Life Agent AI: The AI-Powered CRM Built for Life Insurance Success

Streamline Your Business, Automate Client Management, and Maximize Growth with the Life Agent AI.

Conversational AI

Enhance your client engagement with the AI-powered chatbot in the Life Agent CRM.

  • Automate responses and handle client inquiries 24/7

  • Seamlessly integrate with your CRM to capture and nurture leads efficiently

Funnels AI & Custom Funnel Builder!

Streamline your lead generation with pre-built funnels or create new ones tailored to your business needs in the Life Agent CRM.

  • Access pre-designed funnels for final expense, infinite banking, and more.

  • Easily customize or build new funnels using the drag-and-drop builder.

  • Launch high-converting funnels quickly without needing advanced tech skills.

Content AI & Social Media Planner

Manage and automate your social media posts effortlessly with the Life Agent AI's Social Media Planner.

  • Schedule posts across multiple platforms to maintain a consistent online presence.

  • Automate branding and content delivery to keep your audience engaged.

Review AI

Turn Client Feedback into 5-Star Growth with Review AI.

  • Effortlessly collect and manage client reviews to boost your online credibility.

  • Automatically respond to reviews with personalized messages that build trust and loyalty.

Voice AI

Amplify Your Outreach with the Power of Voice AI.

  • Engage leads with automated, lifelike voice messages that feel personal and authentic.

  • Save time by using Voice AI to handle follow-ups, appointment reminders, and more.

Workflow AI

Automate Your Business Processes with Workflow AI.

  • Create seamless, customized workflows to nurture leads, follow up, and onboard clients automatically.

  • Save time and stay organized with AI-powered task automation, all managed within the Life Agent AI CRM.

Affordable Pricing to Suit Your Budget

Tailored Pricing for Your Business Needs

Pro Plan

Get started with our affordable Starter plan, perfect for Life Agents

$80

/MONTHLY & One time Set Up Fee of $600

  • Funnels and Website AI

  • Conversational AI with Chatbot (Instagram, Facebook, SMS, GMB, Live Chat, Website Chat)

  • Voice AI

  • Workflow AI

  • Reviews AI

  • Social Media Planner with Content AI

  • Personalized Life Agent Professional Website

  • Calendar Booking Software Integrated

  • Access to our Life Agent School Courses!

  • Access to our Life Agent School Content Library with Over 200 Social Media Post!

Seamless Communication, Simple Pricing

Pay Only for What You Use—Affordable Rates for Calls, Texts, Emails & AI Automation!

  • 📞 Making Calls: $0.0147/min

  • 📞 Receiving Calls: $0.0089/min

  • 📩 Text Messages: $0.0083/segment (150 characters or less per segment)

  • 📧 Emails: $0.000709/email

  • 🤖 Conversational AI:

    • $0.021/message

    • $0.1365/minute per voice call

Frequently Asked Questions

What is the Life Agent AI?

The Life Agent AI is an all-in-one platform designed for life insurance agents, offering tools to automate client management, lead generation, social media planning, and communication.

Can I build custom funnels in the Life Agent AI?

Yes! In addition to pre-built funnels, the platform has a drag-and-drop funnel builder, and AI funnel creater that allows you to create and customize funnels tailored to your business.

How does the AI chatbot work?

The AI chatbot automates client interactions by responding to inquiries 24/7, capturing leads, and nurturing them through predefined workflows, ensuring you never miss an opportunity.

Does the Life Agent AI integrate with my social media accounts?

Absolutely! The Social Media Planner allows you to schedule and automate posts across platforms, ensuring consistent branding and engagement with your audience.

What kind of pre-built funnels are available?

The Life Agent AI offers pre-built funnels for common life insurance strategies, including final expense insurance and infinite banking, which you can use as-is or customize.

Can I manage all my client communications in one place?

Yes! The Life Agent AI consolidates your client communications, allowing you to automate emails, SMS, and more to keep your clients informed and engaged.