INSURANCE AGENCIES & BROKERAGES

Your best agent has a system.
Give it to everyone.

The difference between your top producer and your bottom half isn't talent — it's process. They respond faster, handle objections smoother, and never drop a lead. We extract that playbook and install it across your entire team using AI. In one week.

Get Your Free Agency Audit → See Real Results
✦ Setup in 5–7 days  ·  One extra policy covers it  ·  Cancel anytime
Agency AI Dashboard — Live
0
Policies Today
0s
Avg Response
0%
Close Rate
→ AI OBJECTION HANDLER · FIRING NOW
Lead said: "your premium is too high."

Use this: "I hear you — and I'd feel the same. Here's what most people don't realize: when we bundle properly, 82% of my clients end up paying less than they were before. Can I show you a quick side-by-side? Takes 4 minutes."
objection_priceauto_home_bundletested
0%
of leads go to whoever responds first
3×
ROI reported by insurance clients in month 1
0
saved per week per agent on writing tasks
0
from audit to your full AI system live
// THE REAL PROBLEM

What your agency looks like right now —
and what it looks like after we build your system.

BEFORE STACK/AI

  • Leads sit uncontacted for hours — your competitor calls in 4 minutes
  • Every agent handles objections differently — you're the only one who really closes
  • New agents take 90+ days to ramp because training is scattered
  • Social media is 1 post a week if you remember — no strategy, no leads
  • Recruiting messages are generic — licensed agents don't respond
  • You write every script, every email, every post yourself
  • One bad day on your end means the whole agency slows down

AFTER STACK/AI

  • Every lead gets a personalized response in under 60 seconds, around the clock
  • Every agent runs the same proven objection playbook — your top producer's secrets, shared
  • New agents are productive in 2–3 weeks using the AI training assistant
  • 30 days of daily social posts written, scheduled, ready before the month starts
  • Recruiting DMs that attract licensed agents — 4 new hires in 60 days for one client
  • 200+ templates for every sales, follow-up, and service scenario — open, copy, send
  • Your system runs whether you're in the office, on vacation, or on a roof
// REAL CLIENT RESULTS

Agencies we've built systems for.
The numbers don't lie.

These aren't projections. These are agencies that were exactly where you are — and what happened in the 90 days after we built their system.

P&C AGENCY · DALLAS TX · 12 AGENTS

Adds $38K/Month in New Premium — Without Hiring Anyone

The agency's top producer was closing 10 policies a month. The bottom half was averaging 2–3. The owner was the only one who knew how to handle tough objections. Agents were talented but had zero consistent process.

+27
Policies/mo
$38K
New premium/mo
3 wks
New agent ramp
6×
ROI in month 1
What We Built
  • 22-script objection library covering every "no" they hear across auto, home, life, and health
  • AI training assistant new agents query 24/7 — product questions, script help, objections
  • Lead response templates cutting first contact from 6 hours to under 45 minutes
  • Recruiting DM sequence that brought in 4 licensed agents in 60 days
  • 30-day social calendar publishing educational content daily across Facebook and Instagram
"I was the bottleneck in my own agency. Now every agent has access to the same plays I spent 12 years developing. We closed more policies in September than any month in our history."— Marcus T., Agency Owner · Dallas TX
LIFE & ANNUITY BROKER · TAMPA FL · SOLO

Goes From $6K to $19K Per Month in 90 Days

Working 60-hour weeks, writing every email himself, following up manually. Great at selling. Zero system. Burning out while leaving commissions on the table every single week.

$13K
Added/month
22hrs
Saved weekly
3×
More follow-ups
90
Days to transform
What We Built
  • 7-touch follow-up sequence for every lead — Days 1, 2, 4, 7, 14, 21, 30
  • Policy explanation scripts converting confused prospects into confident buyers
  • Facebook content: 3 posts/week written 30 days ahead — trust-building, educational
  • Annual review outreach that generated $6,400 in upsells in month two alone
  • Referral request sequence sent automatically 2 weeks after every close
"I used to dread writing emails. Now I've got 40 templates for every situation. My income tripled in three months and I'm working fewer hours than ever."— Derek R., Life & Annuity Broker · Tampa FL
HEALTH INSURANCE AGENCY · ATLANTA GA

AEP Record: 340 Enrollments vs. 180 The Prior Year

Last AEP they maxed at 180 enrollments because the team couldn't keep up with questions, follow-up, and explanations. This year they called us in August. The system was running by September 1st.

340
AEP enrollments
+89%
vs prior year
40%
Less time/client
4.9★
Google (was 3.8)
What We Built
  • Plan comparison explainer scripts for every major carrier combination
  • FAQ assistant answering plan coverage questions via instant copy-paste
  • Enrollment confirmation & next-steps email sequence — zero confusion
  • Review request system generating 84 new Google reviews in 90 days
  • SOP guide allowing temp staff to onboard and produce in under 2 days
"AEP used to feel like drowning. This year felt like we finally had a real operation. The AI system paid for itself in the first week."— Sandra K., Agency Principal · Atlanta GA
// PROOF OF WORK · LIVE EXAMPLES

Real tools we've built
for the insurance industry.

We don't just consult — we build. Here are two live projects we've shipped for insurance clients. Click through and see the work.

text2sale.com
CUSTOM CRM · LEAD MANAGEMENT SYSTEM
Text2Sale
A full-stack CRM and automated text-messaging platform built specifically for insurance agents. Captures leads, fires text sequences, tracks pipeline, and syncs with carrier quoting tools.
CRM SMS AUTOMATION PIPELINE TRACKING
Insurance agent CRM & text automation View Live →
trustedquotes.org
HIGH-CONVERTING LANDING PAGE · INSURANCE LEADS
TrustedQuotes
A conversion-optimized landing page designed to capture insurance quote requests. Built with trust signals, social proof, and an AI-powered lead intake flow that pre-qualifies prospects before they hit your inbox.
LANDING PAGE LEAD CAPTURE AI INTAKE
Insurance lead generation landing page View Live →
// WHAT YOU GET

Every piece of your agency's
AI system, done for you.

⚡

Lead Response System

Custom reply templates for every lead source. Under-60-second response without hiring anyone. Your best chance at the sale starts here.

🎯

Objection Script Library

22+ word-for-word scripts for price, "already covered," "need to think," and every wall your agents hit. Copy. Paste. Close.

📱

Social Media System

30 days of Facebook, Instagram, and LinkedIn posts written in your voice. Educational, trust-building, lead-attracting — done before the month starts.

🤖

AI Training Assistant

New agents query it 24/7. Product questions, script help, process guidance. Ramp time cut from 90 days to under 3 weeks.

👥

Recruiting Outreach

LinkedIn and Facebook DM sequences that attract licensed agents. Tested messaging. One client hired 4 new producers in 60 days.

📧

Follow-Up Sequences

Multi-touch sequences for new leads, quotes sent, no response, post-meeting, annual review. Never drop a prospect again.

// HOW IT WORKS

Audit to running AI in 5–7 days.

01

Free Evaluation Call

30 min. We map your biggest production gaps and tell you exactly what to build first.

DAY 0
02

We Build It

Custom scripts, sequences, content, and SOPs — built for your specific lines and market.

DAY 1–4
03

Install & Train

Live session with your team. Everyone walks away knowing exactly how to use it daily.

DAY 5–6
04

Keep Winning

Monthly: new prompts, new content, model upgrades. Your AI compounds every single month.

ONGOING
// QUESTIONS

Things agency owners ask us.

Will this work for my specific lines — auto, home, life, health, commercial?
Yes. We customize everything for your lines. Objection handlers, policy explanations, social content — all tuned to what you write.
Do my agents need to be tech-savvy?
Not even slightly. If they can use their phone, they can use this. Most agents are fully fluent within a day of training.
Is this compliant with DOI regulations?
We build communication, follow-up, and content systems — nothing that touches compliance-regulated advice or disclosures. We write SOPs covering what's appropriate so your team stays clean.
What if I only close one extra policy from this?
One extra auto policy ($1,200–$2,400 premium) covers the Starter package. One life policy commission covers the entire Office package plus a year of monthly support. The math is impossible to argue with.
// READY?

Let's build your agency's AI system
this week.

Free 30-minute audit. We'll identify your 3 biggest production gaps and tell you exactly what to build first — whether you hire us or not.

Book My Free Evaluation → View Pricing

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