You didn’t become an insurance professional to chase leads or drown in paperwork.
You chose this path because you believe in protecting people’s futures. Because you wanted to help families, businesses, and communities feel secure—while building stability for your own life.
But somewhere along the way, the admin work took over: missed calls from quote requests, no-shows on policy reviews, endless follow-up emails, and the daily grind of trying to stay on top of every client. All the things that pull you away from what you actually love—protecting people and closing policies.
At BizSmpl, we give you back your most valuable resource: time. Time to focus on clients. Time to grow your book of business. Time to build stronger relationships.
We build simple, smart automation systems that work in the background—so you never miss a lead, never let a renewal slip through the cracks, and never waste another day chasing busywork.
No babysitting. No tech overwhelm. Just freedom to focus on what matters most.
Take a minute to answer a few quick questions—and we’ll show you what’s possible when your time, leads, and systems start working together.
You don’t need more busy work, You need more time to do what you’re great at.
We automate the things that pull you away from the work that actually moves the needle.
Most agents don’t have a lead problem, they have a follow-up problem. We capture, respond, and re-engage so your leads don’t slip through the cracks while you’re working.
Make sure potential clients find you - take advantage of ad campaigns, reviews, and a stronger online presence — all done-for-you.
Optional - Tailored workflows, automations, and nurture programs. Complete custom build-outs so you launch effectively. Website build-out, branding, and optimization.
Automated call/text-back system for quote requests.
Scheduling + reminders for client appointments.
Follow-up automation for renewals, cross-sells, and referrals.
CRM for all prospects and clients in one place.
With BizSmpl, you’ll spend less time on busywork and more time helping clients protect what matters most.
Smart call/text-back automation
Auto-scheduling + calendar sync
Review request follow-ups
Website smart chat
Proposals & Estimates
Invoicing
CRM
$197/month
$1,970 - paid annually
All of Professional
Social media ad campaign management
AI chat across social media
Website hosting or optimization
Conversion-focused landing pages
Assessments & Forms
Workflows & Campaigns
Analytics & Reports
CRM
$297/month
$2,970 / paid annually
All of Agency
Memberships
Affiliate Manager
Communities
Strategic business success audit
Feature Flexibility
Certificates
QR Codes
CRM
$497/month
$4,970 / paid annually
You don’t need to be. We build your system for you. Whether you're using Professional, launching ads with Agency, or getting a full buildout with Command, our job is to set it up so it runs quietly in the background while you focus on your work.
For most businesses using Professional with a custom buildout, your system can be up and running in about a week (website buildout will take longer). For Agency, your custom back-office system can be fully active within 10 business days (website buildout will take longer). For Command, we start with a strategy demo and build a tailored roadmap, so it may take a little longer — but the result is completely customized to how you work.
A smart text is sent instantly and an AI callback can be triggered automatically — keeping your lead warm until you can respond. You never lose momentum, even if you’re on a job or off the clock.
You do not, but a website is critical for maintaining your brand, landing clients, and scaling. We can help you build it, host, and maintain it. And if you're building long-term strategy, Command can integrate fully with your existing digital presence.
Definitely. All tiers include automated review request follow-ups — a polite, branded nudge that helps you collect more 5-star reviews without having to ask, pushing your website and services towards the top of google searches.
We specialize in helping:
Solopreneurs, small teams, and small businesses (10-25 employees)
Client-facing service and sales
Real estate pros, contractors, insurance agents, medspas, and more
If you’re appointment-based, lead-driven, or just need more time in your day — BizSmpl is likely a great fit.
Most platforms hand you tools and leave you to figure it out. We do the heavy lifting — and only deliver what you actually need. Whether it’s basic automation, ad management, or a full CRM with analytics and automation logic, we tailor the system to fit you — not the other way around.
100%. We build BizSmpl to grow with you. You can start with the essentials in Professional, and when you’re ready for more visibility or deeper systems, we can scale into Agency or Command without needing to switch platforms.
No problem. We can either integrate with your current setup or migrate your info over — depending on what makes the most sense. We’ll talk through it in your demo.
The demo is a 1:1 walkthrough where we learn about your business, show you how the system works, and recommend a tier based on your goals. It’s relaxed, human, and helpful — no pressure, no tech overwhelm.
Nope. All of our services are month-to-month unless paying annually to receive the discount. We believe in earning your loyalty through value — not locking you in with fine print.
You didn’t start your business to get buried in tasks that don’t light you up. You started it because you had a skill, a passion, and a vision for a life of freedom.
© Copyright 2025. BizSmpl. All rights reserved.