Supercharge Your Business with Smart Add-Ons
Discover powerful AI-driven tools and essential services designed to streamline your growth, automate workflows, and free up your time — all in one place.
Supercharge Your Business with Smart Add-Ons
Discover powerful AI-driven tools and essential services designed to streamline your growth, automate workflows, and free up your time — all in one place.
AI CALL COACH $50/m per user
Your virtual sales trainer. Analyzes calls, delivers coaching feedback, and creates follow-up tasks.
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
Hear From Agents Winning With AI
“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
LEADFLOW AI $50/m per user
An AI-powered lead follow-up assistant that helps engage leads, answer common questions, work through early objections, and guide prospects toward the next step.
Engage new leads automatically
Keep conversations moving when your team is busy
Customize the questions AI asks
Automatically schedule appointments with bot
Hear From Agents Winning With AI
“LeadFlow AI has completely changed how we handle new leads. It keeps the conversation going automatically and helps get qualified prospects onto the calendar.”
— Dean Jones, The Jones Insurance Agency
The biggest difference for us is consistency. Every lead gets contacted and followed up with. LeadFlow AI does the repetitive work so our producers can spend more time actually selling.
— Charles Pontrelli, The Pontrelli Agency
“It feels like adding another person to the agency without adding another employee. It keeps them engaged, and can even book appointments automatically when they’re ready to talk.”
— Kelly Christopherson, Christopherson Insurance Agency
Now we have a system continuously working those opportunities in the background and helping our team focus on the prospects that are ready to move forward.
— Matt Elliot, Matt Elliot Insurance Agency
AI INBOUND CALL ASSISTANT $80/m (Test by calling: 815-369-0476)
No more missed calls. Professional AI Answers, takes notes, and schedules appointments.
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
From Missed Opportunities
to Closed Deals!
“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.”
AI CALL COACH $200/m ($100/m for notes only)
Your virtual sales trainer. Analyzes calls, delivers coaching feedback, and creates follow-up tasks.
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
AI INBOUND CALL ASSISTANT $80/m (Test by calling: 815-369-0476)
No more missed calls. Professional AI Answers, takes notes, and schedules appointments.
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
CONVERSATION AI $120/m
Your secret weapon for faster replies and better conversations. Every message sounds on-brand, saves time, and improves conversions.
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
LEAD ANALYTICS $50/m
Know which leads and reps make you money. Tracks profit per lead, source, zip code,
and call effort.
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.
CONVERSATION AI $120/m
Your secret weapon for faster replies and better conversations. Every message sounds on-brand, saves time, and improves conversions.
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
Proven Results. Real Agent Stories.
“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.”
LEAD ANALYTICS $50/m
Know which leads and reps make you money. Tracks profit per lead, source, zip code,
and call effort.
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.
Smarter Analytics. Stronger Results.
“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.”
SALES TRENDS AND PROJECTIONS $50/m
Uncover powerful insights into your sales performance with real-time trends and forecasts.
Spot opportunities early, predict outcomes, and plan with confidence.
Identify growth patterns and seasonal sales cycles
Forecast future revenue and performance trends
Optimize sales strategies based on data, not guesses
Track trends by rep, region, product, or campaign
Visualize performance shifts and make smarter projections
Spot Trends. Predict Growth.
Maximize Revenue.
“This dashboard completely changed how I plan my team’s month. I can finally see which reps are trending up or down before it impacts revenue. Forecasting used to be guesswork — now it’s science.”
“Before this, I was reacting to sales dips too late. Now I can predict them weeks in advance. It’s like having a roadmap for my business instead of driving blind.”
“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.”
Bundle & Save
15% - 20%
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.
Employee AI (Save 15%)
$240/month
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)
Advanced Analytics (Save 15%)
$85/month
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
All-In Bundle (Save 20%)
$304/month
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
Bundle & Save 15% - 20%
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.
Employee AI (Save 15%)
$240/month
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)
Advanced Analytics (Save 15%)
$85/month
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
All-In Bundle (Save 20%)
$304/month
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