Our Sales Process Does the Heavy Lifting For You

Our support team will have you up and running within a couple hours.

Generating, Leads, Appointments, And Sales Just Got A Whole Lot Easier” Agent Suite.ai

How It Works

Step 1

Take Advantage of Each Opportunity

Automatically creates contacts for each person that has interacted with your Insurance Business.

Step 2

Make Better Decisions

Stop losing out on sales because you aren’t engaging your leads. The system nurtures and then shows you who is engaging and ready to proceed. Many of your leads will book themselves on your appointment calendar.

Step 3

Speed Up the Sales Process

Take control of your Insurance business. With the convenience and efficiency of the G1 Agent Suite you are unlocking opportunities that will lead to more sales and more WINS

SALES PIPELINE

Close More Deals with Less Work

Use our proven Insurance sales pipeline which is optimized to create more Appointments and Sales.
Automated tasks and follow-up help you bring more deals to close
Get real-time updates on your leads so you can stay on top of everything
Whether you are an Individual Agent or you have an Agency, the Agent Suite.ai
will keep you and your team organized and streamlined, so everyone will make more sales.

CRM & CONTACT MANAGEMENT

Turn Your Contacts Into Opportunities

Automatically creates a contact anytime a lead calls you, texts you, emails you, or messages you on social media. Automated tasks and follow-up help you bring more deals to close
Each new contact is another sales opportunity - automatically grow your list with the Agent Suite.ai
Keep your customer’s notes, tasks, upcoming appointments, calls, contracts, emails, and everything you have on a contact in one place
Stay organized and in control of your customer relationships

INVOICING

Make It Easy For Agents and Vendors

To Pay You

Generate & send an invoice in as little as 30 seconds (seriously, we timed it)
Set up recurring invoices & allow your customers to auto-pay
Automatically send payment reminders & overdue notifications
Save money by getting rid of your invoicing software subscription

TEXT 2 PAY

Easy Cost-share Payments

If you have Agents that are buying leads from you instead of placing full lead orders, this makes it a snap.
Send secure payment links right to your customer's phone via text
Customer simply enters their information, pays, and voila… you receive the money INSTANTLY
You can even generate a payment link on the go with our mobile app & get paid in minutes

REVIEW & REPUTATION MANAGEMENT

Boost Your Brand’s Reputation

The more positive reviews you have the more people will trust you & want to do business with you
Automatically send review requests over text to make leaving a review effortless for your customers
Rank higher on Google with more 5-star reviews
Create a strong online reputation that will automatically bring new customers to you

ONLINE BUILT IN REFERRAL

Turn Your Customers Into MORE Customers

Make it easy for customers to refer their family and friends
92% of customers are more likely to buy when referred by a friend
Referral marketing is one of the most effective ways to generate new customers
Turn your happy customers into new customers

REPORTING & ANALYTICS

Know Exactly What Is Working & What Is Not

Know Your Team’s Key Metrics
Know when your Agents need help even before they ask
Know what’s working whether you are managing Leads or recruiting new Agents
Maximize all opportunities and help your team do the same

See what our clients have to say

nothing comes close to the Agent Suite

I’ve used several other CRMs to manage my Insurance Business and nothing comes close to Agent Suite.ai. I’ve been a customer for 2 years and it keeps getting better and better

David C.

The Agent Suite paid for itself in the first week I had it!

Agent Suite.ai paid for itself in the first week I had it. They showed me how to use their pre-built automations and I have 6 appointments booked on the first day.

Tara W.

That was 9 months ago and I’ve referred 5 other agents!

I was trying to remember too much with my other CRM so I went back to dialing with my cell phone. Another Agent told me about Agent Suite.ai and decided to do their free trial. That was 9 months ago and I’ve referred 5 other agents since then. This is amazing.

Charlene T.

I get so much more value for half price.

Really can’t believe you aren’t charging more but I appreciate it. I was paying over $300 per month with Phone Burner and now I get so much more value for half price. I use the system to distribute leads to my downline agents and help keep them moving.