Your AI appointment setter for insurance agents.
You're in appointments all AEP. Who's calling your new leads? Our AI agents call and text every lead in seconds, book them on your calendar and remind them until they show, so you can stay with the client in front of you.
- Done for you
- Live in about 7 days
- Month to month
- English & Spanish
Eight weeks. Back-to-back appointments. Leads still coming in.
The busiest weeks of your year are when new leads wait the longest. Your AI agent works them while you work your calendar.
Stop sending paid leads to voicemail
Every lead you pay for gets a call and a text in seconds, not at 6 PM when you finally get to your list.
Booked and confirmed, not just “interested”
The agent books the appointment on your calendar, then confirms and reminds them so they actually show up.
Work the leads you already own
Leads who went quiet get a friendly follow-up. Only people who asked to be contacted by your agency.
The first agent to reach the lead usually gets the appointment.
more likely to make contact when a lead is called within 5 minutes instead of 30.
more likely to qualify that lead when you reach them within 5 minutes.
was the average response time to online leads, and 23% of companies never responded.
Sources: Lead Response Management Study, Dr. James Oldroyd (MIT) with InsideSales.com, 2007 — contacting a lead within 5 minutes vs. 30 minutes. “The Short Life of Online Sales Leads,” James B. Oldroyd, Kristina McElheran & David Elkington, Harvard Business Review, March 2011.
From new lead to booked appointment, without you dialing.
- A lead comes in from your ads, your website or your lead vendor.
- The AI calls and texts in seconds, introduces itself as your virtual assistant and confirms they asked for information.
- It collects the basics you choose, like ZIP code, the type of coverage they have today and the best time to talk.
- It books your appointment on your calendar, with you or the licensed agent on your team.
- Confirmations and reminders go out so the appointment holds, and it rebooks anyone who can't make it.
Plan talk stays with you. The AI never discusses, compares or recommends plans. It books the conversation; the licensed agent has it.
An assistant that stays in its lane.
Insurance has rules. Your AI agent is set up to follow the way you need it to work.
Calls are recorded
Every conversation is recorded and logged, so you can review exactly what was said.
Discloses it's a virtual assistant
It introduces itself as the virtual assistant for your agency, and never claims to be a person.
Contacts only leads who asked
It reaches out only to leads who requested to be contacted. No cold calling.
No plan advice
It never discusses, compares or recommends plans. It books the licensed agent's appointment.
Confirms and reminds
It sends appointment confirmations and reminders, and handles reschedules.
Honors opt-outs
Anyone who says stop, by text or on a call, stops hearing from it.
You stay responsible for your own licensing, carrier, CMS and FMO requirements, including the disclaimers and consent language your leads see. We set up the agent around the rules and scripts you give us, and update it when they change.
AEP is eight weeks. Your pipeline is all year.
Medicare
Book AEP, OEP (Jan 1 – Mar 31) and turning-65 appointments while you're in back-to-back meetings.
Final expense
Reach your leads before other agents do, and keep the appointment on the calendar.
Life
Turn quote requests into booked calls, with reminders that cut no-shows.
Health & ACA
Handle the open-enrollment rush and book the follow-up conversations.
P&C
Answer quote requests fast and book review calls year-round.
Your own leads, with ads
With the Full Package we run Facebook and Instagram ads for your agency, so the leads are yours, not shared.
With our Full Package (AI + ads): 20 booked appointments that show up in your first month — or you don't pay.*
Not leads. Not “interested.” People who booked and actually showed up. We put our fee behind the result, because that's what you're paying for.
* See guarantee termsQuestions insurance agents ask
Does the AI talk about plans or enroll anyone?
No. It never discusses, compares, recommends or enrolls anyone in a plan. Its job is to reach the lead fast, collect the basic details you choose, and book an appointment with you or a licensed agent on your team.
Who does it contact?
Only leads who asked to be contacted by your agency, such as people who filled out your form or called you. We don't cold call, and we don't dial lists of people who never asked to hear from you.
Are calls recorded? Does it say it's AI?
Yes. Calls are recorded and logged, and the agent introduces itself as the virtual assistant for your agency. If someone asks whether they're talking to a person, it tells them the truth.
I'm a solo agent. Is this for me?
Yes. Solo agents are often the ones who lose the most leads, because you can't be on an appointment and answering the phone at the same time. The agent books into your calendar; you take the appointments.
Will it work with the leads I already buy?
Yes, as long as those leads asked to be contacted by your agency. We connect your lead sources so every new lead gets a call and a text in seconds.
What happens after AEP?
Your agent keeps working: OEP from January 1 to March 31, turning-65 leads, final expense, life and any other line you write. And it's month to month, so you're never locked in.
How fast can we be live?
About 7 days from your kickoff call. If you're reading this during AEP, the sooner we start, the more of the season it covers.
What are the guarantee terms?
Our guarantee is simple: with our Full Package (AI agents + the Facebook and Instagram ads we run for you), 20 booked appointments that show up in your first month, or you don't pay. It applies to the Full Package only.
The exact terms (what counts as a shown-up appointment and what we need from you to make it happen) are confirmed with you in writing on your demo call, before you start. No surprises, no fine print you find out about later.
See your next insurance lead get booked in seconds.
Book a demo and we'll call your phone live with an AI agent set up for an insurance agency. You'll hear exactly what your leads will hear.