Overview

CRMs should be simple.

Our system is simplified to be used by anyone regardless of your tech ability.

app.leadsuiteos.com/dashboard

Welcome back, James.

Track production, manage the day's schedule, and stay current on platform updates.

Total Leads

1,284

312 open

Pipeline building

Active opportunities in progress

Leads Sold

96

7.5%

7.5% sold rate

Won opportunities to date

Annual Premium

$428,600

96 won

Total won value

Across all closed leads

ROI

214.0%

Return on lead spend

$142,400 invested

Leads

New leads over the last 6 months

Today's agenda

Connected calendar events

Maya Chen — Term review

9:30 AM

Robert Diaz — Final expense

11:00 AM

Priya Shah — IUL follow-up

2:15 PM

Alex Lopez — Policy delivery

3:45 PM

Recent orders

Latest lead purchases

Aged Leads — FL Term

$420

Real Time Leads — TX FE

$890

Lead Campaign — Medicare

$1,200

Aged Leads — GA FE

$310

Quick actions

Jump back into daily work

Conversations

Full texting capabilities paired with a mobile app for texting on the fly.

Drop the generic SMS only texts and send GIFs from the system as well.

app.leadsuiteos.com/conversations

Conversations

12 open

MC

Maya Chen

2m

Can you include the $500k and $750k illustrations?

RD

Robert Diaz

18m

Can you send the term illustration?

PS

Priya Shah

1h

Remind me the night before.

AL

Alex Lopez

3h

I already have coverage through work.

MC

Maya Chen

TX · Term · Follow Up

A2P

Hi Maya, this is James with Lead Suite. I have Thursday at 10:00 AM or Friday at 2:00 PM open for a 20-minute term review. Which works better?

Thursday at 10 still works for me.

Booked. I will send a calendar invite and a reminder the morning of. Reply STOP to opt out.

Can you include the $500k and $750k illustrations?

Workflows

Build advanced drip text workflows with easy to use options.

Fully automate your outreach for any kind of objective. From appointment reminders to cleaning your system, the workflow builder can do it all.

app.leadsuiteos.com/workflows

New Final Expense Follow-up

Draft

Personal workflow · starts on Contact Created

Contact Created

Trigger

Starts when a new contact is created with tag: Final Expense

Wait

Action

Wait 15 minutes

If / Then

If pipeline stage is Appointment Booked, stop. Otherwise continue.

Appointment BookedIf pipeline stage is Appointment Booked

End

OtherwiseContinue the follow-up

Wait

Action

Wait 1 day

Send SMS

Action

Hi {{contact.first_name}}, James again. Thursday at 10:00 AM is still open if you want it.

End

AI Agents

Conversational AI booking agents fully customizable by you.

Create and customize AI agents to your liking. You are no longer stuck with one kind of agent and they are actually configurable.

app.leadsuiteos.com/ai-agents

Term Appointment Agent

Draft

Objective: book appointment · Toughness: Advisor

Create Agent

Set the agent's name, booking goal, and conversation toughness.

Power Dialer and Phone System

A multi-line power dialer coming soon...

app.leadsuiteos.com/power-dialer

Powerlist · Texas Term AM

24 remaining · 8 connected today · voicemail drop armed

Maya Chen

(214) 555-0192 · TX

(305) 555-0144 · FL

Queued

Priya Shah

(404) 555-0177 · GA

Queued

Chris Nguyen

(408) 555-0160 · CA

Queued

Dana Brooks

(216) 555-0133 · OH

Queued

Active call

Maya Chen · TX · Follow Up

00:00

Disposition after hang-up: Appointment Booked, Follow Up, or Not Interested.

Phone System

Numbers, A2P Brand, and Campaign stay attached to every call and text.

Local number(214) 555-0100

A2P Brand

Approved

Campaign

Low volume mixed

Funnel Builder

Publish multi functional lead funnels that communicate with your system.

Easy to use drag and drop builders with full customization.

app.leadsuiteos.com/funnel-builder

Final Expense

Draft

REQUEST A QUOTE

A THOUGHTFUL WAY TO PLAN AHEAD

Give your family clarity when it matters most.

Explore final expense coverage options that may help with funeral costs, remaining bills, and other needs—without adding pressure to an already difficult time.

SEE MY OPTIONS

No obligation to apply. Availability and eligibility vary by carrier, product, and state.

Clear guidance

Understand the tradeoffs before you decide.

Personalized options

Compare coverage based on your needs and budget.

A respectful process

Ask questions without pressure or rushed decisions.

Funeral and memorial costs

Plan for services, burial or cremation, transportation, and other arrangements your family may need.

Remaining household bills

Help create a financial cushion for utilities, medical balances, and other obligations that may remain.

Flexible beneficiary support

Benefits are generally paid to the beneficiary, who can use the proceeds according to the policy terms.

01

Share what matters

Tell us about your priorities, budget, and the expenses you would like your plan to address.

02

Compare available options

Review coverage amounts, premiums, waiting periods, and policy details with a licensed professional.

03

Choose with confidence

Apply only when an option fits your goals. Coverage is subject to carrier eligibility and approval.

YOUR QUESTIONS DESERVE CLEAR ANSWERS

Build a plan around your priorities—not a one-size-fits-all pitch.

A licensed professional can help you compare benefit amounts, premium schedules, health questions, waiting periods, and exclusions. Review the policy documents carefully before applying.

START MY REVIEW

Final expense questions, answered

PERSONALIZED GUIDANCE

Take the first step toward a clearer plan.

Connect your published CRM form to this section, then invite visitors to request a no-obligation review of available options.

Request your personalized review

Choose a published native form in the Content inspector before publishing this funnel.

Choose a native form to preview it here.

Important information

This template contains sample marketing and disclosure language. Replace it with content approved for your agency, carriers, products, and licensed states. Insurance availability, benefits, premiums, exclusions, and underwriting vary. This is not an offer or guarantee of coverage and is not affiliated with or endorsed by any government program.

Coverage Certificates

Issue coverage summaries to clients.

Explore various tools that our system offers.

app.leadsuiteos.com/coverage-certificates

Coverage Certificates

Create a professional coverage summary and share it from an approved A2P number.

Draft

Customize

Template, carrier, and insured details stay on this draft until you issue.

Website and Business Card

Claim a configurable producer website and digital business card.

Upload state licenses and your personal details to build trust with your clients.

app.leadsuiteos.com/website

Verified Insurance Broker

James Pazzaglia

Independent licensed agent · NPN 1847291

Transparent, ethical, and fully credentialed insurance guidance for you and your family. Verify my licensure against the official NAIC database in under a minute.

Verify My License Book a Consultation

About Me

Licensed insurance broker with verified credentials

With extensive experience in the insurance industry, I provide professional guidance and personalized service to help clients make informed decisions about their coverage needs. My commitment to transparency and ethical practice is reflected in my verified state licensure.

State Licensed & Verified

Active licensure in multiple states with verified credentials.

Professional Expertise

Comprehensive knowledge across multiple insurance products and markets.

Client-Focused Service

Personalized guidance tailored to your unique insurance needs.

Ready to discuss your coverage needs?

Schedule a consultation or view my digital business card.

Book a Call Digital Business Card

Nationwide Coverage

View James's State Licenses

Click on any highlighted state to view the official state-issued insurance broker license. I maintain active licensure across a broad network of states to better serve clients nationwide.

NPN 1847291

LicensedNot yet licensedTap or click a licensed state to view the official license.

Official Verification & Industry Trust

NAIC — National Association of Insurance Commissioners

Families Helped: 1 MILLION+
Life Insurance In Place: $150 BILLION
Premium Saved Per Year: $800 MILLION
Awards Received: 1000+

app.leadsuiteos.com/business-card

Order Leads

Aged leads, Real time leads, and Lead campaigns.

Transparent pricing, Thank You pages, and live statistics all in house.

app.leadsuiteos.com/aged-leads

Aged Leads

Pick a state on the inventory map, then add the pack to your order.

Select a state

Low

High

660total leads across 6 states

Texas · Final Expense · 61–90 days

Click Texas on the map to load this pack.

$18 / lead

Quantity10

Updates

New updates and upgrades made daily.

Stay up to date on our Telegram for the latest updates.

leadsuiteos / website

theme.contract.ts

1

"use client"

2

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import { cacheLife} from "next/cache"

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import { connection} from "next/server"

5

import { z} from "zod"

6

import { preloadQuoteWindow} from "@/lib/quotes/carrier-map"

7

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const HeroCopy = z.object({

9

headline: z.string().min(12),

10

accent: z.string().regex(/^#[0-9a-f]{6}$/i),

11

}).brand(<"HeroCopy">)

12

13

export async function ProducerHero({ agent }: { agent: AgentRecord }) {

14

await connection()

15

cacheLife("minutes")

16

const quote = await preloadQuoteWindow(agent.npn)

17

const copy = HeroCopy.parse({

18

headline: "",

19

accent: "",

20

})

21

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return (

23

<motion.section

24

style={{ "--hero-accent": copy.accent } as const}

25

data-quote-ready=quote.ready

26

>

27

<h1>{copy.headline}</h1>

28

</motion.section>

29

)

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}

feat/producer-herochecking…TypeScript 5.8 · UTF-8 · Ln 18, Col 14

james.leadsuiteos.com

Producer site

James Pazzaglia

Book a call

Licensed in TX · FL · GA

Your headline

Independent licensed agent. Term and final expense reviews without a long intake call. Thursday 10:00 AM is held on the calendar until the lead confirms.

Schedule Thursday at 10:00 AMA2P verified · calendar-backed

Quote window

preloadQuote()

Edge cache

empty

Accent

#0f172a

Stay in the loop

Stay updated on Telegram

t.me/leadsuiteos

Run your book, your phone, and your follow-up on one floor.

CRMs should be simple.

Full texting capabilities paired with a mobile app for texting on the fly.

Build advanced drip text workflows with easy to use options.

Conversational AI booking agents fully customizable by you.

A multi-line power dialer coming soon...

Publish multi functional lead funnels that communicate with your system.

Give your family clarity when it matters most.

Clear guidance

Personalized options

A respectful process

Funeral and memorial costs

Remaining household bills

Flexible beneficiary support

Share what matters

Compare available options

Choose with confidence

Build a plan around your priorities—not a one-size-fits-all pitch.

Final expense questions, answered

What is final expense insurance?

Will I need a medical exam?

Does coverage begin immediately?

How much coverage should I consider?

Take the first step toward a clearer plan.

Request your personalized review

Important information

Issue coverage summaries to clients.

Claim a configurable producer website and digital business card.

Aged leads, Real time leads, and Lead campaigns.

New updates and upgrades made daily.

The floor is ready when you are.