How does automation improve sales?
Your Sales Pipeline. Automated.
Our automated sales systems give you confidence and control over what’s happening in your sales pipeline. We provide the strategy, the tools, and the content you need to turn your sales into a scalable machine.
Instant contact with new leads
- Schedule appointments without all the back and forth
- Follow up is no longer a problem
- Never lose track of a lead again
- The whole package, done for you

What does Client Marketing
do for your agency?
Are these 3 things happening in your agency?
New Client Welcome
Invite every new client to take a survey that drives online reviews and referrals.
Client Nurture
Retain your clients with education and added value that keeps you top of mind.
Cross-Selling
Turn renewals into opportunities by cross-selling monoline policies, umbrella, and life.
7 Reviews to 50 in one week
“We saw instant results. The day we started we had only 7 Google Reviews and a 4.4 rating. Within one week we jumped to 50 reviews and 4.9 rating! Now we’re one of the highest rated agencies in Tacoma.”
– Meghan Toso | Toso Insurance
The Top Independent Agencies use automation to succeed.
See how automation changed Stewardship Insurance
Dave Ramsey ELP
Personalize your follow up with our unique Dave Ramsey ELP system used by some of the top ELP’s in the country.
We can connect your ELP leads, your website leads, and almost any other lead source to save you time and get the sales conversation started fast.
“Before working with Capsule Five, we really struggled to contact and follow up with every ELP lead. Now the program is on autopilot. Our team is making contact, scheduling calls, and writing policies effortlessly. It’s a total game-changer.”
Dave Ramsey ELP
Personalize your follow up with our unique Dave Ramsey ELP system used by some of the top ELP’s in the country.
We can connect your ELP leads, your website leads, and almost any other lead source to save you time and get the sales conversation started fast.
Let’s Get Started!
Are you’re ready to take control of your sales?