Automate What Slows You Down
Powerful tools for Annuity advisors to launch ads, follow up automatically using AI, and get booked calls with qualified prospects. Take action today and scale faster.
Launch Campaigns That Convert — Without Guesswork
Access proven annuity ad templates and pre-built funnel pages designed to attract retirement-ready prospects looking for tax-free income, market safety, or lifetime income.
Your AI Assistant Books Appointments While You Focus on Clients
Never miss a follow-up again. Our AI-powered SMS, voice, and email automations work 24/7 to keep prospects engaged and get them booked — even while you sleep.
Real-Time Reporting to Track ROI & Pipeline Growth
Know exactly which ads, funnels, and automations are driving booked appointments and how much pipeline value you’re building — no guesswork required.
Smart PowerDialer: Focus on the Hottest Leads
Our AI dialer helps you prioritize the warmest leads, automates outbound calls, and keeps your calendar full — while you stay focused on closing high-value annuity cases.
🧑🏫 Live Coaching & Support Calls
Access 20+ live coaching and support calls every month to get expert guidance, campaign help, and marketing strategy — all in real-time.
Strategy Calls: Get personalized advice on campaigns, funnels, and lead follow-up strategy
Support Calls: Get help troubleshooting ads, CRM automations, or lead quality issues
Email Support: Submit questions anytime and get actionable responses from our team
Live Chat: Fast, human support right inside your PAC CRM
🎯 Ad Launcher: Proven Annuity Ads in Just 3 Clicks
Stop wasting money on expensive lead gen or marketing companies! Simplify your advertising and generate leads effortlessly with our Ad Launcher tool:
Easy Setup: Launch Facebook and Instagram ads in under three clicks.
Ads Library: Access ready-to-use templates designed for dental practices.
Save Money: Generate the same leads marketing agencies charge you thousands for.
🤖 AI Follow-Up Assistant
Never miss a lead again. PAC’s 24/7 AI assistant responds instantly to new leads via SMS, email, and voice — turning cold leads into booked appointments.
24/7 Availability: Never miss a lead because of office hours or holidays
Instant Speed-to-Lead: Engages new inquiries within 30 seconds
Answers Questions: Handles objections and common retirement concerns
Books Appointments: Automatically schedules based on your calendar availability
And More: Nurtures leads even if they don’t book the first time
📣 Social Media Planner
Show up consistently online without wasting hours. The PAC Social Planner helps you stay active and professional on every platform — without the headache.
📌 Pre-Built Templates: Access ready-to-post annuity & retirement education content
🧠 AI Content Generator: Create educational, compliant content in seconds
📅 Post Scheduler: Plan your entire week or month of posts in one sitting
More Features
CRM System
Online Calendar
Appointment Notifications and Reminders
Pipelines to keep your leads organized by stage
Chat Manager: one place to see and respond to all texts, emails, phone calls, and social media DMs
Round Robin leads to your team.
Organize contacts by tag
Complete phone system including a built-in power dialer
Marketing System
Ad Launcher: Launch Annuity ads in a few clicks
Ads Library
Pre-Built Landing Pages
Funnel Library & Builder
New Lead Email and SMS Nurture
Long-Term Nurture Campaigns
Missed Call Text Back
Never lose business due to a missed call again
Send bulk texts or emails to all of your leads in seconds
Import your existing leads and customers and send bulk texts and emails or add them to long-term nurture campaigns.
Social Media Planner
Reputation Manager
Support System
Unrivaled Support
FREE live onboarding calls
20+ live coaching and support calls per month
Email Support
Facebook Group of Users
Custom integrations and automations (an add-on service to make your life simpler)