Design Partners,
Not Passive Customers.
We're looking for 50 visionary agencies to help shape the future of automation. Lock in lifetime access, get direct founder support, and build the system you've always wanted.
50 licenses available. After 50, Agency Tier becomes $2,868/year.
Founding Member
Agency Tier License
For years, agencies have had limited paths to automation—
each with trade-offs.
Consultant Route
Consultants bring deep implementation expertise—but workflows often sound templated and updates require new engagements.
DIY Route
Building in-house gives you control—but requires significant time and automation expertise most agencies don't have.
Generic Software
Off-the-shelf tools move fast—but treat every agency the same.
EffiZoom gives you a fourth path: sophisticated strategy that sounds like your agency, with optional implementation support when you need it.
Automation Built for
Independence
EffiZoom was built inside McWright Insurance Group in Mississippi—not by consultants theorizing about agencies, but by operators running one.
EffiZoom is the automation strategy layer. It designs sophisticated workflows in 90 seconds—renewal sequences, lead nurture campaigns, task assignments, cross-sell strategies—all aligned to your agency's unique brand voice.
EffiZoom Brand Voice System
Capture how your agency actually communicates. Your Owner sounds different from your Producer. Your Service team sounds different from your Sales team. EffiZoom maintains all of it.
Unlimited Strategy Builder
Generate complete automation workflows in 90 seconds. Renewal sequences. Lead follow-ups. Policy review campaigns. As many as you need.
5 Team User Seats
Your Operations Manager gets a login. Your Producer gets a login. Your CSRs can access the system. This isn't just for you—it's for your team.
AI Agent Access
Operational Agents handle inbox routing and task cleanup. Revenue Agents manage renewals and cross-sells. Pay-as-you-go.
JSON + Markdown Exports
Every workflow exports directly into AgencyZoom (or any CRM that accepts structured data). No manual rebuilding. No copy-paste chaos.
VIP Support & Onboarding
Priority response. Direct access to the founding team. Plus a 45-minute co-founder onboarding session to get your first workflows live.
Implementation Support Available
Own the strategy. Choose your execution path. The Founding 50 license gives you unlimited workflow generation and brand voice alignment. How you implement is up to you:
Use your team and our onboarding to execute workflows yourself
Work with a trusted consultant who can execute your EffiZoom strategies
Handle routine updates in-house, bring in specialists for complex buildouts
EffiZoom ensures every workflow sounds like your agency—whether you build it yourself or work with a partner.
The Founding 50
Partnership
EffiZoom is bootstrapped. We're not answering to venture capital—we're answering to you. We're offering the first 50 agencies lifetime Agency Tier access for $2,500.
In exchange, we ask for your honest feedback, your feature requests, and your partnership in proving that independent agencies can automate with sophistication. You get the tool for life; we get the insights to build the best platform in the industry.
The Math
| Investment | Year 1 | Year 2 | Year 3 | 5-Year Total |
|---|---|---|---|---|
| Founding 50 (Agency) | $2,500 | $0 | $0 | $2,500 |
| Post-Founding Operator | $1,910 | $1,910 | $1,910 | $9,550 |
| Post-Founding Agency | $2,868 | $2,868 | $2,868 | $14,340 |
By Year 2, you've saved $2,868.
By Year 5, you've saved $11,840.
What Happens After 50?
The Founding 50 window closes permanently. No extensions. No exceptions. New customers will pay $2,868/year for the Agency Tier.
Why EffiZoom Exists
Independent insurance agencies are the backbone of their communities. But for too long, the tools available to independent agencies have treated them like second-class operators.
We believe independent agencies deserve tools that match their professionalism—not just their budget. EffiZoom was built to prove that automation can be sophisticated without being complicated, and affordable without being cheap.
We built EffiZoom not to replace the expertise consultants bring, but to solve the voice and speed problem that's existed in agency automation. Great consultants deserve tools that help them deliver better results faster. Independent agencies deserve automation that sounds like them, not like everyone else.
Our mission is simple: Help independent agencies communicate with the clarity, speed, and voice they deserve.
Built by Operators. Proven in the Field.
We've been running EffiZoom internally for over a year. What used to cost us $6,000 and take 3 weeks now takes 90 seconds—and it sounds like us, not a template. This is what we wish we'd had 10 years ago.
Tamara Pharr
Owner, McWright Insurance Group
I built EffiZoom because I was tired of watching independent agencies pay consultant prices for the same generic templates everyone else gets. You deserve automation that's as sophisticated as your operation.
Matthew Henry
Co-Founder, EffiZoom
Where EffiZoom Was Built: McWright Insurance Group, Belmont, Mississippi. A real independent agency serving real clients. We didn't build this in a lab—we built it at the desk where we answer phones, write policies, and manage renewals.
The Real Cost of Automation
| Approach | Upfront Cost | Ongoing Cost | 5-Year Total | Ownership |
|---|---|---|---|---|
| Hire a Consultant | $3,500–$15,000 | $0* | $6k–$30k+ | ❌ Locked |
| DIY in Your CRM | $0 | Opportunity Cost | Weeks Lost | ✅ Full Control |
| EffiZoom (Founding 50) | $2,500 | $0 | $2,500 | ✅ Full Control |
*Many agencies invest in multiple consultant engagements over 5 years as their needs evolve—each project bringing valuable implementation expertise alongside updated workflows
Ready to Own Your Automation?
Join the first 50 agencies building the future of independent insurance automation—with clarity, speed, and your authentic voice.
This offer ends after the 50th license. After that, Agency Tier becomes $2,868/year. No extensions. No exceptions.
Terms: Founding 50 members receive lifetime access to Agency Tier features as they exist at the time of purchase. AI Agent execution pricing is subject to change based on underlying provider (Anthropic) pricing adjustments. Strategy Builder usage is capped at 30 generations/month to prevent commercial resale; agencies needing additional capacity during buildout phases can contact support for accommodation. License is for internal agency use only and may not be resold or used as a service bureau.
EffiZoom Support
How can we help you today?