Hybrid Agency + Consulting
We Build Your Lead System With You
Co-Pilot is not another course and not another agency. It's a hands-on program where we build your entire IUL & Annuity lead generation system together — with weekly quality control at every step.
Limited to 8 Clients Per Month — See If You Qualify
The Problem With DIY Lead Generation
Agents who try to build their own system face three common traps.
You Spend Months Learning But Never Launch
You buy courses, watch tutorials, and study ad platforms — but months later you still haven't generated a single lead. Information without execution is worthless.
Agencies Run Your Ads But You Never Learn
You hire an agency and they manage everything behind closed doors. When the contract ends, you're back to square one with no system and no skills.
Courses Give Information But No Accountability
You get access to modules and templates — but nobody checks your work, reviews your ads, or ensures you're building correctly. You're on your own.
Co-Pilot solves all three.
What Is The Co-Pilot Program?
A hybrid marketing agency and consulting company that builds your entire IUL & Annuity lead generation system alongside you — with weekly quality control to ensure nothing falls through the cracks.
Most agencies run your ads behind closed doors and disappear when the contract ends. Most courses hand you information and leave you to figure it out alone.
Co-Pilot is different. We work alongside you to build your ads, funnels, CRM automations, and follow-up sequences — quality-checking every module before you move to the next. When the program ends, you own the entire system and know exactly how it works.
How Co-Pilot Works
Strategy Session
We audit your current business, identify your ideal client, and build a custom launch plan tailored to your market and products.
System Build
We build your ads, funnels, CRM automations, and follow-up sequences together. You learn the system as we construct it.
Weekly Quality Control
Every week we review your progress, audit every module, and course-correct before moving forward. Nothing launches until it's right.
Launch & Scale
Your system goes live. You own the entire system — no hostage contracts, no mystery ad spend.
Why Agents Choose Co-Pilot
High-Intent "Pre-Branded" Leads
Prospects who already know, like, and trust you before the first call. No more cold introductions.
Weekly Quality Control
Every module is reviewed and optimized each week. Nothing falls through the cracks, nothing launches broken.
Limited to 8 Clients Per Month
We cap enrollment to ensure every client gets hands-on attention. No mass-market, no shortcuts.
You Own the System
No hostage contracts or mystery ad spend. When the program ends, you keep everything we built together.
Built for Your Services
Every ad, funnel, and automation is built specifically for the services you offer. No generalist guesswork.
Growth Partner, Not Another Agency
We build systems alongside you and transfer the skills. You never depend on us to keep your business running.
Agents Like You Are Closing More Deals
Hear directly from agents who transformed their business with our system.
Limited to 8 Clients Per Month — See If You Qualify
Prefer to DIY?
Build It Yourself With SCALE
SCALE teaches you everything you need to build your own IUL & Annuity lead generation system — at your own pace. No weekly QC, just the full course + CRM bundle to learn and execute independently.
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Qualified Leads Delivered
Agents Helped
In Commissions Earned
In Business Since
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Your Pipeline Starts Here
See exactly how we scaled a small Dallas agency to $1,054,000 in revenue — and how Co-Pilot can do the same for you.
Results vary by market and individual effort. Eligibility requirements apply.