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.

AI Chatbot for Life Agents


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.

Social Media Planner & Content AI

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.

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!

Replace All Your Subscriptions and Save!

Save thousands on subscriptions by replacing multiple business tools with the all-in-one Life Agent CRM!

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.