LINK+ is provided by Lasting Mark.

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Your Ultimate CRM and Opportunity Management System

Uniquely built for your success,  AI-powered LINK+ utilizes revolutionary technology to save you time, automate routine tasks, and help you grow your business effortlessly.

  • Tailored for Your Product: Automate and sell effortlessly in Final Expense, ACA, Medicare, Mortgage Protection, and more! 

  • Pre-Built Marketing Assets: Easily create branded websites, emails, and SMS campaigns to boost credibility!

  • Stay Organized: Centralize your interactions, data, and workflows to create a seamless, efficient process!

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YOU'RE NEVER ALONE 

Support Every Step of the Way

Concierge Onboarding Experience

Every agent gets to meet with their account manager and have their system set up in a one-on-one onboarding session.

Need more than one session, take advantage of our unlimited onboarding

Dedicated Office Hours

Never feel like you have to wait for support. With our dedicated office hours, you can jump into our video conference and ask your questions.

Our team won't just tell you what to do, we will make the adjustments for you! This means less tech, more sales.

24/7 - 365 Support

If you're working, we are working. We understand there is nothing more frustrating than having something go wrong and tech support isn't available.

With Link+, we are always a click away. Jump on with our chat or even request a Zoom!

Empower Your Connections.
Streamline Your Success.

Harness AI Employees

Keeping up with leads can be a challenge. Stop focusing on juggling 30 conversations while trying to close your calls, instead let LINK+ handle the booking conversations for you with our AI Employees

  • Engage New Leads:

    Whether your leads are coming from social media ads, or from lead vendors, AI Employees will reach out to your leads and get them to respond.

  • Prequalify with Ease:

    Our AI Employees will find out details about your leads that you can use to determine which carrier to write, and which plan to quote before the appointment is even booked.

  • Scheduling Made Simple:

    Link+ dominates the insurance industry by providing pre-booked appointments, right on your calendar by simply letting your AI Employee text your leads.

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Seize Every Opportunity

Your LINK+Opportunity Management System empowers you to track and nurture sales opportunities — from initial contact to closing the deal.

  • Customize your snapshots:

    Final Expense, ACA, Medicare, Mortgage Protection, and more

  • Set reminders and log interactions:

    Stay on top of follow-ups and track communication history.

  • Monitor key metrics:

    Assess the health of each opportunity with real-time insights.

  • Boost efficiency and communication:

    Streamline processes to increase conversion rates and build loyal customer relationships.

  • Optimize automations:

    Nurture leads automatically, send emails and texts, fine-tune your rate of contact.

Stay Organized

Staying organized with LINK+ is all about centralizing your interactions, data, and workflows to create a seamless, efficient process.

  • Stay on top of priorities with ease:

    Easily access important information, set reminders for follow-ups, and automate workflows to save time and reduce human error.

  • Streamline operations and improve service:

    Whether you're an Agent or an Agency Owner, Link+ ensures you stay organized, make data-driven decisions, and never let an opportunity slip through the cracks.

  • Organize and prioritize leads:

    Upload and gain visibility into each opportunity's position in the sales pipeline.

  • Manage your client database:

    Organize and store important client information. Set automations to stay connected and increase persistency.

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Recruit and Market Smarter

Leverage a centralized system to manage and nurture relationships with agent candidates and potential customers.

  • Attract interested agent candidates:

    LINK+ helps you track candidate pipelines, manage communication, and store data in one place for better recruitment and customer engagement.

  • Streamline the hiring process:

    Set reminders, schedule interviews, and track applicant statuses to make more informed hiring decisions and recruit top talent faster.

  • Enhance marketing efforts:

    Segment and target audiences with personalized campaigns, track interactions, and automate tasks like email marketing and lead scoring to boost results and reach the right people at the right time.

Stay Compliant

LINK+ has an optional integrated and automatic Do Not Call and Imposter Prospects / Known Litigators lists scrub process PLUS an integrated and automatic Locator Lookup.

  • Don't accidentally call people that you shouldn't:

    Have your leads automatically scrubbed from the National and State "Do Not Call" lists, known litigators, TCPA attorneys, and more prior to reaching out, without affecting your ability to call leads that have opted in. Our smart check only blocks numbers you don't have consent for.

  • Know the lead's timezone before you call:

    If it's 9am on the east coast and you are accidentally dialing the west coast, it's 6am there! This is clearly an issue!

  • Get compliant without breaking the bank:

    Starting at only $0.20 per lead, help avoid hefty lawsuits that can cost you and your business tens to hundreds of thousands in legal fees.

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START USING
LINK+ NOW

link plus on mobile and web

LINK+ is a user-friendly platform, equipped with all the essential tools that any insurance agent needs to manage their clients, sales leads, seminars and recruits, EASILY. It's pre-configured automations and pre-built custom folders & custom fields allows new users to sign up and get started quickly.

BUT, sky's the limit. All pipelines, custom folders, custom fields, automations, and more are fully customizable. You have access to a full suite of end user-accessible settings.

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FEATURES & PRICING

$97 per month

*Plus Carrier Fees

  • Onboarding Session Included

  • Dedicated Calendar for Appointment Setting

  • Centralized Conversations Area

  • Export Entire Universe of Your Data

  • Recorded Phone Calls

  • Create & Store Templates

  • Notes & Task Functionality

  • Reporting & Analytics

  • Automatic Integrated Power Dialer

  • Create & Send SMS & Email Marketing Messages

  • Automated SMS & Email Communications & Tracking

  • Import Leads, Customers & Recruits

  • Pre-Built Pipelines & Automations for Sales Leads, Clients & Recruits

  • Manage & Notate Clients

  • Choose Phone Numbers for Outbound Click-to-Call Dialing & SMS

  • 24 Hour Technical Support

  • Self-serve Onboarding & Feature Overview

  • Monthly LINK+ Huddle

  • Automated Appointment Booking

  • Lead Program through API from CABoom leads

  • Automated Sales Lead Dispositioning System

  • Multi-Line Dialer Upgrade Available through WAVV

  • Integrated Sales Script & Objections

  • Personalized Agent Website

  • Sales Vertical Specific Pre-built Sales Lead Workflow Library

Carrier Fees are based on usage.

The fees associated with communications are $0.0147/minute for phone calls, $0.0083/sms segment and $0.0007/email. AI fees are as follows: $0.021/Message for SMS communication and $0.1365/Minute for voice calls.

Your Steps To Success

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STEP 1

Schedule Onboarding

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STEP 2

Customize your LINK+

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STEP 3

Transform your business

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STEP 1

Schedule Onboarding

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STEP 2

Customize your LINK+

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STEP 3

Transform your business

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About Lasting Mark

For over 30 years, we’ve helped agents achieve financial security with integrity, empowering them to build a legacy and leave a lasting mark on their clients and communities.

We provide top-tier training and mentorship in Life Insurance, Health Insurance, Medicare, and Retirement Protection, giving you the tools to grow your business, generate passive income, and build a profitable team.

With opportunities across multiple verticals, we help you unlock your potential and create a lasting impact for generations to come.