Own the Factory. Automate the Follow Up. Scale Your Agency.
The all-in-one advertising, CRM, and AI-powered client acquisition system built exclusively for insurance producers. Deploy high-converting Meta and Google ad templates in 3 clicks, capture wholesale leads, and let our 3-second AI Assistant book them directly on your calendar.
Video coming soon here.
Why 90% of Insurance Agencies Fail to Scale Their Customer Acquisition.
Most agents are trapped in a cycle of buying 'exclusive' leads that have been sold five times before they hit your inbox. You’re paying for the vendor's office, their staff, and their profit margins. Most insurance agents are stuck in a dual-front war.
On one side, you are bleeding cash to third-party lead vendors who sell you over-dialed, low-intent, shared data at a 200% retail markup.
On the other side, you are paying hundreds of dollars a month for a disjointed mess of software systems a CRM that doesn't talk to your calendar, an automated texting tool that requires a computer science degree to configure, and no real-time speed-to-lead mechanism.
You end up spending 80% of your day acting like a secretary, chasing uncontactable prospects, and diagnosing tech glitches instead of doing what you were born to do: closing business and taking care of families.
The Turnkey Infrastructure: From Raw Inbound Intent to Closed Policy
LeadStream flips the script. We give you the exact blueprints lead vendors use, allowing you to generate 100% exclusive leads at wholesale costs. No middleman. No markups. No shared data.
The only 2026 Insurance CRM with a built-in "Ad Launcher." Generate exclusive, HIPAA-compliant leads for Final Expense, Life, ACA, Medicare, and Annuities in just 3 clicks, and let our AI Assistant book the appointments for you.
LeadStream CRM collapses your entire marketing and sales workflow into a singular, powerhouse SaaS environment powered by GoHighLevel and optimized by T.R. King.
We give you the pre-built, compliant ad templates for your specific insurance niche, route those exclusive leads straight into your internal pipeline the millisecond they hit "submit," and unleash an elite AI conversational engine to qualify and book those leads for you automatically.
The LeadStream Creed: Stop paying for software. Make the software pay you.
All TR King Lead Portal Ads are managed inside of and require a LeadStream CRM account.
To view the live ad template library and launch ads, you’ll need to create a LeadStream CRM account.
You will need a Business Facebook Page and/or a Google Ads Account. We can help you set one up.
Everything You Need to Run a Modern, High-Velocity Agency (Our Core Pillars)
Pillar 1: The 3-Click Ad Library
Forget hiring expensive ad agencies or wasting weeks trying to figure out ad managers. Choose a proven, high-intent blueprint from our growing library (Annuities, Final Expense, Life, Medicare, or Health), set your geography and budget, and hit launch. You’re firing the middleman and buying data at wholesale cost.
Pillar 2: The 3-Second AI Assistant
Inbound marketing is won or lost based on speed-to-lead. If you don't contact a digital lead within five minutes, your chances of closing drop by 400%. The exact millisecond a prospect fills out your form, our integrated AI texts them, engages in a live qualifying conversation, and drops them onto your calendar.
Pillar 3: The Elite Growth CRM
A fully loaded CRM complete with built-in power dialers, call recording storage, automated email/SMS long-term nurture campaigns, and pipeline health analytics. Everything is pre-configured out of the box so you can start selling on day one.
Built for Your Niche. Optimized for Your Conversions.
LeadStream CRM isn't a generic software platform. It adapts seamlessly to the unique regulatory environments and consumer psychologies of your specific target market:
Annuities & Asset Preservation: Capture high-ticket, safe-money intent and pre-qualify for investable assets.
Final Expense: High-volume burial templates paired with instant automated text sorting to eliminate tire-kickers.
Life Insurance (Term/IUL/MP): Target growing families looking for income replacement or dynamic tax-free wealth building.
Medicare & T65: Hyper-compliant, 1-to-1 direct consent architectures built to safely scale your lifetime renewal book.
Under-65 Health & ACA: High-velocity lead injection designed to win the speed-to-lead race during busy enrollment seasons.
The Math Behind the $349 Investment.
Traditional lead vendors charge $35–$60 for an 'exclusive' lead.
Our members are generating the same high-intent leads at wholesale costs of $11–$18.
The Math: If you generate just 20 leads a month, the system pays for itself in lead-cost savings alone.
Everything after that is pure agency profit.
Total Transparency. Zero Hidden Fees.
We believe in a 'Clean' business model. Unlike other platforms, we don't hide costs.
Monthly Subscription: $349/mo (Access to everything).
Ad Spend: Paid directly to Meta/Google (You control the budget).
Utility: SMS, Email, and AI are billed at wholesale rates via your account wallet.
How does the "Flat-Rate Utility" billing work?
To keep your monthly subscription low, we provide all communication costs at low flat rates.
Think of it like a cell phone plan: $349/mo covers the "phone" and the "apps." aka the CRM.
Your "minutes and texts" are billed separately based on usage of the system.
The Wallet Rates (May be subject to change due to carrier rate changes):
Phone - $0.030 min outbound call. $0.020/min inbound call.
SMS - $0.018 per segment.
Emails - $0.002 per email.
AI Appointment booking - $0.05 per message and $0.30/min per voice call.
We start every account with a $25 Starter Credit and include a $25 Monthly Communication Credit that rolls over unused credits in your plan to help offset costs. LeadStream includes advanced tools like Email Verification, Content AI, and Premium Automations. These are billed at the same utility rates as our standard communications. Because these costs are fractions of a cent, most agents find that their included $25 monthly credit covers these features entirely
You Provide the Drive. We Provide the Crew.
We don't just hand you a login and walk away. Your membership includes a the following:
1HR White-Glove Tech Call to help you set up.
1HR Training call to help you get familiar with core functions of the CRM.
1 HR Ads Setup & Launch Call to help you launch your first ads without a hitch.
Access to our 600+ article help library to help you fully utilize the CRM to the fullest.
24/7 live technical chat inside the CRM.
What About Costs and Ads?
How much does a lead cost?
Because LeadStream allows you to buy your ads at wholesale rates directly from Meta or Google, you aren’t paying a vendor’s 300% markup. Your costs will vary based on your specific territory and daily budget, but based on our Benchmarks, here is what our high-producing agents are seeing:
Final Expense: $8 – $18 per exclusive lead on average.
Health (ACA) & Medicare: $11 – $19 per exclusive lead on average.
Life Insurance (Term, IUL, Mortgage Protection): $15 – $35 per exclusive lead on average.
Annuities (Retirement & Safe Money): $40 – $100+ per exclusive lead on average.
Annuity and IUL leads are high-ticket "whales." While the cost per lead is higher than a Final Expense lead, the ROI is often significantly larger. Even at $100 for an exclusive Annuity lead, you are paying a fraction of the $300+ price tag lead vendors charge for the same data.
Regardless of the niche, you are cutting out the middleman. You pay exactly what the platforms charge to generate the lead.
Do I pay TR King for my ad spend?
No. You pay Meta (Facebook/Instagram) or Google directly. This ensures 100% transparency—you see exactly where every penny of your marketing budget is going.
Can I pause my ads?
Absolutely. You have 100% control over the "Lead Factory" at all times. Whether you’re heading out on vacation, taking a holiday, or your calendar is simply so full that you can’t keep up with the volume, you can stop the flow instantly.
How to do it: Simply go to the Ad Launcher tab inside your LeadStream CRM. You’ll see a toggle switch next to your active campaign. Flip it to "Paused," and Meta/Google will stop spending your budget immediately.
The "Elite" Strategy: While you can pause and resume whenever you like, we recommend avoiding "micromanaging" the toggle. Frequent stopping and starting can reset the Meta and Google "Learning Phase," which is the time the algorithm takes to find your cheapest leads.
Pro-Tip: If you just want to slow down the lead flow without resetting the algorithm, try lowering your Daily Budget first instead of pausing the ad entirely. This keeps the "engine" warm while giving you some breathing room.
How are you different from other agencies offering GoHighLevel?
It’s a great question. While many agencies "resell" GoHighLevel, most of them just give you a "Snapshot" (a pre-built template) and wish you luck. At LeadStream, we’ve taken the GHL engine and completely rebuilt it into a Insurance Growth Engine.
Here are the four pillars that separate us from a standard "GHL Reseller":
1. The Integrated Ad Launcher (The "Factory")
Most GHL agencies require you to be a Facebook Ads expert or pay them an additional $1,000+/mo to manage your ads. With LeadStream, we’ve integrated wholesale ad technology directly into the dashboard. You can launch proven, niche-specific Medicare, FE, Annuity, Life Insurance, or ACA ads in 3 clicks without ever leaving the CRM. We provide the "Lead Factory"; they just provide the "Filing Cabinet."
2. Built-In Compliance
Insurance is a highly regulated industry. Our templates and workflows are built specifically for insurance producers, ensuring every lead you generate has a bulletproof audit trail to protect your license.
3. The "Insurance-First" AI Assistant
Standard GHL setups have basic "if/then" automations. Our Digital Appointment Setter is trained specifically on insurance logic. It knows how to check a Medicare prospect versus a Final Expense lead's intent. It doesn't just send "automated texts"; it has intelligent conversations designed to verify intent and book confirmed appointments on your calendar.
4. Wholesale Transparency & The "Pit Crew Support"
Many agencies hide their "Utility" costs we offer 100% Transparency. You pay Meta/Google directly for your ads. Plus, you get our 24/7 CRM Tech Support—a team that understands the software in and out.
The Bottom Line:
Most agencies sell you a CRM (Passive). We provide a Growth Engine (Active). If your current CRM isn't generating leads and booking your calendar, it’s just an expensive digital filing cabinet. LeadStream is the "Operating System" for the top 10% of insurance producers.
What happens after I sign up?
How It Works: Your 3-Step Setup
Getting your automated lead factory up and running is simple. We do the heavy lifting with you across three easy steps:
1. The Foundations (Getting Connected)
First, we make sure your system is completely secure and tailored to your business.
Fill out your quick CRM Onboarding Survey so we know exactly how you operate.
Sign the standard HIPAA agreement to keep all your client data 100% safe and compliant.
Hop on a 1-hour "White Glove" Tech Call where our team logs in and handles the entire system setup for you.
Join a 1-hour Training Call where we walk you through the dashboard and show you how easy it is to use.
2. The Launch (Going Live)
Next, we get your marketing running so you can start generating exclusive, wholesale leads. On a single 1-hour Ads & Launch Call, we will:
Connect your calendar (Outlook or Google) so the system knows when you are free.
Link your Facebook or Google ad account so you can pay them directly with no middleman markups.
Pick your insurance niche blueprint (Final Expense, Medicare, ACA, Life, or Annuity), set your daily budget, and launch your very first ad campaign in just 3 clicks.
3. The AI Hand-Off (Filling Your Calendar)
Finally, you put the system on autopilot.
Customize your AI Assistant by giving it a personality and style that fits your brand.
Let the AI take over. It will immediately text your new leads, answer their questions, and book qualified prospects directly onto your calendar while you sleep.
Is LeadStream CRM hard to set up?
No. This is a complete, turnkey system. The automation workflows, AI prompt configurations, SMS/Email nurture paths, and ad templates are completely pre-loaded into your account. We handle the heavy lifting so you can focus entirely on launching your campaigns and running appointments.
What is the true cost of using the system?
Your subscription covers the software infrastructure, the CRM ecosystem, and access to our private ad template libraries. Your advertising spend is paid directly to Meta or Google, meaning you have absolute control over your daily marketing costs. Additionally, telephone, text, and AI utility executions are billed transparently at low flat rates via your automated system wallet.
Can I run multiple insurance products inside the same LeadStream account?
Absolutely. If your agency cross-sells Final Expense, Medicare, and Annuities, you can deploy distinct ad blueprints for each vertical simultaneously. The CRM will automatically segment, tag, and trigger the correct niche-specific AI follow-up sequences for every incoming prospect.
Save Time & Money
Replaces $1,000+ a month worth of software, increasing profits up to 30% instantly!
One solution for your whole business.
Scale your insurance agency.
Fully HIPAA Compliant Insurance CRM
Our Insurance CRM software is HIPAA compliant, keeping your client's data safe!
Encrypts your data using the latest technology.
Keep yours and your client's information safe.
All The Features You Need In One Place
Say goodbye to duct-taped solutions!
Save Big With The All-In-One System To SkyRocket Your Business!
Ready for more leads, more conversions, more reviews, and more repeat buyers?
Get Started Today!
The Value Breakdown: Why $349 is Actually "Free"
If you were to piece this system together using separate vendors in 2026, your monthly "Tech & Lead Tax" would look like this:
Legal Disclaimer & Transparency: LeadStream CRM is a software-as-a-service (SaaS) platform provided by T.R. King Insurance Marketing and powered by GoHighLevel.
Ad Spend: Your monthly subscription (or annual equivalent) does NOT include your ad budget. You are responsible for paying Meta (Facebook/Instagram) or Google directly for your advertising spend. We recommend a minimum daily budget of $25.
Utility Billing: Communication costs (SMS, Phone, Email, and AI executions) are billed at flat rates via an automated "Wallet" system.
Results: Lead costs (avg. under $20) are based on 2026 industry benchmarks. Actual results vary by state, niche, and market conditions. LeadStream provides the tools; you provide the effort.
© 2026 TR King Insurance Marketing - All Rights Reserved.