Independent Life Insurance Agencies
Your Success Starts Here
Your independent agency deserves more than a rudimentary website. It deserves a full-stack system that attracts, nurtures, and helps convert clients—24/7.
Built for your Industry!
Pinnacle Trax gives you a unified marketing engine built specifically for independent life insurance agents:
✔ Smart Websites that position you as a trusted expert
✔ Automated Marketing that keeps you visible and consistent
✔ CRM-Driven Funnels that turn leads into appointments
We’ve Got Your Back Office Covered
Website Management
A comprehensive service that keeps your website fast, secure, updated, and optimized so it consistently supports your marketing funnel and client experience.
SEO
A strategic approach to increasing your online visibility by improving search rankings, driving targeted traffic, and enhancing your authority in the insurance marketplace.
Marketing Strategy
A tailored roadmap that aligns your goals, audience insights, content plan, and sales funnel into a cohesive system that drives measurable growth.
Social Media Management
Professional creation, scheduling, and optimization of platform-specific content designed to build trust, boost engagement, and maintain consistent brand presence.
Copywriting
Clear, persuasive messaging crafted to educate prospects, strengthen your brand voice, and move readers toward meaningful actions that grow your business.
CRM-Driven Funnels
Automated workflows that capture leads, segment your audience, and deliver personalized follow-up sequences that turn cold prospects into booked appointments.
Email Marketing
A structured communication strategy that delivers valuable content, nurtures relationships, and drives conversions through targeted, data-informed messaging.
Lead Generation
The creation of strategic tools, campaigns, and offers designed to attract qualified prospects and move them into your CRM for automated follow-up.
What Is Pinnacle Trax?
Pinnacle Trax is a complete digital growth platform created by Sweetpea Works to perform the all-important, back-office tasks most agents don’t have time or personnel to achieve.
We build and manage websites that becomes a smart asset.
We design and schedule automated marketing.
We develop and implement CRM-driven funnels that run behind the scenes while you focus on selling.
This is the modern marketing infrastructure every independent life insurance agency deserves—available in three affordable monthly subscriptions.
THREE SUBSCRIPTIONS TO MEET YOUR NEEDS AND BUDGET
Managed Hosting Plus
Services & Deliverables:
Smart Website, Hosting, Admin, SEO, Monthly Maintenance, Security, Core/Theme/Plugins Updates, Content Updates, Site Backup, Image Optimization, Content Delivery Network.
Managed Hosting Premium
Services & Deliverables:
Everything in Managed Hosting Plus, PLUS: Automated Marketing, Custom Marketing Calendar, Social Media Management, Blog Assist, Scheduling, and more.
Managed Hosting Platinum
Services & Deliverables:
Everything in Managed Hosting Premium, PLUS: CRM-Driven Funnels (Lists/Tags), Newsletter Creation & Distribution, Lead Generation, Drip Campaigns, AI Video Reels, and more.
Why Agents Trust Pinnacle Trax
Smart Websites Built for the Insurance Buyer Journey
Your homepage, landing pages, and product pages are crafted to educate quickly, build trust, and guide prospects toward booking an appointment.
Automated Marketing That Builds Your Brand Every Day
We generate your graphics, articles, social posts, videos, and lead magnets—then schedule and manage your campaigns so your content stays active without effort.
CRM-Driven Funnels That Do the Heavy Lifting
Every form, every follow-up sequence, every drip campaign works together inside your CRM—ensuring no lead slips through the cracks again.
Together, these three pillars create a predictable, scalable growth ecosystem.
Case Study
One Stop Financial Group
- Brand Identity
- Website Design & Management
- SEO & Analytics
- Social Media Management
- Articles and Blogs
- CRM-Driven Drip Campaigns
- Lead Generation
- AI Video Reels
