Write more final expense policies with AI texting.
AI texts every lead you have, qualifies them, and books the call with your agent. Your agent quotes and closes.
01
Leads
Mailer responders, internet leads, aged leads.
02
AI texts & qualifies
Age, coverage, health basics. Every reply.
03
Calls
Booked on your agents' calendars.
04
Policies
Quoted → applied → issued, on one board.
Six tools to write more policies with AI texting.
Generate more leads.
Upload any list — turning 65, aged leads, mailer non-responders. AI texts every one and tells you who wants coverage.
Convert internet leads to calls.
A lead fills out the form. AI texts them in seconds, confirms age and coverage, books the call before the next agent calls.
Close every open quote.
Export everyone quoted who didn't apply. AI texts the list in your agent's voice, answers the hesitation, books the application call.
Turn aged leads into live opportunities.
Last year's leads, the ones that never picked up, the quotes that didn't close. AI texts them again and finds who's ready.
Book calls with your agents.
AI offers open slots from your agents' calendars and books the one they pick. No-show, it rebooks.
Stay in front of your book.
One text to policyholders: birthday, anniversary, beneficiary check, referral ask. Replies land in your inbox.
Tell it what you sell. It builds the rest.
Answer a few questions about your offer. The AI writes the messages and the follow-ups in your voice, sets up the agent with your 3 qualifying questions, and connects your calendar. Edit anything.
From reply to issued.
Every lead lands on one board. The AI fills the first three stages. Your agents work the rest.
Click text. The whole thread is there.
Age, coverage amount, health basics. You pick up where the AI left off.
Click call. From the number they know.
Recorded, transcribed, logged on the lead. Wrap-up moves the stage.
Pick the stages. Call them all.
Select a group of stages and the dialer works through every lead in them, one after the other. Less dialing, more conversations.
Who they are, what they need, when you're calling. One card.
Name and age, the 3 answers the AI collected, the call slot. Call, text or email from here.
Every call, summarized by AI.
Texts and calls on one timeline. Outcome and next step on the lead, pulled from the recording.
A calendar that fills itself.
Every booking lands on the right calendar. Here's how it gets there, and what comes back.
Booked without leaving the conversation.
The AI offers times from your calendar and locks the one they pick. Invite and link go out automatically.
Reminders that get them to show.
Confirmation on booking, SMS and email before the meeting. They confirm by text.
Synced to your calendar.
Google or Outlook. Busy slots never get offered. Round robin across the team.
Recorded. Summarized by AI.
Who showed, the outcome and the next step. Pulled from the recording, saved on the lead.
When prospects go quiet.
A missed call or a no-show doesn't lose the sale. The AI puts a new time on the calendar.
“Can’t make it” → AI frees the slot, offers new times, rebooks.
Nobody joined → AI texts them, offers new times, rebooks.
Every reply, one inbox. Take back any conversation.
Texts, emails and missed calls from every list and every source land in one place. The AI handles them. When you want in, hit Take back.
Know which message gets the quote call.
Every hook is measured on the same list. Reply rate, interested, booked. Keep the winner, drop the rest — per carrier, per state.
Hook
Pitch
Hook A + Pitch A booked 2.6× more. Switch the campaign to A/A.
$15.66
per interested
$42.80
per qualified
$58.36
per booked
Know what every policy cost.
Spend by SMS, AI and data, per campaign. Cost per interested, per call, per issued policy.
More leads. More policies.
Upload your first list this week. The AI is booking quote calls inside the trial.