Automate What Slows You Down
Powerful tools for Insurance Agents to launch ads, follow up automatically using AI, and get calls with qualified leads. Take action today and scale faster.
Launch Ads That Convert in Minutes – Without Guesswork
Access proven ad templates and pre-built landing pages that help you attract high-quality cash-paying and leads effortlessly.
Personal AI Bot That Books Appointments While You Sleep
Never lose a call or client again with Open-AI integrated SMS and email automations that keep your prospects engaged and ready to convert.
Track Results and
Scale with
Confidence
Real-time dashboards show you exactly what’s working—so you can double down on what drives leads and business.
Smart PowerDialer: Call the Right Leads at the Right Time
Our intelligent dialer prioritizes your hottest leads, automates your call list, and keeps you focused on closing—not guessing.
AI Receptionist
Never miss another appointment opportunity again with our advanced AI setter that handles client calls 24/7 with natural conversation, appointment scheduling, and intelligent call routing.
Appointment Scheduling: Clients can book appointments anytime, even outside office hours based on your availability and preferences
Automations: Automated appointment reminders via SMS, email, and voice calls.
Advanced Reporting: Dashboard with real-time insights into call performance, appointment patterns, and Insurance revenue impact
Quick Setup: Can go live in under 24 hours
Ad Launcher: Pro-Level Ads in Just 3 Clicks
Stop wasting money on expensive lead gen or marketing companies! Simplify your advertising and generate leads effortlessly with our Ad Launcher tool:
Easy Setup: Launch Facebook and Instagram ads in under three clicks.
Ads Library: Access ready-to-use templates designed for Insurance Agents.
Save Money: Generate the same leads marketing agencies charge you thousands for.
AI Follow-Up Assistant
Never miss a lead text, call, or inquiry again with a powerful 24/7 AI Assistant ready to turn your leads into appointments
24/7 Availability: Never miss a lead because of office hours or holidays
Messages New Leads in 30 Seconds: Improve your speed-to-lead
Answers Questions: From directions, hours, pricing, treatment options, and more
Schedules the Patient: Can schedule based on your open slots
And More!
Social Media Planner
Take the stress out of social media with our powerful Social Media Planner, designed specifically for Insurance Agents. Build your brand online, attract more clients, and save hours every week with these game-changing features:
Pre-Built Templates: Access a library of professionally designed templates tailored to the Annuity industry.
AI Content Generator: Craft engaging posts and eye-catching images effortlessly with the help of AI.
Post Scheduling: Plan and schedule your posts across all major social platforms, so you can build your brand on autopilot.
Live Coaching Calls
Access 10+ live coaching and support calls every month to get expert advice and hands-on help in real-time.
Strategy Calls: Get expert advice and fine-tune your marketing and lead generation strategies for maximum results.
Support Calls: Get hands-on help with any questions or challenges.
Email Support: Get on-demand support for challenging questions or problems
Live Chat: Get live support via messaging
More Features
CRM System
Online Calendar
Appointment Notifications and Reminders
Pipelines to keep your leads organized by stage
Chat Manager: one place to see and respond to all texts, emails, phone calls, and social media DMs
Round Robin leads to your team.
Organize contacts by tag
Complete phone system including a built-in power dialer
Marketing System
Ad Launcher: Launch ads in a few clicks
Ads Library
Pre-Built Landing Pages
Funnel Library & Builder
New Lead Email and SMS Nurture
Long-Term Nurture Campaigns
Missed Call Text Back
Never lose business due to a missed call again
Send bulk texts or emails to all of your leads in seconds
Import your existing leads and customers and send bulk texts and emails or add them to long-term nurture campaigns.
Social Media Planner
Reputation Manager
Support System
Unrivaled Support
Live onboarding calls
10+ live coaching and support calls per month
Email Support
Facebook Group of Users
Custom integrations and automations (an add-on service to make your life simpler)