Sites, funnels, and the numbers behind them.
Landing pages and funnels, dedicated tracking numbers, call and text logging, and attribution reporting \u2014 wired to the same CRM the AI books into.
Three things, done reliably.
Sites & funnels
Pre-built templates for mortgage protection, IUL, final expense, and recruiting — editable in a visual builder, no dev required.
Dedicated tracking numbers
One number per campaign or channel. Calls and texts route to you and log to the lead — automatically stamped with source.
Attribution reporting
See dials, quotes, and issued apps per campaign, funnel, and traffic source — so you kill what doesn't produce.
What it feels like in the platform.
Illustrative 30-day attribution slice.
Two ways this shows up on a Tuesday.
Kill the channel that doesn't produce
Your Facebook campaign shows 128 dials but only 9 apps — while your COI channel produces 5 apps on 41 dials. You cut spend on one and double the other in a week.
Proof for a partner
A CPA partner wants to see the co-branded workshop actually converted. You send them the tracked-number report — dials, quotes, apps — in one link.