The CRM for Life Insurance Agents
Organize your leads efficiently with Agent AI's powerful CRM and automation tool designed specifically for the life insurance industry.
Schedule a free Demo
and learn more about Agent Ai’s powerful tools.
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What to expect from Agent Ai
1. Lead Management
Upload your leads and initiate automatic sales campaigns and follow-ups.
2. Automated nurturing
Maintain strong relationships with personalized follow-ups and tailored communication, enhancing client satisfaction and retention.
3. Boosted Productivity
Reduce manual tasks and streamline your workflow, allowing you to focus on closing deals and growing your business efficiently.
Our CRM Capabilities
Automated email and text campaigns
Seamlessly run automated email and text campaigns to keep your clients informed and engaged without extra effort.
Predictive analytics to prioritize leads
Utilize advanced analytics to identify and focus on the leads most likely to convert.
Automatic reminders and follow-ups
Ensure no task is forgotten with automated reminders and follow-up notifications.
Pipeline Management Tools
Efficiently track and manage your sales pipeline to maximize conversion rates.
Appointment Scheduling Features
Easily schedule and manage client appointments directly within the CRM.
Integrated Reporting and Analytics
Gain insights with built-in reporting and analytics to track performance and optimize strategies.
Agents who use Agent AI experience up to 80%
more efficiency. Don't take it from us, hear it from them:
Agents who use Agent AI experience up to 80% more efficiency
Get a 14-day Free Trial
Complete the form below to get started
To take full advantage of your 14-day Free Trial, first,
get a domain.
*A2P registration and campaign fees are not included. Additional charges may apply.
Learn more.
*Agent-AI offers $10 worth of monthly call and messaging credits for your monthly subscription.
Additional costs outside of the stipulated $10 dollars must covered by you.
This includes costs for SMS/emails or calls made once the $10 credit has been completely used.
Please contact us if you have any questions about pricing.
Learn more.
*Agent-Ai has a subscription refund policy of 30 days
Learn more.
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FAQs
What are the costs?
Monthly subscription fee is $99 dollars after the 14-day free trial. Agent AI does provide you with a $25.00 monthly credit to cover some of your additional costs. These can not be rolled over to the next month.
Additional Charges for text messaged , emails , and calls are not included in your monthly subscription cost.
SMS 0.0119/per text sent and received ( 10 dollars will give you about 840 texts)
Receiving Calls 0.0128/ min ( 10 dollars will give you 780 calls)
Making Calls 0.021/ min ( 10 dollars will give you 475 calls )
Emails 0.001/email ( 10 dollars give you 10,000 emails )
Charge for A2P registration $20.18
Additional campaign fees up to $12.00 per month will Apply with TCR rules
These are carrier fees Agent AI has no control or say over these
Local phone number cost average
$1.72 Toll- Free $1.75 - $3.70
How many texts can I send in a day?
You can send up to 5,000 texts a day.
Can I sign up without a Domain or EIN?
A domain is mandatory for A2P verification. However, you don’t necessarily need an EIN but it’s highly recommended. Without an EIN you will only qualify for one toll-free number. With an EIN, you can have local numbers and as many as you’d like.
Is there a lead limit?
No, you can import as many leads as you would like.
Will the system reply/book appointments for me?
You can send automated text campaigns to get your leads attention, however once the lead replies they will be removed from the automation and you will have to take over to reply to them and book the appointments. We’re working on some automations that will assist with this in the near future.
What is A2P and why do I need it?
A2P refers to Application to Person messaging. With the FCC’s guidelines, it’s important to have A2P verification in order to legitimize yourself as a business and avoid being seen as spam. You won’t be able to call and text on our platform without it.
Can I add my staff to my account or do they need their own accounts?
Yes, you can add people to your account and they’ll have their own logins. This will be covered in your onboarding.
Can I have calls forwarded to my phone?
Yes, you can set the account to forward incoming calls to your personal phone, or your staffs.
Do I have to use your templates and workflows?
Our templates and workflows were designed by top-earning agents so we highly recommend using them. However you are more than welcome to create and use your own.
Is the onboarding call the only video call I get?
No, our support team is always willing to jump on a call and offer assistance during our available hours.
Automate Your Success.
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