Never Let Another Lead Go Cold
Affordable, automatic follow-up and nurture — built specifically for insurance agents. No manual reminders. No forgetting to call back. Just leads that get worked every single time.
Used by 10,000+ agents since 2020.
The honest truth
You Could Keep Doing Follow-Up By Hand
A lot of agents get by on a notebook, a spreadsheet, or sticky notes and phone reminders. And honestly? For a handful of leads a week, that can work just fine.
Here's where it breaks down: leads come in at all hours. You're in the field, on a call, or with a family. And the fifth or sixth follow-up — the one that usually gets the "yes" — is the one that gets skipped. Not because you're lazy. Because there aren't enough hours in the day.
That's not a discipline problem. It's a bandwidth problem. And it's exactly what automation is built to solve.
AgentAI
Meet AgentAI: Your Built-In Follow-Up Team
The leads you already have are worth more than you think. AgentAI makes sure none of them slip through.
Instant First Response
AgentAI reaches out to new leads within seconds, so you're the first agent they hear from — not the third.
Long-Term Nurture
Leads who aren't ready yet get dropped into automated nurture campaigns that keep you top of mind for weeks or months, without you lifting a finger.
Smart FAQ & Qualifying
AgentAI answers common questions and qualifies leads automatically, so you only spend your time on the conversations that matter.
More than follow-up
Your Follow-Up System Should Do More Than Follow Up
Once your new leads are handled, Agent CRM helps you get more out of every client you've already earned.
Cross-Sell Conversations
Automated reminders and campaigns prompt natural conversations about additional coverage with clients you already have.
Smart Referral Requests
Built-in workflows ask happy clients for referrals at exactly the right moment, so new leads come in without new ad spend.
Built for Teams, Not Just Solo Agents
Distribute leads to your downline automatically, add assistants without extra fees, and duplicate what's working across your whole team.
"I used to lose leads because I couldn't call them back fast enough. Now AgentAI answers in seconds and I close the ones that are actually ready."
"My contact rate more than doubled in the first month. I'm not working more hours — the system is just working the leads I was already paying for."
"The referral workflow alone paid for the whole platform. Clients I hadn't talked to in months started sending me new business."
How it works
Up And Running In Three Steps
Start your free trial
14 days free. No credit card required.
We help you set it up
Real humans walk you through onboarding, so you're not doing it alone.
AgentAI starts following up automatically
New leads get an instant reply. Old leads get nurtured. You get to focus on selling.
Stop Losing Leads to Bad Timing
No credit card required for your 14-day trial. No pressure. Just a system that works while you're out doing the job you're actually good at.