CRM + Leads

Exclusive Leads – Yours Alone

CRM

Get Started
$ 100 Monthly
  • Snippets
  • Social Media Manager
  • Calendar Sync
  • Support
  • Phone System
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Our CRM – The Best in the Game

For just $100/month, all our agents tap into the world’s best CRM. Here’s what you get:

  • Your leads auto-loaded into the system.
  • Buy your own number to call leads directly.
  • Pre-made text and email snippets—automated messages with images tailored to goals (final expense, IUL, annuities, etc.)—plus design your own.
  • Follow up with leads, manage opportunities, book appointments, and more—all in one place.
    Join our team, and this powerhouse CRM turns your leads into clients, fast.

Leads

Exclusive and always yours

Silver

Get Started
$ 200
  • 5 Leads
  • ($40/Lead)
Popular

Platinum

Get Started
$ 400
  • 10 Leads
  • ($40/Lead)
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Gold

Get Started
$ 1,000
  • 25 Leads
  • ($40/Lead)
Popular

Diamond

Get Started
$ 1,950
  • 65 Leads
  • ($35/Lead)
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Why US

At Bass Financial, your leads are generated with your name on them—exclusive to you, whether you’re licensed in one state or all 50. Most lead companies resell leads every month: yours for 30 days, then flipped to dozens of others. Not us. Buy $100 worth of leads? They’re yours. Spend $1,500? They’re yours—forever. The government’s cracking down on reselling with the Telephone Consumer Protection Act (TCPA) updates effective 2024—we’re fully compliant, keeping your investment safe.

After purchase, tell us your target states—we’ll run marketing specific to you. Bigger packages = bigger savings, same exclusivity.

Learn how we helped 100’s of people gain cash value.

Let's have a chat