More Sales │ Bigger Profit │ Less Stress
For Insurance Agents.
It’s time to stop juggling your to-do lists and take your business to the next level! Keeping track of leads, scheduling appointments, and spending hours on mundane tasks will make you feel like a hamster running on a wheel. It’s time to get off that wheel and on the right path to growing your business!
This CRM has helped me in every way. Most notable things is Follow up, Task Management, Organization, and having a CLEAR Pipeline and CRM at the end of each day. If you are struggling with any of these things I highly recommend this CRM.
-Christian
To have all I need for a good customer relationship in one place has helped me get organized better than I ever have been, making my business more efficient, allowing me to give my clients the top-notch experience they deserve!
-Bethany
David has been amazing in helping get my contact management in place. I have tried others and never been able to get them going, but with David and clear sales, I am using it almost 100% of the time now and will be there soon! Thanks David!
-Trent
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2000 +
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Automated Sales Cycle
Convert leads into clients more effectively and efficiently than ever before without adding hours of work! Our Automated Sales Cycle takes care of everything from first click to final appointment confirmation.
Get your valuable time back, and focus on the tasks that build your business, not just maintain it.
Capture
When you target the right people, the leads will start rolling in. But how do you keep track of it all? It’s simple with our Clear Pipeline. We keep your leads in order and track them all the way through the closing process.
Our solution:
- Collects pertinent information pertaining to the client
- Connects with them and introduces them to your business
Cultivate
After you’ve got a number of leads, what do you do with them? Do you focus on one of two at a time and let the rest go cold? If you only have time to nurture a few hot leads, think about how many you are missing out on? We’ve got you covered.
Our automated solution:
- Cultivates the leads by connecting with them, sending our reminders, and letting them know that they are a priority!
- Nurtures them to make an appointment or contact you further.
Close
Now that they are ready to schedule an appointment do you text, email, or call back and forth to set up a meeting? Not anymore! With the click of a button, your leads can schedule and confirm an appointment (based on your schedule/availability.)
Once it is confirmed, more information will be sent to them along with reminders for the appointment!
With the appointment scheduler, you will see:
- Less missed appointments and no shows
- Fewer rescheduling conversations
- An influx of meetings due to the guidance of the process and ease of scheduling!
Create
Go further by creating new connections and relationships with our follow-up and campaign automation tools. Customization without all the clutter, design time, and stress? We have it all, right here in our all-in-one digital solution.
- Build custom funnels, newsletters, email marketing campaigns, and more with our system.
- Follow up with current and past clients for reviews and testimonials that help build brand awareness, loyalty, and trust.
Clear out the clutter and close more deals with our Clear Sales Pipeline!
01
Connect with us to discuss your business plans and goals.
02
Partner with us to create a custom digital strategy that organizes and automates tasks
03
Capture, Cultivate, and Close more leads with ease without adding stress or more work to your plate.
Keep Clients Longer!
It's easier to keep a client than to find new ones so let's Keep clients longer.
Keep the connection going long after your main projects have been completed. Utilize your relationships to build your business through referrals.
Automated Postcards
Send up to 3 computer handwritten postcards a year through our automated system for birthdays, anniversaries, appreciation and referrals!
Thoughtful Connection
Automatically send proven, strategic SMS messages throughout the year to continue building strong relationships with clients and leads!
Clear Reviews
Our Clear Review platform is designed to drive the conversation online about your business to build credibility and trustworthiness.
Clear Referrals
Grow further with our Referral Platform! Client referrals are considered the best types of leads in the industry and we can help you get up to 35% more.
Our Pricing
Slide for Annual Plan
$35
Clear CRM
Ideal For Organizing Clients & Keeping Your ToDo's/Tasks Clear
- Customer Relationship Management (CRM)
- Pipeline Manager
- Mobile App
- Keep Your Leads/Client Organized w/Smartlists
- Save Time w/ A.V.A Our Automated Virtual Assistant
- Track Your Success With Our Clear Dashboard
- Robust Video Training Library
- Support Tickets
And much more...
CRM Features
- Automated Clear Pipeline
- Contact Manager
- Smart List (Dynamic Filters)
- Custom Pipeline
AVA (Automated Virtual Assistant)
- Responsive Task Reminders
- Pipeline Updates
Dashboard Tracking
- Potential Sales (Opportunities)
- Pipeline Value
- Conversion Rate
- Stage Distribution
- Pending Tasks
- Lead Source Report
Onboarding
- Robust Video Training Library
Customer Support
- Email Support
Optional Features
- Social Media Management
- Automated Postcards
$99 setup waived when paid annually
$97
Clear Pro
Everything In Clear CRM +
Ideal For Lead/Client Retention & Communication
Clear Communication Channel
- 2-Way Text, Call, Email
- GMB Messaging
- Facebook Messenger
- Web Chat
Automated Lead/Client Communication
- Proven Prebuilt Campaigns
- Unlimited Customizable Campaigns
Payments
- Text-To-Pay
- Monthly Auto Billing
- Quickbooks Integration
Appointment Booking
- Calendar w/ Conflict Detection
- Automated Client & User Reminders
- 1 Zoom Onboarding Meeting
- 3 Zoom Customization Meetings
Onboarding
- 2-Way SMS, Call, Email, GMB Messaging, Facebook Messenger, and Instagram DM's
- Save Time and Build Rapport With Our Prebuilt Automated Communication Campaigns
- Appointment Booking Calendar With Conflict Detection
- Automated Appointment Reminders
- Text To Pay
- Monthly Auto Billing
- Quickbooks Integration
- Upgraded Support Tickets
And much more...
Customer Support
- Priority Support Ticket
Optional Features
- Social Media Management
- Website & Funnel
- Automated Postcards
$99 setup waived when paid annually
$25 in credits for SMS (2232 texts), phone calls (1953 mins), and email (17,857 emails). Additional carrier rates may apply
$197
Clear Premium
Everything In Clear Pro +
Ideal For Growth, Exposure & Brand Development
- Power Dialer
- Unlimited Call Campaigns
- Unlimited Cross Channel SMS, Call, Email, GMB Messaging, Facebook Messenger, and Instagram DM's
- Automated Postcards
- Customized Client Communication Campaigns
- Clear Review System ★★★★★
- Get More Referrals With Our Clear Review System
- Email Marketing
- Unlimited Sales Funnels
- Unlimited Forms & Surveys
- Website Builder
- Tracking Links
- 12 Customization Sessions Per Year
- Dedicated Customer Support Rep
And much more.
Power Dialer
- Unlimited Call Campaigns
- Unlimited Cross Channel Call, Text, Email, Google My Business, and Facebook Messenger Campaigns
Client Communication
- Automated Postcards
- Customized Client Drip Campaign
- Clear Review System ★★★★★
Marketing
- Clear Referral System ★★★★★
- Email Marketing
- Unlimited Funnels
- Unlimited Forms & Surveys
- Wix Style Website Builder
- Trigger Links
Reputation Management
- Clear Review System ★★★★★
Onboarding
- 12 Customization Sessions Per Year
Customer Support
- Direct Support Phone Number
Optional Services
- Social Media Management
- Website/Funnel Build
- Search Engine Optimization
- Much more...
$99 setup waived when paid annually
$50 in credits for SMS (4464 texts), phone calls (3906 minutes), and email (35714 emails) Additional carrier rates may apply
$20 in credits for Automated Postcards.
$350
Clear CRM
Ideal For Organizing Clients & Keeping Your ToDo's/Tasks Clear
- Customer Relationship Management (CRM)
- Pipeline Manager
- Mobile App
- Keep Your Leads/Client Organized w/Smartlists
- Save Time w/ A.V.A Our Automated Virtual Assistant
- Track Your Success With Our Clear Dashboard
- Robust Video Training Library
- Support Tickets
And much more...
CRM Features
- Automated Clear Pipeline
- Contact Manager
- Smart List (Dynamic Filters)
- Custom Pipeline
AVA (Automated Virtual Assistant)
- Responsive Task Reminders
- Pipeline Updates
Dashboard Tracking
- Potential Sales (Opportunities)
- Pipeline Value
- Conversion Rate
- Stage Distribution
- Pending Tasks
- Lead Source Report
Onboarding
- Robust Video Training Library
Customer Support
- Email Support
Optional Features
- Social Media Management
- Automated Postcards
$99 setup waived when paid annually
$970
Clear Pro
Everything In Clear CRM +
Ideal For Lead/Client Retention & Communication
Clear Communication Channel
- 2-Way Text, Call, Email
- GMB Messaging
- Facebook Messenger
- Web Chat
Automated Lead/Client Communication
- Proven Prebuilt Campaigns
- Unlimited Customizable Campaigns
Payments
- Text-To-Pay
- Monthly Auto Billing
- Quickbooks Integration
Appointment Booking
- Calendar w/ Conflict Detection
- Automated Client & User Reminders
- 1 Zoom Onboarding Meeting
- 3 Zoom Customization Meetings
Onboarding
- 2-Way SMS, Call, Email, GMB Messaging, Facebook Messenger, and Instagram DM's
- Save Time and Build Rapport With Our Prebuilt Automated Communication Campaigns
- Appointment Booking Calendar With Conflict Detection
- Automated Appointment Reminders
- Text To Pay
- Monthly Auto Billing
- Quickbooks Integration
- Upgraded Support Tickets
And much more...
Customer Support
- Priority Support Ticket
Optional Features
- Social Media Management
- Website & Funnel
- Automated Postcards
$99 setup waived when paid annually
$25 in credits for SMS (2232 texts), phone calls (1953 mins), and email (17,857 emails). Additional carrier rates may apply
$1,970
Clear Premium
Everything In Clear Pro +
Ideal For Growth, Exposure & Brand Development
- Power Dialer
- Unlimited Call Campaigns
- Unlimited Cross Channel SMS, Call, Email, GMB Messaging, Facebook Messenger, and Instagram DM's
- Automated Postcards
- Customized Client Communication Campaigns
- Clear Review System ★★★★★
- Get More Referrals With Our Clear Review System
- Email Marketing
- Unlimited Sales Funnels
- Unlimited Forms & Surveys
- Website Builder
- Tracking Links
- 12 Customization Sessions Per Year
- Dedicated Customer Support Rep
And much more.
Power Dialer
- Unlimited Call Campaigns
- Unlimited Cross Channel Call, Text, Email, Google My Business, and Facebook Messenger Campaigns
Client Communication
- Automated Postcards
- Customized Client Drip Campaign
- Clear Review System ★★★★★
Marketing
- Clear Referral System ★★★★★
- Email Marketing
- Unlimited Funnels
- Unlimited Forms & Surveys
- Wix Style Website Builder
- Trigger Links
Reputation Management
- Clear Review System ★★★★★
Onboarding
- 12 Customization Sessions Per Year
Customer Support
- Direct Support Phone Number
Optional Services
- Social Media Management
- Website/Funnel Build
- Search Engine Optimization
- Much more...
$99 setup waived when paid annually
$50 in credits for SMS (4464 texts), phone calls (3906 minutes), and email (35714 emails) Additional carrier rates may apply
$20 in credits for Automated Postcards.
This CRM has helped me in every way. Most notable things is Follow up, Task Management, Organization, and having a CLEAR Pipeline and CRM at the end of each day. If you are struggling with any of these things I highly recommend this CRM.
-Christian
To have all I need for a good customer relationship in one place has helped me get organized better than I ever have been, making my business more efficient, allowing me to give my clients the top-notch experience they deserve!
-Bethany
David has been amazing in helping get my contact management in place. I have tried others and never been able to get them going, but with David and clear sales, I am using it almost 100% of the time now and will be there soon! Thanks David!
-Trent
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