GrowthEngine

Includes AI Recruiting Agents & Team Dashboards in Every Plan

Delegate Smarter. Automate Faster.

Lead at Scale.

A complete growth engine for insurance & financial advisors — combining marketing, recruiting, VA support, and AI automation so you can grow your book, lead a team, and reclaim your time.

Growth Dashboard
25
Leads/Month
40
VA Hours
AI
Recruiting
CRM + Recruiting Funnels Automated Follow-up Team Analytics

Who This Is For

We help you build more than a book of business — we help you build a scalable

agency

Rocket Icon

New Advisors

Launch

Launch with instant credibility, automation, and your first 25 leads/month.

"Start strong"
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Producers Scaling Up

Scale

Increase campaigns, delegate tasks, and add recruiting funnels to grow influence.

"Grow fast"
Team Icon

Leaders in the Making

Lead

Use AI recruiting agents and dashboards to duplicate your success into a team.

"Lead others"

How It Works

Three simple steps to transform you practice onto scalable growth engine.

01
Wrench Icon
Build & Brand Your System
$1,000 one-time setup
(waived with annual prepay)
  • Branded CRM, client & recruiting funnels
  • Automated follow-up (email, SMS, social)
→
02
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Plug in Qualified Leads
25 qualified leads/month for 6 months
  • Campaigns designed to convert leads into appointments & recruits
→
03
Rocket Icon
Scale with VA + Training Support
10–40 hrs/week VA support
  • Weekly GapX™ advisor + marketing training

Premium Package Options

Choose the tier that matches your growth ambitions. All plans include our complete

growth engine

The Foundation
Launch & Leverage™
$1,000/mo
+ $$997 setup
10 hrs/week VA support
New advisors ready for automation, recruiting funnels, and first leads
  • CRM + Client/Recruiting Funnels
  • AI Recruiting Agents + Team Dashboards
  • 25 Qualified Leads/Month (6 months)
  • Automated Follow-Up
  • 3 Weekly Social Posts
  • 1 Email Campaign/Month
  • Basic AI Review Automation
  • 1 Video Script & Edit/Month
  • 1 Strategy Session/Month
  • Weekly GapX Training
The Growth
Build & Automate™
$1,797/mo
+ $997 setup
20 hrs/week VA support
Advisors scaling campaign frequency and freeing more time
  • Everything in Foundation
  • 4 Weekly Social Posts
  • 2 Email Campaigns/Month
  • Expanded Recruiting Funnels
  • Semi-Auto AI Review
  • 2 Video Scripts & Edits/Month
  • 2 Strategy Sessions/Month
  • More Volume Follow-Up
Top Pick
The Executive
Scale & Attract™
$2,597/mo
+ $$997 setup
30 hrs/week VA support
Advisors expanding into multi-channel marketing and recruiting
  • Everything in Growth
  • 5-6 Weekly Social Posts
  • 3 Email Campaigns/Month
  • Advanced Recruiting Funnels
  • Full AI Review Automation
  • 3 Video Scripts & Edits/Month
  • Weekly Strategy Sessions
  • Multi-Channel Follow-Up
The Executive Pro
Command & Convert™
$3,297/mo
+ $997 setup
40 hrs/week VA support
Leaders managing high-volume production and teams
  • Everything in Executive
  • 6-8 Weekly Social Posts
  • 4 Email Campaigns/Month
  • AI-Optimized Recruiting
  • VA-Managed AI Reviews
  • 4 Video Scripts & Edits/Month
  • Weekly + Team Optimization
  • Advanced Personalization

AI Tools Add-On

AI recruiting in all packages

$397/month
Unlimited access to all AI tools

Voice AI

Included

Conversation AI

Included

Reviews AI

Included

Funnel AI

Included

Content AI

Included

Workflow AI

Included

Ask AI

Included

Voice AI

$0.16/min

Conversation AI

$0.024/message

Reviews AI

$0.096/review

Funnel AI

$1.19/funnel

Content AI

$0.108/1k words

Workflow AI

$0.024/request

Ask AI

Included

25

Qualified Leads Every Month

Every package includes 25 qualified leads/month for your first 6 months — so you're

never starting from zero. Higher tiers help convert more leads with increased VA

support and AI automation.

Start Strong: 25 Leads/Month for 6 Months
Lead
CRM
Appointment
Client
Guarantee:
We ensure you receive qualified leads that match your target criteria, backed by our proven conversion-focused campaigns.

Why This Works

Built for advisors who want to scale without sacrificing quality or personal time

Buy Back Your Time
10-40 hrs/week of delegated tasks.
Scale Recruiting & Marketing Together
Built-in funnels + AI agents.
Consistent Pipeline
25 leads/month for 6 months.
Systemize Success
CRM, follow-up, and dashboards all pre-built.
Freedom-First Premium Focus
More time for clients, leadership, and life.
Freedom Lifestyle
"I went from working 70+ hour weeks to having my VA handle most of my daily tasks. Now I can focus on what matters: building relationships and leading my team."
40hrs
Reclaimed/Week
3x
Pipeline Growth
24/7
AI Support

Ready To Grow And Lead The Scale?

Every package includes 25 qualified leads/month for your first 6 months — so you're

never starting from zero. Higher tiers help convert more leads with increased VA

support and AI automation.

1
Choose your package
Select the tier that matches your growth goals
2
Pay the $1,000 setup fee
One-time investment to build your complete system
3
Go live in days
Branded CRM, funnels, and first leads delivered fast
We onboard a limited number of advisors per quarter to ensure quality support. Secure your spot today.
Limited Availability
500+
Advisors Served
95%
Client Satisfaction
24/7
AI Support

GrowthEngine

Complete growth engine for insurance & financial advisors

Solutions

Company

Contact

1-800-GROWTH
support@growthengine.com
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