Scale Your Book of Business with Everest Wealth
Join an elite group of top producers receiving high-intent, qualified insurance prospects. Accelerated growth, leads and seamless automated delivery.
Your Path to Growth
STEP 01
CRM Setup
A simple CRM with tools to help increase pickup rates, improve lead retention, and close more deals.
STEP 02
Budget Selection
Select your weekly client volume tier with clear, transparent retainer terms and zero hidden surprises.
STEP 03
Campaign Launch
We will begin to create and launch your exclusive campaigns i upon final agreement sign-off and approval.
Secure Autopay Setup
Monthly Retainer
Your dedicated campaign is billed a $250 biweekly retainer. Billing is processed automatically through Helcim payment processing. Retainer charges recur strictly every 14 days following active onboarding.
Weekly Ad Spend
Your selected ad spend is billed weekly based on the ad spend tier you choose. If you choose to change your weekly spend your weekly reoccurring charges will reflect it per your billing.
FINAL STEP
Ready to Launch
Your campaign will be created and onboarding will begin once all required information has been submitted, agreements have been completed, and the initial payments have been successfully processed.
FINAL AUTHORIZATION
Review standard service terms and complete your authorized signature online in under 60 seconds.
STEP 01 // PORTAL INITIALIZATION
Agent Profile Setup
Support & Concierge
Support: [email protected]
Onboarding Desk: (813) 454-6896
Hours: Mon - Fri, 8:00 AM - 6:00 PM EST