Formula 100 Smart AI Website & CRM

Your website books while you sell.

No code. No pile of tools. Your site grabs the lead and writes back fast. It puts the call on your calendar.

$297 every 4 weeks · $2,970 a year · $2,997 Done For You build

Results are not the same for everyone. Your results depend on your work, your license and your market. Goals on this site are not promises. See our Earnings Disclaimer.

The short answer

Meet the Formula 100 Smart AI Website & CRM. It is from Wealth Financial Investing Group in Chattanooga, TN. It links a site and CRM for life insurance agents. AI writes back fast, and missed calls get a text. Leads book on your calendar, all in one login.

Updated October 22, 2026 · Checked by Travis Pace, founder

Why people leave

Turn clicks into booked calls.

People look you up now. What counts is the first minute after they land.

I feel

People search my name. They find no real business.

What changes

You get a sharp insurance site. It has your name, photo, products and contact info.

I feel

People read my page and leave. They never reach out.

What changes

Clear forms on each page ask for a name. They ask at the right time.

I feel

Someone asks at 10 p.m. They hear nothing till I wake up.

What changes

AI writes back by text and email right away. It sends them your booking link.

I feel

I miss a call while with a client. They never call back.

What changes

Missed-call text-back sends them a text. The talk keeps going.

I feel

I trade texts for days just to pick a time.

What changes

Leads pick an open time on your calendar. Reminders go out before the call.

I feel

My site, calendar, texts and contacts are in different apps.

What changes

Site, CRM, inbox and calendar share one login. You get one phone app.

What you get

One site that works the lead.

It is built for insurance. The pages and messages fit what you sell.

AI-built insurance website

A clean site that works on phones. It shows your products, your story and clear next steps. It starts from insurance templates.

Lead forms with consent

Each form has a must-check SMS terms box. It is saved as the lead's yes to texts.

Fast AI replies

Texts and emails go out when a form comes in. They go out when a lead writes you too.

Missed-call text-back

When you can't pick up, the caller gets a text. Not your voicemail.

Online booking

Leads book open times on your calendar. Reminders go out before each call.

Pipeline and dashboard

Each lead lands in your pipeline. A dashboard shows new leads and bookings.

Is this site right for me?

This is for me if

  • I'm a new agent. I need a site people trust
  • I get calls and forms but write back too slow
  • I want booking on my site, not phone tag
  • I run an agency. I want one setup my agents share

Not a fit if

  • I'm not licensed yet
  • I want someone else to sell or call my leads
  • I won't check my CRM or app each day

Live in three clear steps.

You don't need tech skills. The team walks a checklist with you.

1

Pick your setup

Pick DIY on the 4-week or annual plan. Or pick the Done For You build.

2

The team hooks up your accounts

Your domain, calendar, phone and forms link to the CRM.

3

New leads land in your pipeline

Forms, calls and bookings show up in one place. Follow-up is on from the start.

Pick your website plan.

You see each charge before you pay. Done For You is one payment.

Smart AI Website & CRM

$297
every 4 weeks
  • AI website, lead forms and online booking
  • Fast AI replies and missed-call text-back
  • Pipeline, dashboard and phone app
  • DIY setup. The team links your accounts
  • Billed 13 times a year
Start My Smart AI Website →
Fewer charges

Smart AI Website & CRM, Annual

$2,970
per year
  • All of the 4-week plan
  • Review asks and insurance templates
  • One charge a year, not 13
Start My Annual Plan →

Done For You Build

$2,997
one-time
  • The team builds your website and CRM for you
  • For agents who don't want to build it
  • One payment. Not a plan that bills again
Build My Website For Me →

Safe checkout by SamCart. "Every 4 weeks" plans bill 13 times a year. See the Refund Policy at checkout.

Website questions agents ask

Can I use my own domain name?

Yes. The team links the domain you own during setup. No domain yet? Buy one first. The team links it to your site.

Does the AI talk to leads without me?

Yes, for the first reply. AI sends a fast text and email. It points the lead to your booking link. You can step in to any chat from the app.

Do my website forms record texting consent?

Yes. Each form has a must-check SMS terms box. The checked box is saved with the lead. That happens before any text goes out.

Should I pick DIY setup or Done For You?

Pick DIY if you like to edit templates. The team still links your accounts. Pick Done For You and the team builds it. That is one payment.

How is this different from GHL CRM Services?

This page is the website side. It has pages, forms, AI replies, missed-call text-back and booking. GHL CRM Services shows the pipelines and follow-up behind it. Both run on these same plans.

What does every 4 weeks mean?

You are charged every 28 days. That is 13 charges a year. The annual plan is one charge a year. It is $2,970.

Let your site answer first.

Not sure which setup fits? A 15-minute intro call shows where to start.

The partners and platforms behind your system

GoHighLevel, Family First Life, Anderson Advisors, Credit Suite, Hyros, Zapier, UgenticIQ, Acquisition.com, Meta, Google, LinkedIn, TikTok, EBOOV, Laurel Portie, Neil Patel, WAVV, SamCart, Stripe

GoHighLevelFamily First LifeAnderson AdvisorsCredit SuiteHyrosZapierUgenticIQAcquisition.comMetaGoHighLevelFamily First LifeAnderson AdvisorsCredit SuiteHyrosZapierUgenticIQAcquisition.comMeta
GoogleLinkedInTikTokEBOOVLaurel PortieNeil PatelWAVVSamCartStripeGoogleLinkedInTikTokEBOOVLaurel PortieNeil PatelWAVVSamCartStripe
Ready for your next step?

One short call. One clear next step. No pressure.

Book My Intro Call →

We help life insurance agents and agency owners get more calls, keep more money and build a team. Based in Chattanooga, TN, since 2021.

Visit & contact

Wealth Financial Investing Group
Tallan Financial Center
200 MLK Blvd, Suite 1062
Chattanooga, TN 37402
Sun–Thu 9 AM–9 PM
Fri 9 AM–12 PM · Sat closed

Wealth Financial Investing Group, LLC gives marketing, CRM, coaching and teaching to licensed insurance agents. We are not a law firm, a CPA firm or an investment adviser. Nothing here is legal, tax or money advice. Only licensed agents sell insurance. The insurance company backs each policy. Policy loans and withdrawals lower cash value and death benefit. They may also change your taxes. Goals on this site are not promises. Results are not the same for everyone.