NEW — FB360 SALES & MARKETING HUB

Replace Agent CRM. Generate Leads on Autopilot.

5 done-for-you insurance funnels. Automated lead responses. A live campaign dashboard. Everything Agent CRM does — built exclusively for advisors, at a fraction of the cost.

No credit card required
Cancel anytime
Setup in under 5 minutes
5
Pre-Built Funnels
$0
Setup Cost
< 5 min
Time to Launch
14 days
Free Trial
THE 5 FUNNELS

Every Funnel You Need. Already Built.

Each funnel includes a landing page, multi-step quiz, calculator, automated email + SMS sequence, and booking page — all personalized with your name and calendar.

Term Life
Avg conversion
12–18%
IUL Wealth Builder
Avg conversion
8–14%
FIA Retirement
Avg conversion
10–16%
Business Owner
Avg conversion
9–15%
Advisor Opportunity
Avg conversion
15–22%

5 Steps. That's It.

Non-tech-savvy advisors are up and running in under 5 minutes.

1
Confirm Your Info
Validate your name, phone, email, and calendar link. We pre-fill everything we already know.
2
Connect Socials
Link your Facebook, Instagram, LinkedIn — or skip. You can always add them later.
3
Pick Your Funnels
Select which of the 5 pre-built funnels you want to launch. One click per funnel.
4
Launch
Your campaigns go live instantly. Funnel links, QR codes, and share buttons are ready.
5
Check Your Dashboard
Leads appear in real time. They've already received a personalized email from you.

Everything You Need. Nothing You Don't.

5 Done-For-You Funnels
Pre-built lead funnels for Term Life, IUL, FIA, Business Protection, and Advisor Recruiting — ready to launch in minutes.
Instant Lead Response
Every lead gets a personalized email with their results and your booking link — automatically, within seconds.
Live Campaign Dashboard
See every visitor, lead, and appointment in real time. Know exactly which funnel is working and why.
Email & SMS Sequences
5–7 email drip sequences and SMS follow-ups pre-written for each product line. Compliant, personalized, automated.
Social Content Studio
150 pre-written posts across all 5 product lines. Educational, myth-busting, and CTA content ready to share.
Lead Pipeline (Kanban)
Visual pipeline from New Lead → Appointment → Application → Closed. Move leads with one click.
ADD-ON PRICING
$97/month

After your 14-day free trial. Cancel anytime. No contracts.

5 pre-built insurance funnels
Automated lead email responses
Live campaign dashboard
Lead pipeline (Kanban)
Email & SMS drip sequences
Social content library (150 posts)
QR codes for every funnel
ARIA integration (auto-fill leads)

Available exclusively to FieldBuilder.ai advisors. Contact your platform administrator to activate.

FB360 Sales & Marketing Hub is a marketing automation tool for licensed insurance professionals. All funnels and communications must comply with applicable state insurance regulations and TCPA/CAN-SPAM requirements. Conversion rates shown are industry estimates and not guarantees of performance. FieldBuilder.ai is not responsible for the content of individual advisor communications sent through this platform.