The platform for insurance agency builders
Build the agency.
Own the book.
Four products, one operating system. AI voice and text agents book your appointments, AgentOS runs the agency, and Debt CRM protects every policy on the book from chargebacks.
One integrated platform
Four products. One flow. Shared data.
These are not four tools taped together. Each product hands off to the next, on the same records, with one login coming for the whole platform.
Leads flow in
Every new lead lands in the platform the moment it is generated.
AI books the appointment
AI Caller dials in seconds. AI Messenger texts and answers questions. Both drive to one outcome: a booked appointment.
AgentOS runs the agency
Pipeline, recruiting, comms, and production tracking. The appointment becomes a policy, the policy becomes production.
Debt CRM protects the book
Chargebacks are detected automatically from carrier emails and recovered through structured workflows. The book stays yours.
Books the appointment
AI Caller
Outbound AI voice agents that call new leads within seconds, work retry ladders, and book appointments straight onto your calendar.
- Speed-to-lead dialing from CRM triggers
- Retry ladders that keep working the lead
- Call windows in the lead's local time
- Every call classified by outcome
- New lead detected
- dialing in 4s
- Attempt 2 of 6
- retry ladder
- Call window
- 9am - 8pm lead time
- Outcome
- appointment booked
Works the conversation
AI Messenger
An AI texting assistant that drafts SMS replies to leads, backed by your knowledge base, with a human approval queue before anything sends.
- AI-drafted SMS replies to every lead
- Human approval queue before send
- Knowledge-base-driven answers
- Escalations routed to a human instantly
- Inbound text
- “Is this whole life or term?”
- Draft ready
- from knowledge base
- Approval queue
- 1 tap to send
- Escalation
- routed to human
Runs the agency
AgentOS
Pipeline, recruiting, comms, and production tracking in one system. AgentOS is where the agency actually gets built.
- Sales pipeline built for insurance
- Recruiting pipeline for growing the downline
- Team comms in one place
- Production tracking per agent and per team
- Pipeline
- lead to paid
- Recruiting
- candidate to licensed
- Comms
- attached to records
- Production
- per agent, per week
Protects the book
Debt CRM
Chargeback debt tracking and recovery for insurance agencies. Auto-detects carrier chargeback emails from Gmail every hour and turns them into a working recovery pipeline.
- Hourly Gmail scan for carrier chargeback emails
- Debt tracked per agent with NPN, license, and carriers
- Structured recovery workflows
- On-platform agent messaging
- Gmail scan
- every hour
- Chargeback detected
- logged automatically
- Agent ledger
- NPN, carriers, balance
- Recovery
- structured workflow
Why teams switch
The system never sleeps on a lead. Or a chargeback.
24/7
Lead response, nights and weekends included
Seconds
From lead opt-in to first dial
Hourly
Gmail scans for carrier chargeback notices
1 platform
Shared records across all four products
See the whole platform in one call.
A 20 minute walkthrough of AI Caller, AI Messenger, AgentOS, and Debt CRM, mapped to how your agency actually runs.
Book a demo