A CRM platform for insurance and finance agents, built inside the Weldamm studio. The pitch on the homepage says it plainly: if you are not following up within five minutes, you are losing deals.
Most insurance and finance agents do not lose deals in the first meeting. They lose them in the silence afterward. Finance Followup was conceived inside the Weldamm studio as the answer: a CRM platform purpose built for the agents whose living depends on the second conversation.
The mandate: name it, brand it, price it, and build the product template an agent can deploy in minutes.
Weldamm built the marketing presence first: homepage with a full motion hero, pricing page with billing toggle, FAQ, and a comparison table that makes the case in the agent's own economics. Pricing was architected in three tiers, from a new agent entry point to a full agency platform.
Then the product itself: a deployable CRM snapshot with an eight stage insurance sales pipeline from new lead to closed, lead nurture and appointment reminder workflows, custom fields and tags, and a booking calendar built around the coverage review conversation.
Identity, motion hero, pricing with billing toggle, FAQ, and comparison table.
An eight stage insurance pipeline, from new lead to closed and won.
Lead nurture and appointment reminders that never forget to follow up.
A coverage review calendar wired straight into the pipeline.
Finance Followup sells its discipline by exhibiting it: a platform where no lead sits in silence, packaged so an agent can be running it the same afternoon.