Insurance

Reactivate Your Dead Leads at Scale

Upload your lead list. AI calls, qualifies, and books appointments with your agents.

Dead Lead QueueInactive

Sarah Johnson

Health Insurance Lead

180 days cold

Michael Chen

Life Insurance Lead

120 days cold

Patricia Davis

Medicare Lead

90 days cold

Robert Martinez

Final Expense Lead

60 days cold
📋
Lead List
🤖
AI Calls
Qualified
📅
Booked

The Problem

The cost of doing nothing.

8,000+

Leads contacted

per campaign

240

Appointments booked

from one campaign

87

Policies sold

verified closings

How It Works

Three steps. Zero friction.

01

Upload your lead list

Drop in any CSV of old, dormant, or purchased leads. We handle formatting and deduplication.

02

AI calls and qualifies

Every lead gets a personalized outbound call. AI qualifies by coverage type, budget, and urgency.

03

Qualified leads booked with your agents

Hot leads go straight into your agent's calendar. Cold leads are flagged for follow-up drip sequences.

The Process

How it gets deployed.

01

Upload Leads

Drop your CSV into the dashboard. We clean, deduplicate, and DNC-scrub automatically.

02

AI Calls & Qualifies

Outbound calls launch immediately. AI has full conversations, handles objections, and scores each lead.

03

Agents Close

Qualified leads land on your agent's calendar — warm, informed, and ready to buy.

What's Included

Built for your workflow.

Health Insurance

Qualifies on coverage needs, current plan, household size, and subsidy eligibility.

Life Insurance

Screens for coverage gaps, beneficiary needs, and existing policy status.

Medicare

Handles eligibility questions, plan comparisons, and enrollment timing with precision.

Final Expense

Compassionate scripting for sensitive conversations. Qualifies on age, health, and budget.

Campaign Analytics

Real-time dashboard showing contact rate, qualification rate, bookings, and policy closings.

CRM Sync

Every interaction logged back to your CRM with disposition codes, notes, and next steps.

Results

Proof in motion. Clarity in numbers.

87 policies from leads we thought were dead. The ROI on the first campaign paid for the whole year.

Insurance Agency

87 Policies Sold

FAQs

Everything clear. Before the first call.

Simple systems.
Powerful outcomes.

Ready to put AI to work for your business?

Book a Consultation