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.

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.

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.

Yes! Agent Profit Bot supports quote generation for:

✅ Indexed Universal Life (IUL)

✅ Term & Whole Life Insurance

✅ Fixed & Variable Annuities

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.

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.

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.

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.

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.

Yes! The AI bot is programmed with carrier underwriting guidelines and can answer eligibility, risk class, and policy structure questions.

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.

You can reset your password under "Agent Profile > Settings" or request a password reset from [email protected].

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.

Yes, we support CRM integrations via API. Contact our support team to set up integrations with platforms like HubSpot, Salesforce, or Zoho CRM.

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

Yes! We continuously improve the platform based on agent feedback. Send your feature requests to [email protected].