CONGRATS!
You’ve Got the Inbound Call Funnel.
Now Get the Automation, Plan Reviewed Surveys Compliance, and Cross-Sell
THE Power of Our Patent-Pending Plan Reviewed System
For $497/Month ONLY! (We are selling 20k leads/month using exact system!)
Turn every lead into a pre-qualified, compliant, multi-policy client with our
all-in-one survey, CRM, and booking engine.
We will share with you Ads, templates, funnels, CRM, A2P texting and calls (you still pay for text messages and other charges)
Note: Inbound calls AI and other systems are available for an additional charge*
500+ Agencies Trust Our Inbound Leads and Calls Systems - We have agents spending $80k+ a month with us!
We generated thousands of calls for our agents using the inbound method
PROBLEM-AGITATION
Your phone is ringing now. That’s the first win.
But what if every one of those calls
↪ Already selected a plan?
↪ Signed their consent?
↪ Matched to your best carriers?
↪ Had compliance locked in with IP + signature tracking?
Without that, you're leaving money—and compliance—on the table
INTRODUCING PLAN REVIEWED SAAS
Built from $10M in ad spend and over 20,000 monthly data points, Plan Reviewed is the first patent-pending lead intake and routing system designed to:
Compliantly collect data (OTP ready)
Match users to your carrier preferences
Push signed leads directly to your CRM
Book calls automatically on TY pages
And it all works across ACA, Medicare, Final Expense, and even Dental/Vision
No Thank you, I want calls only and will do it myself using your system. Give me my receipt please
Casey S. - Arkansas - Generated over 5200 Medicare and ACA leads using our Inbound System
WHAT YOU GET
Full Access to the Plan Reviewed SaaS System
Unlimited Survey Funnels (ACA, FE, Medicare)
Digital Signature + IP Tracking + Carrier Selector- OTP-Ready Framework (Enhanced Compliance)
TY Page Routing to Instant Booking Calendars
Cross-Sell Pathways Built-In
Weekly Ad Template Vault
CRM Included
Florida Agency Used Our System to generate about 15,900 ACA Plan Reviewed Leads
Agents saying best things
This is the exact system our top closers use — and the same engine behind $1M+/mo in call funnel production
only $497/month. Cancel anytime
Get the machine we use to help agents scale to $100K/month in spend.
Brad P. - Utah - Closed 102 ACA and Medicare Leads from 167 total leads! in the last 30 days
Want Us to Run the Whole Thing For You? Let’s Explore
DFY Scaling License
($2,497/mo)
We run ads
They answer calls.
You scale together
FAQs
Is this a lead service or call transfer agency?
No — this is not a lead-selling service or call center. You’re getting access to a complete inbound call funnel system that helps you generate your own compliant calls using our ad strategies, copy, and automation workflows.
Does this include ad spend?
Ad spend is not included. Most agents start with a small daily budget ($10–$30/day) using our targeting and copy templates. This keeps costs low while driving inbound, real-time calls.
How are the calls generated?
You’ll be using our inbound call funnel strategy through paid ads. Once your campaign is live, prospects call you directly — no cold outreach, no aged leads.
Is this done-for-you or do I have to set it up?
We provide everything ready-to-deploy — including the templates, ad copy, automations, and video tutorials. It’s simple enough to follow on your own or pass to a VA.
How quickly can I start getting calls?
Many agents launch in 24–72 hours and start receiving inbound calls within a few days depending on traffic and spend. Results vary based on niche, offer, and budget.
Is this compliant with CMS and current ad regulations?
Yes. Our system includes a full CMS-aligned structure: compliant messaging, OTP/signed capture options, and a policy-safe funnel design — especially for ACA and Medicare.
What if I don’t have a Facebook ad account or my profile is banned?
We’ve got you covered. We provide access to unlimited warm Facebook profiles and ad accounts if yours is restricted, banned, or under review. Just request this during onboarding.
What if I don’t want to use Facebook at all?
We teach additional traffic systems outside of Meta that also work with our funnel strategy — including compliant sources that drive calls through alternate platforms.
What types of insurance does this work for?
This works for ACA, Medicare, Final Expense, Auto, Dental, and any product that benefits from inbound call volume. You control the targeting and scale.
What if I don’t want to manage this myself?
We also offer Done-For-You services starting at $2,497/month, where our team runs everything for you: inbound ads, setup, management, and optimization.
You can also access Plan Reviewed™ lead delivery (you reach out to pre-qualified leads) for $497/month. These upgrades are available after purchase or inside the portal.
Results are not guaranteed. Performance, cost-per-lead (CPL), and call volume may vary based on market conditions, advertising strategy, compliance status, and individual effort. All testimonials reflect the experiences of specific individuals and should not be considered typical or guaranteed outcomes. This system provides tools and training — your implementation and success depend on your actions.
By purchasing, you acknowledge and accept that all sales are final. Due to the nature of digital access and assets, no refunds or chargebacks will be honored under any circumstance. Please review the full terms and policies linked on this page prior to completing your order.
For more info, Read our Terms Of Service
For assistance: [email protected]