New Requirements Starting 2025
Why is this important?
Because building your own brand and generating your own compliant, search-driven leads is the key to staying ahead in this new landscape.
Your tailored CRM with automation, reporting dashboards, Voice/Text, AI & so much more!
Be ready to work leads day 1 !
After our onboarding call, you'll be ready to work leads directly in your pipeline, no matter the provider.
Stock workflows and Appointments
Start filling up your calendar with your personalized appointment link while your automated workflows send out your ready-to-use email and SMS templates.
Use our worry-free fully compliant phone system with unlimited calls and texts.
Efficient Call Handling
Simplify your call management with features like outbound dialing, inbound call handling, call routing, and custom caller ID for a seamless communication experience.
Enhanced Messaging Capabilities
Communicate effectively with clients through text messages and MMS, ensuring the best contact rate.
Advanced Call Analytics
Benefit from call recording, transcribing, and comprehensive call reporting to gain valuable insights and maintain high standards in your communication.
Visualize your progress, track key metrics, and make informed decisions with our state-of-the-art dashboards.
Real-time Performance Tracking
Stay on top of your lead sources and producer activities with live tracking and daily updates, enabling you to act swiftly and mitigate potential risks.
Actionable Analytics
Dive into over 15 exclusive dashboards that offer detailed, actionable insights, specifically designed to support your business growth and scalability.
Use our worry-free fully compliant phone system with unlimited calls and texts.
Achieve Breakthrough Growth
Follow our expertly crafted 12-Week Recipe Guide designed to propel your agency to new heights, covering essential growth strategies and best practices.
Strategize for Success
Engage in bi-weekly strategy calls to create innovative campaigns, review performance dashboards, and make critical adjustments to optimize your lead providers.
Maximize Impact with Expert Guidance
Work closely with our team to develop impactful marketing campaigns and gain valuable insights from detailed performance reviews, ensuring continuous improvement.
Gain competitive advantage of more features and upgrades with your Little Giant CRM.
Feature/Provider | Little Giant | Agency MVP | AgencyZoom | Ricochet360 |
---|---|---|---|---|
CRM Setup | Full setup, ready-to-use | DIY Pipeline & automation | DIY Customizable workflows | DIY Lead management & automation |
Voice/Text | Unlimited calls & texts, A2P Compliance, and dialer | 3rd party connection and fees | 3rd party connection and fees | Calling & SMS, auto-dialer |
Reporting Dashboards | Advanced Dashboards and Analytics (over 20+ dashboards) | Customizable dashboards | Dashboards & analytics | Dashboards & analytics |
AI Integration | ChatGPT-powered tools | Not Available | Not Available | Not Available |
Zapier Integration | Yes | No | Yes | No |
Lead Management | Provider Integrations and Management | Provider Integrations | Provider Integrations | Provider Integrations |
Customer Support | Unlimited Chat Support | Custom plans | 24/7 support | 24/7 support |
Compliance | TCPA compliant system | TCPA & DNC compliant | Compliance tools | TCPA & DNC compliant |
Proven Strategies | 12-Week Recipe Guide | None provided | None provided | None provided |
Pricing | $400/month (includes call/text | Custom pricing (call/text not included) | Custom pricing (call/text not included) | $165 per user |
CRM Capability
Pipelines
Automated Workflows
Basic Reporting
Phone System
Integrated 3rd party phone system with extra fees
Phone System
Call Reporting
Unlimited Support
Websites
Access to Exclusive Leads
Appointment Setting and Tracking
Automated Google Reviews
Integrated AI
WhatsApp Integration
Ready-to-use CRM
Unlimited Pipelines
Pre-built Automated Workflows
Over 20+ Advanced Reporting Dashboards
Complete Softphone Phone System
Unlimited Call, Text, and Email
Dedicated Marketing Manager & Campaign Coach
Call Activity Reporting
Unlimited Customer Support (no group calls)
Personalized Website
Access to Exclusive Leads
Appointment Setting & Calendar Links
Automated Google Reviews
Integrated AI
WhatsApp Integration
Tailored Pricing for Your New Business Needs
Limitless access and premium features in our all-inclusive plan.
1 User
Full CRM Setup & Pipeline
Unlimited Voice and Text
Personalized Website
Strategy Calls
Real-time Advanced Proprietary Insurance Dashboards
Bridge Quote to Apex
Lead Provider Integrations
Unlimited LGM CRM System
Lowest user cost in the industry with a phone number, unlimited calls, unlimited support, and unlimited text messages.
$80 $64 for 2 - 5 Users
$75 $60 for 6 - 10 Users
Over 10 Users - Special Enterprise Pricing
$67 $54 for 2 - 5 Users
$63 $51 for 6 - 10 Users
Over 10 Users - Special Enterprise Pricing
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