The fortune I$in the follow-up.
Follow Up Only is the pipeline management system built for insurance agency owners who are done watching leads go cold.
What happened?
- Dana WhitfieldQuoted · home + auto · $1524Overdue: SEP 28
- Marcus BellX-date Nov 14 · $762Due today: TODAY 2:30 PM
- Priya NatarajanInternet lead · $381Due today: TODAY
- Tom AlvarezQuoted · renters · $2286Scheduled: OCT 6
- Kim OseiReferral · $1143Scheduled: OCT 9
Sound familiar?
Every one of these leads was paid for. Watch what happens when nobody calls back.
- Overdue: OVERDUE 21DLeads go cold after the first call.Most producers make one attempt and move on. The money is in the 5th, 6th, and 7th touch, and almost nobody gets there.
- Overdue: OVERDUE 14DYou have zero visibility into your team.You don't know who's actually following up, who's going dark, or which leads are quietly dying in the pipeline.
- Overdue: OVERDUE 30DYou're paying for leads nobody follows up on.Lead cost is your biggest expense. When producers don't follow through, you're not just losing deals. You're burning money.
A system, not just another CRM.
Follow Up Only combines pipeline management software with a training library, giving you and your producers a complete, repeatable system from day one.
Pipeline software
One list sorted by what's due. Every follow-up needs a note and a next date, and every lead ends in another follow-up, a sale, or a delete. Never a dead end.
Overdue: SEP 28Due today: TODAYScheduled: OCT 14Done: SOLDTraining library
Short videos your producers watch once and use every day, from adding a first lead to what to say on the call.
- The 5-Touch Rule0:55
- What to Say on a Follow-Up Call0:48
- Turning a No Into a Not Yet0:51
Onboarding support
A 1-on-1 onboarding call. We get you set up and running, so your team is following up from the first day.
Physical follow-up catalog
Palm-sized objects mailed with a personal note in a lumpy envelope. Part of Pro.
See the catalogThree steps. Zero excuses.
Load your leads
Import your prospects in seconds. Assign them to producers and get everyone operating on one system from day one.
leads.csv214 leads importedDana WhitfieldQuoted · home + autoJRMarcus BellX-date Nov 14AMPriya NatarajanInternet leadJRSet follow-up schedules
Every lead gets a follow-up date. The software surfaces who's overdue, who's on track, and what needs attention today. A follow-up needs a note and a next date, so nothing slips.
Dana WhitfieldQuoted · autoScheduled: OCT 14MON 12TUE 13WED 14THU 15FRI 16Watch your pipeline close
Consistent follow-up compounds. Producers who use the system close more, and you have the data to prove it.
Marcus Bell7 follow-ups · X-date Nov 14Done: SOLDClose rate31%Follow-ups this week142
Sample data.
Stop managing people. Start managing results.
Every producer works the same list, so you can see who's actually following up, who's going dark, and which leads are quietly dying in the pipeline, without asking.
- The leads stay with the agency. When a producer leaves, transfer their leads to someone else with the dates intact.
- Close rate, per producer. Follow-ups this week, average follow-ups to close, and what the pipeline is worth.
| Producer | This week | Overdue | Close rate |
|---|---|---|---|
| Jess R.Jess Ramirez | 142 | 0 | 31% |
| Andre M.Andre Moss | 96 | 3 | 24% |
| Kyle T.Kyle TurnerGOING DARK | 18 | 41 | 9% |
Lumpy mail gets opened.
The physical follow-up catalog: pick a palm-sized object, add a note, and it goes out in a lumpy envelope. An envelope with something in it gets opened, and a duck on a desk gets remembered.
Made for the quotes that went quiet and the month before an X-date. Each object comes with notes ready to send.
Rubber duck
“Still getting your ducks in a row? When you're ready, I'm here.”
Lifesaver
“If you need someone to save the day, you know who to call.”
Hourglass
“There's no rush, but I want to make sure the opportunity doesn't slip away.”
Compass
“Still deciding which direction to go? I can help point you in the right direction.”
Domino
“Sometimes it only takes one move to get things started.”
Anchor
“Just making sure I don't drift off your radar.”
Nominal-value objects, never tied to a purchase. Rules on gifts to prospects vary by state and carrier; check yours.
See the catalog on a demoThis is for you if…
- You run an insurance agency with 1–5 producers.
- You're tired of not knowing if leads are being followed up on.
- You've bought leads that never got a second call.
- You want a system your team will actually use.
- You want to stop managing people and start managing results.
Built by an agent, for agency owners.
“I built Follow Up Only because I lived the problem.”
Leads going cold. Producers not following through. No visibility into what was actually happening in the pipeline. I couldn't find a tool that solved it the way I needed, so I built one. This is the system I wish I'd had from day one.
Three ways in. One decision.
Everything you need. Nothing you don't. Every plan includes the pipeline software, the training video library, a 1-on-1 onboarding call, and every update we ship. Every plan starts with a demo.
Standard
1 user
$129/mo
- Full lead management
- Follow-up scheduling
- Pipeline value calculators
- Activity & notes history
- Follow-up progress tracking
Pro
+ $10 / mo per additional user
$149/mo
- Everything in Standard
- Physical follow-ups
- Full follow-up catalog access
- Team performance metrics & insights
- Shipping & delivery tracking
Lifetime · founding members
OPENS NOV 1Pay once. Everything in Pro, for good.
$499on Nov 1, one time
Opens November 1 at $499 and goes up about $16 a day. At its highest, Lifetime costs what one year of Pro does, and you never pay again.
- Nov 1$499
- Nov 15$721
- Dec 1$975
- Dec 15$1,196
- Dec 31$1,450
- Jan 1The offer closes for good.
- Everything in Pro
- Lifetime access — pay once
- All future updates included
- Full team statistics & close rate tracking
- 100% money-back guarantee
Questions answered.
How does pricing work?
Standard is $129/mo for one user. Pro is $149/mo plus $10/mo for each additional producer, and adds physical follow-ups and team metrics. Pay yearly and save about 20%. Lifetime is a one-time founding-member price until January 1.
How many producers can I add?
As many as your agency needs on Pro, at $10/mo for each one after the first. You plus three producers is $179/mo.
Do I need to be tech-savvy to set this up?
No. Your onboarding call walks you through the entire setup, and the training library covers the rest.
What if I'm a solo agent with no team?
Yes. Standard is built for one person working their own pipeline, and you can add producers later on Pro.
Is there a money-back guarantee?
Lifetime comes with a 100% money-back guarantee. We'll walk through the terms on your demo.
Is this an AMS? Does it replace EZLynx, HawkSoft or Applied?
No. Follow Up Only is for the people you're trying to write: leads, quotes, prospects. Your AMS keeps your book of business. They sit side by side, and nothing about your clients gets entered twice.
How do my leads get in?
Add them one at a time, or import a CSV from your lead vendor or the spreadsheet you're using today.
What happens to the leads when a producer leaves?
They belong to the agency. An admin transfers them to another producer and the follow-up dates come with them.
Does it dial or text for us?
No. Producers call and text from their own phones, then log what happened in a few seconds.
Is mailing gifts to prospects allowed in insurance?
Physical follow-ups are palm-sized, nominal-value objects with a note, never tied to a purchase. Rules on gifts to prospects vary by state and carrier, so check yours. We're happy to talk it through on the demo.
Book your demo.
- We reach outBy phone from 801-842-6089, or by email if you'd rather, to pick a time.
- You see the real thingThe list, the follow-up, the owner view. Live, not slides.
- Ask anythingPricing, Lifetime, lumpy mail, moving off your spreadsheet.