You Run the Agency.
i Run the Infrastructure.
ComTrak Pro automates your recruiting, follow-up, scheduling, and retention while giving you a tech strategist who runs it all with you.
No more chasing leads, duct-taping calendars to CRMs, or guessing what to automate. This is plug-and-play infrastructure with a growth partner behind it.
Built by a working broker. Managed by the person you're hiring.
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About ComTrak Pro
Built by a Broker. Refined in the Field.
You're not buying theory.
You're installing the same infrastructure I use to run my own multi-line practice — as an active financial advisor and licensed insurance broker.
Get your recruiters off spreadsheets
Stop leads from going cold
Centralize all communication and scheduling
Remove admin friction for your team
Every license includes lifetime access to future upgrades. As we improve the system, you get the new workflows, automations, and optimizations — no upsells, no re-installs, no BS.
What You Get with ComTrak Pro
Everything You Need. Nothing You Don’t.
Hosted Website
Your brand. Your domain. A custom high-converting site built to capture leads and drive recruiting. Included and maintained.
Email Marketing System
Launch broadcast emails, nurture campaigns, and trigger follow-ups with precision. Fully integrated and automation-ready.
Text Marketing System
Instantly connect with leads, recruits, or clients using high-deliverability SMS workflow, all A2P-compliant.
Smart Scheduling
One calendar for Zoom & in-person meetings, synced across your team, with no-show automation built in.
Direct Mail Integration
Birthday postcards, event invites, and QR RSVPs sent automatically. No manual printing or applying postage.
Mobile App
Advisors and recruiters manage their day from the app. Call, text, tag, and track from anywhere.
Fully Compliant Messaging
A2P-registered, branded domains, deliverability monitoring, opt-in safe.
Recruiting System That Runs Itself
Auto-book interviews, career briefings, send reminders, capture resumes, and follow up automatically.
AI-Powered Lead Nurture *Optional Add-On
Intelligent replies that text back, follow up, and help move leads to appointments while you sleep.
Here’s How to Get Started — In 3 Simple Steps
01
Sign-up
After signing up, you’ll receive a confirmation email with a link to schedule your implementation call.
02
Book Your Implementation Call
Choose a time that works for you. This reserves your private Zoom session with Brian. This is a working session to scope your needs and install timeline.
03
Onboarding & Activation
Once we’re aligned, I personally install and configure your system. You’ll be live fast, with no confusion.
Pricing
Simple Licensing. Serious Results.
*usage charges not included
Why Us?
You don’t need more software. You need outcomes.
Built and managed by someone who actually understands the field.
🔁 Automate Recruiting & Onboarding
From interviews to follow-up, everything flows without manual touchpoints.
📅 Centralized Calendar + Scheduling Engine
One booking system, unified across recruiters, agents, and support teams.
📨 Multi-Channel Outreach
Built-in text, email, voicemail, and direct mail automations.
🔐 Fully Compliant Infrastructure
A2P-verified SMS, branded domains, deliverability monitoring.
FAQ
Is this just another CRM?
No. CRMs store data. This is a fully automated recruiting and client ops system tailored to insurance agencies. It’s a fully integrated system that handles scheduling, lead flow, follow-up, direct mail, and recruiting — all pre-configured, not cobbled together.
What makes it different?
It’s not off-the-shelf software. It’s infrastructure — installed personally by a licensed broker who built it to run his own practice. No templates. No guesswork. Just automation that works the way your agency actually operates.
Can I use it without GoHighLevel?
Yes, well provide full access if you don't already have GHL.
What if I’m not tech-savvy?
Perfect. I am. You never need to touch a workflow.
Can this replace multiple tools I’m paying for?
Yes. ComTrak Pro is built to eliminate tools like Calendly, Mailchimp, CRM add-ons, spreadsheet tracking, and paper-based workflows. In most cases, it pays for itself by consolidating redundant subscriptions.
Do I have to build anything myself?
No. The system comes prebuilt with all workflows, triggers, assets, and integrations ready to go. You don’t configure — you operate. Need a tweak? Just ask.
Do we offer a free trial?
No. We build live systems, not demos.
How long is setup?
Most agencies are live in under 7 days. You’ll meet with Brian personally, review your use case, and get fully deployed without technical delays or support tickets.
Bonuses
Holiday & Birthday Nurture Campaigns
Stay top of mind all year with automated SMS, email, and mail touchpoints — no extra effort required.
Review Collection & Auto-Sharing System
Automate the review request process and instantly share 5-star reviews to your agency’s social media, boosting visibility and credibility without lifting a finger.
Direct Mail Automation
Send real postcards as part of your automated system birthdays, recruiting, and more with no manual mailing.
Founder-Led Setup & Support
Every system is configured personally by Brian Godfrey, a licensed financial advisor who uses it daily.
Lifetime System Upgrades
New workflows, better automations, and improved systems delivered to you automatically — for life.
Estate Planning Webinar System
Prebuilt high-ticket funnel designed to educate, capture leads, and convert estate planning prospects — already proven and customizable.
Strategic Exposure Through Modern Estate Pros
As a ComTrak Pro partner, your agency can leverage the growing authority of our public-facing brand: Modern Estate Pros.
Built and managed by a real advisor, it’s designed to support educational outreach, lead generation, and retargeting strategies that benefit every participating office.
You get the infrastructure — plus access to a credible digital presence already in motion.
Lifetime SOP Library Access
Step-by-step systems for marketing, recruiting, and client service. Ideal for training, delegation, or self-execution.
Let’s Build Your Growth Infrastructure.
ComTrak Pro installs across your office with no friction, no fluff, and no wasted time.
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