The real problem.
The real problem.
You shouldn’t have to choose between serving clients and staying visible.
You shouldn’t have to choose between serving clients and staying visible.
You’re busy serving clients.
Competitors are quietly staying in front of yours.
Most advisors:
That’s not a strategy. That’s activity.
Competitors are quietly staying in front of yours.
Most advisors:
- Send sporadic newsletters
- Attach random videos
- Follow up inconsistently
- Hope something lands
That’s not a strategy. That’s activity.
This isn’t email marketing.
This isn’t email marketing.
It’s a Relationship Engine.
It’s a Relationship Engine.
Each month, we deploy fully built campaigns that:
No drafts sitting in your inbox.
No half-built sequences.
No “I’ll get to it later.”
Just live campaigns.
- Reignite cold prospects
- Deepen trust with current clients
- Trigger referrals
- Drive booked conversations
No drafts sitting in your inbox.
No half-built sequences.
No “I’ll get to it later.”
Just live campaigns.
Here's How It Works
Here's How It Works
For over 15 years, WebPrez has helped insurance professionals simplify complex conversations.
Now we manage the communication for you.
Now we manage the communication for you.
2. We build and launch
2. We build and launch
Campaigns go live — without you touching the tech.
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3. We optimize
3. We optimize
We refine and improve — while you focus on conversations.
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Trusted ⚡by independent insurance and annuity pros nationwide
Trusted ⚡by independent insurance and annuity pros nationwide
15+ years helping advisors simplify complex conversations
Who This Is Perfect For:
Who This Is Perfect For:
For advisors who would rather focus on closing than configuring campaigns.
Delegation Over DIY
Delegation Over DIY
You’d rather focus on conversations than build campaigns.
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Ready to Invest in Leverage
Ready to Invest in Leverage
You understand execution improves results.
Stronger Execution
Stronger Execution
You don’t want “good enough.” You want messaging that converts.
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Advisors Who Are Already Busy
Advisors Who Are Already Busy
You’re producing — and don’t want another system to manage.
...and Take Their Brand Seriously
...and Take Their Brand Seriously
Clear positioning. Polished communication. No duct tape.
Don’t Want to Write Emails
Don’t Want to Write Emails
You know follow-up matters — you just don’t want to create it.
Tired of Half-Finished Marketing Systems
Tired of Half-Finished Marketing Systems
You don’t want another tool you never fully implement.
Teams That Need Consistent Messaging
Teams That Need Consistent Messaging
Multiple advisors. One clear voice.
Ready to install your Relationship Engine?
Ready to install your Relationship Engine?
Let’s map out how this fits your business.
Got questions? Let us know.
FAQs
FAQs
How is Done-For-You different from Self-Serve?
How is Done-For-You different from Self-Serve?
Self-Serve gives you the tools and campaigns to run on your own.
Done-For-You means our team builds, loads, deploys, and manages your campaigns for you — including messaging structure, sequencing, and ongoing optimization.
If you’d rather focus on conversations than configuring campaigns, this is the better fit.
Done-For-You means our team builds, loads, deploys, and manages your campaigns for you — including messaging structure, sequencing, and ongoing optimization.
If you’d rather focus on conversations than configuring campaigns, this is the better fit.
What exactly happens each month?
What exactly happens each month?
Each month, we deploy two fully built campaigns aligned to your goals — typically prospect reactivation, client nurturing, or referral activation.
Each campaign includes 3–6 structured emails, video integration, clear calls to action, and full deployment.
You approve direction. We handle execution.
Each campaign includes 3–6 structured emails, video integration, clear calls to action, and full deployment.
You approve direction. We handle execution.
Do I need to create content or write emails?
Do I need to create content or write emails?
No.
We use your WebPrez video library strategically and structure the messaging for you. You provide high-level input during onboarding — we build and deploy everything.
We use your WebPrez video library strategically and structure the messaging for you. You provide high-level input during onboarding — we build and deploy everything.
How much time will this take from me?
How much time will this take from me?
Minimal.
You’ll complete a structured intake call and approve messaging direction. After that, campaigns are handled and deployed without ongoing setup work on your end.
You’ll complete a structured intake call and approve messaging direction. After that, campaigns are handled and deployed without ongoing setup work on your end.
How do you measure success?
How do you measure success?
We track engagement metrics like opens, clicks, and landing page activity.
But what matters most is whether campaigns generate conversations — not vanity metrics.
That’s the standard we optimize for.
But what matters most is whether campaigns generate conversations — not vanity metrics.
That’s the standard we optimize for.
What if I decide I want to run things myself later?
What if I decide I want to run things myself later?
You can move to Self-Serve at any time and retain access to the system.
Many advisors start Self-Serve and upgrade. Others begin Done-For-You and later internalize parts of the system.
The structure remains.
Many advisors start Self-Serve and upgrade. Others begin Done-For-You and later internalize parts of the system.
The structure remains.
Is there a contract or long-term commitment?
Is there a contract or long-term commitment?
No long-term contracts. Plans are month-to-month, cancel anytime.
Is this customized to my business?
Is this customized to my business?
Yes — within structure.
Campaign direction, video topics, and audience segmentation are aligned to your business during onboarding. Messaging is structured around your positioning.
This is managed execution — not generic automation.
Campaign direction, video topics, and audience segmentation are aligned to your business during onboarding. Messaging is structured around your positioning.
This is managed execution — not generic automation.
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