Average agents grind. Top producers follow the protocol.
Dually installs a fully-built, personally-branded acquisition system — funnel, AI text qualifier, booking, and done-for-you automations — under your name, live in 24 hours. Built for IUL and retirement agents who'd rather write business than babysit a CRM.
Lead in → qualified by text → booked. In under 60 seconds.
You're a great closer.
That was never the problem.
Leads go cold in minutes
Speed wins. By the time you call back, two other agents already did. Manual follow-up loses every time.
Your calendar runs your income
No system means feast or famine. Big month, dead month, repeat — until infrastructure does the chasing for you.
You're the bottleneck
Prospecting, follow-up, admin, compliance. Every hour buried in busywork is an hour you're not in front of a client.
Everything that turns a click into a booked appointment — done for you.
Installed under your name. Live in 24 hours. You bring the license and the close — Dually runs the machine behind it.
AI Text Qualifier
Every lead engaged and qualified by text in under 60 seconds, 24/7. It asks the right questions, handles objections, and never lets a lead sit cold — then hands you the ones ready to buy.
Personal-Brand Funnel
A conversion funnel under your name that turns traffic into booked calls — not clicks.
Done-For-You Automations
Follow-up, nurture, re-engagement, and no-show recovery — running while you sleep.
Booking on Autopilot
Qualified appointments land straight on your calendar. You just show up and close.
Lead Intelligence
Every lead and every metric organized — pipeline, show rate, and close rate at a glance.
Scripts + Content Library
Objection handlers, proven phone scripts, and a 30-day content calendar — ready to deploy on day one. The same playbook the top 1% run, pre-loaded under your name.
The Top Producer Protocol™
Seven steps. Installed in order. The same path the top 1% already follow — pre-loaded under your name.
Avatar Lock
We research your exact market — IUL, retirement planning, or FEX — and lock the one client profile your entire system is built to attract.
Offer Stack
A compliance-safe offer built around your strengths. No invented claims, no recycled swipe files — an offer your market actually responds to.
Funnel Build
Your personally-branded funnel goes live under your name. Advertorial, qualification quiz, booking — engineered to filter tire-kickers out before they reach you.
Traffic Switch
Insurance-safe Meta campaigns turn on. Your minimum ad spend goes directly to Meta — no agency markup, no middleman skim.
Nurture Engine
Every lead engaged by text in under 60 seconds, 24/7. Compliant follow-up that re-engages the leads other agents let die.
Conversion Protocol
Qualified prospects land on your calendar pre-framed and pre-sold. You get the scripts and objection library — then you do what you do best.
Scale Command
Hands-off optimization with a weekly one-page report. Pipeline, show rate, close rate — the numbers that matter, nothing you have to manage.
Live in 24 hours. Not 24 days.
Most agencies take weeks to onboard you. Your Dually system is built, tested with live fire, and producing before your next client meeting.
Setup call
15 minutes. Your market, your calendar, your branding. That's everything we need from you.
The build
Funnel cloned under your name. AI qualifier trained on your offer. Calendar, follow-up, and lead tracking wired end to end.
Live fire test
We push test leads through the entire system — ad to text to booked appointment — before a dollar of your budget moves.
You're live
Ads on. Leads flowing. Appointments landing on your calendar while you're in front of clients.
Founder's own monthly AP — same carriers, different system
Every lead engaged by text, around the clock
From setup call to live system under your name
Simple pricing. No contracts.
Founders pricing — first 10 clients only. Locked in for as long as you stay.
Starter
- ✓Personally-branded funnel
- ✓AI text qualifier (24/7)
- ✓Booking on autopilot
- ✓Done-for-you follow-up automations
- ✓Lead delivery + tracking sheet
Protocol
- ✓Everything in Starter
- ✓Full Top Producer Protocol™ install
- ✓No-show recovery + reactivation engine
- ✓Scripts + objection library + 30-day content calendar
- ✓Weekly one-page performance report
- ✓Priority support
Territory
- ✓Everything in Protocol
- ✓Your zip codes — locked. One agent per territory.
- ✓Annual rate (saves $2,967 vs monthly)
- ✓First priority on every new feature
All plans require a minimum $1,500/mo ad spend, paid directly to Meta. No markup — your budget buys your leads.
Built by an agent.
Rebuilt after getting burned.
I'm not a marketer who found insurance. I'm an agent who got tired of watching good closers starve behind bad systems.
I built my own book from $10K to $48K a month in AP. Same me. Same carriers. Same work ethic. Different system.
Along the way I paid $11K to a vendor with no skin in the game and got nothing back. That loss built Dually. Every guarantee on this page exists because I know exactly what it feels like to buy promises and receive excuses.
So I went back to the studs and rebuilt the whole machine — the funnel, the AI follow-up, the booking engine — and put it through live fire before putting my name on it. This is the system I wish someone had sold me.
10 qualified appointments in your first 30 days — or we work free until you get them.
Not clicks. Not leads. Qualified appointments, booked on your calendar. If the system doesn't deliver 10 in your first 30 days, we keep working at no charge until it does.
- —Qualified = matches your target client profile and booked directly on your calendar
- —Requires minimum $1,500/mo ad spend, paid directly to Meta — we never touch it
- —We guarantee the appointments. The close is yours — that's why you're the one with the license.
Questions agents ask before saying yes
So did our founder — he lost $11K to a vendor with no skin in the game. That's why Dually isn't a tool you have to figure out. We build it, run it, and guarantee the output: qualified appointments on your calendar. If they don't show up, we work free until they do.
Your competitors are already automating.
Your market isn't waiting.
Book a 15-minute demo. See exactly what Dually deploys under your name. No pressure, no pitch.
Book Your Setup Call →