Customize Your CRM | IUL.org
★ Built With You By David Joy ★

Make the most of the CRM you paid for.

You've already paid for a full year of this CRM. Right now it just catches leads and closes them, a fraction of what it can do. For a one-time $297, David Joy customizes it into the system that runs your whole business, so every lead you buy goes further.

★ Limited Setup Spots Each Week ★

How many agents can one person support if every one gets unlimited 1:1 time? Five a week. That's all David takes, so every setup gets done right. When this week's spots are gone, you wait for the next.

Turn one lead into a client who refers, renews, and never lapses.

Your CRM Today
Lead → Close → Done
1Lead arrives
2IUL Education emails them
3System emails you when ready
4You call and close
One Sale, Then Back To Zero
Your CRM After Setup
Lead → Client → Referrals
1Lead arrives
2IUL Education emails them
3Birthday texts keep them warmStay top of mind until they're ready to buy
4They book on your calendar
5Close the policy
6Draft date reminders auto-sentKeep policies in force so commissions don't get clawed back
7Referral system triggersWarm leads you didn't have to buy
Your Business Compounds
★ Unlimited Setup Time ★

David builds it with you, start to finish.

Unlimited 1:1 Zoom with David for your full first week. Long sessions or short ones across all 7 days, he stays with you until every feature is on and tested. Built for you, not handed off in a manual.

★ One Time. Pays Itself Back. ★

This works on every lead you run, ours or any other vendor's. One sale you'd have otherwise missed covers the $297 on its own. And it's a one-time setup, not another subscription.

You can't switch these tools on yourself. Texting, your booking site, the automations: they stay off until David turns them on and sets them up around how you sell. This is the only way to get the full system live.

$297 once for setup, not a subscription. Your CRM's first year is already paid, then it's $100/year.

Unlimited Hours Of Onboarding & Unlock All CRM FeaturesSafe and Secure Order Form
Payment
ItemQuantityPrice
Onboarding Call
1
$297.00
Order Summary
ItemQuantityAmount
Onboarding Call1$ 297.00
Order Total
$0.00
Secure Checkout
One-Time Payment
Live Zoom Sessions

Questions? Reach us at [email protected] or (332) 333-3IUL

Site Managed by: Media Holding Group, LLC