Pwrd MediaRun the numbers
§1For annuity producers§2How the system works§3Systems, data and ownership§4Compliance position§5ROI & growth map calculator§6Client results§7Creative and funnel assets§8Onboarding, the first 7 days§9Commercial terms§10About Pwrd Media
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§3

Systems, data and ownership

Infrastructure built inside assets your firm owns, not a service you rent access to.

Ownership, stated plainly

You own the Business Manager, the ad account and its learning history, the pixel data, every prospect record, the CRM and all creative. We hold operational access, granted by you and revocable by you. We retain nothing on exit.

The full build, one board

Full system board showing ads, funnel, qualification, booking, onboarding and reporting flows
Ads and creative on the left, funnel and qualification in the middle, onboarding and reporting on the right.

Architecture

Four layers

Acquisition

Campaign structure, creative library, pixel and conversion events, audiences, testing framework.

Capture

Qualification flow, consent record, state-licence filter, calendar routing, producer assignment.

Conversion

CRM pipeline on your stages, dialer, click-to-call, producer tasks, disposition tracking.

Retention

SMS and email sequences on registered A2P infrastructure, long-cycle nurture, reporting.

Your CRM

What owning the pipeline looks like

CRM pipeline · your instance

Illustrative

New

1

61

Qualified

2

48

Booked

3

34

Confirmed

4

29

Showed

5

24

Closed

6

6

Stages, counts and history sit inside a CRM your firm owns. Illustrative counts.

A live partner pipeline

Sales pipeline board with stages from proposal sent to policy issued
The same pipeline in a running account, with stages set to how the practice actually works.

The platform

Our own stack, not a resold licence

CapabilityWhat it does
CRM and pipelineRecords, stages, tasks, full activity history
CalendarsMulti-producer routing, availability rules, buffers, reschedules
DialerOutbound attempts logged and recorded against the record
SMS and emailConfirmation, nurture, reactivation, long-cycle sequences
50+ AI agentsCall summaries, follow-up drafting, enrichment, disposition tagging
ReportingSpend, cost per appointment, show rate, cost per client
Integrations3,000+ applications, including your existing CRM

Agents assist your team. No agent advises a prospect, and every automated message is copy you approved.

Exit

What you keep

  • ✓Business Manager and ad account, with learning history
  • ✓Pixel and conversion event data
  • ✓Every prospect and client record, exportable
  • ✓The CRM instance and its contents
  • ✓All creative, copy and funnel assets
  • ✓Consent records and communication history

Access is removed and data exported on request within ten business days.

Common questions

Integration and data

Does this replace our CRM?

Only if you want it to. It can sit alongside an existing CRM with records synchronised.

Who owns prospect data?

Your firm. First-party data collected under your brand.

How do you access our ad account?

Meta partner access, granted and revocable by you. No password sharing.

Can compliance audit the messaging?

Yes. Every template and script is exportable for review.

Next section§4 · Compliance position→