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Stop Losing Commissions to Speed

Start Closing Every Lead

In this market, the first broker to respond wins. Our AI isn't an admin tool—it's a 24/7 sales force that ensures you are first to the conversation 100% of the time. Capture every lead, qualify every prospect, and book every appointment on autopilot.

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Who's This Perfect For

Independent Brokers

consultants

brokerages

commercial Agencies

operations managers

adjusters

risk managers

growth strategists

contractors

INTRODUCING

Launch Your AI Lead Engine

Lead Capture & First Impression

High-Conversion Websites: Built for authority and optimized specifically to turn visitors into insurance leads.
High-Intent Sales Funnels: Single-purpose pages designed to force a prospect to take action or book a call.
Social DM Automation: Turn Instagram and Facebook messages into booked appointments automatically without checking your apps.

The AI Sales Force

24/7 AI Phone Receptionist: Answers your office line, identifies lead intent, and books meetings while you are in the field.
Instant Missed-Call Recovery: Immediately texts back any prospect you miss, stopping them from calling the next broker on the list.
AI Appointment Booking Bot: Qualifies leads and places them directly into your calendar without a single back-and-forth email.

Market Dominance & Closing

Automated Reputation Manager: AI that monitors and responds to your Google reviews to push your agency to the top of local search.
Full Sales Pipeline: A visual map of every active lead so you know exactly which deals are closest to closing today.
Text-to-Pay Invoicing: Send secure payment links via SMS to collect premiums or fees the second the deal is done.

Omnichannel Follow-Up

WhatsApp & SMS Integration: Reach your leads on the platforms they actually use and respond to in seconds.
Automated Email Nurturing: Stay top-of-mind with prospects for months until they are ready to sign the policy.
The "Unified Inbox": See every text, email, and social message in one single stream so no commission ever falls through the cracks.

READY TO GIVE US A TRY?

Dominate Your Market!

Every second you wait to respond to a lead, the chance of closing drops by 80%. Our AI Lead Engine ensures you are first to the conversation 100% of the time. This isn't admin software—it's a sales force that never sleeps, qualified by BC-licensed expertise.

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STILL NOT SURE?

Frequently Asked Questions

Find quick answers on how our automated systems generate and convert more leads for your brokerage.

Question 1: How does the AI Receptionist know what to say to my clients?

During your custom infrastructure setup, we feed the AI your specific business details, common coverage questions, and your preferred scheduling links. It only speaks based on the data you provide, ensuring it acts as a perfect digital extension of your brand.

Question 2: What happens if the AI can’t answer a complex insurance question?

The AI is trained to recognize when a query requires your expert human touch. In those cases, it will instantly notify you via text or email and tell the client: "That’s a great question for Kevin. I’ve alerted him, and he will follow up with you directly.".

Question 3: Will the Missed-Call Text Back annoy my existing clients?

No. The system is intelligent. It can be configured to only trigger for new leads or "unrecognized" numbers, or you can set a custom friendly message for existing clients like: "Hey, it’s Kevin. I’m in a meeting right now—was there something urgent you needed?".

Question 4: Is my client data secure?

Absolutely. Your AI engine is built within a secure, encrypted environment. We do not sell your client data, and the AI only uses the information to perform the specific tasks—like booking and reputation management—that you’ve authorized.