1. New Lead Comes In
When a lead is created in your CRM:- Their timezone is automatically detected and set
- They enter the Initial Follow-Up Sequence
2. Initial Follow-Up Sequence
- 15 texts sent over ~10–12 days
- Only sent during 8 AM – 8:30 PM in the contact’s timezone
- Goal: get the lead to respond
3. AI Conversation
Once a lead responds, the AI handles the conversation from there. It:- Responds instantly, 24/7
- Answers general insurance questions
- Handles objections and follow-up questions
- Books, reschedules, and cancels appointments
As an insurance agent, the highest intent lead is the one that books directly on your calendar and expects you to be calling them at their desired time. A booked appointment isn’t just a meeting. It’s a lead who raised their hand, agreed to a time, and is expecting your call. That’s what the AI is optimized to produce.
4. Appointment Booked
Once an appointment is booked - by the AI, by you, or by the contact - the system automatically sends:- Confirmation text immediately
- 24-hour reminder
- 1-hour reminder
- 5-minute reminder
5. Missed Appointment → Reschedule Sequence
When you mark an appointment as Missed Appointment, the system automatically sends:- 3 texts + 1 email over 3 days
- Goal: get the lead rescheduled
6. Didn’t Close Follow-Up
When you set the lead status to Didn’t Close:- 5 texts over ~22 days
7. Long Term Follow Up
When you set the lead status to Long Term Follow Up:- 9 texts over ~41 days
8. AI Left on Read
If the AI sends a message and the lead doesn’t respond:- Follow-up after 24 hours
- Another follow-up after 24 more hours
Supported Lead Types
The system works the same for all lead types. Only the messaging varies:| Lead Type | Status |
|---|---|
| Final Expense | Live |
| Veteran Final Expense | Live |
| Mortgage Protection | Live |
| Trucker Life Insurance | Live |
| Ethos Abandoned Carts | Live |
| Aged Leads (any niche) | Live |
| IUL | Live |