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M

Maria · Peak Insurance

Working leads · Just now

AI-driven
Hey James — this is Maria with Peak Insurance. Saw you asked about final expense coverage. How can I help?
Hi Maria, I'd like to get a quote and talk through my options.
Happy to help. I'd like to set you up with a quick call with one of our agents. Would Tuesday at 2pm or Thursday at 10am work for you?
Tuesday at 2pm would be great.
Perfect, you're all set for Tuesday at 2pm. I'll send you a reminder before the call.
Thanks Maria!
✓ Lead qualified · Appointment booked · Agent notified

Every message in this conversation is sent automatically by AgentAI.

What is Agent CRM?

The CRM built for insurance agents. Not a generic tool with an insurance sticker slapped on.

Agent CRM is an all-in-one CRM and marketing automation platform made just for insurance agents. It handles lead follow-up, pipelines, and marketing automation — so you can spend your time doing what actually pays: selling.

Meet AgentAI

Your new AI agent — working leads while you sell policies.

AgentAI is the AI agent living inside Agent CRM. It works your leads over text, day and night, so no opportunity goes cold. You close more deals without doing the manual chasing.

Qualifies

AgentAI talks to every new lead and figures out who's ready to buy — so you stop wasting time on tire-kickers.

Answers

It replies to FAQs in real time — coverage, pricing, next steps — right when a prospect asks.

Follows Up

It chases every lead automatically over days and weeks, so nothing slips through the cracks.

Never Sleeps

Nights, weekends, family time — AgentAI keeps your business moving when you're off the clock.

Stop losing leads to slow follow-up.

Let AgentAI do the chasing. You show up, close the sale, and get paid.

How the free trial works

Three steps. Zero cost to try.

  1. 1

    Sign up below

    Grab your free 14-day trial. Takes about a minute.

  2. 2

    We drop $50 in your account

    Covers your A2P registration and your first batch of text messages. On us.

  3. 3

    AgentAI goes to work

    Your new AI agent starts qualifying and following up with your leads right away.

Start your 14-day free trial.

Fill out the form and we'll get you set up. Your new account will already have $50 in credit waiting to cover your A2P registration and first text messages.

  • 14 days, full access to AgentAI
  • $50 account credit included
  • Just $97/month after your trial — or cancel easily, anytime.