The First AI Employee For
Life Insurance Agents
Automate your field underwriting, qualify web leads instantly, and book appointments while you sleep. Stop chasing leads and start writing applications.
"I'm looking for a Term Life policy. I'm 35 and a non-smoker."
Hire your Ai Employee today
Imagine starting your day with pre-qualified families ready to protect their future, instead of a list of cold leads. Your AI Producer makes it happen.
Can I try it risk-free?
Yes! Get started with a 14-day free trial. If it's not the right fit, simply cancel anytime.
What's included?
Voice AI (Calls)
Dials through leads, asks health questions, and transfers hot calls.
Conversation AI
Nurtures old leads via text until they are ready to buy.
Reviews AI
Builds credibility by requesting reviews from verified policyholders.
Funnel AI
Quote engines that capture lead info and health data upfront.
Content AI
Creates educational content on Term vs. Whole Life for your blog.
Workflow AI
Automates follows-ups for 'thinking about it' prospects.
Sell More Premium, Less Dialing
Your automated underwriter and appointment setter.
Instant Lead Contact
Call internet leads within seconds. Speed to contact increases conversion rates by 400%. If they don't answer, we text them immediately.
Automated Pre-Qualification
The AI asks the hard questions: 'Do you smoke?', 'Any major surgeries?', 'Are you currently taking medication?'. You get a full health profile before you dial.
Book Appointments
Stop dialing for dollars. Wake up to a calendar full of pre-qualified appointments with people who actually want life insurance.
Nurture Cold Leads
Have a list of 1,000 leads you bought 6 months ago? Upload them. The AI will text them all to see if they are still interested.
Medication & Doctor Logic
Our AI can collect detailed lists of medications and doctor information so your underwriting is accurate.
Objection Handling
Lead says 'I'm too busy'? The AI handles objections via text and pivots to finding a better time to talk.
Recruiting Automation
Building an agency? Use the AI to interview potential agents and schedule interviews for you.
Cross-Sell Opportunities
Sold a Term policy? The system automatically sets a reminder to follow up about Annuities or Final Expense later.
Compliance & Recording
All calls are recorded and transcripts are saved, keeping your fierce compliance officers happy.
Features For Top Producers
Everything you need to write more business and build a bigger agency.
Automated Underwriting
Collect health data, smoking status, and height/weight before you quote.
Recruiting Funnels
Automate your agent recruiting process. Screen candidates and book interviews automatically.
Policy Retention
Automated birthday wishes and policy review reminders to keep your book on the books.
Appointment Booking
Fill your calendar with qualified prospects who are ready to buy.
Communication Center
Manage all your leads from SMS, Facebook, Email and Phone in one place.
Mobile App
Run your book of business from your phone. Reply to leads instantly.
Call Recordings
Record every verification call for compliance and training.
Lead Distribution
Buy leads and distribute them to your downline agents instantly.
Aged Lead Reactivation
Bring dead leads back to life with our proven nurture campaigns.
Track Commissions
Forecast your placed AP and renewals.
Voicemail Drops
Leave voicemails for leads without ringing their phone. Great for efficient callbacks.
CRM Integration
Integrate with your quoting tools and CRM via Zapier.
Why Hiring AI Wins Every Time
Stop overpaying for underperformance. See how Client Pulse AI stacks up against traditional hiring.
Plans For Producers & Agencies
14 Day Free Trial. No contracts.
SILVER
For Individual Agents
- Up To 2 Users
- $10 initial Messaging Credits
- Website builder
- HIPAA Compliance
- CRM with all fields and automations
- Email Support
GOLD
For Small Agencies
- Everything From Silver
- Up To 15 Users
- $20 initial Messaging Credits
- AI Outbound Calling
- Recruiting Funnels
- Payments & Invoicing
- Priority Support
PLATINUM
For Large Agencies FMO/MGA
- Everything From Gold
- Unlimited Users
- $25 initial Messaging Credits
- Communities
- Downline Management
- Priority Support
Included with all plans
Transparent Usage Pricing
Frequently Asked Questions
Ready To Protect More Families? Schedule A Demo Now!