Steal the 12 automations top insurance agents use to follow up in seconds.
A free playbook of done-for-you texting, calling, and follow-up systems — the same ones APEX runs automatically, so you never chase a lead by hand again.
DNC and quiet-hours checked on every send.
Fresh leads go cold before you get to the phone.
Your follow-up stops after one text.
You're paying for a dialer, a texting tool, a CRM, and a spreadsheet that don't talk to each other.
This is recipe one, actually happening.
A new lead lands, the text goes out, and the lead is already in your dial queue — before you've opened a tab.
Twelve follow-up systems
Twelve follow-up systems, written so you can copy them in minutes. Each one shows the moment it fires, what APEX does automatically, and the exact message it sends. The first three are open. Enter your email to unlock the rest.
Speed-to-Lead Blitz
A new lead comes in → APEX texts them and drops them into your dial queue in seconds.
Outcome: Never let a fresh lead go cold.
Hi {{first}}, this is {{agent_name}} with {{agency}} — thanks for reaching out about {{product}} coverage. I'll give you a quick call in the next couple of minutes. Prefer to text? Just reply here. Reply STOP to opt out.
Missed-Call Text-Back
They call, you miss it → APEX texts them back instantly.
Outcome: Recover missed leads automatically.
Hi {{first}}, {{agent_name}} with {{agency}} here — sorry I missed your call! Happy to help with your {{product}} questions. Reply here or I'll try you again shortly.
Stop-on-Reply Drip
A multi-touch follow-up runs on schedule → and stops the second they reply.
Outcome: Persistent follow-up that never annoys an engaged lead.
Hi {{first}}, just circling back on your {{product}} options — still happy to help. Want me to send a couple of quotes over, or grab a quick call? {{calendar_link}}
Where should we send the other nine?
Enter your email and all 12 systems unlock — with the exact messages, timing, and build steps.
No spam. Unsubscribe any time.
🔒 Unlock all 12
Instant replies and automatic opt-out compliance.
Automated retention revenue you'd otherwise forget.
Stay top-of-mind with zero effort.
Squeeze value out of your aged list.
Fewer no-shows, automatic rebooks.
Protect your license and your number's reputation.
Convert more of the quotes you already ran.
Nothing falls through the cracks.
Right agent, right moment.
No spam. Just the playbook, plus how to switch these on in your account.