Want to chat? Reach out to us! (407) 601-3449
Email Us: info@ideainsuranceagency.com
Supercharge Your Insurance Business with Fast Track!
Explore our groundbreaking Fast Track plans and experience the power of email and SMS automations, integrated Conversations for seamless client communication, WhatsApp integration for instant connections, and much more. Elevate your business with our innovative features and unlock your path to success today!
Conversations
Explore our groundbreaking Fast Track plans and experience the power of email and SMS automations, integrated Conversations for seamless client communication, WhatsApp integration for instant connections, and much more. Elevate your business with our innovative features and unlock your path to success today!
Explore Plans & Packages
CRM Premium Plan
Email Automation;
SMS Automation;
Access to Conversations & Validation (1,000 texts + 2,500 emails a month*).
$30/month
Influencer Plan
All from CRM Premium Plan and:
1,500 texts + 5,000 emails a month*;
Social Media Planner;
101 CRM Trainings.
$50/month
Digital Pro Plan
All from Influencer Plan and:
2,000 texts + 7,500 emails a month*;
5 IDEA Templates for Social Media + Unlimited Templates from our system's Library;
Website Builder.
$100/month
Add-ons
$30 - WhatsApp on CRM (monthly charge)
$10 - eSign Docs
(monthly charge)$10 - Website Builder
(monthly charge)$100 - Account Set Up Fee
Enhanced Package
CRM Premium Plan:
Email Automation;
SMS Automation;
Access to Conversations & Validation (1,000 texts + 2,500 emails a month*).
CE + E&O
$59/month
Premium Package
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
eSign Docs
(Unlimited Documents)
$109/month
Agency Plan
All from CRM Premium Plan and:
Unlimited Users;
Unlimited Contacts;
Email Automation;
SMS Automation;
Access to Conversations
& Validation (3,000 texts + 10,000 emails a month*);
Social Media Planner (includes 10 IDEA Templates for Social Media + Unlimited Templates from our system’s library);
101 CRM Training (2 hours a month);
Website Builder
Email Builder
IDEA U For Agency;
WhatsApp on CRM.
$200/month (Set Up Fee Optional $497)
*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.
Elevate Your Business
8623 Commodity Circle
Orlando, FL 32819
Phone: 407-601-3449
Email: info@ideainsuranceagency.com
Services
Idea Academy
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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.