Your own lead system. Built by someone who sold what you sell.
Stop buying leads that ten other agents already called. I run your Meta ads under your name, in your market, with AI that texts every lead back and books them straight onto your calendar. You own the leads, the ad account, and the pipeline. I run it.
No shared leads. No aged data. Everything is exclusive to you.
Real accounts. Real numbers.
Pulled from the same dashboards my clients see every week.
Veteran campaign, first 30 days. 5 policies written from that lead flow.
IUL campaign at under $23 per lead. First close inside week two.
At $100 a day in ad spend. Same system, different market.
Results vary by market, ad budget, and how fast you call your leads. I will never promise you a number.
One system. Your name on all of it.
This is not a lead vendor and it is not a piece of software. I build and run the whole front end of your business so you can spend your day on the phone closing.
Ads that run under your brand
Meta campaigns in your own ad account with creative I have already tested on real budgets. Your ad account, your pixel, your data. If you ever leave, it all stays with you.
Funnels that qualify before they book
Every lead answers the questions you would ask on the first call. Age, coverage need, budget, timeline. Bad fits get filtered out before they ever hit your calendar.
AI follow up that never sleeps
Every lead gets a text within seconds. The AI answers questions, handles the "just looking" replies, and books the appointment onto your calendar. You wake up to booked calls, not a list of numbers.
A CRM that is already built
Pipeline, automations, reminders, and reporting set up on day one. You log in and it works. No building, no YouTube tutorials.
Live in about a week. You do not touch the tech.
I build it
You pick your market. I set up your ad account, funnel, CRM, calendar, and AI follow up. You approve the ads. That is your whole job in week one.
Leads come in and get worked instantly
Ads go live. Every lead is texted within seconds, qualified, and booked onto your calendar. You get a notification with the lead's answers before the call.
You close and I optimize
You take the appointments. I watch cost per lead, booking rate, and show rate every week and adjust the ads. You see all of it in your dashboard.
I came from your side of the desk.
I am not a marketer who read about insurance. I sold life insurance first, and I got burned the same way you did: overpriced leads, recycled data, agencies that never ran an ad in this industry.
I sold over $400K in my first year, then built the system I wished someone had built for me. Today I run that system full time for agents and teams. That is the whole business.
- IUL and retirement agents
- Mortgage protection teams
- Veteran market agents
- Final expense closers
- Agents who are done buying leads and want to own the machine
One price. Two ways to run it.
$400 a month. Month to month. Run your own campaign in your own ad account, or take a seat on a leader's team. Same system either way.
Growth System
Your own Meta campaign, in your own ad account, under your name.
- Meta ads built and managed in your own ad account
- Tested creative for your market, refreshed as it fatigues
- Qualifying funnel branded to you
- CRM, pipeline, and automations set up on day one
- AI text follow up that books onto your calendar
- Appointment reminders to cut no shows
- Weekly optimization inside the system, and a check in with me every two weeks
- Your own dashboard and the training academy
You cover your own ad spend, paid to Meta. Most agents start between $50 and $100 a day. CRM texting and calling is billed to your card at the platform rate.
Book a Strategy CallTeam Seat
Same system, same price. Your leads come from your leader's campaign.
- Your own CRM login, calendar, and pipeline
- Your share of the team's routed leads
- AI text follow up that books onto your calendar
- Appointment reminders and the training academy
- Your numbers on the team dashboard
Your leader runs the campaign and is your first call for anything about leads. CRM texting and calling is billed to your card at the platform rate.
Book a Strategy CallNo contract. Cancel any time from your billing page. The strategy call is where we decide which way you run it and make sure you are set up to close what the system books.
Questions agents ask before they book
What makes Boatman Systems different from a lead vendor?+
I do not sell leads. I run ads for you, in your own ad account, and every lead that comes in belongs to you and only you. A vendor sells the same lead to five agents. Here, nobody else ever sees it.
Do you actually run the ads for me?+
Yes. I fully manage your Meta ads so you never need to touch Ads Manager. I handle the creative, the targeting, and the weekly optimization.
What markets do you run?+
IUL and retirement, mortgage protection, veterans, and final expense. Pick one to start. Most clients add a second market once the first is producing.
How does the AI follow up work?+
Every new lead gets a text within seconds. The AI answers their questions, handles objections, and books the appointment onto your calendar based on your availability. You get the lead's answers before the call so you walk in prepared.
Can I use this if I have never run ads before?+
Yes. Most of my clients are insurance agents, not marketers. You never touch the ads. You focus on closing.
Do I own the system and the leads?+
Yes, all of it. The ad account is yours. The funnel is branded to you. The CRM is your account. If you ever stop working with me, every lead and every piece of data stays with you.
What happens after I sign up?+
You get a short intake, I build your system, and you approve the ads. Most accounts are live within about a week. Then leads start coming in and the AI starts booking.
I run a team. How does this work for us?+
Same price per agent, $400 a month each. You run one campaign under your name and the leads get routed across your agents automatically, or each agent runs their own campaign in their own ad account. Every agent gets their own login, calendar, and pipeline, and you see everyone's numbers on one dashboard. You are their first call on leads and sales. I am the system.
How much support do I get?+
The system does the daily work: texting every lead in seconds, booking appointments, sending reminders, and optimizing the campaign. You and I check in every two weeks on your numbers. Anything broken goes to the support desk and gets answered within two business days. It is not a coaching program and I am not on call every day, which is how the price stays at $400.
What results should I expect?+
Every market prices differently and your ad budget sets your lead volume. What I can tell you is what current accounts are doing, with real numbers, on the strategy call. I will not promise you a result before I have seen your market.
Not ready to book? Tell me where you are at.
Fill this out and I will look at your market, your current lead spend, and whether this system makes sense for you. A real person reads it and answers.
Already know you want to see the system? Skip the form.
Email works too: support@boatmansystems.com