More qualified quotes, less paperwork
Qualify coverage, budget and urgency before a broker prepares a quote.
Illustrative targets from pilot design, not guarantees.
Traffic is not the problem. The handoff is.
Most ad budgets die between the click and the appointment. We fix that gap.
- 01
Comparison shoppers waste broker time.
- 02
Compliance slows every message.
- 03
No cost per bound policy.
From click to booked appointment in one system.
No new CRM. No new ad account. We connect to what you already use.
Connect
Ads, CRM, calendar and messaging in one place. We map your lead flow and baseline.
Launch
AI builds campaigns from vertical templates, with budget caps and preflight checks.
Convert
The concierge answers in seconds, qualifies the lead and books the appointment.
Prove
You see cost per booked appointment and revenue, not impressions.
“Placeholder quote. Replace with a signed client quote before publishing.”
Made for Insurance Brokers, not for a generic brand.
Vertical templates, local language and compliance checks before anything goes live.
Insurance advertising rules apply. No guaranteed coverage or savings.
Flat fee. No percentage of ad spend.
You pay the platforms directly. We charge for the system and the team behind it.
Agency white-label starts at $499/mo plus a per-client fee. Annual plans save 20%.
Questions buyers actually ask.
How fast can we launch?
Most clients launch their first campaign within 72 hours of connecting accounts.
Do we keep our ad accounts?
Yes. You own your ad accounts, CRM and data. We connect to them; we do not take them over.
What is the pricing?
Starter $199/mo, Growth $499/mo, Scale $999/mo. Agency white-label starts at $499/mo plus a per-client fee.
How do you measure success?
We report cost per qualified lead, booked appointment, show rate and revenue. Not clicks.
Does AI change budgets without approval?
No. Budget changes and new campaigns require approval by default. You can grant more autonomy later.
See where your leads are leaking.
We audit your ads, response time and booking flow, then send 3 creative concepts. No credit card.
30-minute audit. No credit card. We show you where leads are lost before you buy anything.