Two products. One mission.
Meet the brands behind GuizmoSolutions.
Each product solves a critical part of the insurance growth equation — and together they form the complete acquisition and retention engine.
AI-Powered Final Expense Lead Generation
LeadGuizmo
LeadGuizmo helps life insurance agents become their own lead vendor — generating exclusive, pre-qualified leads on Meta for about $10 each. Two ways to work with us: we build and run the whole system for you, or you learn to run it yourself with our online course.
- Done-For-You: custom-built ad campaigns & funnels
- Online Course: plug-and-play templates, scripts & ad creatives
- Exclusive leads at ~$10 (vs $30–$60 vendor leads)
- Smart pre-qualification with conditional logic
- GuizmoGPT + SurveyGuizmo CRM included in both plans
- Used by agents writing $10,000+ AP weekly
The CRM built for life insurance
SurveyGuizmo
SurveyGuizmo is the first CRM developed and built for insurance, alongside agents and agencies living it everyday. SmartMode adapts the entire CRM to the policy you sell.
- SmartMode: policy-aware pipelines & fields
- Final Expense, IUL, Annuities, Mortgage Protection
- Integrated chats and call workflows
- Built-in surveys for qualification
- 7-day free trial — no credit card required
- 10k+ active users · 50k+ surveys sent · 98% satisfaction
