book'd deploys 18 AI-powered workflows and 6 specialized agents into your book'd CRM — fully configured, fully active. Intake, qualification, booking, policy follow-up, referrals, reactivation, compliance. You sell. We handle everything else.
Independent life insurance agents lose 60%+ of their time to tasks that have nothing to do with writing policies.
You spend hours texting and calling prospects who may not pick up. Every lead you don't follow up with in minutes drops off. Your competitors are automated. You're not.
Leads fall through cracks between intake and booking. No-shows go un-rescheduled. Closed clients never get asked for referrals. Revenue is hemorrhaging silently.
book'd is powerful but complex. Setting up workflows, automations, and AI agents correctly takes weeks of trial and error — time you don't have.
TCPA violations from improper texting can cost $500–$1,500 per message. Most agents are one complaint away from a fine they can't absorb.
Referrals and Google reviews are the lifeblood of an insurance practice. Asking for them manually feels awkward, so it never happens consistently.
You have hundreds of cold contacts from past campaigns. Without a reactivation system, they sit forever — but they're actually your warmest audience.
Six specialized AI agents handle every touchpoint across your pipeline — from first contact to closed policy to referral.
Engages every inbound lead instantly via SMS and email. Qualifies prospects with natural conversation, answers questions, and moves them to the booking stage — without you lifting a finger.
Automatically requests Google reviews from satisfied clients at the optimal moment post-policy. Monitors sentiment, filters unhappy clients before they go public, and builds your online reputation consistently.
Answers your phone when you can't. Qualifies callers, captures contact info, answers FAQs about your services, and books appointments — professionally and instantly, any time of day.
Proactively calls dormant leads, policy renewal candidates, and reactivation lists. Initiates natural conversations, gauges interest, and transfers hot prospects directly to your calendar.
Generates personalized follow-up messages, policy explanation emails, and nurture sequences tailored to each prospect's profile. Keeps your pipeline warm without generic mass blasts.
Manages your entire sales funnel with intelligent routing. Segments leads by intent, assigns priority scores, and triggers the right workflow at the right time for maximum conversion.
The complete lifecycle from first lead touch to ongoing referrals — pre-configured, tested, and deployed into your book'd CRM.
We handle the entire setup. You get a fully operational system without touching a single workflow builder.
30-minute call to capture your brand, lead sources, and compliance preferences.
Our team deploys all 18 workflows and 6 AI agents into your book'd CRM. Custom-configured to your business.
Every workflow is tested end-to-end with real lead scenarios before we hand over the keys.
System is live. Leads flow in, AI qualifies and books, you show up to close. We handle ongoing optimization.
I went from manually texting every lead to having the AI qualify and book while I sleep. My show rate went from 30% to 68% in the first month. The no-show reminder sequence alone paid for the whole thing.
I had 400+ cold leads sitting in my book'd doing nothing. The reactivation campaign booked 22 appointments in week one. Those are clients I would have never touched again. $2,995 for 22 appointments is a no-brainer.
The TCPA compliance workflows gave me actual peace of mind. I was scared about texting regulations. Now every opt-in is documented automatically. Plus the Google reviews are rolling in — I have 47 new 5-star reviews in 3 months.
No setup fees. No per-workflow charges. No hourly billing. One monthly investment for a fully operational AI booking system.
Full AI booking infrastructure. Deployed. Maintained. Optimized.
Month-to-month · Cancel anytime · Setup included