Perfect Automated Notes
Follow-up suggestions
Performance call rating
Objection tracking
Probability to close
Follow up date with automated reminder
Helps reps close 10–30% more deals
Helps save hours a day
“The AI Call Coach gave my team instant feedback we used right away. Within two weeks, our close rate jumped noticeably. It’s like having a sales trainer on every call.”
— Jason Calahan, Calahan Farmers Insurance Agency
“Used to spend hours reviewing calls recordings. Now the AI flags missed opportunities and coaching points automatically. It’s saving me time and helping my agents improve faster.”
— Jeff Click, Jeff Click Insurance Collective
“I was skeptical at first, but the AI Call Coach has completely changed how I sell. I catch things I never noticed before—and it’s boosted my confidence on every call.”
— Robin Miller, Farmers Insurance Agency
“Our agency is closing more leads than ever. The AI Call Coach shows us what to say, when to say it, and how to build rapport. It’s like having a secret sales advantage.”
— Matt Elliot, Matt Elliot Insurance Agency
Emailed call summary and appointment date
Train your AI Assistant to capture quote information
Create a personalized AI Assistant for each user (Unlimited)
AI Assistant connected to Knowledge base
Knowledge base can learn from links, websites, and documents
Professional first impression, every time
“We never miss a lead anymore. The AI answers instantly, gathers the right info, and books appointments while my team focuses on closing deals.”
“The AI Inbound Call Assistant gives us a 24/7 presence. Prospects get a professional response no matter when they call—it’s like having a full-time receptionist.”
“Customers have actually complimented us on how quickly their calls are handled. The AI makes every caller feel heard, and we see fewer drop-offs.”
“I was worried about losing the ‘human touch,’ but the AI Call Assistant feels natural. It frees up my staff from repetitive calls and helps us respond faster.”
Perfect Automated Notes
Follow-up suggestions
Performance call rating
Objection tracking
Probability to close
Follow up date with automated reminder
Helps reps close 10–30% more deals
Helps save hours a day
Emailed call summary and appointment date
Train your AI Assistant to capture quote information
Create a personalized AI Assistant for each user (Unlimited)
AI Assistant connected to Knowledge base
Knowledge base can learn from links, websites, and documents
Professional first impression, every time
Trained SMS bot suggests real-time replies
Keeps tone consistent across your team
Auto or manual send options
Great for new hires or high-volume agents
Stop guessing and start scaling
Helps cut wasted marketing spend
Helps distribute leads profitably
Learn your cohort
Track Profit per Lead by producer, lead source,
zip code, etc.
Trained SMS bot suggests real-time replies
Keeps tone consistent across your team
Auto or manual send options
Great for new hires or high-volume agents
“Our follow-up used to fall through the cracks. Now Conversation AI keeps the conversation going automatically—and we’re booking more appointments than ever.”
“The best part is how natural it feels. Clients don’t realize it’s AI—they just know they’re getting fast, clear communication at all hours.”
“With Conversation AI, every lead gets a timely response. Our contact rate jumped, and my agents spend more time selling instead of chasing calls.”
“It’s like adding another team member who never sleeps. The AI handles texts, emails, and follow-ups instantly—our pipeline is fuller and moving faster.”
Stop guessing and start scaling
Helps cut wasted marketing spend
Helps distribute leads profitably
Learn your cohort
Track Profit per Lead by producer, lead source,
zip code, etc.
“For the first time, I can see exactly which lead sources are profitable. Lead Analytics turned our guesswork into clear strategy.”
“The dashboards are a game-changer. My producers finally understand their numbers—and we’re making smarter decisions every week.”
“Before this, I didn’t know where our money was going. Now I can track ROI on every lead provider and cut waste immediately.”
“Lead Analytics gave us the clarity we needed. We stopped overspending on low-quality leads and doubled down on what’s actually working.”
We’ve bundled our best tools to help you move faster, serve smarter, and grow like a pro. You’re the hero — these are your agency’s multipliers.
Includes:
AI Call Coach + Inbound Call Assistant
You Save $40
Valued over $3,500/mo:
Perfect Automated Notes
Organize calls based on AI status
Instantly receive follow-up suggestions
Track Objections, Tone, and Call Rating
SMS Bot with suggested responses
Inbound Voice AI Assistant
(no missed calls)
Includes:
ROI Dashboard + Trends & Projections Dashboard
You Save $15
Value:
Track what sources and reps produce the most revenue
Forecast next month’s sales
Spot bottlenecks before they cost you
Includes:
Employee AI + Advanced Analytics
You Save $76
Value:
One-click launch of a fully automated agency engine
Run lean without sacrificing service or growth
Upgrade team output with AI assistance
We’ve bundled our best tools to help you move faster, serve smarter, and grow like a pro. You’re the hero — these are your agency’s multipliers.
Includes:
AI Call Coach + Inbound Call Assistant
You Save $40
Valued over $3,500/mo:
Perfect Automated Notes
Organize calls based on AI status
Instantly receive follow-up suggestions
Track Objections, Tone, and Call Rating
SMS Bot with suggested responses
Inbound Voice AI Assistant
(no missed calls)
Includes:
Lead Analytics + Trends & Projections Dashboard
You Save $15
Value:
Track what sources and reps produce the most revenue
Forecast next month’s sales
Spot bottlenecks before they cost you
Includes:
Employee AI + Advanced Analytics
You Save $76
Value:
One-click launch of a fully automated agency engine
Run lean without sacrificing service or growth
Upgrade team output with AI assistance