CRM + funnels + concierge for insurance agents
Done for you and DIY automation systems that turn webinars, seminars and Facebook ads into booked appointments. The CRM is included. The funnels are the reason agents switch.
DIY plan $97/mo, open to every agent. Pro Concierge is reserved for Topflight Insurance Solutions agents.
How the system works
Every plan includes the CRM. These are the systems that actually bring in clients, and what you get with each one.
A registration page, reminder sequence and follow up pipeline built around your live or recorded Medicare webinar.
Best for: Agents who want a repeatable way to fill their calendar from one presentation.
Event pages, RSVP tracking and reminder automations for the educational seminars that fill rooms and books of business.
Best for: Agents and agencies running Medicare or retirement seminars in their market.
Facebook ad campaigns that run from inside your CRM, with every lead captured, tagged and followed up automatically.
Best for: Agents who want paid traffic without stitching together three different tools.
Our team builds your system, runs your ads and loads your automations, so you never touch the technical side.
Best for: Topflight Insurance Solutions agents who would rather sell than build.
Most insurance agents are stuck doing everything manually. Here is what changes.
The platform you expect a CRM to be, already built for insurance.
Contacts, pipelines, calendars, reporting and two way texting in one login.
Pre configured follow up for every product line you sell. Customize the details, hit publish.
Built around your business, schedule and call to action, deployable across platforms.
Create and manage Facebook ads inside the CRM so campaigns and funnels stay in sync.
Landing pages, webinar pages and website templates ready to brand.
Digital training plus weekly live sessions with breakout help.
Build it yourself, or have the Atomic team do the heavy lifting.
Open to every agent
$97/mo
Topflight agents only
+ $597/mo
A one time onboarding fee covers your setup work. Not a Topflight agent yet? Start contracting with Topflight.
| CRM setup and optimization | $349 |
| Webinar build | $499 |
| Website template | from $299 |
| Preset automations | from $199 |
| Tailored AI bot | $997 |
| Priority support | $199 |
| Bought individually | |
| You pay | + $597 per month |
Atomic Automations is a white label CRM and marketing automation platform built for insurance agents. It pairs a full CRM with done for you funnels for Medicare webinars, in person seminars and Facebook ads, plus optional concierge setup for Topflight Insurance Solutions agents.
No. The DIY plan at $97 per month is open to any agent. The Pro Concierge add on, where our team builds and runs your system, is reserved for agents contracted through Topflight Insurance Solutions.
CRM setup and optimization, a webinar build, a website template, preset automations loaded for your product lines, a tailored AI assistant, Facebook ad management, monthly check ins and priority support. Bought individually those services total $2,542.
ACA, Final Expense, Medicare, Mortgage Protection, Recruitment and Annuity / Retirement. Each comes pre configured so you only customize the details before publishing.
Concierge onboarding includes website creation, Google review setup, book of business upload, tags, automations, calendar and email connections and A2P registration. A one time onboarding fee covers that setup work. Ask the team for the current amount before you enroll.
Atomic University is the training hub inside your CRM login. It includes the digital training library plus weekly live sessions where you can call in and get breakout room help setting up your automations.
Lead your Medicare market with a system that books the appointments for you. Seize the future. Go Atomic today.
