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BUILT FOR LIFE INSTURANCE AGENTS

Built By a 7-Figure

Insurance Agent for

Agents Who Want More
Clients, More Organization & More Sales

The LSTA CRM was created specifically for life insurance agents who want more than just a contact database. Track your clients, policies, production, face amounts, calls, commissions, carriers, leads, webinars, funnels, marketing, follow-up systems, and automations - all in ONE place.

Unlike generic CRMs, your system already comes with landing page templates, workflows, webinar funnels, lead capture systems, text/email automation, calendars, and marketing tools already built in so you can launch faster and scale smarter.

Built by a 7-figure agent

No coding required

Cancel anytyime

BUILT FOR LIFE INSTURANCE AGENTS

Built By a 7-Figure

Insurance Agent for

Agents Who Want

More Clients, More Organization & More Sales

The LSTA CRM was created specifically for life insurance agents who want more than just a contact database. Track your clients, policies, production, face amounts, calls, commissions, carriers, leads, webinars, funnels, marketing, follow-up systems, and automations - all in ONE place.

Unlike generic CRMs, your system already comes with landing page templates, workflows, webinar funnels, lead capture systems, text/email automation, calendars, and marketing tools already built in so you can launch faster and scale smarter.

Built by a 7-figure agent

No coding required

Cancel anytyime

• Built by an insurance agent FOR insurance agents • More than a CRM — it's a business operating system • Stop operating like an employee. Build systems like a CEO. • Structure creates consistency • Your business grows when your systems grow • Don't just track leads — build a machine that captures them • Automation creates freedom • Professional agents need professional systems • The agents who scale have systems

WHY LSTA CRM

This Isn't just a CRM. It's a Business

Growth System for Insurance Agents.

ALL-in-One Contacts

Track all of your client contacts,

details, logs, and communication

history in one central, intuitive

databse.

Policy & Premium Tracking

Organize policy details, premiums, carrier choices, and face amounts linked directly to each client file.

Activity & Production Logs

Monitor your appointments, outbound calls, sales metrics, and total commission production seamlessly.

Automated Lead Capture

Capture incoming leads automatically from your websites, landing pages, social media ads, and lead magnets.

Text & Email Automations

Send automated texts, emails, and follow-ups to maximize conversions without manual work.

Built-in Booking Calendars

Use built-in calendars for direct appointment booking, automated reminders, and calendar synchronization.

Webinars & Coaching

Funnels

Create high-converting webinars, agent recruiting coaching funnels, and lead generation machines from templates.

Pre-Built Landing Pages

Access pre-built, high-converting insurance industry landing page templates and proven automation workflows.

Manage Like a CEO

Stop operating like a standard employee. Manage and build your business infrastructure with executive-level tools.

Webinars & Coaching

Funnels

Create high-converting webinars, agent recruiting coaching funnels, and lead generation machines from templates.

WHY LSTA CRM

This Isn't just a CRM. It's a Business

Growth System for Insurance Agents.

ALL-in-One Contacts

Track all of your client contacts,

details, logs, and communication

history in one central, intuitive

databse.

Policy & Premium Tracking

Organize policy details, premiums, carrier choices, and face amounts linked directly to each client file.

Activity & Production Logs

Monitor your appointments, outbound calls, sales metrics, and total commission production seamlessly.

Automated Lead Capture

Capture incoming leads automatically from your websites, landing pages, social media ads, and lead magnets.

Text & Email Automations

Send automated texts, emails, and follow-ups to maximize conversions without manual work.

Built-in Booking Calendars

Use built-in calendars for direct appointment booking, automated reminders, and calendar synchronization.

Webinars & Coaching

Funnels

Create high-converting webinars, agent recruiting coaching funnels, and lead generation machines from templates.

Pre-Built Landing Pages

Access pre-built, high-converting insurance industry landing page templates and proven automation workflows.

Manage Like a CEO

Stop operating like a standard employee. Manage and build your business infrastructure with executive-level tools.

Webinars & Coaching

Funnels

Create high-converting webinars, agent recruiting coaching funnels, and lead generation machines from templates.

COMPETITOR COMPARISON

Why Agents Choose LSTA

CRM Over Generic CRMs

Most CRMs only help you to store contact information. The LSTA CRM helps you BUILD a business.

This system was built from real experience inside the insurance industry by a 7-figure insurance agent who understands exactly what agents need to grow.

Instead of spending thousands building websites, funnels, automations, calendars, workflows, and lead systems from scratch… we already built it for you.

You’re not starting from zero. You’re plugging into a proven structure designed to help you generate leads, stay organized, and operate like a real business owner.

The Strategic Shift

Compare how LSTA CRM stacks up against standard systems

Generic CRMs

Just an expensive digital address book

Requires expensive add-ons for funnels

Manual, repetitive manual follow-ups

Complicated setup for insurance workflows

No pre-built templates or triggers

LSTA CRM

Complete Business Growth System

Built-in Funnels, Landing Pages & Sites

Automated Texts, Emails & AI Follow-ups

Tailored for policies, carriers & face amounts

Pre-built workflows from a 7-figure agent

Plugging into a structure designed to help you:

Generate leads

Follow up consistently

Run webinars

Scale production

Operate like a CEO

Stay organized

Market professionally

Build funnels

Track your growth

Track your growth

Most agents fail because they don't have system. LSTA CRM gives you systems.

COMPETITOR COMPARISON

Why Agents Choose

LSTA CRM Over

Generic CRMs

Most CRMs only help you to store contact information. The LSTA CRM helps you BUILD a business.

This system was built from real experience inside the insurance industry by a 7-figure insurance agent who understands exactly what agents need to grow.

Instead of spending thousands building websites, funnels, automations, calendars, workflows, and lead systems from scratch… we already built it for you.

You’re not starting from zero. You’re plugging into a proven structure designed to help you generate leads, stay organized, and operate like a real business owner.

The Strategic Shift

Compare how LSTA CRM stacks up against standard systems

Generic CRMs

Just an expensive digital address book

Requires expensive add-ons for funnels

Manual, repetitive manual follow-ups

Complicated setup for insurance workflows

No pre-built templates or triggers

LSTA CRM

Complete Business Growth System

Built-in Funnels, Landing Pages & Sites

Automated Texts, Emails & AI Follow-ups

Tailored for policies, carriers & face amounts

Pre-built workflows from a 7-figure agent

Plugging into a structure designed to help you:

Generate leads

Follow up consistently

Run webinars

Scale production

Operate like a CEO

Stay organized

Market professionally

Build funnels

Track your growth

Track your growth

Most agents fail because they don't have system. LSTA CRM gives you systems.

Perfect Match

Are You Ready to Scale Your Practice?

We designed the LSTA CRM for insurance professionals who want consistency, scale, and a professional brand.

LSTA CRM FRAME WORK Built for High Producers

IDEAL CLIENT PROFILE

Who is the LSTA CRM Perfect For?

New Insurance Agents

Start your career with the right habits, layout, and systems from day one instead of learning the hard way.

Agents Tired of Sticky Notes & Spreadsheets

Ditch the chaotic desktop files and scattered notes. Bring all client relationships into a unified system.

Agents Ready to Build a Real Brand

Elevate your market presence with professional templates, consistent marketing, and modern funnels.

Agents Who Want More Organization & Automation

Automate follow-ups, trigger text replies, and never let a lucrative lead slip through the cracks again.

Agents Who Want to Run Webinars

or Coaching Offers

Use our built-in webinar and coaching templates to scale your agent recruitment and educational lead funnels.

Agents Looking to Scale Production & Retention

Implement structured follow-ups that lead to multi-policy families and significantly higher client retention.

Agencies Building Long-Term Systems

Create a standardized, repeatable system that new agents can plug into immediately to start producing.

Perfect Match

Are You Ready to Scale Your Practice?

We designed the LSTA CRM for insurance professionals who want consistency, scale, and a professional brand.

LSTA CRM FRAME WORK Built for High Producers

IDEAL CLIENT PROFILE

Who is the LSTA CRM Perfect For?

New Insurance Agents

Start your career with the right habits, layout, and systems from day one instead of learning the hard way.

Agents Tired of Sticky Notes & Spreadsheets

Ditch the chaotic desktop files and scattered notes. Bring all client relationships into a unified system.

Agents Ready to Build a Real Brand

Elevate your market presence with professional templates, consistent marketing, and modern funnels.

Agents Who Want More Organization & Automation

Automate follow-ups, trigger text replies, and never let a lucrative lead slip through the cracks again.

Agents Who Want to Run Webinars or Coaching Offers

Use our built-in webinar and coaching templates to scale your agent recruitment and educational lead funnels.

Agents Looking to Scale Production & Retention

Implement structured follow-ups that lead to multi-policy families and significantly higher client retention.

Agencies Building Long-Term Systems

Create a standardized, repeatable system that new agents can plug into immediately to start producing.

Success Stories

What licensed Agents Are Saying

“Before using the LSTA CRM, I had leads everywhere — notes, texts, spreadsheets, and sticky notes. Now everything is organized in one place. I’m following up faster, tracking my business better, and I’ve already seen an increase in my lead flow.”

Jessica

Independent Producer

“The webinar funnel alone helped me look more professional online. I was able to launch my lead magnet and start collecting leads immediately without paying somebody thousands to build it for me.”

Jennifer

Agency Owner

“This is NOT your average CRM. The workflows, landing pages, automations, and tracking systems helped me finally operate like a real business owner instead of just chasing random leads every day.”

James

7-Figure Agency Builder

Success Stories

What Licensed Agents Are Saying

“Before using the LSTA CRM, I had leads everywhere — notes, texts, spreadsheets, and sticky notes. Now everything is organized in one place. I’m following up faster, tracking my business better, and I’ve already seen an increase in my lead flow.”

Jessica

Independent Producer

“Before using the LSTA CRM, I had leads everywhere — notes, texts, spreadsheets, and sticky notes. Now everything is organized in one place. I’m following up faster, tracking my business better, and I’ve already seen an increase in my lead flow.”

Jennifer

Independent Producer

“This is NOT your average CRM. The workflows, landing pages, automations, and tracking systems helped me finally operate like a real business owner instead of just chasing random leads every day. The webinar funnel alone helped me look more professional online. I was able to launch my lead magnet and start collecting leads immediately without paying somebody thousands to build it for me.”

James

Independent Producer

SIMPLE, HONEST PRICING

Everything You Need to Run your
Insurance Business

Stop piecing together multiple software's. Get full in one powerful system

LSTA Core CRM

Complete agent CRM & operating system

$ 89 /month

What’s Included For Only $89/Month:

Insurance Agent CRM
Lead Tracking System
Client Management System
Production Tracking
Carrier Tracking
Policy Tracking
Face Amount Tracking
Call Tracking
Calendar Booking
Text Automation
Email Marketing
Social Media Lead Capture
Webinar Funnel Templates
Landing Page Templates
Workflow Automations
Lead Magnet Funnels
Website Integration
AI Appointment Assistance

SECURED CHECKOUT PROCESS

SPECIAL ONE-TIME OFFER UPGRADE

Want the COMPLETE Done-For-You Insurance Business Snapshot

Add to order for a single payment of $497

Launch faster with our premium $497 Snapshot Upgrade — built specifically for insurance agents who want a professional setup WITHOUT spending thousands on designers, funnel builders, or automation specialists.

3 Insurance Website Templates
3 High-Converting Landing Pages
Webinar Funnel Setup
Coaching Funnel Setup
Lead Magnet Funnel Setup
Automated Email Workflows
Automated Text Workflows
AI Appointment Follow-Up System
Calendar Integration
Lead Capture System
Funnel Templates Already Built
Insurance Industry Layouts & Structure
Ready-To-Customize Branding

All you have to do is:

Change your colors
AUpdate your fonts
Add your photos
Customize your branding

Save Time. Look Professional. Scale Faster.

Most agents waste months trying to figure out websites, funnels, automations, lead systems, workflows, calendars, branding, and follow-up systems. We already did the hard part for you. This snapshot gives you a professional insurance business foundation that’s ready to launch.

Payment
ItemQuantityPrice
LSTA - Agent CRM
7 day trial and $89 per month after the trial period
1
89.99
Done-For-You Insurance Business Snapshot
Upgrade Now for Just $497
Order Summary
ItemQuantityAmount
LSTA - Agent CRM1$ 0.00
Order Total
$0.00

256-Bit SSL Encryption

14-Day Money-Back Guarantee

SIMPLE, HONEST PRICING

Everything You Need to Run your
Insurance Business

Stop piecing together multiple software's. Get full in one powerful system

LSTA Core CRM

Complete agent CRM & operating system

$ 89 /month

What’s Included For Only $89/Month:

Insurance Agent CRM
Lead Tracking System
Client Management System
Production Tracking
Carrier Tracking
Policy Tracking
Face Amount Tracking
Call Tracking
Calendar Booking
Text Automation
Email Marketing
Social Media Lead Capture
Webinar Funnel Templates
Landing Page Templates
Workflow Automations
Lead Magnet Funnels
Website Integration
AI Appointment Assistance

SECURED CHECKOUT PROCESS

SPECIAL ONE-TIME OFFER UPGRADE

Want the COMPLETE Done-For-You Insurance Business Snapshot

Add to order for a single payment of $497

Launch faster with our premium $497 Snapshot Upgrade — built specifically for insurance agents who want a professional setup WITHOUT spending thousands on designers, funnel builders, or automation specialists.

3 Insurance Website Templates
3 High-Converting Landing Pages
Webinar Funnel Setup
Coaching Funnel Setup
Lead Magnet Funnel Setup
Automated Email Workflows
Automated Text Workflows
AI Appointment Follow-Up System
Calendar Integration
Lead Capture System
Funnel Templates Already Built
Insurance Industry Layouts & Structure
Ready-To-Customize Branding

All you have to do is:

Change your colors
AUpdate your fonts
Add your photos
Customize your branding

Save Time. Look Professional. Scale Faster.

Most agents waste months trying to figure out websites, funnels, automations, lead systems, workflows, calendars, branding, and follow-up systems. We already did the hard part for you. This snapshot gives you a professional insurance business foundation that’s ready to launch.

Payment
ItemQuantityPrice
LSTA - Agent CRM
7 day trial and $89 per month after the trial period
1
89.99
Done-For-You Insurance Business Snapshot
Upgrade Now for Just $497
Order Summary
ItemQuantityAmount
LSTA - Agent CRM1$ 0.00
Order Total
$0.00

256-Bit SSL Encryption

14-Day Money-Back Guarantee

STOP DELAYING YOUR GROWTH

Everything You Need To Run Your

Insurance Business - In One Place

Stop piecing together multiple softwares. Stop losing leads. Stop forgetting follow-ups. Stop operating without structure. The LSTA CRM gives you the systems, automations, templates, funnels, workflows, and organization tools serious agents need to scale.

Cancel anytime. 14-day refund policy. Secure checkout

STOP DELAYING YOUR GROWTH

Everything You Need To Run Your

Insurance Business - In One Place

Stop piecing together multiple softwares. Stop losing leads. Stop forgetting follow-ups. Stop operating without structure. The LSTA CRM gives you the systems, automations, templates, funnels, workflows, and organization tools serious agents need to scale.

Cancel anytime. 14-day refund policy. Secure checkout

© Lindsay Smith The Agent Academy