EZPZ — the CRM for independent insurance agents

The CRM built forinsurance agents.With the lead engine built in.

Generate exclusive leads for around $9 — AI texts them back in seconds, calls, and books the appointment on your calendar. Consent trail attached. No shared lists. No one else dialing your leads.

30-minute setup Cancel anytime
COST / LEAD$9.33
LEADS GENERATED3,000+
AVG CLOSE RATE61%
01 · THE LEAD TREADMILL

Bought leads are rented leads.

You’re not buying a lead. You’re renting a name — one that four other agents are renting too. Here’s the math every agent knows and nobody says out loud:

RENTED LEADSthird-party lists
Cost per lead$40+
Who else has it4–6 agents
Consent trailGood luck
First follow-upHours later
Stop paying and…the leads vanish
EZLEADSyour machine
Cost per lead$9.33 avg
Who else has itOnly you. Ever.
Consent trailAttached to every lead
First follow-up30 seconds, automatic
Stop paying and…your list stays yours

Same ad platforms. Same prospects. The only difference is who owns the pipe.

02 · HOW IT WORKS

From zero to leads in under one hour.

Three steps. Built so an agent who’s never run a Meta ad can launch their first lead campaign before lunch.

01

Create your account

Two-minute signup with Google or email. You’re in your dashboard before the coffee’s done.

02

Link Meta — or bring your own leads

One-click OAuth to generate your own — your ad account stays yours, we never post to your page. Not running ads yet? Upload your book as a CSV, or buy exclusive leads off the marketplace.

03

Launch, and own every lead

Set a budget, go live, and watch leads land — auto-scored, consent attached, with AI already texting, calling, and booking appointments.

03 · MEET ECHO

Meet Echo — the orca in your corner.

Every account comes with Echo, the AI command center living inside your CRM. Ask in plain English and he does the clicking — and he shows you a confirm card before anything fires. Trust him? Flip on autopilot.

Texts a lead — or a whole list at onceBooks appointments, sets dispositions and tagsBuilds and publishes entire workflowsImports leads + buys off the marketplacePulls your real numbers on demandRecords the sale the moment you close
ECHO · AI COMMAND CENTERIN EVERY ACCOUNT
04 · THE NUMBERS

Real agents. Real numbers.

Representative results from EZPZ agents running Meta lead ads. Your own numbers depend on your market, offer, and follow-up — these are illustrative, not a guarantee.

AVG ROI
9.3x
representative campaign
AVG CPL
$9.33
vs $40+ on third-party
AVG CLOSE RATE
61%
on contacted leads
LEADS / MO
98
per active agent
“Cut my CPL from $43 to under $10 in three weeks. I own every lead I generate now — no more wondering who else got sold the same name.”
Z
Zac S.
Independent Agent · Utah
ZAC’S 30-DAY ROI
24x
$2,755 spend → $66,120 AP
I don't even want to work aged mailers anymore. It's just so easy now!
C
Carter C. · Life Insurance Agent · AZ
Game changer.
C
Carson W. · Top Sales Agent · WI

Illustrative figures from EZPZ agents running Meta lead ads, not a live aggregate. Individual results vary.

05 · EVERYTHING YOU NEED

One platform. Total control.

Generate, score, call, text, book, and sell — with compliance guardrails on by default. All on one platform you actually own.

Full control

Own every lead you generate. No shared lists, no markup, no middle-man between your ad spend and your next close. Real-time CPL and ROI per campaign, and every lead auto-scored on contactability + conversion — work the top first.

TCPA guard, on by default

ON

Every lead carries its consent trail. Quiet hours hold your outreach, DNC scrubs run before anything fires — the compliant path is the default path.

Consent trail attached to every leadQuiet-hours enforcementDNC scrub before every dial

AI follow-up that picks up the phone

The moment a lead lands, the AI texts back — English and Spanish are both first-class — then calls and books the appointment straight onto your calendar, synced to Google. It works inside your calling windows, on your consent rules, and logs everything to the lead’s timeline.

Automations you can see

A visual builder for texts, emails, and drips — triggered by tags, dispositions, or a new lead. Build it once; every lead gets the follow-up.

Campaigns: guided, or done for you

Step-by-step playbooks teach you Meta ads for insurance — or go Done-For-You and our team runs them in your own ad account.

A full phone system, built in

Get a business number in minutes, then work everything from one place: power dialer with call scripts, two-way texting with MMS, text blasts, and voicemail. Carrier A2P registration is handled inside the app — so your texts actually deliver. And you pay carrier-level rates, not a reseller’s markup:

PER-USE COSTTELNYX DIRECT VS RESOLD TWILIO
EZLEADSW-LABEL CRM
Texts, per segment1.4¢3–5¢
Calls, per minute2.3¢4–8¢
Your number, monthly$1.65$3+
Typical rates when a white-label CRM resells Twilio with platform and agency markup stacked on top.
Local presence — auto-buys a matching area code, so you call as a neighborNumber health monitored per line — tired numbers can auto-rotate
Zac Schulte, founder of EZPZ
Z
Zac Schulte
Founder, EZPZ · Independent agent, Utah
06 · WHY THIS EXISTS

Built by an agent who got tired of renting.

EZPZ wasn’t built in a startup incubator. It was built after three years of buying the same shared leads as everyone else — $43 a name, dialed by half the county before lunch.

So I learned Meta ads the hard way, got my cost per lead under $10, and the agents around me kept asking for the spreadsheet. The spreadsheet became EZPZ — and every feature in it exists because a working agent needed it on a real Tuesday. On the fence? Book a call — you’ll talk to me, not a sales team.

07 · PRICING

Two plans. One platform. You keep the upside.

Both plans include everything — the full CRM, the built-in phone system, AI follow-up, TCPA guard, and marketplace access. $0 setup. No per-lead fees on your own leads — ever.

SELF-MANAGED
$139/mo
FIRST MONTH FREE
OR $1,390/YR — TWO MONTHS FREE
The full platform. You run your own campaigns, guided step-by-step.
Full CRM: scoring, dispositions, workflows + dripsBuilt-in phone: dialer, texting, carrier registrationAI follow-up — texts and calls every new leadGuided Meta campaigns, launched in-appMarketplace access — buy and sell leads

New accounts get their first month free on monthly billing — your card is collected at checkout and billing starts 30 days later at $139/mo. Returning customers and annual plans are billed from day one.

Month-to-month · Cancel anytime · Refer an agent and you both get $50. One bound policy typically covers your month — the rest is upside.

Running an agency? One subscription covers up to 50 accounts for $1,496/mo — or up to 200 for $2,996/mo. See the Agency plans.

08 · FAIR QUESTIONS

Asked by every agent. Answered straight.

Compliance is architecture here, not a checkbox. Every lead carries its consent trail from the moment it’s captured, quiet hours hold your outreach automatically, and DNC scrubs run before anything fires. We’re software, not your lawyer — but we make the safe path the default path.

Two things, the moment a lead arrives: it texts back instantly — English and Spanish are both first-class — and it calls to book the appointment straight onto your calendar. It works inside your calling windows with quiet hours and consent checks enforced, everything logs to the lead’s timeline, and you can jump into any text thread yourself whenever you want.

No. Your business number lives in EZPZ: power dialer with call scripts, two-way texting with MMS, text blasts, and voicemail — one login, one timeline per lead. Carrier A2P registration (the paperwork that makes business texting deliverable) is handled inside the app.

Perfect — the playbooks assume exactly that. Step-by-step campaign templates built for insurance verticals, with real targeting and budgets filled in. Most agents launch their first campaign the same afternoon. And if you’d rather never touch Ads Manager, go Done-For-You — our team builds, launches, and optimizes your campaigns in your own ad account.

Sell them. List your overflow on the marketplace at a price you set, and other agents buy them instantly — you keep 90% of the sale price, and the full consent history travels with every transfer.

Your Meta account. Your audiences. Your list. Every lead — generated or imported from your current CRM in an afternoon — lives in your CRM and exports any time you want; if you cancel tomorrow, everything goes with you. No contract, month-to-month from day one. The switching risk stays with us.

Stop renting leads. Start owning them.

Launch your first campaign in under an hour. Own every lead you generate, keep every dollar you earn.

30-minute setup Month-to-month Cancel anytime

Lead flow + work flow = cash flow. The platform built by independent agents, for independent agents.

Start my lead machine
What is EZPZ? EZPZ is a customer relationship management (CRM) platform for licensed insurance agents. Agents use it to generate and manage their own exclusive leads, follow up by call, text, and email, book appointments, and automate their follow-up workflow. Agents can connect their own Google account so booked appointments land on their Google Calendar and workflow emails send from their own Gmail — send-only access, with consent records and a one-click unsubscribe link on every email.
© 2026 EZPZ. All rights reserved.All systems operational