Tools & Resources We Actually Use
Skybridge Insurance partners with clients to protect what matters most. We operate with the same transparency in our technology — only recommending tools we’ve vetted and use ourselves. Some links are affiliate links. We earn a small commission at no cost to you.
Web Hosting — Hostinger
Fast, reliable hosting for our website and client-facing tools. Hostinger VPS delivers enterprise-level performance at small business pricing.
Email Marketing — MailerLite
Our email platform for client communications, policy renewal reminders, and lead nurture sequences. Free up to 1,000 subscribers.
CRM — HubSpot
Every client relationship, lead, and policy inquiry is tracked in HubSpot. The free tier handles contact management, deal tracking, and meeting scheduling.
Design — Canva Pro
Client proposals, policy summaries, and educational materials are all designed in Canva Pro. Professional quality, fast turnaround.
→ Try Canva Pro free for 30 days
Automation — Zapier
New inquiry → CRM entry → notification → follow-up email, all automatically. Zapier keeps our lead process running without manual intervention.
→ Try Zapier — free plan available
Scheduling — Calendly
Clients book consultations directly into our calendar. Automatic reminders and confirmations, no scheduling emails required.
→ Get Calendly — free plan available
Project Management — ClickUp
Policy reviews, renewals, and client onboarding workflows are tracked in ClickUp. Everything in one organized workspace.
→ Get ClickUp — free forever plan
Recommended Reading
- $100M Offers — Alex Hormozi
- The Psychology of Money — Morgan Housel
- Never Split the Difference — Chris Voss
- Built to Sell — John Warrillow
- Traction — Gino Wickman