
One unified inbox - All your SMS, email, chat, and social messages in one place
Calendar integration - Syncs easily & automatically with Google, Outlook, and iCal
Simple sales pipeline - See exactly where every lead stands - no confusion, no leaks
Live onboarding call - We set it up with you so your Engine starts work right away
Weekly member success calls - Ongoing guidance, optimization, and strategy updates
Continuous optimization - We review data weekly and improve performance as you grow

Common questions before joining

Are these shared leads?
No. These are YOUR exclusive leads from YOUR campaigns. We never share or resell them. You're the only agent they talk to.
Is this another tool I have to learn?
No. We install and run everything with you. You approve your branding, set the budget, and go live. Then you just take the meetings.
How fast can I be live?
Most members are live within 7 business days. Many have their first appointments within two weeks of launch.
Can I use my own branding and compliance language?
Yes. We customize everything—landing pages, AI responses, disclaimers, etc - to your exact standards and compliance requirements.
Do I keep my data and contacts?
Yes. Your leads, conversations, and pipeline are 100% yours. Export anytime.
What if my leads are old or cold?
Our AI Follow-Up Agent's reactivation sequences bring older lists back to life with strategic timing and messaging.
What happens after I join?
You get a kickoff call to customize your system. We handle the install. You get a checklist and training. Then you start taking meetings.

Simple, transparent pricing that grows with you

Setup is $600 $450 one-time • Then choose your plan
(first invoice in 40 days)

Ignition

$ 297 /month

Perfect for getting started

Campaigns Managed
Up to 3
Daily Ad Spend
Up to $300
Custom branded landing page
Dedicated phone number
AI Lead Responder
AI Follow-Up Agent
TrustedAgent.link profile
Calendar integration
Unified inbox
Weekly success calls
Get Started
Most Popular

Acceration

$ 597 /month

For scaling your pipeline

Campaigns Managed
Up to 6
Daily Ad Spend
Up to $600
Everything in Starter
2x campaign capacity
2x daily ad spend
Priority support
Advanced targeting
A/B testing
Monthly strategy call
Performance reports
Get Started

Momentum

$ 997 /month

Maximum growth capacity

Campaigns Managed
Up to 12
Daily Ad Spend
$601+
Everything in Growth
4x campaign capacity
Unlimited ad spend
Dedicated account manager
White glove service
Custom reporting
Bi-weekly strategy calls
Same-day support
Get Started

Your advertising spend is paid directly to the platforms - such as Facebook, Google, YouTube, or others.

Our team provides the system and manages your campaigns, tracking, and performance optimization to help you achieve the best possible results from your ad investment.

All plans include: $600 one-time setup fee. First monthly member invoice in 40 days. Cancel anytime.

Simple, transparent pricing that grows with you

Setup is $600 $450 one-time • Then choose your plan
(first invoice in 40 days)

Ignition

$ 297 /month

Perfect for getting started

Campaigns Managed
Up to 3
Daily Ad Spend
Up to $300
Custom branded landing page
Dedicated phone number
AI Lead Responder
AI Follow-Up Agent
TrustedAgent.link profile
Calendar integration
Unified inbox
Weekly success calls
Get Started
Most Popular

Acceration

$ 597 /month

For scaling your pipeline

Campaigns Managed
Up to 6
Daily Ad Spend
$301+
Everything in Ignition
200% campaign capacity
200% daily ad spend
Priority support
Advanced targeting
A/B testing
Monthly strategy call
Performance reports
Get Started

Your advertising spend is paid directly to the platforms - such as Facebook, Google, YouTube, or others.

Our team provides the system and manages your campaigns, tracking, and performance optimization to help you achieve the best possible results from your ad investment.

All plans include: $600 one-time setup fee. First monthly member invoice in 40 days. Cancel anytime.

Proven results for agents focused on growth

🚀
Launch ready in days
🤖
Engine tuned for growth
🧩
Hands-on setup & support
🚂

Once your Engine’s running,
we keep it firing on all cylinders

Weekly optimization, real data reviews, and direct member support keep your calendar filling and your confidence high. The longer your Engine runs, the stronger, smarter, and more profitable it gets.

Become a Member Today

Start filling your calendar with qualified employer meetings in days

Built for group health agents who want predictable employer meetings and new-group premium growth - without learning ads, chasing leads, or hiring staff.

Become a Member
Live in days, not weeks
First appointments in 14 days
Your leads, never shared

Trusted Agent Engine

Trusted Agent Engine is provided only to Customers Now Club PMA members.

Exclusive leads at cost, expert human support included – you control the pipeline, we handle the rest.

All Rights Reserved. Customers Now Club PMA