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 Opportunites

  • 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 Your Customers

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 & 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

Agent Suite.ai has doubled my sales!

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Agent Suite.ai has doubled my sales!

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Agent Suite.ai has doubled my sales!

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Agent Suite.ai has doubled my sales!

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Capture More Leads

Text-Based Chat

Automate Responses

Learn How Our All In One Sales & Marketing CRM Can Transform Your Insurance Business

Make sales on the go with our mobile app.

  • Get real-time notifications straight to your phone
  • Chat with your clients & leads right from the app

Never miss another opportunity again

The Future of Insurance Agency Management

Features

Live Real-time Support

Smart Inbox Suite

Desktop and Mobile App

Sales Management

Lead Capturing

Lead Nurturing

Integrated Calendars

Appointment Booking

CRM

Email Marketing

SMS Messaging

Team Training Portal
Insurance Website

Website & Funnel Builder

Online Review Generator

Reporting & Analytics

1-Year email Campaign

Form & Survey Builder

1-click email & texting

Payments & Invoicing

WebChat Widget

Powerdialer

The Future of Insurance Agency Management

.

Features

Live Real-time Support

Smart Inbox Suite

Desktop and Mobile App

Sales Management

Lead Capturing

Lead Nurturing

Integrated Calendars

Appointment Booking

CRM

Email Marketing

SMS Messaging

Team Training Portal
Insurance Website

Website & Funnel Builder

Online Review Generator

Reporting & Analytics

1-Year email Campaign

Form & Survey Builder

1-click email & texting

Payments & Invoicing

WebChat Widget

Powerdialer

The Future of Insurance Agency Management

.

Features

Live Real-time Support

Digital Business Card

Desktop and Mobile App

Sales Management

Lead Capturing

Lead Nurturing

Integrated Calendars

Appointment Booking

CRM

Email Marketing

SMS Messaging

Team Training Portal
Insurance Website

Website & Funnel Builder

Online Review Generator

Reporting & Analytics

1-Year email Campaign

Form & Survey Builder

1-click email & texting

Payments & Invoicing

WebChat Widget

Powerdialer

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