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The fastest way to get answers is to schedule your ICA presentation.

INBOUND

CLIENT

ACQUISITION SYSTEM

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If you are an existing ICA user and need implementation help, include "Support" in your message and we will route you appropriately.

Frequently Asked Questions

Q: What is the Inbound Client Acquisition System (ICA)?

A: ICA is a plug-and-play inbound lead generation system built for life insurance agents to generate high-intent leads on Facebook and Instagram using funnels, automation, and a repeatable process.

Q: Is ICA a lead vendor?

A: No. ICA is not a lead list. It’s a system that allows you to generate your own inbound leads and control the process.

Q: Do I own the leads and data?

A: Yes. Your leads, campaigns, and pipeline data belong to you not a vendor.

Q: Do I need to be tech-savvy?

A: No. ICA is designed with structure and support so agents can launch without being “technology experts.”

Q: What does ICA include?

A: ICA includes the full inbound framework training, ad frameworks, and funnel structure.

Q: Does ICA work for final expense and other life products?

A: ICA is built for life insurance lead generation. On your presentation, we’ll confirm fit and the best rollout path.

Q: How much does it cost?

A: Pricing depends on the implementation/support level. Schedule your presentation, and we’ll walk through options.

Q: How fast can I get launched?

A: Launch speed depends on the completion of setup steps and onboarding. The goal is to get you living as quickly and cleanly as possible.

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Whether you need bookkeeping, payroll, tax preparation, or financial reporting, we offer a wide range of services tailored to meet your business’s needs. Click here to learn more about how we can help streamline.

About Us

Get to know our team of experienced professionals who are dedicated to providing top-notch bookkeeping services. Our approach is all about personalized service, attention to detail, and a commitment to your business’s.

Get In Touch

Have a question or ready to get started? Reach out to us today! We’re happy to discuss your specific needs and how we can support your business. Click here to contact us, and let’s take the next step toward achieving financial clarity.

How to reach us

Easy Ways To Get In Touch With Us

Visit Us at Our Office

Come see us in person! Our office is open to welcome you, answer your questions, and discuss your project needs face-to-face. We’re here to help you at every step.

Call Us for Immediate Assistance

For quick answers or urgent inquiries, pick up the phone and give us a call. Our dedicated team is always ready to assist you promptly during business hours, ensuring your needs are met efficiently.

Send Us an Email

Prefer written communication? Drop us an email with your questions or project details. We’ll respond promptly to assist you in every way we can, providing clear and helpful solutions.

Connect via Social Media

Stay connected with us through our social media channels. Follow us for updates, share your thoughts, or message us directly for inquiries or collaboration opportunities.

Easily Simplify Your Finances

We specialize in providing high-quality bookkeeping services designed to simplify your financial management. With expert guidance and advanced techniques, we help you maintain accurate records and optimize your financial decisions

Prefer to Book Now?

Schedule your ICA presentation and we’ll walk you through how the system works.

The Inbound Client Acquisition System (ICA) is a plug-and-play inbound lead generation platform for life insurance agents to generate high-intent, high-quality life insurance leads from Facebook and Instagram.

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