Calls and leads
On the call
No commitment. A live walkthrough on the real desk. Or see pricing and start a trial →
The agent desk on a live call: the call bar with its timer and call controls, a script that steps along, the lead’s details filling in from what was said on the call, and the live transcript.
Mid-call, the agent asks AI assist for the Carrier Waterfall: it ranks the plans to quote first, with why the client likely qualifies and the commission and advance on each, then the questions to ask before quoting.
Between calls, the call bar lists every source of calls: outbound lists, inbound campaigns with their credits, drip-ins and phone numbers. The agent opens Inbound, switches two more campaigns on, then flips the desk to Outbound.
The problem
We sell the leads and run the floor that works them.
Same data, same login, same tools on every call, whatever campaign it came from.
How it works
The workflow no one else has. Personal and health details come out of the conversation; the Carrier Waterfall™ weighs underwriting against what you earn.
Calls arrive from every campaign your plan covers, only in the states you are licensed for.
Script Walker™ keeps you on script while the call is recorded and transcribed live. You gather the customer’s details and health history in conversation.
The customer’s details and health conditions are written into the lead and the notes from what they said. You type nothing.
It reads the transcript, notes and lead against your carriers, your commissions and the underwriting rules, and ranks the plans to pitch.
Go straight to the carrier with the best plan for this caller and file the application.
The sale form fills itself from the call, and if you forget to record it, sale detection finds it in the transcript.
Click a step to see it again.
Every Lead Channel
The agency sets each agent’s states, and an agent’s own list overrides it. Outbound and inbound alike. Nobody gets a call they can’t write.
A buffer timer and an AI review of the conversation, so you don’t dispute every call. One appeal if you disagree.
AI tools
Choose a question
Carrier Waterfall™
Rebuttal
“That makes sense, it’s a real decision. Can I ask what you’d want to think over: the monthly amount, or whether you need it at all? If it’s the amount, let’s find the number that sits right with you today.”
Sales board
Agent tools
“Have you been hospitalised or used oxygen in the last two years?”
“Great news, Dolores. How much would you want to leave so the kids aren’t paying for anything?”
Import with AI turns a document, a PDF or pasted text into a branching script, with warnings where it wasn’t sure.
Pick the carriers you write. A hidden carrier is gone from the waterfall, the sale form and sale detection.
Keep your dialer. NextGen sits beside it as a slim column, and the calls we connect stay recorded, transcribed and ranked.
Any panel opens in its own window without losing its place. One can float on top of every other app.
Load your own outbound list and our dialer works it. Drip-ins from your list come back to you. Upload your own voicemail drop too.
| Client | Carrier | Status | Task |
|---|---|---|---|
| Dolores M. | Americo | Pending | Confirm detected sale |
| Harold B. | Mutual of Omaha | Issued | First draft Oct 15 |
| June R. | Corebridge | Issued | Birthday Fri |
Every policy in one ledger, tasks that write themselves, and an AI spreadsheet import that matches your columns.
Calls and phone
Your own phone number
Compliance
Not a project you start. The rules run before every dial.
How each rule worksFor owners
Lead flow
Every lead source
Who it’s for
New agencies
Everything a new agency would otherwise buy from five vendors, on one login from the first day: the calls and the leads, a predictive multi-line dialer, local caller ID, the CRM, scripts, AI and compliance. Your first months go into selling, not stitching tools together.
Established agencies
Keep your dialer if you like it. Bring your lead lists and your book of business, and AI matches your columns to ours. Import your scripts. Our team guides you through the rest.
DNC scrubbing, calling hours by the lead’s time zone, abandoned calls held under the legal limit and recordings kept with every call all run before and during every dial. Our compliance page explains each one.
No. Buy from us, bring your own, or do both. Unlimited outbound leads come with an outbound plan, and social, CTV, warm-transfer and AI drip-in calls are paid per billable call.
Yes. Upload your own lead lists, with a consent check and do-not-call scrubbing on upload, and our dialer works them. Calls from your own list come back to you. You can also point your own phone number and your own advertising at the desk.
Plans and prices are on our pricing page. Outbound plans include unlimited outbound leads; inbound and transfer calls are bought as call credits. You can pick a plan, add a card and start a trial there in a few minutes, or book a demo and we’ll walk through the numbers for your floor.
Yes. Bring your own dialer puts NextGen beside it, and the calls we connect still get recording, transcripts and the copilot.
The desk, campaigns, phone, scripts and owner tools work for both. The Carrier Waterfall™ ranks final-expense and other life plans.
After a 20-minute demo, we set up your agency, your carriers and your states with you.
Pick a plan, add a card and start your trial in a few minutes. Buy call credits whenever you want inbound.
Book a demo
Bring your cost per sale and your close rate. We’ll show you the desk on a real call.
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We’ll call within one business day. Small team? Solo? Good. That’s who we built it for.