Know your numbers.
Grow every month!
Our CRM + Strategy + Reporting = More Premium
Little Giant’s all-in-one system is built for insurance agents ready to scale:
✅ Proven strategies that boost production
✅ Real-time ROI dashboards
✅ Automated follow-up that actually converts
✅ One-on-one support so nothing gets dropped
Advanced Analytics
Access advanced reporting and unmatched insights. Our analytics uncover hidden trends, boosting lead efficiency and sales performance like never before.
Master Dashboard
See your agency like never before. Little Giant’s advanced dashboards turn data into actionable insights. Track premiums, measure team productivity, and pinpoint ROI effortlessly.
Phone Call Reporting
Boost accountability and sales with detailed call performance tracking. The formula is simple: More talk time means more sales. Set up automated reports to keep a pulse on your team’s activity and progress toward daily goals.
Folio Boards
See your agency like never before. Little Giant’s advanced dashboards turn data into actionable insights. Track premiums, measure team productivity, and pinpoint ROI effortlessly.
Quoting Process
Simplify quoting, maximize sales. Keep prospects engaged with instant quote summaries or full comparisons, leading to faster and more confident decisions.
Mobile App
Take your agency on the go. Manage contacts, book appointments, send texts, and make calls—all from one app. Stay connected, wherever you are.
Automated Workflows
Turn follow-ups into conversions with automated workflows that interact across email, text, and calls. Experience up to an 80% response rate from your leads and customers!
Hands-on Support
Little Giant’s simplicity + support ensures quick success. Whether you're tech-savvy or just starting out, our experts ensure you’re up and running fast—because it really is that easy.
Facebook Leads & Messenger
Your Facebook, Instagram, & WhatsApp leads integrate directly and can trigger workflows. Receive texts, Messenger chats, and Instagram DM's, all in our Communications Center for seamless management. Built in analytics as well!
Industry Leading Features
Reporting Dashboards
Easily see how well your campaigns and sales team are performing so that you can increase your opportunities.
Connect to Call
When a real-time lead arrives, your phone rings instantly, allowing you to connect faster. This increases response speed, helping you close deals more efficiently and improve lead conversion.
Lead
Round Robin
Automatically message leads across multiple channels including SMS, Email, Voicemail, Calls, Facebook Messenger, and Web Chat to increase response rates to up to 80%.
Communication
Center
All Your Communications in one Place! Email, SMS, Phone, Voicemail, Facebook, Messenger, Web Chat, and so on!
Social Media Integrations
Connect your Facebook, Instagram, LinkedIn, Google and create workflow automation so no leads fall through the cracks.
Mobile App
Close prospects on the go with our mobile app, respond to leads, track statuses, complete reminders, and more.
Appointment Booking
Create calendar links so your contacts can easily pick a time. They will also receive call reminders to increase show rate.
Form & Survey Building
Build custom forms to gather consumer data, improving lead qualification and follow-up efficiency.
App & Email Reminders
Receive in app and email reminders to stay updated on leads, increasing speed and efficiency.
Seamless Integration
With 100+ Tools
Integrate Little Giant With Tools You Already Love With Custom Integrations And Zapier!
Join Happy Little Giant
Customers
They have the BEST Automation for anything you might need! My Favorite thing is the REPORTING!!!!!! They have helped our company Pin Point certain areas to help us better our company! They are truly AMAZING!
Kimberly P.
Little Giant’s metrics have allowed us to make adjustments in pretty much every aspect of our business. Where producers need help and buy the leads that perform the best.
Jacob Morgan
Little Giant has helped me obtain higher contact rate, more reviews, and more sales for my agency!
Dan Kitajima
STILL NOT SURE?
Onboarding Experience
We make sure you and your team are setup for success with hands on training and scheduled check-ins.
Week 1: Build and Prep
We kick off with setting the foundation for your success. During this time, we configure your CRM, provide a compliant website for A2P phone number verification, and set up your lead providers. Our goal is to ensure your tools and processes are ready for immediate use.
Week 2: One Hour Onboarding Call & Daily Check-ins
Your entire team joins a comprehensive onboarding call designed to get everyone up to speed and working the system right away. Daily check-ins follow to answer questions, resolve any issues, and maintain momentum during the critical early days.
Week 3: Review Productivity Dashboards
Dive into the data that drives your agency's success. Learn to navigate your customized dashboards, track key performance metrics, and use insights to guide your decision-making for optimal results.
Week 4: Strategy Call - Review Master Dashboard
Take a strategic approach to growth with a focused call on your master dashboard. Collaborate with our experts to analyze performance, refine lead strategies, and develop actionable plans to achieve your goals.
Week 5: Team Training and Education
Ensure your entire team is fully equipped to succeed with specialized training sessions. From mastering the CRM to leveraging advanced features, we provide the knowledge and tools your team needs to excel.
Week 6: Lead Source Optimizations
Maximize your ROI by analyzing and optimizing your lead sources. We'll guide you through the process of identifying high-performing channels and fine-tuning your strategies to scale success.
Week 7 - 12: Rinse and Repeat
Solidify your growth with ongoing support and regular check-ins. We help you refine processes, adapt strategies, and continuously improve performance for sustained success.
Frequently Asked Questions
What kind of support do you provide?
Support is at the heart of everything we do so supporting you and your business is our top priority. We offer 24/7 email support as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.
How Do I Get Started?
Sign up for a Demo and see how easy our services make business management. We hope you'll join us once you see how we can boost your business.
How Secure Us My Customer Data?
In 2021, data privacy and security is every company's obligation. That's why we ensure compliance with all governing laws and regulations, as well as provide extra protection against security breaches.
How Does Your Automation Work?
We provide comprehensive automation that will execute and automate workflows across your high-value business processes. Our smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot.
Can I Cancel My Account At Any Time?
You can cancel at any time. No need to worry about obligations or contracts.
What Platforms Do You Integrate With?
Our integration spans across multiple platforms for simple and seamless automation. We use Zapier to automate between over 2000 other applications with ease.
Ready To Close More Deals?
Schedule a Demo Now!
