AI Setter (SMS, WhatsApp & DM)
Replies to every new lead in under 60 seconds, 24/7.
Qualifies coverage type, current carrier, renewal date and ZIP, then books the appointment on your calendar.
For insurance agents & agencies
We install the ads, the CRM and the AI setter that replies in under 60 seconds and books the appointment for you.
A shopper requesting a quote is comparing three to five agents at once. They are not loyal to whoever they filled the form with — they are loyal to whoever picks up. Most agents lose the lead not on price but on lag, and it happens while they are on the phone with a client, which is the job.
A lead answered in 1 minute vs 30 minutes is a completely different business.
You already paid for that lead. Answering it late is paying twice.
Same lead. Same night.
Two inboxes at 9:41 PM. The only difference is how fast the first reply went out.
Your agency
last seen yesterday
You paid for that lead. Twice.
Insurance Marketing Pros
online
Booked in 4 minutes. At 9:41 PM. While you were asleep.
You're the lead. Message the AI setter like someone shopping for a quote — and watch it book you an appointment.
Sunline Insurance Group
iMessage · SMS
Hi! Thanks for reaching out to Sunline Insurance Group. What are you looking to get covered?
One lead, tracked end to end. Every step below runs without anyone on your team remembering to do it.
Facebook lead form, website, Google call, Instagram DM. All of it in one inbox.
Before they've opened the next agent's page.
Coverage type, current carrier, renewal date, ZIP.
On your calendar, confirmation texted.
One tap to confirm or move it.
And what to have ready: declarations page, VIN, dates of birth.
“We missed you — Tuesday 10 or Thursday 4:30 instead?” Most no-shows rebook right here.
In writing, so it's still there when they compare.
Reviews from clients in their area.
Payment plans, bundling, adjusting limits.
Monthly touch until they buy or opt out.
Timed for the moment they're happiest.
Auto client with no home policy is money sitting in your CRM.
Worked automatically, 60 days out
Including every person who said “I renew in March” and never bought. Most agents write that in a notebook and never look at it again. This is the part that pays for the system on its own.
Every step runs on its own inside your CRM. You show up to the appointment.
Replies to every new lead in under 60 seconds, 24/7.
Qualifies coverage type, current carrier, renewal date and ZIP, then books the appointment on your calendar.
Every call, text, DM and form lead in one inbox, with a real pipeline from new lead to bound policy.
Nothing sits forgotten in a notebook.
Built, launched and managed.
In front of the people shopping coverage in your area right now.
We catch the searcher at the exact moment they type "auto insurance near me".
That person is buying within days.
Automatic reminders before every renewal date you capture, plus cross-sell and referral sequences.
This is the revenue most agents leave sitting in their CRM.
15-minute call and audit of how your leads are handled today.
We install everything in 7 days — you keep selling.
Ads go live and appointments land on your calendar.
We set the exact number together on the call, based on your market and your spend, and it goes in writing. The promise is about appointments booked and speed of response — the part we control.
15 minutes. If I don't think I can help, I'll tell you on the call.