AI Automation for Insurance Agents

Turn Every Lead Into
A Booked Appointment.

AI-powered SMS conversations + voice calling that works your leads 24/7 โ€” so you don't have to chase, follow up, or lose another deal to a slow response.

Watch: See How It Works (2โ€“3 min)
๐Ÿ“Œ Swap in your YouTube/Vimeo link here
78%
of leads buy from the first to respond
2ร—
AI calls per day, every day per lead
24/7
SMS coverage โ€” responds any time
<5 min
First contact after a lead comes in
The Problem

You're Losing Leads
Every Single Day.

Most agents make 1โ€“2 attempts and move on. Your competition isn't doing much better. The real edge is showing up before anyone else does โ€” and never stopping.

โฑ

Slow Follow-Up

78% of leads buy from the first company to respond. If you're not reaching out within 5 minutes, someone else already did.

๐Ÿ“ž

No Answer, No Callback

Agents make 1โ€“2 attempts max. AI makes 2 calls/day, every day, until there's a result. No lead gets forgotten.

๐Ÿ”€

Manual & Inconsistent

Every agent has a different process. Inconsistency kills conversion rates and lets hot leads go cold before anyone notices.

๐Ÿ’ธ

Wasted Lead Spend

Thousands in leads sit untouched. Every unconverted lead is money you already spent โ€” left on the table indefinitely.

What You Get

Two Tiers. One Goal:
More Booked Appointments.

Your AI is configured to your name and your market โ€” not a generic bot. It acts as your own personal assistant, qualifying leads and booking appointments as if you built it yourself.

SMS Automation

Your AI Texter Never Sleeps.

$1,200/mo ยท $2,500 setup

  • Fully personalized to your name โ€” texts leads as your own AI assistant
  • Real AI โ€” reads full conversation history, responds with context every time
  • Not a drip sequence โ€” genuine back-and-forth that qualifies and books
  • Books directly to your Calendly โ€” confirmation fires automatically
  • Responds to any inbound message, any time of day or night
  • Re-engagement sequences for cold leads included
  • Works with any lead source โ€” CSV, webhook, or purchased leads
  • Full SMS conversation log saved automatically to your CRM
  • Lead stage updated in CRM automatically โ€” no manual entry
  • Covers up to 250 leads/month
AI Caller Suite

Your AI Calls Every Lead, Every Day.

$2,500/mo ยท $4,000 setup

  • Everything in SMS Automation, plus AI voice calling
  • AI caller is personalized to your name and your script
  • 2 calls/day per lead at peak answer hours โ€” automatically
  • Scripted by 15+ year industry veterans to handle real objections
  • Books appointments mid-call directly to your Calendly
  • Instant agent alert if a lead wants to speak to someone right now
  • SMS follows up after every call โ€” answered or not
  • Full call transcript + AI summary saved to your CRM after every call
  • Lead stage moves automatically โ€” fully hands-off pipeline management
  • Covers up to 250 leads/month
How It Works

Lead Comes In.
Appointment Gets Booked. That's It.

The whole system runs automatically. You show up to warm appointments ready to close โ€” no chasing, no follow-up, no manual work.

01

Lead Comes In

Lead enters your CRM. Your AI pipeline activates within seconds. No manual action needed.

02

AI Places the Call

Calls 2ร—/day at peak hours. Handles objections, qualifies, and attempts to book on the spot.

03

AI Texts Intelligently

Whether or not the call connects, your AI texter engages โ€” reads full context, responds naturally.

04

Appointment Booked

AI books directly to your Calendly. Confirmation fires. Your workflows trigger automatically.

Fully Automated CRM

Your Pipeline Runs Itself.
You Just Show Up to Close.

No manual note-taking. No stage-moving. No digging through call recordings. Everything is logged, summarized, and filed automatically โ€” so your CRM is always up to date without you touching it.

๐Ÿ“‹

Full Call Transcript

Every word of every call is transcribed and saved to the lead's record automatically. Nothing gets lost.

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AI Call Summary

After each call the AI writes a clean summary โ€” what was discussed, how the lead responded, and what the next step is.

๐Ÿ”„

Automatic Stage Movement

Leads move through your pipeline stages on their own โ€” contacted, qualified, booked, no-answer โ€” without you lifting a finger.

โœ…

Zero Manual Entry

You open your CRM and it's already done. Every lead updated, every call logged, every booking confirmed. Fully hands-off.

See It In Action

Real Conversations.
Real Bookings.

This isn't a concept. This is the actual system working live leads โ€” texting, calling, and booking appointments automatically while you're offline.

Live SMS Conversation Sample AI Powered
Hi, I saw your ad about retirement accounts. Is this a good time?
2:14 PM
Hey! Great timing โ€” I'm Rosie, [Agent Name]'s assistant. Do you have an old 401k or IRA you've been wanting to review?
2:14 PM ยท AI responded in 8 sec
Yeah I have an old 401k from my last job, been sitting there for years
2:16 PM
Perfect โ€” that's exactly what [Agent Name] helps with. My job is simply to get you a quick 20-min call so they can walk you through your options. Any chance you're free this week?
2:16 PM ยท AI responded in 6 sec
Sure, Thursday afternoon works
2:18 PM
โœ… Sending a booking link to this number now โ€” takes 30 seconds to lock in Thursday. You'll get a confirmation right away.
2:18 PM ยท AI responded in 5 sec
Screen Recording: System Demo

Watch the Full System Live

n8n + GHL + Vapi workflow walkthrough ๐Ÿ“Œ Swap in your screen recording here
Hear the AI

Real Call Demos.

Listen to how your AI handles live conversations โ€” from cold intros to objections to booking mid-call. Built by 15+ year industry pros.

Objection โ†’ Booking

Lead pushes back hard. Hear how the AI handles it, stays warm, and closes the appointment on the spot.

1:21

Cold Intro Call

First contact with a brand new lead โ€” hear how the AI opens, qualifies, and moves toward a booking naturally.

0:45
๐Ÿ“Œ Drop your MP3 recording here

Live Booking Mid-Call

Lead agrees to an appointment. AI books directly to Calendly while still on the call โ€” no handoff, no delay.

0:58
๐Ÿ“Œ Drop your MP3 recording here
Proof It Works

Real Bookings.
Real Conversations.

Screenshots from live lead conversations โ€” actual bookings generated by the AI. Not demos. Not mock-ups.

AI SMS conversation leading to booked appointment
Objection handled โ†’ booked in under 40 min
AI SMS pipeline stage automation
Full pipeline staged automatically โ€” zero manual entry
๐Ÿ“ฑ
More screenshots
coming soon
๐Ÿ“Œ Drop your next screenshot here
More live examples
Pricing

Simple, Transparent Pricing.

No hidden fees. Setup includes full configuration, Calendly integration, and a tested go-live in under 1 week.

Tier 1
SMS Automation
$1,200/month
$2,500 one-time setup fee
  • AI configured to your name and market
  • AI SMS conversations (24/7)
  • Reads full conversation history & responds with context
  • Auto-booking to your Calendly
  • Re-engagement sequences included
  • Covers up to 250 leads/month
  • Live within 1 week of onboarding
Get Started with SMS โ†’
Tier 2
AI Caller Suite
$2,500/month
$4,000 one-time setup fee
  • Everything in SMS Automation
  • AI voice caller โ€” personalized to your name & script
  • 2 calls/day per lead at peak answer hours
  • Scripted by 15+ year industry veterans
  • Books appointments during the call
  • Instant agent alert if lead wants to talk now
  • Covers up to 250 leads/month
Get the Full Suite โ†’

Need more than 250 leads/month? Contact us about volume options.

Add-Ons

Stack What You Need.

Available on any tier. Add services as your business grows.

Ads Management

+$1,000/mo + ad spend

We build your funnel and run Facebook/Google ads. Fresh leads flow straight into your CRM and your AI works them the moment they arrive.

Script Customization

From $500 one-time

Full rewrite of your AI voice and SMS scripts to match your style and market. Includes customizing your agent persona to your specific approach.

Lead Packages

Ask us for current rates

Don't want to manage ad spend? Purchase pre-qualified leads delivered directly to your CRM โ€” your AI works them the moment they arrive.

Onboarding

Your Fully Automated Agent,
Ready Within 1 Week.

We handle everything. You just provide your info โ€” we build, test, and hand you a live system.

1

Select & Pay

  • Choose your tier
  • Pay setup fee
  • Monthly billing configured automatically
2

Submit Your Info

  • Complete our intake form
  • Provide Calendly account + API key
  • Upload your lead list (CSV)
3

We Build It

  • AI configured to your name & details
  • Connected to your Calendly
  • Fully tested before launch
4

You Go Live

  • Test run confirmed
  • Leads enter your AI pipeline
  • Booking workflows fire automatically
Requirements:Active Calendly accountLead list ready as CSVValid phone number for call forwarding

Stop Leaving Appointments
on the Table.

Your leads are out there right now. The only question is whether your AI picks them up โ€” or someone else's does.

Get Started Today โ†’