Trusted by Life Insurance agents producing $40k/month
Stop chasing leads.
AutomationKit books them for you.
Plug your leads in. Our Appointment AI handles replies, qualification, objections, and booking. You just close.
Guaranteed or it's free
Let's be honest about what's killing your growth.
This isn't a skill issue. It's a system bottleneck.
Without AutomationKit
- Hot leads reply while you're on another call or out of the office
- You tell yourself you'll 'follow up later' and forget
- Aged leads sit untouched because it feels overwhelming
- You waste time re-qualifying people who were never serious
- Your pipeline looks busy, but your calendar stays thin
- You know you could handle twice the volume if follow-up wasn't manual
With AutomationKit
- Every lead gets an instant response
- Conversations stay warm without you touching them
- Appointments book themselves onto your calendar
- Nothing slips through the cracks
- You handle more leads than should be possible for one person
At a certain point, people in your office stop asking what leads you're buying and start asking how you're managing so much volume.
That's the shift.
What AutomationKit does
An AI appointment-setting system built specifically for Life Insurance.
It Replaces
- Manual follow-up
- Spreadsheets
- Missed replies
- Mental tracking
- "I'll text them later"
With
- Instant AI responses
- Built-in qualification
- Objection handling
- Continuous nurturing
- Automatic calendar booking/reminders
You focus on closing policies. The system handles everything else.
Who this is really for.
For Life Insurance agents who are past the “new agent” stage and ready to scale.
This is for you if
- You're already closing policies
- You already spend $4,200+/mo on leads consistently
- You know follow-up matters but can't keep up manually
- You have leads spread across texts, calls, sheets, and inboxes
- You lose deals simply because response time slips
- You feel capped at $15k–$25k/month by time and chaos, not skill
You don't need more motivation. You need a system that keeps up with you.
This is not for you if
- You're brand new and still learning the basics
- You don't have a consistent lead source yet
- You're not ready to invest in systems that scale
- You prefer manual processes over automation
- You're not actively closing policies yet
- You're looking for a magic solution without doing the work
AutomationKit amplifies what you're already doing. It doesn't replace skill or effort.
Real results from the field.
Life Insurance agents using AutomationKit recover leads that would've gone cold. AI handles follow-up while they close.
Based on agents running ~50 leads per week.
Conversations handled automatically per day
Booked calls per week
Saved daily that used to go to chasing leads
Leads recovered per month that would've gone cold
This is how high producers scale without burning out.
Guaranteed or it's free
See it in action.
Real conversations from our AI agents. These are actual appointment-setting dialogues with veterans.
Get live fast. Scale without friction.
Simple process. Real results.
We build the system for you
CRM setup, calendar integration, lead source wiring, and sales tracking. No tech skills required.
AI runs follow-up 24/7
Leads get qualified, booked, and reminded about their appointments — automatically.
You close more policies
Prospects arrive warm, informed, and ready. You do what you're best at.
Don't take our word for it.
Real results from real Life Insurance agents who let AutomationKit handle their follow-up and fill their calendars.
Flooded my calendar
With AutomationKit, I was able to take my business to the next level. Having an AI assistant messaging all of my prospects while I'm selling allows me to be in 50 places at once so I never miss an opportunity. As an agent, my biggest issue was not being able to make the most out of my leads and lead spend. Having an assistant to nurture and follow up with each and every lead on a daily basis has skyrocketed my productivity and flooded my calendar.
Date of experience: January 28, 2026
Michael Greff
@michaelgrefff
Leads started calling me
AI appointment setting is a GAME CHANGER. Really pleased with how quick people get responded to as well as if I am busy. I am able to look at my phone to know that I already have an appointment in place. It is a great tool to maximize your time and get the most out of it as possible. There have been so many people that I haven’t been able to get in touch with, but because of the system, I have people calling me and am able to help them out.
Date of experience: February 7, 2026
Nick Pompile
@nick.pompile
Allows us to focus on our highest ROI activity
In sales your highest paying activity is presenting and closing. Because appointments are automatically getting booked and confirmed AutomationKit allows you to spend more time on your highest ROI activity. It’s that simple.
Date of experience: April 5, 2026
Alan Standish
@ajstandish
Drip + AI follow-up works even when I’m checked out
Since using AutomationKit, with the drip text + AI combo, my follow-up has completely changed because it works even when I’m not working. Just yesterday, I had 2 leads come back out of nowhere (closed 1) after going through the automated sequence (14+ follow-up texts) and I didn’t have to do anything. The drip messages are written so naturally that clients feel like they’re talking to a real person, not a robot. Once they respond, the AI schedules them directly onto my calendar, and it’s the best feeling waking up to appointments already booked. And since the AI can read my calendar, it won’t book when I’m unavailable, and the phone app lets me see all messages while I’m away from my computer. This is the best thing I’ve done for my business.
Date of experience: April 15, 2026
Janelle Tyminski
@janelletyminski
Doubled my production in a month
I’ve only been doing this for about 3 months and it’s a lot you have to pick up in a short amount of time. Since adding this CRM a month ago, I’ve doubled my production and I’m on track for a $30k AP month. It follows up with my leads, books appointments into my calendar, keeps me organized, and keeps things moving even when I’m not working. Hands down it’s the most important insurance tool I pay for. I will be upping my lead spend by 20% next month and I wouldn’t do so without AutomationKit.
Date of experience: June 8, 2026
Theo Pauchet
@theo.pauchet
Would never go back to my old ways
I started using the CRM one month ago and it has changed my business. Being able to have a virtual AI assistant that texts clients, follows up with them, and schedules appointments is a real game changer. Before, I would manually have to text my leads, send follow ups, and book appointments. After using this CRM I would never go back to my old ways, it’s a real time saver and helps me book multiple appointments a day.
Date of experience: June 10, 2026
Michael Coulter
@michael_coulter24
Feels like I have an entire team
I had a sales background in the past, decided to make the switch into life insurance. My first month I made $8k and that was enough for me to go all in. A few of the guys in our office swore by this setup so I decided to give it a shot since I was about to start spending $6k a month on leads. It’s booked me 20 appointments in the past month and I made $23k AP. I obviously still work hard lol, but having this system feels like I have an entire team since it reaches out to all my leads automatically, continuously follows up with them, and books them on my calendar while I dial.
Date of experience: June 12, 2026
Erica Mascioni
Final Expense Agent
63% connect rate, 30% self-booked
Before this, I was manually dialing all day and seemed to be catching people at the wrong times, which made it tough to build momentum. Since implementing this CRM system, it's been a game changer in how I connect with leads and manage follow up without everything falling on me manually. What really surprised me was how natural the AI conversations feel, people are actually engaging, and the drip texts have been doing a lot of the heavy lifting. I've already seen a noticeable increase in conversations, with a strong percentage turning into booked appointments without me chasing as hard. This week alone, it's been able to connect with 63% of my leads turning 30% into self booked appointments. Overall, it's freed up my time while improving the quality and consistency of my pipeline.
Date of experience: March 18, 2026
Dylan McCloskey
@dylanmccloskey2
Using my time to close, not do admin work.
Since getting set up with this CRM, my follow up has been way more consistent and organized. Before, there were way too many leads coming in for me to stay on top of manually. Now everything is in one place, leads are getting contacted asap, and I'm using my time to close business instead of doing admin work. It's made my pipeline a lot cleaner, helped me stay in front of more prospects, and overall just made my day-to-day way more efficient. If you're serious about writing more business, having a system like this makes a huge difference.
Date of experience: March 24 2026
Brendan Horsman
@brendan.horsman
Join the agents who stopped chasing leads and started closing more.
Simple, ROI-driven pricing.
We handle setup, configuration, and maintenance. You focus on closing policies.
Starter
For Individual Producers
- AutomationKit Follow-up & Booking System
- Unlimited real time lead follow-up
- SMS nurturing & objection handling
- Holiday follow-ups & appointment reminders
- Complete documentation/video library
- Done for you CRM + Lead setup
- Standard support
Pro
For Producers Ready to Scale
- Everything in Starter, plus:
- AutomationKit Concierge accessAn AI assistant that lives in Telegram. Reschedule appointments, text clients, set reminders, and take CRM actions - all without opening your laptop.
- AutomationKit Dashboard accessTrack your sales pipeline: appointments booked, closes, no-shows, response rates, and other key business metrics to see exactly where you can improve.
- Instagram & TikTok DM automations for recruiting
- Priority support
- Access to beta features
Agency
For Teams / High-Volume Agencies
- Everything in Pro, plus:
- Unlimited agents & workflows managed
- Unlimited lead sources
- Dedicated success manager
- Bi-weekly conversion optimization
- Custom CRM/API integration built for you
- White-glove onboarding & team training
- Custom reporting and team dashboards
One extra policy sale per month covers the investment.
Everything after that is profit.
This is how top producers operate now. Get your first booked call faster than any manual follow-up system.
Why AutomationKit.
The system that scales your results without scaling your workload.
A full calendar without hiring anyone
Your calendar fills, follow-up runs automatically, and you stay in touch with more leads than anyone else, without adding staff or longer days.
Built for agents who already close
Top producers already use this to handle volume. If you can close deals, AutomationKit just accelerates results and frees your time.
Fully managed. Nothing to figure out.
We set it up, tune it, and keep it running. No code to write, no prompts to tweak, no dashboards to babysit.
Booked appointments, fast
Most agents see booked appointments the same day or within the first few days. As follow-up compounds, calendars start filling automatically.
Questions.
Got questions? We've got answers.