• Home
  • Fast Start Training
  • End of Life Planner
  • Final Expense Cheat Sheet
  • Agents Corner
  • Dialer & CRM
  • Carriers & Contracting
  • Leads Programs/Lead Training
  • Quote Engine
  • Telesales
  • Training & Resources - Life
  • Training & Resources - Health (must have health contracts to access)
  • Your Family Bank
  • Log Out

enrolled agents only


Login to CRM/Dialer (User Name and Password provided on email from PhoneBurner)
Resources/Training (Password Provided on Welcome Email from Patriot Insurance Group)







TOP REASONS WHY YOU ARE GOING TO

WANT TO ENROLL!


Sales acceleration tool to help you set more appointments and close more sales with less effort

____________________

CRM & Dialer in One

No more Manual Dialing

Spend Less time Setting Appointments

Perfect for Telesales

Organize your Clients & Prospects

Boost Lead Engagement

Dials for Free

_______________________________



This platform was White-labeled through PhoneBurner to cater specifically to agents selling Final Expense insurance by uploading scripts and folders for these type of sales. You will have all of the benefits that PhoneBurner offers plus more! (And for less!),


*Unlimited seat directly through PhoneBurner $149.00. Compare at our negotiated price $99.00!





Power dial for 4x more contacts. Leave a VM without listening to theirs.





Reach up to 80 contacts per hour. No manual dialing. Instantly leave VM's and send emails, Sort, search and manage contacts with ease. Leave a professional VM with one click.



Affordable pricing. No setup fees!





Get more done. Close more sales. Reach 44% more contacts per hour-with no extra effort, Plan is only $99.00 per month ($50.00 off retail pricing) with absolutely no setup fees and no additional usage fees!



No connection delays. Import and manager leads with ease.





Hear every "Hello". No awkward pauses or delays. Simple to manage your leads, take notes, and schedule follow-ups. Create custom tags, layouts and searches.



Amazing sorting functionality and premier features.





Sort by dozens of data fields, tags, call frequency and more. Premier features include call recording, tracking, retargeting and more.



Cloud-based. Call from anywhere.





There is nothing to install. Plug into the system from anywhere. With any phone or computer you are set to go. Also integrates nicely with other CRM's.



Send emails based on call outcome.





Save time sorting, record keeping, and taking action based on the results of each call. Customized "disposition sets" lets you categorize your prospects, take notes, send outcome based on follow-up emails and more with one single click.



Know when contacts open emails and attachments.





Easily send individual or multiple-attachments (ie. docs, videos, links and more) SmartPacks and you will be notified when your contacts open the emails and views the attachments.



Smart lead distribution.





Automatically distribute leads to your sales tem. This system features a rich and highly customizable set of delivery rules for routing leads to the right rep, automatically redistributing unworked leads, and ensuring leads are handled when they're most likely to convert.





$99.00 per Month
Regularly priced $149.00!
$50.00 Savings!



Unlimited Usage!

No Cost to Sign Up!

No Contracts!


SIGNUP NOW! USE COUPON CODE 50off
Login



Create a new account
Forgot Password?
Login




I have read the Terms of Use
and the Privacy Policy and accept them

Already a member?
Login


Back