Talk directly with our co-founders to see how we can take your business to the next level.
Get Contracted
Complete this form to gain access to our technology, marketing, training, support, and compliance solutions. We'll walk you through our simple onboarding process.
Solutions
Marketing
The #1 bottleneck for new and veteran agents alike is getting in front of new clients. At Compass, we help you outline a personalized marketing plan so that you can keep your pipeline full.
Our marketing/prospecting techniques have been proven to keep your pipeline full
Marketing Plan
We’ll help you create a marketing plan that works for you! Need leads for dials? Want to know the most effective strategies for earning client referrals? Need help joining a network marketing group? Prefer walk and talks? We have the scripts, the systems, and the experience to help you effectively execute a personalized marketing strategy.
Automated Marketing
We provide multiple touch points to your clients and prospects without you lifting a finger. We provide you with prospect drip campaigns, re-enrollment campaigns, monthly newsletters, and Medicare age-in campaigns, and so much more!
Custom Marketing Materials
Our graphic designers can create any marketing material you desire. Custom design work doesn't cost you anything. You are welcome to use Compass branding, but we can also custom brand each piece to your agency’s branding.
Scheduling Automation
Our scheduling software allows you to maximize your prospects and eliminate the back and forth of scheduling appointments. This is just one additional way we streamline your sales process.
Digital Marketing & Social Media
Compass Insurance Advisors is always on the cutting edge of marketing. We provide each of our agents with their own, full website - not just a page on our site. We also have a complete library of compliant, done for you social media posts that you can use or white label for your agency.
Custom CRM & Scheduling Software
Keep track of your clients and prospects so no one slips through the cracks. Automate emails and campaigns to your current clients, and track all client communication for compliance and efficient client servicing. Clients and prospects can easily set appointments directly on your calendar.
38 E Scenic Pointe Drive, Suite 140 Draper, UT 84020
