Welcome to Wealth Income CANOPY (“WI CANOPY”) CRM | Sales & Recruiting System. We understand to be successful you need best in class tools and effective strategies to generate leads. WI CANOPY CRM is a built-for-you low-cost lead generation system for real-time high intentions leads.
Life & Health Insurance Agents
Effortlessly
Generate Leads
& Increase Sales
Stop Wasting Money On Overpriced Leads.
Create Your Own In Seconds.
With InstantAds you can now create high performing Facebook & Instagram ads in seconds with zero prior experience. No more time consuming ineffective courses. Our experts will craft proven winning campaigns for you so you can focus on selling.
Start generating your own life insurance leads in just a few clicks.
Text "Call"
How Does It Work?
Instant Click to Launch
Social Media Ads
Click
Select from our library of our proven Click Templates for
FEX, MP & Term
Play
Edit or leave it!
Once you love it...
Submit it.
InstantAds
will do the rest!
Launch
Launch your ads in seconds and start generating leads right from our CRM. It's that easy!
Create Ads. Fast. Easy
Effortless Ads
Fast. Simple. Easy
Leads At Cost
More Money. More Profit
AVA Booking Bot
Automatically book clients to your calendar.
Plug & Play Library
Pick. Click. Go
5X Your Sales
More Leads. More Sales
Power 5
AI will attempt to connect the client for a
live transfer within 5 minutes.
Take Your Insurance Business
To The Next Level
Sales & Recruiting CRM
Personalized Lead Generation
Taking Your Lead Game
To The Next Level
Book More Appointments
with Custom Agent
Landing Pages & Calendar
We know how important it is to have a professional image so we include an Agency Website, IUL Website and Digital Business Card.
We send leads to your landing page educating them on life insurance options with an opportunity to book an appointment on your calendar.
Members get access to 70+ Life Insurance, Health Insurance, ACA, Recruiting Ad Templates.
Facebook & Instagram Leads
Generate Leads At Cost
No Drawn Out Facebook Course
Click to Launch in 45 Seconds
Niche based landing pages
Personalized VerifiedAgent.US Verification Page
For Your Clients.
First impressions matter.
We use your Name, License Number, Picture, About Me to increase credibility and warm up the client automatically.
Welcome to Wealth Income CANOPY (“WI CANOPY”) CRM | Sales & Recruiting System. We understand to be successful you need best in class tools and effective strategies to generate leads. WI CANOPY CRM is a built-for-you low-cost lead generation system for real-time high intentions leads.
Life & Health Insurance Agents
Effortlessly Generate Your
Own Leads & Increase Sales
Stop Wasting Money On Overpriced Leads.
Create Your Own In Seconds.
With InstantAds you can now create high performing life & health insurance Facebook ads in seconds with zero prior experience. No more time consuming ineffective courses. Our experts will craft proven winning campaigns for you so you can focus on selling. Start generating your own life insurance leads in just a few clicks.
Text "DEMO" to
How Does It Work?
Instant Click to Launch Social Media Ads
Click
Select from our library of our proven Click Templates for
FEX, MP & Term.
Play
Edit or leave it!
Once you love it...
Submit it.
InstantAds will do the rest!
Launch
Launch your ads in seconds and start generating leads right from our CRM. It's that easy!
Create Ads. Fast. Easy
Effortless Ads
Fast.
Simple.
Easy.
Leads At Cost
More Money.
More Profit.
AVA Booking Bot
Automatically book clients to your calendar.
Plug & Play Library
Pick.
Click.
Go.
5-10x Your Sales
More Leads.
More Sales.
Power 5
A.I. will attempt a connection
to the client for a live transfer
within 5 minutes.
Designed for lead generation on the major
social media platforms including Facebook, Instagram and TikTok.
Book More Appointments
with Custom Agent
Landing Pages & Calendar
We send leads to your landing page educating them on life insurance options with an opportunity to book an appointment on your calendar.
We know how important it is to have a professional image so we include an Agency Website, IUL Website and Digital Business Card.
VirtualCRM.io
Members get access to 70+
life insurance, health insurance, ACA, Recruiting ad templates.
Exclusive Facebook & Instagram Leads
Generate Leads At Cost
No Drawn Out Facebook Course
No Copy Paste
Click to Launch in 45 Seconds
Customized Niche Based Landing Pages & Automations
Personalized VerifiedAgent.US
Verification Page For Your Clients.
First impressions matter.
We use your Name, License Number, Phone Number, States Licensed, Picture & About Me section to increase credibility, and establish authority while warming up the client automatically.
Automatically send personalized texts, emails, and voicemails
VirtualCRM will automatically send personalized texts, emails, and voicemails to IMMEDIATELY engage your leads, as soon as they fill out a form to increase contact rate and
book more appointments.
Text your leads with preset templates designed for conversion into booked appointments.
Automatically sends personalized texts,
emails, and voicemails
95% of texts are read within 3 minutes.
VirtualCRM will IMMEDIATELY engage with your leads to increase contact rate and help you book more appointments.
Text your leads with preset templates designed for conversion into booked appointments.
Branded Agency Website &
Funnels For Recruiting
Create an effective Long Term Recruiting Strategy for
engaging both active and passive life insurance agents.
Deliver the right message to
the right agent at the right time.
Business Card
Build Your Online Presence
Easily share your contact information, calendar, and services with clients.
Insurance Branding
Custom Build Out For Your Agency
Your brand, your image matters. Allow us to help you stand out.
Branded Agency Website &
Funnels For Recruiting
Create an effective Long Term Recruiting Strategy for engaging both active and passive life insurance agents.
Deliver the right message to the right agent at the right moment.
Business Card
Build Your
Online Presence
Easily share your contact information, calendar, and services with clients.
Insurance Branding
Custom Build Out
For Your Agency
Your Brand, Your Image, Matters. Allow us to help you stand out.
White
Labeled
E-Books
Create instant authority & trust
Branded with your name, picture,
phone number and calendar.
Designed for lead generation on
social media platforms including Facebook, Instagram and TikTok.
How Can
Automation Help?
Allow clients to book directly from your branded personal calendar. Plus Appt Reminder Automation sent to clients to decrease no shows.
Use text messaging to reset 5x more cancelled appointments AND recover 20% more of your cancelled prospects.
We make it easy - Connect with your clients via our VirtualCRM and/or our Virtual Leads Phone Application.
Nurture Leads Into Clients
The backbone of WicanopyCRM is what you are able to
accomplish after we capture the lead.
70%
response rate vs. 12% response
industry average
14%
increase in appointment-set
vs. industry average
60%
of customers see appointment
rates increase on day 1
How Can Automation Help?
Allow clients to book directly from your branded personal calendar. Plus Appt Reminder Automation sent to clients to decrease no shows.
Use text messaging to reset 5x more cancelled appointments AND recover 20% more of your cancelled prospects.
We make it easy - Connect with your clients via our VirtualCRM available on desktop and mobile.
White
Labeled
E-Books
Create Instant Authority
& Trust
Branded with your name, picture,
phone number and calendar.
Nurture Leads
Into Clients
The backbone of Virtual CRM
is what you are able to accomplish after we capture the lead.
70%
response rate vs.
12% industry average
14%
increase in appointment-set
vs. industry average
60%
of customers see appointment rates increase on day 1
FFL Business Card
Build your team with our custom
Family First Life Recruiting Card.
Additional Benefits
VerifiedAgent.US
Increase credibility and make more sales with our custom credibility pages.
Power Dialer
We can guarantee an excellent experience and loading time for your successful
Lead Nurture & SMS Blasts
Email & SMS Nurture + 14 Holiday Email Drip & Birthday Email
Capture
Capture clients using our landing pages, surveys, forms, calendars, inbound phone system & more!
Nurture
Automatically message clients via voicemail, forced calls, SMS, emails, & more!
Qualify
Use our built in tools to auto-qualify & schedule appointments, surveys & forms.
White Labeled Ebooks
Lead magnets work to increase credibility and increase leads.
Digital Financial Inventory
Smart responsive form to collect your leads data for easy Quoting & Follow-up!
Mortgage & FEX Reactivation
Use our built in tools to auto-qualify & schedule appointments, surveys & forms.
"I love the follow up reminders and retention campaigns to decrease chargebacks."
Sam V.
Top Producer
"Having a tracking system for new hires has helped me keep agents from slipping through the cracks."
Mike M.
Top Recruiter
"The policy reviews have helped our agents become more profitable and the facebook leads have been a game-changer."
Frank D.
Board Member
Imagine what it would mean for your insurance business (and your wallet) if you just had a simple, step-by-step action plan for managing lead generation, appointment setting, referrals, recruiting, building your agency, and all those other projects that feel so overwhelming.
More Follow Up
More Money
The Problem: Most agents fail to follow up.
80% of sales are made between the 5th & 12th call
The Solution: Our system follows up with leads automatically so you can focus on booking appointment and making sales.
FREE Bonus For Signing Up:
When you sign up, you will get instant access to our Referral Monster Incentive System to supercharge your referrals and lead generation.
Why vacation incentives?
The simple fact is that it doesn't matter what niche you're in or what you're selling... people love to travel...
The prospect of a free luxury vacation influences them FAR more than discounts!
Additional
Benefits
VerifiedAgent.US
Increase credibility and make more sales with our custom credibility pages.
Power Dialer
We can guarantee an excellent experience and loading time for your successful
Lead Nurture & SMS Blasts
Email & SMS Nurture + 14 Holiday Email Drip & Birthday Email
Capture
Capture clients using our landing pages, surveys, forms, calendars, inbound phone system & more!
Nurture
Automatically message clients via voicemail, forced calls, SMS, emails, & more!
Qualify
Use our built in tools to auto-qualify & schedule appointments, surveys & forms.
White Labeled Ebooks
Lead magnets work to increase credibility and increase leads.
Digital Financial Inventory
Smart responsive form to collect your leads data for easy Quoting & Follow-up!
Mortgage & FEX Reactivation
Use our built in tools to auto-qualify & schedule appointments, surveys & forms.
FREE Bonus For Signing Up:
When you sign up, you will get instant access to our Referral Monster Incentive System to supercharge your referrals and lead generation.
Why vacation incentives?
The simple fact is that it doesn't matter what niche you're in or what you're selling... people love to travel... and the prospect of a free luxury vacation influences them FAR more than discounts!
WICANOPYCRM PRO
$197/M
$500 Set-Up Fee
First Month Free
pro
English + Spanish Ads & Support
Complete Facebook Ads Buildout
Facebook Business & Ads Account Build
Click 2 Launch Facebook Ads
Includes InstantAds - 3 Click Ads
Create your own Facebook Leads in 3 Clicks
Limited Fb Ad Niches
Final Expense | Term | Ethos
Quility | Child WF *
Veteran Leads
Tik Tok Video Ads
Appointment A.I. CHAT Bot
Exclusive Facebook Leads
Leads At Cost
New Lead SMS Nurture
Customer Support
Personal Business Card
Agent Credibility Website
Agency Landing Page & Funnel
Automated Appointment Reminders
Referral Monster / Giveaway Funnel
2 way Texting
CRM (Contact Management)
Email Marketing
Client Retention Campaigns
Text Blast Clients
White Labeled Ebooks
Digital Financial Inventory Form
Lazarus - Reactivate Old Leads
RIngless VOICEMail Drip
Access to all Branded Video Templates
Access to all Niched Templates
Access to ALL 70+ FB Ads Templates
Personal Logo Creation
Unlimited Websites + Templates
Unlimited Funnels
Social Media Scheduling
Recruiting Drip Campaigns
Recruiting Calendar & Funnels
Exclusive Mortgage Protection Landing Page
21 Data Point Survey Included On Each Page
Access to all Branded Video Templates
Plus Licensed Recruiting Data Leads
1-1 White Glove Service & Support
3x Week Life Social Media Posts
Setup Personalized Facebook Ads
WICANOPYCRM BOSS
$297/M
$500 Set-Up Fee
First Month Free
BOSS
Everything In PRO + IUL & Infinite Banking
ACA & Health
Recruiting Leads & Systems
Appointment Setter/VA Hiring Ads & Funnel
Two Ad Accounts
English + Spanish Ads & Support
Complete Facebook Ads Buildout
ACA & Health
Complete Facebook Ads Buildout
Facebook Business & Ads Account Build
Click 2 Launch Facebook Ads
Includes InstantAds - 3 Click Ads
Create your own Facebook Leads in 3 Clicks
Limited Fb Ad Niches
Final Expense | Term | Ethos | Child WF *
Exclusive Veteran Lead Landing Page
Mortgage Protection | Niched Templates |
IUL | Veteran | Recruiting
Tik Tok Video Ads
Appointment A.I. CHAT Bot
Exclusive Facebook Leads
Leads At Cost
New Lead SMS Nurture
Customer Support
Personal Business Card
Agent Credibility Website
Agency Landing Page & Funnel
Automated Appointment Reminders
Referral Monster / Giveaway Funnel
2 way Texting
CRM (Contact Management)
Email Marketing
Client Retention Campaigns
Text Blast Clients
White Labeled Ebooks
Digital Financial Inventory Form
Lazarus - Reactivate Old Leads
Access to all Branded Video Templates
RIngless VOICEMail Drip
Access to all Niched Templates
Access to ALL 70+ FB Ads Templates
Unlimited Websites + Templates
Unlimited Funnels
Social Media Scheduling
Recruiting Drip Campaigns
Recruiting Calendar & Funnels
IUL Website
Exclusive Veteran Lead Landing Page
Exclusive Mortgage Protection Landing Page
21 Data Point Survey Included On Each Page
Personal Logo Creation
1-1 White Glove Service & Support
3x Week Life Social Media Posts
Setup Personalized Facebook Ads
WICANOPYCRM DFY
$497/m
$497 Per Month
$400 Set-up Fee (waived)
2 Month Commitment
DONE FOR YOU (LIMITED 10 SPOTS)
English + Spanish Ads & Support
ALL OF VIRTUALCRM
Priority 1-1 Support
Facebook Lead Generation
Facebook Business & Ads Account Build
Access to ALL 70+ FB Ads Templates
Access to all Niched Templates
Access to all Branded Video Templates
** Leads At Cost ** Full Ads Management
Tik Tok Video Ads
Appointment A.I. CHAT Bot
Plus Licensed Recruiting Data Leads
1-1 White Glove Service & Support
3x Week Life Social Media Posts
Setup Personalized Facebook Ads
Personalized Ads Creation
Automated Chat Bot On Funnels
RIngless VOICEMail Drip
Lead Screening On Auto Pilot
Lead Text/Email Notification
Personal Logo Creation
Personal Logo Creation
Video Script Writing / Editing
** Please Note: All SMS and Voice Minutes are charged separately:
Making Calls $ 0.0196 /min | Receiving Calls $0.0119 | Text/SMS 0.0111 / segment **
Phone Number billed monthly: $1.61 (Local) or $3.01 (Toll Free)
$197/M
$500 Set-Up Fee
First Month Free
PRO
English + Spanish Ads & Support
Complete Facebook Ads Buildout
Facebook Business & Ads Account Build
Click 2 Launch Facebook Ads
Includes InstantAds - 3 Click Ads
Create your own Facebook Leads in 3 Clicks
Access to all Niched Templates
Final Expense | Term | Ethos | Quility | Child WF *
Exclusive Facebook Leads
Leads At Cost
New Lead SMS Nurture
Customer Support
Personal Business Card
Agent Credibility Website
Agency Landing Page & Funnel
Automated Appointment Reminders
Referral Monster / Giveaway Funnel
2 way Texting
CRM (Contact Management)
Email Marketing
Client Retention Campaigns
Text Blast Clients
White Labeled Ebooks
Digital Financial Inventory Form
Lazarus - Reactivate Old Leads
Access to all Branded Video Templates
Access to all Niched Templates
Access to ALL 70+ FB Ads Templates
Tik Tok Video Ads
Personal Logo Creation
Unlimited Websites + Templates
Unlimited Funnels
Social Media Scheduling
Recruiting Drip Campaigns
Recruiting Calendar & Funnels
Exclusive Veteran Lead Landing Page
Exclusive Mortgage Protection Landing Page
21 Data Point Survey Included On Each Page
Plus 500 Licensed Recruiting Data Leads
1-1 White Glove Service & Support
3x Week Life Social Media Posts
Setup Personalized Facebook Ads
$297/M
$500 Set-Up Fee
First Month Free
Boss
English + Spanish Ads & Support
Everything In PRO + IUL & Infinite Banking
Mortgage Protection | Niched Templates |
IUL | Veteran | Recruiting
Appointment A.I. CHAT Bot
Recruiting Leads & Systems
ACA & Health
Appt Setter/VA Hiring Ads & Funnel
Two Ad Accounts
Recruiting Calendar & Automations
Complete Facebook Ads Buildout
Facebook Business & Ads Account Build
Click 2 Launch Facebook Ads
Includes InstantAds - 3 Click Ads
Create your own Facebook Leads in 3 Clicks
Access to all Niched Templates
Exclusive Facebook Leads
Appointment A.I. CHAT Bot
Leads At Cost
New Lead SMS Nurture
Customer Support
Personal Business Card
Agent Credibility Website
Agency Landing Page & Funnel
Automated Appointment Reminders
Referral Monster / Giveaway Funnel
2 way Texting
CRM (Contact Management)
Email Marketing
Client Retention Campaigns
Text Blast Clients
White Labeled Ebooks
Digital Financial Inventory Form
Lazarus - Reactivate Old Leads
Access to all Branded Video Templates
Access to all Niched Templates
Access to ALL 70+ FB Ads Templates
Tik Tok Video Ads
Personal Logo Creation
Unlimited Websites + Templates
Unlimited Funnels
Social Media Scheduling
Recruiting Drip Campaigns
Recruiting Calendar & Funnels
IUL Website
Exclusive Veteran Lead Landing Page
Exclusive Mortgage Protection Landing Page
21 Data Point Survey Included On Each Page
Plus 500 Licensed Recruiting Data Leads
1-1 White Glove Service & Support
3x Week Life Social Media Posts
Setup Personalized Facebook Ads
$497/m
$497 Per Month
$400 Set-up Fee (waived) | 2 Month Commitment
DONE FOR YOU
English + Spanish Ads & Support
ALL OF VIRTUALCRM
1-1 Priority Support
Facebook Lead Generation
Facebook Business & Ads Account Build
Access to ALL 70+ FB Ads Templates
Access to all Niched Templates
Access to all Branded Video Templates
** Leads At Cost ** Full Ads Management
Tik Tok Video Ads
Appointment A.I. CHAT Bot
Plus Licensed Recruiting Data Leads
1-1 White Glove Service & Support
3x Week Life Social Media Posts
Setup Personalized Facebook Ads
Personalized Ads Creation
Automated Chat Bot On Funnels
Lead Screening On Auto Pilot
Lead Text/Email Notification
Social Media Recruiting Ads & Templates
Personal Logo Creation
Video Script Writing / Editing
** Please Note: All SMS and Voice Minutes are charged separately:
Making Calls $ 0.0196 /min | Receiving Calls $0.0119 | Text/SMS 0.0111 / segment **
Phone Number billed monthly: $1.61 (Local) or $3.01 (Toll Free)
We recommend to be licensed in at least 5 states for telesales
Everything You Need
To Make More Sales
Nurture Leads & Blast
Reactivate Dead Leads
Custom Landing Pages
Make More Sales
Targeted Lead Nurture
Email, SMS, Voice-drop
Everything You
Need To Succeed
Leads
Custom Landing Pages
Targeted Lead Nurture
Email, SMS, Voice-drop