We book your calendar.
We organize your company.
We save you time.
One operating system underneath. Yours.
The platform
Everything reports into AgentOS.
Not a concept. These are the screens you run the agency from: pipeline, recruiting, training, production, and comp in one system. Click the sidebar or scroll.
01Command center
Open one tab. Know everything.
Paid production, today's appointments, recruits in licensing, and open chargebacks on one board. The feed shows every appointment the AI booked and every carrier notice Debt CRM caught, as it happens.
- Week to date numbers without asking anyone
- Live feed from Caller, Messenger, and Debt CRM
- Chargebacks surface before they snowball
Paid this week
$17,450
Appts today
12
In licensing
4
Open chargebacks
$4,360
Pipeline · this week
Live feed
- AI Caller booked S. Whitfield2:15pm
- Messenger reply approved12:41pm
- Chargeback logged · $1,24011:58am
- R. Okafor licensed in FL9:20am
- Attempt 3 of 6 · D. Nguyen9:02am
02Pipeline
Every deal, every stage, every owner.
Stages that match the real life of an insurance sale: lead, appointment, application, issued, paid. Drag a card and the numbers on the command center update themselves.
- Built for policies, not generic sales ops
- Owner and age on every card
- Stale deals flag themselves
S. Whitfield
Term 20 · Sterling Life
H. Grant
Whole life · Beacon
+ 130 more
M. Torres
Today 2:15pm · JA
D. Nguyen
Thu 6:00pm · TB
+ 39 more
E. Calloway
$74/mo · Crestline
B. Foster
$52/mo · Sterling Life
+ 16 more
A. Simmons
$61/mo · Beacon
V. Marsh
$88/mo · Summit
+ 9 more
03Recruiting
Build the downline like you build the book.
Candidates move from first conversation through study, exam, licensing, and contracting on the same kind of pipeline as your policies. No recruit stalls silently in a group chat.
- Licensing steps tracked per candidate
- Contracting status per carrier
- Time to first sale, measured
04Comms
Every touch that is due. In one queue.
Follow-ups, appointment reminders, new-lead welcomes, recruit check-ins, and policy anniversaries surface the moment they are due, with the message already written. One tap to send, one tap to mark done. No touch ever slips.
- Every touch type surfaced the day it is due
- Message pre-written from your templates
- Send, copy, skip · logged per agent
Comms
Every touch that’s due right now - follow-ups, reminders, check-ins, and anniversary reviews, ready to send.
- Sarah KimFollow-upTextARArthur
Follow-up due today · Book kitchen-table appt
Hi Sarah, Arthur here — circling back like I promised. Does tomorrow or the day after work better for a quick 10-minute chat?
TextCopyMark sentSkip - Priya PatelAppt reminderTextMRMaria
Appointment Fri 7:13 PM
Hi Priya, looking forward to our appointment. Reply C to confirm or R if you need to reschedule — see you soon!
TextCopyMark sentSkip - Dana ColeNew leadTextJOJohnny
New contact · first touch within 5 days wins the deal
Hey Dana, it's Johnny with Apex Financial Group. Great connecting — when's a good time this week for a quick 10-minute call?
TextCopyMark sentSkip - David IrvinRecruit check-inTextARArthur
19d in Interview · past the healthy window
Hey David, Arthur here. Checking in on your next step — want to grab 15 minutes this week to keep things moving?
TextCopyMark sentSkip - Harold NguyenAnniversaryEmailTOTobias
Mutual of Omaha Whole Life · policy hits year 1
Hi Harold, your policy just hit its anniversary — congratulations on another year of protection for your family. Let's schedule a quick review.
TextCopyMark sentSkip
Recent touches
- Ray WhitmanHey Ray, it's Johnny with Now Booked. Great connecting - when's a good time this week for a quick 10-minute call?SkippedJohnny · 7/22
- David IrvinHi David, Arthur here - circling back like I promised. Does tomorrow or the day after work better for a quick chat?SentArthur · 7/22
05Training
Reps practice on AI before they burn real leads.
New agents run practice calls against an AI prospect that objects like a real one. Every roleplay is scored, every script is versioned, and you see exactly who is ready before a real lead is on the line.
- AI roleplays graded per objection
- Onboarding drills tracked per rep
- Readiness visible before the first dial
Practice call in session · N. Carter
AI prospect: “I want to think about it and talk to my wife first.”
Graded live on the spouse stall. No real lead was harmed.
Scripts versioned per carrier · every roleplay scored
06Production and comp
A scoreboard that agrees with itself.
Submitted, issued, and paid per agent, per team, per week, rolled up the downline with your override computed. One source of truth for the bonus run and the hard conversation.
- Team rollups with agent detail
- Overrides computed, not estimated
- The number everyone argues from
+ 6 agents
+ 3 agents
07Money tree
Watch the money climb the tree.
The whole downline on one canvas. Every policy paid, every writer, every team, and the dollars flowing up to you in real time. Click a node and you drill into the deal that generated it.
- Every writer, every team on one canvas
- Overrides tally live as production lands
- The visual behind the number on your check
You
Agency owner
$17,450
J. Alvarez
Team North · 8 agents
$8,420
T. Brooks
Team South · 5 agents
$5,130
Direct writers
3 agents
$3,900
S. Whitfield
Term 20 · Sterling
$3,120
M. Torres
App signed today
$2,660
K. Patel
IUL · Beacon
$1,890
P. Sandoval
First sale · Jul 29
$820
N. Carter
Cleared to dial
$540
The rep experience
Ever wondered what your reps are actually doing?
This is the app in their pocket. The calendar fills itself, training grades itself, and every rep knows exactly what they are owed and how they are performing.
01 · The morning
Their day books itself.
While the rep sleeps, the AI Caller is dialing lists, handling reschedules, and sending reminders. They wake up to a full calendar with notes attached to every appointment — no lead sheets, no chasing, no guessing who they are seeing at 3:45.
22 booked this week · 0 chased
22 booked this week · 0 chased
Today · Thursday
- 9:00J. CallowayBooked by AI Caller · notes attached
- 10:15M. TorresRescheduled itself from Tuesday
- 1:30D. NguyenFollow-up · attempt 4 queued
3 appointments · 0 chased
AI Caller · appointment set
H. Grant · Thu 3:45pm
Term life · 42 · notes attached
Booked in 47 seconds · while asleep
Rescheduled itself
M. Torres · Tue → Thu
10:15am · confirmed by text · no rep touch
Reminder sent
D. Nguyen · confirmed 1:30
Attempt 4 · zero chase required
AI prospect
Run it again · scored every time
02 · The reps
They practice before it costs you money.
An AI prospect that stalls, objects, and pushes back like a real one. Every run is graded on the spot against an 8-axis rubric, so reps sharpen up on their phone instead of on your leads.
Spouse stall · handled · 84
AI prospect
Run it again · scored every time
Live scoring · 8-axis rubric
Run 41 · N. Carter
03 · The comp
They always know what they are owed.
Submitted, issued, paid, and the next bonus tier, live in their pocket. The comp argument is settled before it ever reaches you.
$3,120 paid · next tier $4,000
S. Whitfield · week 31
Comp is math, not a promise
S. Whitfield · paid this week
No spreadsheet. No manager math. The rep sees the number the same second you do.
Get called by a prospect
Pick the prospect you dread. We'll have them call you.
Your phone rings in about ten seconds. Three minutes, on the house, and they will not go easy on you.
Live voice demo
Four AI prospects train your reps. Talk to one yourself.
This is the same training engine inside AgentOS. Pick a persona, allow the microphone, and see if you can handle them. Live from your browser, capped at three minutes.
Widowed, fixed income, and certain you are about to scam her.
“How do I know you're not trying to scam me?”
Construction foreman with three quotes and fifteen minutes.
“I already got a quote at $387. What's your number?”
Seven months pregnant and will not decide without Mike.
“I really need Mike to hear this too.”
Just diagnosed, eight months uninsured, sure he is uninsurable.
“Can I even get coverage with diabetes?”
Live AI over WebRTC · calls cap at 3:00 · nothing is recorded
The hours
Your week, before and after.
The product is time. Every row below is an hour you spend running the agency by hand that AgentOS gives back.
The bonuses
AgentOS is the product. These come with it.
Three systems that feed the board: one fills the calendar, one answers the texts, one guards the comp. Included with the platform, not the point of it.
AI Caller
Speed to lead, on autopilot
Dials new leads in seconds, works retry ladders, and books appointments straight onto your reps' calendars.
Learn moreAI Messenger
Every text answered, every reply reviewed
Drafts every SMS reply from your knowledge base and queues it for one-tap human approval.
Learn moreDebt CRM
Protect the book from chargebacks
Scans Gmail hourly for carrier chargeback notices and runs the recovery pipeline per agent.
Learn moreQuestions
Asked before every demo.
What is AgentOS?
The operating system for insurance agency builders: sales pipeline, recruiting pipeline, rep training, production tracking, and comp on one board. It replaces the group chats and spreadsheets you are currently running the agency on.
Who is it built for?
Agency builders and producers scaling a downline. If you are recruiting agents, training them, and writing business at the same time, this is the system that keeps all three moving without you in every conversation.
What do my reps actually get?
Their whole day on one screen: appointments with lead context attached, their own pipeline, their production, and exactly what they are owed. No spreadsheet updates, no asking the upline what their check will be.
How does the training work?
Reps run practice calls against an AI prospect in the browser. It objects like a real lead, every roleplay is scored per objection, and managers see who is ready before a real lead is on the line. Scripts and drills are yours to control.
Where do the appointments come from?
The bonuses. AI Caller dials new leads seconds after opt-in and books straight onto rep calendars. AI Messenger drafts every text reply for one-tap approval. Both feed AgentOS, so the pipeline fills itself.
What about chargebacks?
Debt CRM is included. It scans your Gmail hourly for carrier notices, logs every chargeback to a ledger per agent, and runs the recovery workflow, so comp problems surface in an hour instead of at settlement.
Do I have to replace my current tools?
You replace the spreadsheets and the group chats. AgentOS stitches into how you already sell, and most teams are running their week on the board within days, not months.
How do we get started?
Book a demo. We walk your agency's actual flow, map AgentOS onto it, and you are live in days.
Stop being the bottleneck. Own the book you built.
You are not the trainer, the scoreboard, or the comp desk anymore. AgentOS fills the calendar, trains every rep, tracks every agent's production, and computes every override. You watch it all from one screen.
See the whole platform in one call.
A 20 minute walkthrough of AgentOS mapped to how your agency actually runs. Bring your worst month. We'll show you the hours you get back.
Apply now