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 builds custom client-acquisition systems for Final Expense agents. We run the ads, structure the qualification flow, and deliver booked appointments straight to your calendar.
- Custom-built ad campaigns (not recycled traffic)
- Smart pre-qualification with conditional logic
- Instant lead delivery to email or SurveyGuizmo CRM
- Personalized landing articles for each agent
- Performance dashboard and weekly reporting
- 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
