The AI Assistant That Makes You a Top-Producing Insurance Agent
📈 More Sales. Less Guesswork. Smarter Decisions.
AS SEEN ON |
The #1 Solution in The Game
Automate policy analysis & carrier comparisons
Instantly generate IUL & retirement calculations
Deliver data-driven presentations that close more deals
CARRIERS |
Who's This Perfect For
INDEPENDENT INSURANCE AGENTS
FINANCIAL ADVISORS
AGENCY OWNERS
BROKERS
NEW AGENTS
CAREER CHANGERS
WHY AGENTS
LOVE
PROFIT BOT
IUL & Retirement Calculators – Show clients their future wealth instantly.
Carrier Comparison – Find the best policies in seconds (not hours).
Policy Analysis – Identify gaps & optimize coverage automatically.
Product Wizard – The fastest way to match clients with the right policies.
Market Insights – Stay ahead with real-time data & trends.
AI Chat Assistant – Get expert answers 24/7.
Education Hub – Learn from top producers & AI-driven insights.
PARTNERS |
TESTIMONIALS
What others are saying
"Massive time saver"
"I love the IUL calculator so much!! It’s saved me HOURS a day vs using the old winflex and the chatbot is insane can tell you what carries to try with certain health issues has also saved me tons of time and research " - Austin R
"Can't live without"
"This is literally a one-stop-shop for any and every financial advisor!" - Josiah B
"More production than ever"
"Production has never been easier than with the IUL Calculator! It has streamlined the entire sales process and turned it into a breeze. And the BEST part is no more tedious hours a week spent on winflex… not too mention how easy the chatbot makes finding the perfect carrier for each client and placement! " - Drew M
"Easier to build trust with clients"
"Since integrating Agent Profit Bot into my workflow, my close rate has nearly doubled! The AI-driven recommendations help me provide faster, more accurate quotes, making my clients feel confident in their decisions. Not only has it streamlined my sales process, but it’s also boosted my credibility and retention rates—clients trust me more because I can back my recommendations with data-driven insights. This platform has been a total game-changer for my business!" - Taylor P
EXPERIENCE The CoNVENIENCE
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STILL NOT SURE?
Frequently Asked Questions
What is Agent Profit Bot?
Agent Profit Bot is an AI-powered insurance sales platform designed for agents to generate quotes, track sales, manage policies, and receive AI-driven policy recommendations. It streamlines lead management, underwriting, and sales tracking for IUL, general life, and annuities.
Who is this platform for?
This platform is built for insurance agents and financial professionals who sell Indexed Universal Life (IUL), general life insurance, and annuities. It helps agents streamline client interactions, manage policies, and track financial performance in one place.
How does the AI-powered recommendation system work?
Our Agent Profit Bot AI analyzes underwriting guidelines, premium preferences, and client health data to suggest the best policy options. It pulls data from insurance carriers and risk assessments to provide accurate, real-time policy recommendations.
Can I generate quotes for multiple policy types?
Yes! Agent Profit Bot supports quote generation for:
✅ Indexed Universal Life (IUL)
✅ Term & Whole Life Insurance
✅ Fixed & Variable Annuities
How do I get a new quote?
Simply navigate to the quote generator under your preferred policy type (IUL, General Life, or Annuity) and input the client’s details. The system will fetch real-time carrier rates and underwriting suggestions to provide an optimized quote.
Does this platform integrate with real insurance carriers?
Yes! Agent Profit Bot integrates with carrier APIs to provide real-time underwriting guidelines and policy rates. We continuously update our carrier database to ensure accurate policy recommendations.
What insights can I track on my dashboard?
Your dashboard provides real-time sales and performance insights, including:
📊 Annual Sales Chart – Track year-over-year progress.
🎯 Monthly AP Goal Tracker – Set and monitor personal sales goals.
📅 Recent Quotes & Policies – View the latest client activity.
📈 Agent Performance Metrics – Track your closing rates and policy activations.
How do I set my monthly sales goal?
Under "Monthly AP Goal Tracker", enter your target production amount. The system will track your actual AP production and show progress toward your goal in real time.
How does the AI chatbot assist with policy recommendations?
The AI chatbot analyzes underwriting data from carriers and client details to generate policy suggestions. You can ask for product comparisons, risk assessments, and carrier-specific options.
Can the chatbot answer underwriting questions?
Yes! The AI bot is programmed with carrier underwriting guidelines and can answer eligibility, risk class, and policy structure questions.
How is my client data stored and protected?
We take security seriously. Client data is stored securely in an encrypted AWS RDS database with strict access controls. We follow industry-standard data security protocols.
How do I reset my password?
You can reset your password under "Agent Profile > Settings" or request a password reset from [email protected].
Do I need to download software to use Agent Profit Bot?
No! The platform is fully cloud-based and accessible from any device with a web browser. Simply log in from your dashboard to access all features.
Can I integrate my CRM with Agent Profit Bot?
Yes, we support CRM integrations via API. Contact our support team to set up integrations with platforms like HubSpot, Salesforce, or Zoho CRM.
Can I integrate my CRM with Agent Profit Bot?
Our support team is available Monday–Friday, 9 AM – 6 PM CST. You can reach us through:
📧 Email: [email protected]
💬 Live Chat: Available on the platform dashboard
Can I integrate my CRM with Agent Profit Bot?
Yes! We continuously improve the platform based on agent feedback. Send your feature requests to [email protected].
Ready To Get Started?
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