AI Lead Generation
Paid and organic campaigns aimed at people actively shopping for coverage — then AI scores every lead so your best opportunities surface first.
For insurance agents & agency owners
Your Next 50 Appointments Shouldn't Depend on Cold Calls.
We build the AI and automation engine that generates your leads, calls and texts them within seconds, books them on your calendar, and nurtures the rest — all tracked in one dashboard you can open any time.
Book your free strategy call30 minutes. No pitch. Just a plan for your pipeline.
You Didn't Get Licensed to Be a Cold Caller.
Most agents lose more revenue to slow follow-up than to bad leads.
Leads go cold in minutes
Speed-to-lead decides who wins the policy. Hours later, someone else already has them on the phone.
Follow-up dies after two tries
Most policies close somewhere between the 5th and 12th touch. Almost nobody gets there by hand.
Nights and weekends go unanswered
That's exactly when people shop for coverage — and exactly when your office is closed.
You can’t see what’s working
Spend goes out, some leads come in, and nobody can tell you which source actually produced a policy.
AI, funnels and automation, built into your business
AI Does the Chasing. The Automation Runs the Machine. You Take the Appointments.
Six pieces, built and connected inside your business — not software you have to learn.
Voice AI
An AI agent that calls new leads within seconds, qualifies them in a natural conversation, and books them straight onto your calendar. It answers your inbound calls after hours too, so nothing rings out.
Conversational AI
Two-way SMS, email, web chat, and social DMs handled by AI that answers real coverage questions, handles objections, and drives to a booked appointment — 24/7.
High-Converting Funnels
Landing pages and quote forms built for one job: turning clicks into contact details, and contact details into calendar slots.
Webinar Campaigns
Educational webinars — retirement, final expense, Medicare, business coverage — with registration funnels, reminder sequences, and post-event follow-up that turns attendees into booked one-on-ones. One event, a room full of pre-educated prospects.
Automated Nurture
Long-run sequences across text and email so the "not right now" prospects come back to you at renewal or life-event time instead of to a competitor.
Everything We Do, Visible in One Place.
No wondering what your marketing is doing. Log in and see every lead, every AI conversation, every call, and every appointment as it happens.
Overview
Meridian Life & Health — last 30 days
Last 7 daysLast 30 daysLast 90 days
Conversations412+23% vs previous period
Appointments booked65+31% vs previous period
After-hours handled41+18% vs previous period
New leads259+64% vs previous period
Activity
Conversations per day08-1108-1808-2509-0109-08
Lead sources
Appointments produced- Paid social24
- Webinar registration18
- Search ads13
- Website chat7
- Referral3
Conversations
Every AI text, chat, and DM thread, readable end to end.
Appointments booked
What's on the calendar, and which source produced it.
After-hours handled
Proof of the business you'd have missed while closed.
Leads & sources
Where every lead came from and what it turned into.
One login. Your whole pipeline. Updated live.
Live in Weeks, Not Quarters.
Step 1
We Map Your Business
A short call to understand your products, your market, and where your pipeline is leaking today.
Step 2
We Build & Connect
Campaigns, funnels, Voice AI, conversational AI, webinar flows, and nurture sequences — configured around how you actually sell, then wired into your dashboard.
Step 3
You Take the Appointments
Prospects arrive pre-qualified and pre-warmed. You do the part only a licensed agent can do.
What Your Week Looks Like After.
Before
- Working a lead list by hand
- Hours between inquiry and first contact
- Follow-up that stops after two tries
- After-hours inquiries lost
- Guessing which channel works
- A calendar you have to fill
After
- AI works every lead the moment it lands
- Called and texted in under a minute
- Follow-up that runs for months
- After-hours leads answered and booked
- Every lead, source, and appointment on one screen
- A calendar that fills itself
Built for Insurance. Not Adapted for It.
We know your buyer
Compliance-aware messaging written for real coverage concerns, not generic "book a demo" copy.
We run it, you don't
We build, monitor, and optimize the system. Your job is showing up to the appointments.
Nothing is a black box
Every campaign, conversation, and booking is in your dashboard, all the time.
We used to return calls the next morning. Now they're already on my calendar by the time I open my laptop.
Marcus ElleryEllery Insurance Group, Atlanta
One Tuesday evening webinar turned into twenty-two booked one-on-ones. I've never had a week like it.
Denise OkaforNorthbridge Financial, Houston
Forty-one after-hours calls answered last month. Every one of those used to go to voicemail.
Ray SantoroSantoro Benefits Advisors, Tampa
Before You Book.
Does the AI sound like a robot?
No. Voice AI holds a natural conversation, and it hands off to you the moment a prospect wants a real person.
Do I need to change my CRM?
No. We work with what you have, or replace the patchwork with one system that does all of it.
Will this replace my team?
No. It removes the work they hate and hands them warmer conversations.
How much of my time does this take?
A kickoff call, then approvals. We handle the build and the day-to-day.
What happens on the strategy call?
We look at your current lead flow, show you where it's breaking, and outline exactly what we'd build. No obligation either way.
Your Next Client Is Already Searching. Make Sure They Find You First.
Book a free 30-minute strategy call. Walk away with a clear plan for filling your calendar — whether you work with us or not.
Book my strategy callNo cost. No commitment. No obligation to move forward.