Managed Hosting Platinum
Managed Hosting Platinum is designed for independent life insurance agencies that want a fully automated, CRM-driven marketing system. This premium service combines an internal CRM, segmented lists, drip campaigns, newsletters, and high-converting lead generators to capture, nurture, and follow up with prospects automatically. Every lead is guided through a strategic funnel that educates, builds trust, and drives action, while performance reporting shows exactly what’s working. Managed Hosting Platinum transforms your marketing into a 24/7 sales engine that helps your agency grow consistently and efficiently.
From Forward Momentum to Funnel-Driven Growth
At Pinnacle Trax, we understand this challenge personally—because we’re an independent agency ourselves. We see how large firms benefit from expensive software, in-house staff, and full marketing teams that free their agents to focus on face-to-face relationships and closing business. Independent Life Insurance Agents deserve access to those same advantages without the overhead, complexity, or loss of independence that usually comes with them.
Through our relationships with industry professionals and our hands-on experience serving independent life insurance agencies, we’ve built Managed Hosting Platinum to level the playing field. This CRM-driven marketing system replaces the need for extra office staff by automating follow-up, newsletters, lead generation, and consistent social media visibility—so your marketing keeps working even when you’re in appointments.
Managed Hosting Platinum reflects our commitment to helping independent agents succeed. We don’t just provide tools—we apply our knowledge, strategy, and unique skill set to help your agency operate with the same infrastructure as the big firms, while preserving the personal connections and independence that make your business thrive.
Managed Hosting Platinum — $890/mo
Full-Funnel Automation & Multimedia Branding for Agencies Ready to Scale
At the top-performing level, success is driven by systems, automation, and high-impact branding. Managed Hosting Platinum is built for agencies who want a complete digital infrastructure—where your CRM, email sequences, lead magnets, videos, social media, and website all work together to generate and nurture leads 24/7.
Along with EVERYTHING in in the Premium subscription, Managed Hosting Platinum adds advanced marketing automation, CRM structure, newsletter distribution, video content, and full lead-generation systems.
Why this subscription?
Managed Hosting Platinum gives you a complete, done-for-you digital infrastructure that elevates your brand, grows your audience, nurtures your prospects, and increases your client base—without requiring you to become a marketer, designer, or tech expert.
It’s the difference between hoping for leads and engineering them.
Where’s the value?
Review all of the following services and deliverables you receive in this subscription–how much each tool or software would cost to purchase, how much time it would take to become effinceint, and how much of your precious labor would you have to dedicate each month. With all of that, consider that you are only increasing your monthly investment by just $395 over Managed Hosting Premium tier. That’s an incredible value!
Services & Deliverables:
- Everything in Premium, PLUS:
- VIP status
- Exclusive Geographical Area
- ~25 mile radius (or Metro Area)
- pre-existing clients determine available areas.
- Google Review website plugin
- Your choice to automated 3+, 4+, or 5 star reviews on your website.
- 50% off Graphic Design services
- Binder inserts, Flyers, Brochures, Business Cards, Banners, etc.
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Advanced Website & CRM Integration
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Internal CRM setup & maintenance
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Lists, segments & tags for targeted marketing
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Automated drip sequences for lead generation & prospect nurturing
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Custom website forms connected directly to your CRM
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Value to the funnel:
Automated touchpoints increase conversions, reduce lost leads, and create a seamless follow-up system without extra work from you.
Branded Newsletter Strategy
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Custom monthly newsletter creation
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CRM delivery
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Delivery analytics: open rate, clicks, link activity
- Mid-month resend to unopened newsletters, or
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Mid-month serviced-focused email marketing
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Monthly analytics: open rate, clicks, link activity
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Value to the funnel:
Nurturing past clients and warm leads drastically increases cross-sells and referrals.
Complete Lead Generator Development
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Concept → professionally designed PDF
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Website popup/landing page integration
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CRM-connected form
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Automated delivery email
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3-part follow-up drip campaign
Value to the funnel:
Fresh lead magnets each month help speed up list growth, attract highly qualified prospects, and establish immediate value.
AI-Generated (or Faceless) Video Campaigns
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Voice clone (one-time creation)
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Custom scripts for each product/service focus
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Two AI videos per focus
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Scheduled across FB, IG, LI, X, and YouTube Shorts
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All driving traffic to CRM/custom landing pages
* Real-Life Video Campaigns available for an additional fee
Value to the funnel:
Video multiplies engagement, builds personal trust, and accelerates conversions—especially for life insurance, where clarity and reassurance matter.
PLEASE READ CAREFULLY
Important: ONLY 7 SPOTS LEFT – SECURE YOUR PROTECTED AREA TODAY! On-boarding fees start at $495 (up to $2700), based on the size and scope of your website development, migration, and graphic design needs. On-boarding fee waived for Managed Hosting Plus/Premium clients. If on-boarding with a new website, this subscription fee will begin after website launch. Initial three-month commitment and auto pay required. VIPs are prioritize over non-VIP clients, and receive extended availability (6a – 4p CST, Monday through Friday), excluding observed US Federal & traditional Holidays. VIP clients also receive deep discounts (up to 50% off) on all other services!
Small Print: This subscription is billed at $890 per month. This agreement is NOT for specific hours worked. Regular subscription fee will begin on the second month, with a three-month commitment and auto pay required. Under Managed Hosting, non-administrators can access the CRM. Proprietary/specialized plugins used for Managed Hosting are not transferable. VIP communication and work is first-come-first-served with other VIPs. This subscription requires brand assets, web, and social media access, direction, follow-up, and approval from company decision-makers for timely delivery. As such, unused services do not roll over. Customization of services is ONLY considered prior to subscription period commencement.
F.A.Q.
Frequently Asked Questions
Is this overkill for a small or independent agency?
Not at all. Independent agencies often feel this pain the most—limited time, inconsistent follow-up, and missed opportunities. This subscription replaces manual work with automation, giving smaller agencies the same marketing infrastructure larger firms use to compete and grow.
Why can’t I just use Microsoft 365, Gmail, or another email platform?
Standard email platforms are built for communication, not conversion. They don’t organize prospects by intent, automate multi-step follow-ups, or track engagement across forms, downloads, and campaigns. A CRM connects your leads, emails, newsletters, and drip campaigns into one system—so every prospect is nurtured automatically based on their actions, not lost in an inbox.
Will I really see results from drip campaigns and newsletters?
Yes—when done strategically. Automated follow-ups and newsletters educate prospects, remove common objections, and keep your agency top-of-mind. This consistent exposure builds trust over time, making prospects far more likely to respond when they’re ready to act. A CRM can’t close the clients, but can help nurture them to say ‘yes.’
What if I don’t have time to manage all of this?
That’s exactly why this subscription exists. Everything—from lead capture to follow-up emails, newsletters, and content distribution—is created, scheduled, and maintained for you. Your role is simply to respond to warmer, better-educated leads.
Do AI-generated videos really work for insurance marketing?
Short-form video is one of the highest-engagement formats on social media today. AI-generated videos allow your agency to show up consistently and professionally without filming stress, helping prospects recognize you, trust you, and click through to your offers.
Is this worth the investment compared to cheaper or DIY options?
Cheaper tools still require time, strategy, and execution—things most independent agents don’t have in surplus. This subscription delivers a complete, done-for-you marketing system that runs 24/7, helping to create awareness, interest, consideration, driving intent and evaluation. That leaves you with a bit of nurturing and closing.
Are you ready for the same Marketing Power as the Big Firms?
Large agencies win because they have systems—automated follow-up, consistent visibility, and marketing that runs whether someone is watching it or not. Managed Hosting Platinum levels the playing field by giving your agency the same CRM-driven funnels, drip campaigns, newsletters, and lead generators—without the overhead or complexity.
If you’re ready to stop competing on effort and start competing on infrastructure, this is your moment. Let Pinnacle Trax build a marketing engine that helps your agency grow like a big firm, while staying independent.