For insurance brokers & agents

The AI teammate that runs your book — on every channel

One assistant, named by you, that answers leads the moment they arrive, works the phone, texts, and WhatsApp, and — at the top tier — runs your pipeline on command. It lives inside your GoHighLevel account, so everything's connected.

Sub-account spun up per agent · A2P covered · live in minutes
Lead · Instagram
Hi, saw your post about tax-free retirement — how does that work?
Clara · your assistant
Great question! It's an IUL — your money grows linked to the market with a 0% floor, and you can take income tax-free later. Want me to grab a quick time with a licensed agent to walk you through it?
Lead
Sure, tomorrow afternoon?
Clara
Done — booked you Thursday at 2:00. You'll get a text reminder. 👋
One assistant, more reach as you grow

It does more the higher you go

Same assistant, named by you. Each tier puts it on more surfaces — and Scale turns it agentic.

Starter

Your assistant on your website and social — capturing and answering leads the moment they arrive.

Website chatInstagramFacebook
Growth

It picks up the phone, texts, and works WhatsApp. Answers calls and books appointments while you sell.

+ Voice+ SMS+ WhatsApp
Scaleon Command

It runs your pipeline — tells you who to call, what's due, what's slipping, and acts on your command. Not an assistant that answers; one that runs the business.

+ AgenticDaily agendaLive AI Closer
Everything in one place

Built for how insurance is actually sold

BookSync

Drop any carrier's messy CSV. It reads it, dedupes by person, flags what's off, and files your whole book — clean.

Cross-Sell

It scans every client's coverage and surfaces the gap — has IUL, no annuity — as ranked opportunities with a drafted opener.

IUL Selling Suite

A presentation-grade IUL tool — solves, ledger, tax-free income — plus a Live AI Closer that feeds you the words on the call.

Pipeline

Every opportunity through the sale, tracked. Your assistant nudges the ones that are slipping.

Lead Engine

Done-for-you funnels — IUL, Annuity, Final Expense & recruitment — wired to your domain, your assistant working every lead.

Broker Dashboard

See your whole team — calls, appointments, leads, sales per agent — and drill into any one. Each seat is its own sub-account.

Pricing

Buy for your team, or just for you

Brokers buy seats for their downline. Independent agents get a premium single-account license.

Broker platform$997/mo + $4,500 one-time setup. The dashboard, BookSync, onboarding, your own assistant, and the ability to buy & assign seats.
Starter seat
$79/seat/mo
packs of 10 · 15% off at 10+
  • Assistant on website + social
  • Instant activation, no phone
  • Its own sub-account
Growth seat
$179/seat/mo
packs of 10 · 15% off at 10+
  • Everything in Starter
  • + Voice, SMS, WhatsApp
  • Answers calls & books
Scale seat · on Command
$349/seat/mo
packs of 10 · 15% off at 10+
  • Everything in Growth
  • + Agentic — runs the pipeline
  • Live AI Closer on calls

Add the Lead Engine

4 funnels (IUL, Annuity, Final Expense + recruitment), built once and shareable to your whole downline.

$7,500one-time · then $97/seat/mo to activate
Seats sold in packs of 10 (minimum 10). Assign agents to any tier and move them as they perform — upgrades add only the difference.
Usage & A2P, billed transparently: Voice AI $0.20/min · SMS at published rate · phone number cost passed through. A2P brand & campaign registration is covered by Ignite — you never pay for it.

Agents: your seat can cost you nothing

When your broker sponsors your seat, you pay Ignite nothing for the platform — you fund only your own usage. It's the tool your whole team runs on.

"Ask your upline about team seats. On a sponsored seat, you pay only usage."
Get started

Which one are you?