Licensed to Lucrative
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
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
What’s Included For Only $89/Month:
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.
All you have to do is:
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.
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
What’s Included For Only $89/Month:
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.
All you have to do is:
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.
256-Bit SSL Encryption
14-Day Money-Back Guarantee
The AI Excellent Agency™
Three ways to grow an insurance practice
Attract.Convert.Never miss a lead.
Built by a licensed broker — over 20 years and thousands of families helped. Installed for you.
Agents don't touch the tech — they take the booked appointments.
THE HERO
Agent Automation™
Your AI receptionist, appointment setter, and follow-up team — in one system.
Lead Capture Kit™
$10 setup
Custom landing page built & branded for you
Opt-in form connected to your pipeline
Instant lead alert to your phone
Auto-tagged & organized in your CRM
One-time setup — live within 48 hours
POPULAR
AI Receptionist™
$297 /mo
$497 Setup
AI voice receptionist answers missed calls 24/7
Speaks naturally — sounds like your team
Qualifies callers and books appointments live
Sends follow-up text after every call
Full call summary delivered to your inbox
Content Accelerator™
$297 /mo
Done-for-you content that attracts.
Weekly post, reels, carousels, captions
Compliant — written by a licensed broker
Feeds the same pipeline automation works
Webinar-in-a-Box™
$497 setup
A client-getting webinar, built & branded for you.
Registration + landing page
Reminder + follow-up emails & texts
The full workflow installed in your account
BEST VALUE · SAVE $197/mo
Agent Growth System™ — Automation + Content
$597
/mo
Capture the lead → Convert by text → Never miss a call
Founding rate locked for life — first 10 agents. Installed for you, or we keep building until it books.
Partner Program · For Lindsey Smith
[ X ]% recurring revenue share on every agent who joins through your network.
Stacy Gregory · The AI Excellent Agency™
Runs 100% inside GoHighLevel · Voice AI · Conversation AI · Workflow AI
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