Clear pricing for outside business support.
Start with the free packet builder. Add setup when you want the workflow built. Add monthly support when you want the outside book managed.
Pick the level of help you need.
Final pricing depends on volume, product lines, document needs, automation scope, and how much support you want.
Free Packet Builder
For agents who want a quick outside business quote packet without booking a call.
- Customer quote packet
- Internal transaction log
- Quote line items
- Optional disclosure pages
- Optional ACORD 36
- Optional SL1, SL2, D1, and D2 forms
- No login required
- No email required
Outside Book Setup
For agents who want the outside business workflow built instead of managing everything manually.
- Workflow review
- Broker packet setup
- Document checklist setup
- Quote and case intake process
- Invoice and payment request process
- Case status tracking
- Employee training session
- Agency-specific templates
- Launch-ready operating process
Managed Outside Book
For agents who want help keeping cases, documents, follow-up, invoices, and renewals moving.
- Ongoing workflow support
- Case and document tracking
- Packet and invoice support
- Follow-up process support
- Renewal reminders
- Book performance tracking
- Employee process support
- Additional product expansion support
Outside business gets expensive when the process is scattered.
If the review does not uncover a useful setup path, you should not buy anything.
The workflow review is designed to confirm whether your outside business process can be improved enough to justify setup. If it cannot, we will say that before quoting a project.
Common pricing questions.
Want the exact setup price for your agency?
Book the workflow review. We will look at your current process, documents, case volume, and support needs, then give you a clear setup path.
Best Go Leads is an independent service provider and is not affiliated with, endorsed by, or sponsored by Farmers Insurance. Services are designed to support workflow, organization, and administrative management. Agents are responsible for following all carrier, regulatory, licensing, and compliance requirements. Fee, billing, compensation, and disclosure workflows vary by state and situation. Pricing is provided after review and may vary based on workflow complexity, case volume, product lines, requested support, and implementation scope.
Clear pricing for outside business support.
Start with the free packet builder. Add setup when you want the workflow built. Add monthly support when you want the outside book managed.
Pick the level of help you need.
Final pricing depends on volume, product lines, document needs, automation scope, and how much support you want.
Free Packet Builder
For agents who want a quick outside business quote packet without booking a call.
- Customer quote packet
- Internal transaction log
- Quote line items
- Optional disclosure pages
- Optional ACORD 36
- Optional SL1, SL2, D1, and D2 forms
- No login required
- No email required
Outside Book Setup
For agents who want the outside business workflow built instead of managing everything manually.
- Workflow review
- Broker packet setup
- Document checklist setup
- Quote and case intake process
- Invoice and payment request process
- Case status tracking
- Employee training session
- Agency-specific templates
- Launch-ready operating process
Managed Outside Book
For agents who want help keeping cases, documents, follow-up, invoices, and renewals moving.
- Ongoing workflow support
- Case and document tracking
- Packet and invoice support
- Follow-up process support
- Renewal reminders
- Book performance tracking
- Employee process support
- Additional product expansion support
Outside business gets expensive when the process is scattered.
If the review does not uncover a useful setup path, you should not buy anything.
The workflow review is designed to confirm whether your outside business process can be improved enough to justify setup. If it cannot, we will say that before quoting a project.
Common pricing questions.
Want the exact setup price for your agency?
Book the workflow review. We will look at your current process, documents, case volume, and support needs, then give you a clear setup path.
Best Go Leads is an independent service provider and is not affiliated with, endorsed by, or sponsored by Farmers Insurance. Services are designed to support workflow, organization, and administrative management. Agents are responsible for following all carrier, regulatory, licensing, and compliance requirements. Fee, billing, compensation, and disclosure workflows vary by state and situation. Pricing is provided after review and may vary based on workflow complexity, case volume, product lines, requested support, and implementation scope.