For Independent Insurance Agents & Small Agencies
Stop wasting time on cold leads.
Let your AI agent qualify them first.
A custom AI agent that asks every new lead your qualifying questions — coverage type, budget, timeline, current policy — before you ever pick up the phone. Built for your book of business. Choose to run it yourself or have us manage it. Delivered in 48 hours.
- 48-Hour Delivery
- Money-Back Guarantee
- Powered by Claude AI
The Problem
You're paying for leads. You're losing time on them.
Hours spent on the phone with people who were just browsing.
No way to tell a hot lead from a cold one until after you've already called.
Expensive leads go cold while you're stuck qualifying them manually.
The same qualifying questions, asked one more time, on every single call.
What You Get
One agent. Every new lead, qualified automatically.
Automated Qualifying Questions
Coverage type, budget, timeline, current policy status — sent to every new lead the moment they come in, no manual follow-up required.
Instant Lead Scoring
Every lead is tagged Hot, Warm, or Cold based on their answers — so you know exactly who's worth a callback at a glance.
Only Qualified Leads Reach You
Unqualified leads are filtered out automatically. Your calendar only fills up with calls that are actually worth having.
Daily Lead Summary
One message, every day, with your new leads and their qualification status — so nothing sits unanswered overnight.
How It Works
From checkout to your first qualified lead, in four steps.
Choose your plan
Pick DIY or Managed at checkout, then fill out a short brief: lines of insurance you sell, your current lead source, and the qualifying questions that matter most to you.
Set up your API key — or don't
On DIY, we walk you through creating your own free AI provider account in a few minutes. On Managed, skip this entirely — we handle it on our own infrastructure.
We build your agent
Your AI agent is configured to ask those exact questions automatically, the moment a new lead comes in from your existing source.
You start calling qualified leads
Your agent is connected, tested, and live within 48 hours — ready to start scoring leads before you ever pick up the phone.
From Agents Using It
What early agents are saying
Placeholder testimonials shown below for illustration — replaced with real agent results as they come in.
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"I stopped calling people who were just shopping around. My calendar is smaller now, but almost every call is worth having."
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"The daily summary alone saved me an hour a day. I know who to call before I even open my phone."
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"Setup was genuinely fast. It was asking my exact qualifying questions to new leads the next day."
Pricing
Two ways to run it. Same agent either way.
Run it yourself on your own API key, or have us host and manage it for a flat monthly fee. Neither option is the "right" one — pick whichever fits how you like to operate.
Plan A — Bring Your Own API
DIY
$999one-time
Then roughly $5–$40/mo directly to your AI provider, based on usage (their estimate, not ours — billed by them, not us).
Pros
- Full control & ownership of your agent
- No monthly fee to us, ever
- Pay your AI provider only for what you use
- No vendor lock-in
Cons
- Requires a few minutes of API account setup (we walk you through it)
- You manage your own provider usage & billing
Backed by a money-back guarantee on the $999 build.
Secure checkout via PayPal. You do not need a PayPal account to pay by card.
Plan B — Managed
Done-For-You
$999setup + $99/mo
One flat monthly bill. Includes up to 300 lead qualifications/month; overages billed at $0.30 per qualification beyond that.
Pros
- Fully hands-off — no technical setup at all
- We host, monitor, and maintain everything
- Generous usage cap included every month
- One predictable bill, no surprise API charges
Cons
- Recurring monthly cost on top of the setup fee
- Overage fee applies if you exceed the included cap
Backed by a money-back guarantee on the $999 setup. Cancel the monthly plan anytime.
Setup fee only — your $99/mo is billed separately once your agent is live.
Questions
Before you get started
With DIY, you create your own AI provider account (like Anthropic Claude) and the agent runs on your key — you own it outright and pay the provider directly, usually around $5–$40/month depending on usage. With Managed, we run the agent on our own infrastructure for a flat $99/month on top of the setup fee — no account to create, no usage to watch, one predictable bill.
During onboarding you tell us which lines you sell and the questions that matter most to you — coverage type, budget, timeline, current policy status, or anything else specific to your business. Your agent asks those exact questions to every new lead and scores the answers automatically.
In most cases, yes. During your onboarding brief you'll tell us where your leads currently come from, and we connect your agent to that source directly, so nothing changes about how you generate leads today.
Yes. The agent identifies itself clearly when it reaches out, so there's no confusion about who — or what — a lead is talking to before you get on the phone with them.
Yes. Your questions aren't locked in at launch. As you learn more about what makes a lead worth calling, you can request updates and we'll adjust your agent accordingly.
You're covered by a money-back guarantee on the $999 build for either plan. If you're on Managed, you can also cancel the $99/month anytime — there's no long-term contract.
Within 48 hours of submitting your onboarding brief, your agent is built, connected to your lead source, tested, and live — for either plan.
Your next lead deserves a real answer before it costs you an hour.
See Plans & Pricing48-hour delivery · DIY or Managed · Money-back guarantee · Powered by Claude AI