Automated Appointment System For Life Insurance Agents

AgentAi Lead & Appointment System

AI Generates Qualified Leads At 1/3 Traditional Cost, And Books Them To Your Calendar On Autopilot

Never Worry About Lead Generation Or Appointment Setting Again.

AgentAi finds, qualifies, and nurtures prospects 24/7, then books them directly to your calendar.

  • Generate Exclusive Leads
    Pre-Screened & Qualified

  • AI Books Appointments
    24/7, While You Sleep

  • Own The System For Life
    With Affordable Support

  • Proven to Book Appointments
    Built from $3M+ in tested campaigns

AgentAi Fills Your Calendar Like Magic

Generate & qualify leads at 1/3 the cost of traditional vendors, then automatically nurture and book them to your calendar. It's like having a veteran sales team working 24/7 - at a fraction of the cost.

🎯 LeadGen AI

Generate Qualified Leads

☑️ AI creates high-converting video ads

☑️ Attracts your ideal prospects at 1/3 the cost

☑️ Pre-qualifies & filters out time-wasters

Perfect for agents tired of overpaying for low-quality leads

📅 Appointment AI

Nurture & Book Meetings

☑️ Instant lead follow-up by SMS Text Message
☑️ Automated nurturing until they book

☑️ Books to your calendar while you close

For agents who want to spend more time selling — and less time chasing

"I'm consistently writing $40K+ months!"

Johnny Nitafan, AgentAi User

🎯 Leadgen AI

Generate Qualified Leads At Lower Cost With AI Videos

Our AI-powered ad system gets you high-intent leads at wholesale cost—no more overpriced marketing agencies. Connect with qualified prospects on all platforms:

🎥 NEW! AI Creates Testimonial-Style Videos Instantly

🔹 No Camera Needed - AI creates scroll-stopping video ads that look 100% human-made

🔹 Higher Engagement - Videos generate 3x more responses than traditional insurance ads

🔹 Lower Cost Per Lead - Get qualified prospects for $6-$20 (vs. $35-$75+ from vendors)

  • Final Expense
    Targets seniors 50-85 seeking burial insurance

  • Term & Whole Life
    Targets parents 25-45 looking to protect their family's financial future

  • IUL & Annuities
    Finds high-net-worth individuals looking for tax-advantaged growth

  • Mortgage Protection
    Targets new homebuyers needing mortgage payment protection

☑️ Health Insurance: Targets families searching for affordable health coverage
☑️ Business Owners & High-Net-Worth: Seeking tax-advantages solutions

☑️ Medicare: Finds seniors turning 65 or seeking to upgrade their Medicare coverage
☑️ Agent Recruiting: Attracts producing agents looking for better contracts

Multi-Lingual Leads: Generate leads in Spanish, French, Portuguese & more

📊 Smart Campaign Management

Our AI constantly monitors and adjusts your campaigns to find the perfect prospects at the lowest cost - it's like having a marketing team working 24/7. Every dollar of your ad spend is optimized in real-time, targeting the right prospects at the right time while eliminating wasted spending.

Leadgen Ai Qualifies Leads In Real-Time

🔍 Smart Lead Qualification: Filter Out Time-Wasters Instantly

Every prospect goes through our automated application process before reaching you.

  • Multi-Step Qualification
    • Validate income & coverage needs
    • Ask your own questions

    • Unqualified leads filtered automatically

    • Save 45+ minutes per lead

  • Set Your Ideal Prospect Criteria:
    • Age ranges (T65-85 for Final Expense)

    • Income requirements

    • Health conditions

    • Coverage amount needed

📅 Appointment AI

AI Simply Books More Meetings

AI can book 3X more meetings by handling all your follow-up through SMS text message. Your 24/7 virtual sales assistant.

  • Follow-Up & Nurturing

    • Instant response to every lead

    • SMS text message

    • Consistent nurturing sequences

  • Automated Booking
    • Books directly to your calendar

    • Schedules automatically

    • Confirms every appointment

  • Seamless Calendar Integration
    • Connect your calendar

    • Set when you want meetings

    • AI handles everything else

🥇 World-Class Support

Your Success Is Our Mission - With 24/7 Support To Prove It
Free For The First 30 Days, Then Just $97 Per Month

24/7 Live Chat Support

24/7 On-Demand Zoom Calls

Plus...

• 1-on-1 VIP onboarding

• Calendar integration

• Phone/SMS/Email & AI configuration

• Ongoing strategy sessions

🖥️ Professional Ad Management

Optional Service Starting at $297/month.

Leverage $3M+ in Ad Spend & Proven Campaigns to Maximize Your ROI

Our team will monitor your campaigns, guide optimizations, and provide fresh creative — so your system stays performing month after month.

Leadgen Ai Qualifies Leads In Real-Time

🔍 Smart Lead Qualification: Filter Out Time-Wasters Instantly

Every prospect goes through our automated application process before reaching you.

  • Multi-Step Qualification
    • AI verifies age, income & coverage needs

    • Unqualified leads filtered automatically

    • Save 45+ minutes per lead

  • Set Your Ideal Prospect Criteria:
    • Age ranges (T65-85 for Final Expense)

    • Income requirements

    • Health conditions

    • Coverage amount needed

🎯 LeadGen AI

Generate Qualified Leads

☑️ AI creates high-converting video ads

☑️ Attracts your ideal prospects at 1/3 the cost

☑️ Pre-qualifies & filters out time-wasters

Perfect for agents tired of overpaying for low-quality leads

🎯 LeadGen AI

Generate Qualified Leads

☑️ AI creates high-converting video ads

☑️ Attracts your ideal prospects at 1/3 the cost

☑️ Pre-qualifies & filters out time-wasters

Perfect for agents tired of overpaying for low-quality leads

🎯 LeadGen AI

Generate Qualified Leads

☑️ AI creates high-converting video ads

☑️ Attracts your ideal prospects at 1/3 the cost

☑️ Pre-qualifies & filters out time-wasters

Perfect for agents tired of overpaying for low-quality leads

📅 Appointment AI

Nurture & Book Meetings

☑️ Instant follow-up with every lead 24/7

☑️ Nurtures through SMS, voice, and email

☑️ Books to your calendar while you close

For agents who want to focus on selling, not scheduling

NEVER MISS A LEAD. NEVER LOSE A CUSTOMER.

Your AI Sales Team Talks to Customers Everywhere

Engage customers instantly through Phone, SMS, WhatsApp, Messenger, and Email. Ready to respond, wherever they reach out.

  • Text & Messaging
    Engage customers instantly through SMS, WhatsApp, and Messenger. Never miss a message, day or night.

  • Phone Calls
    Handle hundreds of calls simultaneously. Every caller gets immediate attention, no hold times.

  • Email & Forms
    Respond to inquiries within seconds. Turn contact form submissions into conversations instantly.

  • Website Chat
    Engage visitors the moment they have questions. Convert browsing into buying with instant support.

How Your AI Sales Team Works

Instant Engagement

Just plug in your existing website, CRM or phone - and your AI team springs to life, responding to every prospect and customer 24/7.

Handle Thousands of Conversations

Triple your team's productivity as AI manages virtually unlimited conversations in any language. Convert leads the moment they reach out - when they're hottest.

Qualify & Book Appointments

AI identifies your best prospects and fills your calendar with qualified appointments. No more back-and-forth scheduling or chasing leads.

Beyond Sales

Customer Service + AI = Amazing

  • Answer product questions in any language

  • Resolve common support issues

  • Look up inventory, statuses, and more

  • Keep customers happy, even after-hours

REVOLUTIONIZING SALES

AI Sales Teams Built For Your Business

Home Services

Every missed service call is money down the drain. Your AI team handles scheduling, reminders, and follow-ups like clockwork - turning costly no-shows into reliable bookings. Watch your calendar fill up while your reputation for reliability grows.

Professional Services

Stop drowning in busy work. Your AI team handles client intake, scheduling, and compliance checks automatically. You focus on what matters - delivering amazing results for your clients while your practice grows on autopilot.

Software & SaaS

Imagine having an AI team demo your product and nurture leads 24/7, even while you sleep. Watch your conversions soar as prospects across every time zone get instant, personalized attention exactly when they need it.

Real Estate & Mortgage

Connect hot prospects with your agents instantly. Your AI team pre-qualifies buyers, schedules viewings, and handles mortgage pre-approvals around the clock. More qualified leads, faster closings, bigger commissions.

Insurance

Automate follow-ups and renewals. Your AI team connects with prospects, sends timely policy reminders, and keeps your clients engaged. The result? Higher retention, fewer headaches, and a steadily growing book of business.

Healthcare & Wellness

Transform patient experience with seamless scheduling, intake, and insurance verification. Your AI team reduces wait times and paperwork while improving access to care. Happy patients, efficient practice.

Travel & Automotive

Turn every inquiry into a booking - instantly. Your AI team creates friction-free experiences that keep customers coming back. Better service, happier customers, more repeat business.

Education & Training

Stop losing students to slow response times. Your AI enrollment team speaks every language, responds instantly to inquiries, and makes registration a breeze.

Hospitality & Events

Fill more tables, sell more tickets, and create unforgettable experiences. Your AI team handles reservations, guest inquiries, and reminders—keeping tables full, events packed, and guests happy.

GET STARTED IN DAyS, NOT MONTHS

Seamless Integration

Connect your existing tools and watch your AI sales team spring into action. No complex setup, no long implementation cycles - just plug in and start converting more leads.

  • Connects to your website, phone & email systems

  • Works with Salesforce, HubSpot, Pipedrive, Quickbooks & more

  • Integrates with your existing team calendars and CRMs.

  • Automatic data syncing and instant reporting

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4.9/5 star reviews

Thousands of happy customers worldwide1 Column

Instant Lead Response

Never miss another opportunity with 24/7 engagement. Convert leads the moment they're hottest - when they first reach out.

Qualify On Autopilot

AI identifies and nurtures your best prospects. Triple your sales team's productivity by focusing only on sales-ready conversations.

Sales Without Borders

Handle thousands of conversations in any language. Tap into new markets without hiring a single new sales rep.

PRE-HEADLINE LOREM IPSUM

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Who This Is — And Isn’t — For

Make Sure This System Is the Right Fit

✅ Perfect Fit If...

  • You’re a licensed agent ready to grow

  • You can invest $30/day+ on ads

  • You consistently follow up with leads

  • You want exclusive, qualified leads

  • You’re serious about producing

❌ Not a Fit If...

  • You're not licensed or actively selling

  • You won’t call leads consistently

  • You expect results with no ad spend

  • You’re not ready to take daily action

  • You expect all leads to close

ABOUT US

Meet Name Person

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BLOG

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Jan, 1st 2024

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START GENERATING LEADS TODAY

AgentAi Lead & Appointment System

Included With Every Plan:

Lead Generation & Marketing


Complete Lead Generation System


Lifetime License to AI CRM
with Calling, Email and SMS Marketing (Save $2,300/year)

AI Video Ad Creator & Publisher

Multi-Channel Lead Generation System

AI Campaign Optimization & Retargeting

Lead Qualification & Nurturing

Turn Qualified Leads Into Booked Appointments

Smart Lead Qualification System

Multi-Step Verification Process

Real-Time Lead Alerts

High-Converting Appointment Funnel

Setup & Support

First 30 Days Free, Then Just $97/month

Done-For-You System Setup

1-on-1 VIP Onboarding

24/7 Live Chat & On-Demand Zoom Support

Ongoing strategy sessions

One-Time Pricing

Own The System For Life

AgentAi Lead System

Everything above, plus:

AI SMS Appointment Setter

Advanced Lead Nurturing

Multi-Channel Follow-up

Booking Funnel Setup

Onboarding for 1-3 Agents

$1,497

One-Time Setup

Lifetime Access

AgentAI Elite

Everything in Pro, plus:

AI Voice Appointment Setter

AI Email Appointment Setter

Advanced Lead Distribution

Extended Analytics & Reporting Tools

$3,497

One-Time Setup

Lifetime Access

⚡ Fast-Action Bonuses ($2,291 Value - Free!)

10 Proven Ad Templates ($997 value)

Get access to 10 high-performing ad campaigns — 2 each for IUL, Final Expense, Mortgage Protection, Annuities, and Whole Life. Built from over $3M in ad spend, optimized for quality and cost. Just pick your states and launch.

Professional Insurance Website ($897 value)

A clean, trust-building website designed to capture leads and establish credibility. Includes personalized branding, mobile-friendly design, and built-in lead capture tools.

Holiday & Birthday Campaigns ($397 value)

Automatically sends birthday and holiday messages to your clients — so you stay top-of-mind year-round without lifting a finger. Build loyalty and win more referrals with thoughtful, hands-free follow-up.

All systems include 30 days of FREE support, then just $97/month. Cancel anytime.
Ad Spend, CRM & Phone Usage Not Included. Prices in USD.

Built on $3M+ in Ad Spend, Thousands of Leads, and Millions in Premiums

Real Agents. Real Results.

AgentAi has helped agents across North America generate thousands of leads, book appointments on autopilot, and close consistent $10K–$40K+ months — all while working smarter, not harder. Results depend on your ability to sell and close deals.

Tyler wrote just over $18,000 in commission in his first 30 days.

Hunter successfully made the transition from selling face-to-face to selling virtually exclusively with AgentAi.

Johnny

Closed over $45,000 in issued premium using leads generated through AgentAi.

Ashton

Booked a $1,637 one-call close from just 10 dials, using leads generated through AgentAi.

WHO IS THIS FOR

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Built in north america

Building the Future of Business

This is more than automation - it's a revolution in how businesses grow. Experience it yourself by talking to your AI sales rep now.

STILL NOT SURE?

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Frequently Asked Questions

How much does this cost?

AgentAi Leads System is a one-time setup investment of $1,497. This gives you lifetime access to your own exclusive lead generation and appointment system. After setup, the only ongoing cost is $97/month for continued support, updates, and system hosting. You can cancel support at anytime.

You will also need to budget for ad spend (recommended minimum $30/day) and basic system usage fees (phone/SMS, AI calls, etc.), which is approximately $30 per month.

How soon will I start getting leads?

Once your system is live and ads are running, you can start receiving leads within 24–72 hours depending on your budget and targeting.

Do I need to be tech-savvy to use this?

No. Everything is set up for you. You’ll get a full walkthrough and support whenever you need help.

How much should I spend on ads?

We recommend starting with at least $30 per day. This gives the AI enough room to optimize and bring in quality leads consistently.

Do I have to call the leads?

Yes — and not just the ones who book. You should be calling every lead, even the ones who don’t respond or schedule right away. The system does what it can to book appointments, but your success depends on consistent follow-up. Agents who win are the ones who pick up the phone — often and early.

Is this better than buying leads?

Yes — with AgentAi, you’re getting your own exclusive, real-time lead system, fully owned by you. These leads are generated through targeted ads, pre-qualified automatically, and nurtured until they book or respond. You’re not renting or competing for leads like you would with a vendor — you own your pipeline for life.

That said, if you don't have at least $30/day to invest in ads, you’re better off starting with your warm market or buying shared leads from a vendor until you have some cash flow. AgentAi is designed for agents who are ready to invest consistently and build a sustainable, scalable pipeline — not for those looking for a quick fix.

Can I use this part-time?

Yes, but you must be consistent with follow-up and willing to invest in ad spend. The more effort you put in, the faster you’ll see results.

What if I sell more than one type of insurance?

Perfect — we support campaigns for Final Expense, IULs, Term, Whole Life, Annuities, and more. You can rotate or run multiple.

What happens after I sign up?

You’ll get access to a Kickoff Form, your system will be set up within 48 hours, and you’ll receive a walk-through video + 1-on-1 support to get live.

What if I need help later?

We’ve got your back. You get 30 days of 1-on-1 support, plus access to chat, Zoom, and ongoing strategy calls.

Is there a money-back guarantee?

Because this is a custom, done-for-you system with lifetime access, there are no refunds once setup begins. However, we’re fully committed to your success — and include 30 days of 1-on-1 onboarding and support to make sure you’re set up for results.

Do you offer payment plans?

We don’t offer payment plans. AgentAi is a one-time investment in a system you own for life, with full setup, onboarding, and support included. We accept Visa, Mastercard and ACH/Bank Transfers.

Still have questions?

Email us at [email protected]

Free 7 Day Trial

Create your free account and try it for yourself to see how you like it!

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