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We build systems that help independent agents and small agencies stay responsive, organized, and consistent—without adding more to their plate. Our platform connects tools like texting, voicemail follow-up, appointment scheduling, and automated outreach into one streamlined workflow. Whether you're just starting out or scaling a team, we give you the tech and support to capture more leads, follow up faster, and close with confidence.

Not even close. A CRM is just a place to store contacts. What we offer is an active system—one that not only tracks your leads but automatically engages them, responds to missed calls, books appointments, and nurtures prospects while you’re working or off the clock. Think of it as the difference between a phone book and a personal assistant who actually gets things done.

Most automation platforms give you the tools and expect you to figure them out. We give you the tools and build the system for you. Our setups are tailored for how agents actually work in the field—with features you’ll use from day one, not a bloated menu of stuff you’ll never touch. And when you grow, we grow with you—every tier builds on the last, so nothing goes to waste.

Nope. SmartLine™ works alongside your current number. We give you a dedicated line that forwards to your existing phone, but with automation layered in—so missed calls trigger follow-ups, voicemails get smarter, and texts can be sent automatically. You don’t lose your number, your clients don’t get confused, and you gain a whole new layer of responsiveness.

We’ve built everything with field agents in mind—from the call flows to the lead tracking to the outreach campaigns. Insurance isn’t just about selling—it’s about timing, follow-up, and trust. Our system is designed to help you stay top-of-mind, respond faster than the competition, and manage your pipeline without dropping the ball. This isn’t a generic small business tool—it’s purpose-built for producers who need to move fast and stay visible.

Most clients are live within 72 hours, depending on how quickly we get a few key details from you. We build everything out for you—your phone line, website, calendar, and automations—so you’re not stuck trying to learn a new system from scratch. Once your A2P texting registration is approved (usually within 48–72 hours), we flip the switch and your setup goes live.

Yes, absolutely. This isn’t a do-it-yourself kit. We handle the heavy lifting for you, and we guide you through what we need along the way. If you're not sure what to provide or how something should work, we’ll walk you through it step by step. You’ll never feel like you're left on your own to figure things out.

We make it easy to bring your existing contacts with you. If you already have a list—whether it’s in your phone, an email system, a spreadsheet, or an old CRM—we’ll help you import it into the platform. For smaller lists, you can just send us a file (like a .CSV) and we’ll load it for you. For larger or messier lists, we’ll walk you through a cleanup process to make sure everything’s accurate and organized. If you’re using another CRM, we can even connect it directly so your contacts sync automatically. No matter where you’re starting from, we’ll make sure your people come with you.

Not at all. If you can answer your phone and check your email, you’ve got everything you need. We handle the technical setup for you, and anything that requires your input will be explained in plain terms. You don’t need to know how it works under the hood—you just need to know that it does.

Yes—but how it responds depends on your tier. In our standard business setup, missed calls trigger an instant text reply to keep the conversation going. For insurance agents and agency users, we go a step further: your missed calls are picked up by a voice assistant that can answer questions, book appointments, and keep the lead engaged in real time. Either way, you're not leaving prospects in a voicemail black hole.

Yes. Once it’s trained on your availability and your services, the chatbot can guide visitors through a quick Q&A and drop a confirmed appointment straight onto your calendar. It works on your site and can be embedded in other places too—so it’s always working, even when you’re not.

Yes—you’ll have full control over the tone, timing, and content of your messages. Whether it’s a text follow-up, an email drip, or what the AI says during a live interaction, we can tailor everything to reflect your brand, your voice, and your style of doing business. You’re not locked into templates—you’re in the driver’s seat.

Nurture campaigns are automated sequences that check in with leads over time—via text, email, or both—based on what they’ve shown interest in. If someone wasn’t ready to book or buy on day one, the system follows up over days or weeks, warming them up until they’re ready. You stay top-of-mind without having to chase them down manually.

Yes—and if you’re a Tier 3 client, you can also tap into our growing library of pre-built campaigns tailored to your vertical. For example, if you're running a summer promo or a Medicare push, we’ve likely already got a tested sequence you can deploy with a few edits. Want something more specific? We can build custom campaigns based on your offer, timeline, and audience—and if it's something others in your market will want too, you might even get it first as part of our pilot rollout.

It’ll help you capture more of the leads you're already generating—and keep them from falling through the cracks. We optimize your online presence, make it easier for people to find and contact you, and ensure every inquiry is met with a fast, professional response. It’s not about lead volume as much as lead conversion—and this system makes sure you’re not wasting the interest you’ve already earned.

Speed and consistency close deals. Our systems are designed makes sure you can respond faster, stay more organized, and follow up automatically—so no one slips away. Whether it’s an instant reply, an AI conversation, or a well-timed reminder, you stay in front of your leads without having to chase every one down manually. That alone can lift your close rate—and we’ve seen it happen again and again.

Yes—and in fact, we recommend it. The system is designed to be implemented in stages so you’re not overwhelmed or underutilizing what you’ve got. Each tier builds naturally on the one before it, letting you get comfortable, see results, and then level up when it makes sense. You don’t have to guess what you’ll need six months from now—we’ll help you grow into it, one phase at a time.