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Agent Suite Custom Solution
Set-up Fee from $0 - $3,999 with Done-For-You Customization
$99 - $4,999
Per Month
Custom Solution Development
A complete turnkey solution can be done for you by our Team
Most Implementations are within 3-7 Days from Survey Completion
We can implement one a la carte item if that's all that is needed
A complete Marketing solution can be designed and installed
Multiple Conversational AI bots programmed for your needs
A Team of Voice AI Agents can be easily installed if needed.
Your Choice: Hands-off set-up or a done-with-you Customization
Live 24/7 support via Zoom, Chat, and Phone
Agent SUITE ProFESSIONAL
$0 Set-up Fee and 14-day FREE Trial
$199
Per Month
Includes Unlimited SMS AI
Voice AI receptionist to answer calls and book appointments
AI powered marketing campaigns designed to turn Leads into $$$
$0 ChatGPT fees (save hundreds)
Unlimited Sales Funnels
Fully Integrated CRM System
Dynamic Calendars for multiple locations and multiple offers.
Marketing Automation Program
Reputation Management
Social Media Management
Live one-on-on Onboarding
24/7 Live Support via Zoom, Chat, and Phone
Unlimited Users
Unlimited Contacts
Agent
Enterprise VOICE
$1,500 Set-up Fee + DFY Set-up
$799
Per Month
Everything in Agent Suite Pro +
Done-for-you set-up, Live within Days
Customized AI Staff Trained for Your Business. 3 done-for-you AI Agents
Inbound Agent(s) to handle and route your calls
Custom Inbound Agents to handle promotions
Voice AI Outbound Agents that can call 1,000+ leads per day
Appointments will be Booked on your Calendar real-time
Voice AI reps to make Nurture and follow-up calls to your Clients
Low 12 cent/min fee with no hidden charges
Feature Comparison
Essential Features
Agent Suite
Agent Pro
Agent Enterprise Voice
🚀 AI Tech Solutions
Life, Medicare, and ACA AI Chatbots
DFY Set-up and deployment of Chatbots
Voice AI Dialers for Outbound Calling
Voice AI for Inbound Calls
AI Reps can call 5,000 Leads per Day
Support
Unlimited 24/7 real-time chat support
Live Zoom and screen-share support
Weekly Live Trainiing with Q&A
Phone Connection Methods
Computer or Tablet
Mobile Phone App
Auto-connect to Contact
Phone Features
Multiple dialer accounts
Dedicated phone numbers
Local & (888) numbers available
Receive inbound calls
Call Forwarding & 3-way calling
Custom voicemail
Voicemail Drops
Outbound calling with
Caller-ID
Call tracking & analytics
Call recording
Unlimited call recording & storage
10-year cloud storage for CMS Compliance
Contact Management
Unlimited Contacts
Smart Contact List
Unified Conversations Inbox
Create Tasks & Notes
Attach Client Documents to Contact
1-click Email & SMS communication
2 Way Email & SMS Messaging
Missed Call AutoText Back
Missed Call Notifications & Reminders
GMB Messaging
Sales Opportunities & Pipelines
SMS & Email Template Builder
Pre Designed Holiday Emails
Auto holiday & renewals emails/texts
Auto Happy Birthday Email/SMS
SMS Drip Campaigns
SMS Blasts
Advanced Features
Integrated calendar with automation
Customizable agent webpage
Lead integration & management
Automatic Appointment Reminders
Auto Appointment No Show Follow up
Zoom & Google Meet Integration
Friends & Family Referral System
Lead Opt-in Funnels & Custom Thank You Pages
Agency Builder Bonus Features
Client-Facing Insurance Website
Custom domain & email integration
Website Chat Widget
Manage unlimited Agent Suite accounts
Manager access to Agent accounts
Two 52-week lead nurture campaigns
Funnel Builder
Form & Survey Builder
Email Marketing & Email Builder
Automated Request A Call Back
Automated Review Requests
Respond To Reviews
Reputation Management
Facebook Messenger
GMB Call Tracking
Keyword SMS Marketing
Training and education portal
Membership & Course Builder
Create Unlimited Websites
Real-time Lead Generation platform
Lead distribution system for downline
Unlimited Pro and Starter accounts
Unlimited landing pages and funnels
Custom Agency Pipelines & Automation
Create Unlimited Automations
Social Media Calendar & Posting
Inactive/Lost Lead Promo Nurturing
Domain & DNS Management
URL Redirects
API Access
Zapier Integrations with 1000s of Apps
Accept Online Payments
Invoicing for Lead Sales
Quickbooks Integration
What Happens If You Don’t Take Action?
○ You continue losing revenue from unworked leads.
○ You waste money on ads that generate leads but don’t convert.
○ You feel overwhelmed trying to keep up with follow-ups manually.
WE TURN CLICKS INTO CASH...
Team Training Portal
Integrated Calendars
Website & Funnel Builder
Form & Survey Builder
1-click Email & Texting
Reporting & Analytics
Email Marketing
Payments & Invoicing
Appointment Booking
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