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Verified by life insurance agents producing $40k/month

Step 1:

Connect your leads.

Step 2:

Recover 1-3 lost leads a month.

Guaranteed or it's free

The system that does it for you

How it works.

1.

Your leads sit there going cold

Every minute without follow-up is a lost deal. Most agents can't keep up manually.

2.

AutomationKit texts them instantly

AI fires off personalized follow-up the second a lead comes in, day or night.

3.

Leads respond and self-book

The AI handles objections, qualifies, and drops appointments straight onto your calendar.

4.

You show up and close

Wake up to a packed calendar. Zero chasing. Just selling.

Verified by agents in the field

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.

$46k month recorded

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

Michael Greff

@michaelgrefff

FFL Platinum Producer

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

@nick.pompile

Agency Owner

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

Alan Standish

@ajstandish

$36k month recorded

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

Janelle Tyminski

@janelletyminski

$30k AP month on track

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

@theo.pauchet

Multiple appointments booked daily

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 Coulter

@michael_coulter24

20 appts booked, $23k AP

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

Erica Mascioni

Final Expense Agent

63% lead engagement

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

DM

Dylan McCloskey

@dylanmccloskey2

Chat screenshot from Dylan McCloskey
$33k month recorded

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

BH

Brendan Horsman

@brendan.horsman

Chat screenshot from Brendan Horsman

Join the agents who stopped chasing leads and started closing more.

Hear it from them directly

Lead ROI growth verified by top producers

Words on a page are one thing. Watch agents tell you exactly what AutomationKit did for their business.

I'm not going anywhere.

3 AI booked appointments his first day. He was at the gym.

Video

Bryce Tyminski

Mortgage Protection Agent

Anthony and his team are top notch.

50 AI booked appointments since starting.

Video

Ceth Stocchero

IUL Agent

I spend 5 figures on lead spend a month.

AutomationKit helps me maximize every penny.

Video

Michael Greff

Final Expense Agent

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.

How do I know it works?

Trusted by agents

Agents across Final Expense, Trucker, Mortgage Protection, IUL use AutomationKit every day..

Used by top producers

Agents doing $30k–$50k+ AP months rely on AutomationKit to keep their calendars full.

Guaranteed results

We GUARANTEE you recover lost leads — or you do not pay.

To be blunt: AutomationKit is
beyond proven to work

What do you mean you GUARANTEE it works?

We guarantee lost lead recovery — if you're not satisfied, you don't pay. Period.

Our Appointment AI will recover lost leads for you... or you don't pay

Let us show you how. Book a 15-minute demo below.