Ideal for: Insurance agencies that need faster lead response, clean client onboarding, and secure document workflows.
Includes:
• Conversion landing page (services + coverage areas + strong CTA)
• CRM + Invoicing: clients, policies/projects, estimates, invoices, payments
• Lead capture forms: “Get a Quote”, “Request a Call”, “Upload Documents”
• Professional email (up to 5 accounts)
• Reviews + one-click WhatsApp/call integration
• Basic security + monitoring (WAF / Zero-Trust options)
Plans
• Starter: Landing page + lead forms + CRM + email, ready to sell from day one.
• Pro: Automations (follow-ups, reminders, review requests) + reporting + better lead handling.
• Elite: Higher performance + stronger security posture + scaling structure for campaigns and growth.
Optional: Add ClassyNG Cloud + Collabora for secure document intake, sharing, and editing.
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