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Email Us: info@ideainsuranceagency.com
Email Automation;
SMS Automation;
Access to Conversations & Validation (1,000 texts + 2,500 emails a month*).
1,500 texts + 5,000 emails a month*;
Social Media Planner;
101 CRM Trainings.
2,000 texts + 7,500 emails a month*;
5 IDEA Templates for Social Media + Unlimited Templates from our system's Library;
Website Builder.
$30 - WhatsApp on CRM (monthly charge)
$10 - eSign Docs
(monthly charge)
$10 - Website Builder
(monthly charge)
$100 - Account Set Up Fee
CRM Premium Plan:
Email Automation;
SMS Automation;
Access to Conversations & Validation (1,000 texts + 2,500 emails a month*).
CE + E&O
Influencer Plan:
Email Automation;
SMS Automation;
Access to Conversations & Validation (1,500 texts + 5,000 emails a month*);
Social Media Planner;
101 CRM Trainings.
CE + E&O + AHIP
WhatsApp on CRM
Cardone University
eSign Docs
(Unlimited Documents)
*An extra charge will be made to any SMS and Email sent above the limit of a plan/package.
**The plans must be canceled at least one week before the renewal date.
***The packages are a one-year subscription. If you cancel before this time, there will be a $200 cancellation fee.
****Our E&O only covers products under the hierarchy.
Idea Academy
Finance Seminar
Integrity Marketing Partners, LLC and its affiliates (“Integrity”) provide certain support and services to IDEA Insurance Agency, which operates independently as a licensed agency. IDEA Insurance Agency does not represent Integrity.