Question 1

What is Link+ CRM?

Accepted Answer

Link+ is an AI-powered CRM built exclusively for life, health, Medicare, and P&C insurance agents. It automates follow-up via SMS, email, social media, WhatsApp and voicemail drop - so you never lose a lead to slow response - and gives you full pipeline visibility across all your insurance products.

Question 2

Is Link+ TCPA compliant?

Accepted Answer

Yes. Link+ enforces TCPA-compliant contact hours for all automated outreach and handles A2P 10DLC registration for SMS on your behalf. The AI automatically respects opt-out requests and quiet hours. All you need to do is make sure your data is accurate.

Question 3

Can I import my existing leads?

Accepted Answer

Absolutely. You can bulk import leads via CSV or connect your lead vendors directly via our open API (or Zapier/Make/N8N app). Link+ also integrates with major lead sources like CLSDleads, CABoom, Facebook, Instagram, TikTok, and most lead distribution platforms.

Question 4

What types of insurance agents use Link+?

Accepted Answer

Link+ is used by independent agents, brokers and agency owners across life, health, Medicare Advantage, Medicare Supplement, Final Expense, IUL, Annuity, Mortgage Protection, ACA, and P&C lines. We support solo producers, small teams, and large IMO/FMO networks.

Question 5

Do you have niche specific automation?

Accepted Answer

Absolutely, we currently ship automation and AI trained for each line of insurance listed in the previous question, with specialty automation for Veteran Final Expense and Trucker Final Expense leads with more to come. If you have a different niche lead you target, our team will help implement the new niche to your account at no additional charge.

Question 6

Do you help with referrals and cross selling?

Accepted Answer

Without a doubt! After a sale, your new customer is sent a thank you message with information about their new policy submitted. We then continue the client nurture and ask them to refer anyone they know that could benefit from your help. Once they send someone over, we start to reach out to the new referral with a warm market approach, explaining how you received their information and obtaining opt-in from the new referral. Cross selling is just as simple. The automation and AI will reach out to your exsisting contact list and help generate interest and requests for additional lines of insurance you may offer.

Question 7

Do I need to sign a long-term contract?

Accepted Answer

No. Link+ is month-to-month with no long-term commitments required. You can cancel anytime directly from your account settings. We believe our product earns your loyalty - not a contract.

Question 8

How does billing work?

Accepted Answer

Your subscription is billed monthly. SMS, email, AI usage, etc. are charged separately at wholesale rates using a wallet system. You can add funds to your wallet at any time and monitor usage from your billing dashboard. Don't want to keep an eye on your wallet, no problem. The system will automatically refill your balance for you based on parameters you set up. You choose how much to recharge with and what threshold it should process that recharge.

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