Prospecting
The portal your producers actually live in.
Everything between a lead arriving and an appointment on a calendar — one place, in the order a producer works it.
Today's worklist — 7 due for a touch
Rotates daily · each lead rests on a cadence after a touch
What's inside
8 parts, and you get all of them.
AI that texts and books
Every lead gets a real conversation, in minutes.
It reads the thread, answers what was asked, handles the objection and books the time — at 9pm, on a Sunday, with nobody at a desk.
It answers what was asked
It reads the whole thread and replies to the specific thing in it — including the price question, which on most lines is the qualifying question rather than a stall.
It writes per product line
A mortgage protection opener references the house. A final expense one uses plain language. Eight lines, eight sets of prompts and cadences.
It knows where to stop
Underwriting, coverage and eligibility go to a licensed human. STOP is instant and cancels the appointment. Quiet hours follow the lead's timezone.
It never pretends to be your producer. It identifies as the assistant on a named producer's team, and a check runs before every send to stop it claiming otherwise. Research on this is one-sided: 85% of policyholders say they want to be told when AI is involved.
Hot leads & worklist
Your producers stop deciding who to call.
The first screen a producer opens has already chosen for them — ranked, with a reason attached to every name.
Callback windows
A lead who booked then no-showed told you when they're reachable. That weekday and hour comes back weekly while they're fresh, then tapers as they cool.
Rotation, not favourites
Left alone a producer calls the same familiar names until those go cold too. The list is built from whoever is actually due.
One click to dial
"Dial all" loads the whole worklist into the power dialer. Open any lead to read the thread and send a drafted text without leaving the page.
The ranking learns from your team, not a vendor's average. Every lead carries three buttons — worked, not hot, dismiss. That feedback is mined weekly and re-weights the scorer against what your agency actually converts. The adjustments are deliberately conservative: it tunes, it doesn't lurch.
Power dialer
An hour on the phone that goes to live humans.
Conference-based dialing, so your producers' time goes to people who answered rather than to a list of numbers.
An abandonment brake
Dialing pauses automatically at 2.5%, under the 3% line, so a bad run throttles before it becomes a violation. Tunable per agency; not removable.
Sticky local caller ID
Each lead keeps the same local number every time, so your caller ID stays recognisable instead of looking like a new stranger each attempt.
Recording that discloses
Opt-in per session, and where the law requires it the lead hears a short notice before anything is recorded.
The failure mode here is legal, not operational. That's why the brake can be tuned but not switched off. A dialer that lets you exceed the abandonment limit is a dialer that will eventually cost you more than it made.
Sales floor
Your sales floor, inside your CRM.
Your team sits together all day — see who is dialing, who is on a call, and hear the gong the moment someone books.
The floor, included
See who is online, who is dialing and who is on a call, with live team stats — dials, connects and appointments today. Ships with every agency plan.
Your mic cuts itself
The room reads dialer state. The second a lead picks up, your mic AND the room's audio drop, so a customer never hears the floor and nobody has to remember.
The gong
Fires on real bookings and sales, not on someone clicking a button. A remote team finds out the way a real floor does — immediately.
Pro: the coaching layer
Video and screen share, plus listening in on any live call to coach while it is happening rather than in a debrief nobody remembers. $15 per agent a month.
The floor is included. Pro is for managers. The split is by who it is for, not by what it costs us: the floor is for the team and comes with every agency plan, and Pro is the coaching and oversight layer a manager uses. Two limits worth stating. Listening in requires Telnyx — tenants on their own Twilio account are gated off it rather than handed a degraded version. And your call audio runs through your phone, not the browser, which is exactly why the floor can sit alongside a live call without touching it, and why it can cut your mic the instant a lead answers.
Email that sits beside the lead, not in another tab.
Most insurance email tools are broadcast tools. This is the other kind: the thread with one client, in the CRM, ranked by what actually needs a reply.
Sorted by what needs answering
Threads are triaged by urgency rather than arrival, so a client asking about a claim doesn't sit under a newsletter reply. The producer works a list, not an inbox.
Sent as the producer, attached to the record
Mail goes out from the producer's own address and the thread stays on the client, so the next person to open the record sees the conversation instead of asking who said what.
Templates and documents
Reusable templates for the messages every agency sends twice a day, with attachments, so a policy summary or a form goes out without rebuilding it each time.
This is not a marketing email platform. There is no campaign designer, no drip-newsletter builder and no subscriber list management, and we are not planning to become that — an agency that wants to send a monthly newsletter to twelve thousand contacts should use a tool built for it. What this replaces is the tab where a producer keeps client email that the CRM never sees. If broadcast marketing is the job you need done, this is the wrong half of the product to judge us on.
Product pipelines
One household. Several policies. Nothing overwritten.
Each product line gets its own row for the household — its own disposition, owner and history — so a pivot never overwrites what came before.
A row per product
The same household can be Application Submitted on health and Interested on final expense at the same time. Two rows, two dispositions, one person.
An owner per product
The producer who owns the mortgage protection conversation isn't automatically the one who owns the annuity. Routing and aging handoffs follow the line.
A conversation per product
The board is shared; the talking isn't. Each line has its own openers, objection handling and AI prompt, because an IUL buyer and a final expense buyer don't respond to the same message.
Several products per household — one conversation at a time. The record is multi-product; the texting deliberately isn't. The AI works whichever line is live and picks up the next when it becomes live, so nobody gets two of your numbers about two policies on the same afternoon.
Policy analyzer
The plan documents, read for you.
Carrier brochures parsed into a comparison a producer can actually use on a call — premium, deductible, network and the exclusions that decide it.
Brochures parsed, not skimmed
Upload the carrier documents and get structured plan details back, so the comparison is against what the document says rather than what someone remembers.
The network question, answered
Check a specific doctor against each plan's network — the most common question on health, and the one that takes longest to answer properly.
Ask it in plain language
Query the plan set directly when a client asks something specific, instead of hunting through PDFs while they wait.
It informs the producer. It doesn't advise the client. This is a tool for a licensed human to work faster, not a recommendation engine and not something a client should be pointed at. Nothing it produces is a quote or a coverage determination, and the AI never gives plan advice in a text thread — that escalates, every time.
Texting compliance
The registration that decides whether your texts arrive.
US carriers filter unregistered business texting, and they do it quietly. The registration is yours to submit — what holds it up is the public compliance page most agencies have nowhere to host. We build that part.
The public page a reviewer has to find
A live landing page for your agency, generated from your business details and hosted at a real URL you paste into the registration. If you have no website, this is the website as far as a carrier reviewer is concerned — which is the step that stops most agencies before they start.
Privacy policy, terms and the opt-in language
The documents written for texting rather than for a website: how someone opts in, message frequency, STOP and HELP, and that opt-in data is never sold. Written from what your agency actually does, published alongside the page and linked where a reviewer expects them.
Numbers that attach to the campaign
Once your campaign is approved, the numbers you send from are attached to it here, so the traffic you send is the traffic that was registered. Registering once and then texting from an unrelated number is the common way this quietly fails later.
You file it. We don't — yet. This is self-serve on purpose and worth being blunt about: we do not submit your brand or your campaign for you. You file them under your own legal entity and your own carrier account, because that is whose entity it has to be. What we remove is the reason it stalls — the hosted page, the privacy policy, the terms and the opt-in disclosure that a reviewer has to be able to open, which is the part an agency with a Facebook page and no website cannot produce. Filing it on your behalf is something we can do as a special request rather than a tier you can buy today; ask on a walkthrough and we will tell you straight whether it makes sense for you. And nobody can promise an approval — that decision belongs to The Campaign Registry and the carriers, and a vendor who guarantees it is selling you something they do not control.
Worth knowing
Nothing here texts before you are registered to.
Outbound texting stays hard-blocked until your own 10DLC brand and campaign are live, because unregistered traffic is filtered by carriers rather than bounced — it looks like it sent, and it simply never arrives. That is why the registration lives in this portal and not in a settings page nobody opens.