Build Your Insurance Business with AFI Membership
Access tools, resources, and support designed to help you manage and grow your business.
What’s Included
Business cards
Website setup & creation
Access to Surge CRM
Admin support
Optional tools for client management (BPP)
About the Membership
AFI Membership provides access to tools and support that may assist in managing your business operations. Results and outcomes will vary based on individual effort, experience, and market conditions.
Choose Your Plan
Disclaimer
This membership does not guarantee income, leads, or business results. Services and tools are provided to support your independent efforts.
Basic Plan — $30/month
Business cards
Website creation
Access to Surge CRM
Admin support
Pro Plan — $40/month
Everything in Basic
PLUS: Best Plan Pro quoting tool access
Frequently Asked Questions
What is included in the membership?
Your membership includes access to business cards, website setup, admin support, and available tools and resources depending on your selected plan.
Are results guaranteed?
No. This membership provides access to tools and support only. Results will vary based on individual effort, experience, and market conditions.
What is the difference between Basic and Pro?
The Pro plan includes everything in Basic, along with additional access to quoting tools.
When will I get access after signing up?
Access to your membership services typically begins after your subscription is successfully processed.
Is this membership only for CRM access?
No. This membership includes access to a range of tools, resources, and support services. CRM access may be one component, but the membership covers more than just a CRM.
f I cancel the CRM, does it cancel my membership?
No. Canceling CRM access does not cancel your membership. The membership subscription and its associated fee remain active unless the membership itself is canceled.
Still have questions? Contact us for more information.
Our point of contact (POC) details are listed below should you need assistance.
AFI ADMIN TEAM
Darren
CEO
Lindsay
Admin & Onboarding
Our team is here to support you with your membership and provide assistance when needed. If you have questions about your account, tools, or services, you can reach out directly.