Sales Automation

Simplify sales and automate your follow up.

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Sales Automation

Simplify sales and automate your follow up.

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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
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Track Your Sales Team

Owners and managers need to see what’s happening in sales. No more guessing games.

  • See every agent’s pipeline and tasks.
  • Reports on sales, and actions that lead to sales
  • See the data. Make decisions.
Get Started

Track Your Sales Team

Owners and managers need to see what’s happening in sales. No more guessing games.

  • See every agent’s pipeline and tasks.
  • Reports on sales, and actions that lead to sales
  • See the data. Make decisions.
Get Started

Experience It Yourself

Get a behind-the-scenes look at how an automated
sales process works for an insurance agency.

Get Access

Experience It Yourself

Get a behind-the-scenes look at how an automated
sales process works for an insurance agency.

Get Access

The Top Independent Agencies use automation to succeed.

See how automation changed Stewardship Insurance

Dave Ramsey ELP Image

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.”
Brandon SmithBrandon Smith, GiiG

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?