CRM and marketing that make you look national.

Atomic Automations is the AI-powered CRM built with Topflight. Lead routing, follow-up sequences, review requests and retention workflows, plus done-for-you marketing that keeps your book.

Contract with us How it works
Atomic Automations CRM training session
Pre-AEP postcards to update Rx and providers
FreePre-AEP postcards to update Rx and providers
Client birthday cards
At costClient birthday cards
Marketing partners with agent pricing
6Marketing partners with agent pricing

Atomic CRM

Follow-up sequences, missed-call text back, calendars and Google review requests.

Branded newsletters

Client newsletters in your branding so your book hears from you every month.

Lead playbooks

Facebook lead generation, seminar funnels and tabletop event kits.

Marketing included with your contract

Retention is the name of the game. Topflight builds the assets so you can spend your time in front of clients.

  • Personalized Consumer Resource Guide for leads, tabletops and seminars
  • Sunfire and CSG quoting plus a CRM that exports your book at any time
  • Partner pricing on Insurance Toolkits, Canva, Printivity, 4Promos, Dialpad and Timeglass
  • Co-op dollars and Topflight Rewards for tracked production

How it works

  1. 1

    Set up

    The Atomic Team builds your calendars and sequences.

  2. 2

    Import

    Upload your book for reactivation campaigns.

  3. 3

    Automate

    Turn on review requests and birthday touches.

  4. 4

    Grow

    Run seminar and Facebook funnels with the playbooks.

Questions agents ask

Still unsure? Email support@topflightagent.com and a real person answers.

What is Atomic Automations?

An AI-powered CRM and automation platform built with Topflight for insurance agents: follow-up sequences, lead routing, review requests and retention workflows.

Do I keep my client data?

Yes. The Topflight CRM exports your book at any time. You own your clients.

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Ready to fly higher?

Apply, book a one-on-one call, and let the Care Team start your contracts. Four steps, no contract length.

Contract with us Read the agent FAQ