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.
Available 24/7 • Average response time: < 2 seconds
Tap to copy • Click call to connect instantly
Built by a Broker. Refined in the Field.
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
Your brand. Your domain. A custom high-converting site built to capture leads and drive recruiting. Included and maintained.
Launch broadcast emails, nurture campaigns, and trigger follow-ups with precision. Fully integrated and automation-ready.
Instantly connect with leads, recruits, or clients using high-deliverability SMS workflow, all A2P-compliant.
One calendar for Zoom & in-person meetings, synced across your team, with no-show automation built in.
Birthday postcards, event invites, and QR RSVPs sent automatically. No manual printing or applying postage.
Advisors and recruiters manage their day from the app. Call, text, tag, and track from anywhere.
A2P-registered, branded domains, deliverability monitoring, opt-in safe.
Auto-book interviews, career briefings, send reminders, capture resumes, and follow up automatically.
Intelligent replies that text back, follow up, and help move leads to appointments while you sleep.
Sign-up
After signing up, you’ll receive a confirmation email with a link to schedule your implementation call.
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.
Onboarding & Activation
Once we’re aligned, I personally install and configure your system. You’ll be live fast, with no confusion.
Simple Licensing. Serious Results.
*usage charges not included
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.
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.
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.
Yes, well provide full access if you don't already have GHL.
Perfect. I am. You never need to touch a workflow.
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.
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.
No. We build live systems, not demos.
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.
Stay top of mind all year with automated SMS, email, and mail touchpoints — no extra effort required.
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.
Send real postcards as part of your automated system birthdays, recruiting, and more with no manual mailing.
Every system is configured personally by Brian Godfrey, a licensed financial advisor who uses it daily.
New workflows, better automations, and improved systems delivered to you automatically — for life.
Prebuilt high-ticket funnel designed to educate, capture leads, and convert estate planning prospects — already proven and customizable.
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.
Step-by-step systems for marketing, recruiting, and client service. Ideal for training, delegation, or self-execution.
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