A quick, honest read on your situation, plus the homework I do first. Like a good doctor: understand the case, run the checks, then write the prescription.
"I'd rather build you the right thing than sell you the easy thing."
You've got something most agents would trade for: excellent, ready-made prospect lists from American Family. People who left and could come back. Older term-life policies that are cheaper now and worth re-quoting. Quotes that never closed. Current customers who are missing coverage they'd likely say yes to.
The catch isn't the leads. It's that they're stuck in spreadsheets, Relate won't take them in or run automations on them, and it can't give me the access I'd need to build inside it. So there's no steady follow-up, and logging call notes is a chore that keeps getting skipped. Good raw material, no machine to run it through.
Bottom line: You already own the opportunity. What's missing is a system to work the leads you have.
None of this is billable busywork. It's how I make sure whatever I hand you actually fits your business, stays compliant, and doesn't duplicate something you already have.
Once I've worked through these checks, I'll bring you a plain written plan and an honest price, built on what I actually found, not on guesses. Nothing you have to decide today.