Never miss the moment.
Respond when interest is highest. Keep new and aged leads moving with personal, consistent follow-up.
Instant responses · Continuous nurturing
Turn your leads into conversations. And conversations into booked calls. AI follow-up built for life insurance agents who would rather be closing.
From first reply to booked call
Lead connected
Your lead source. Your CRM.
Conversation started
A timely, personal follow-up.
Qualified by AI
Needs understood. Objections handled.
Appointment booked
Straight to your calendar.
Life insurance consultation
Qualified. Scheduled. Ready for you.
You take the call. AutomationKit handles the follow-up.
Built for life insurance. Trusted by agents producing $40k/month.
Less chasing. More closing.
You don't need more hours in the day. You need every lead to keep moving, even when you're on another call.
Respond when interest is highest. Keep new and aged leads moving with personal, consistent follow-up.
Instant responses · Continuous nurturing
Understand what each lead needs, qualify their interest, and work through objections before you pick up the phone.
Qualification · Objection handling
Let conversations become appointments, with calendar booking and reminders handled for you.
Calendar booking · Appointment reminders
For Life Insurance agents who are past the “new agent” stage and ready to scale.
You don't need more motivation. You need a system that keeps up with you.
AutomationKit amplifies what you're already doing. It doesn't replace skill or effort.
The impact, in practice
Life Insurance agents using AutomationKit recover leads that would've gone cold. AI handles follow-up while they close.
More of your day spent closing. Less of it chasing.
From first text to a booked call
Not a scripted demo. Real conversations with veterans, from the first reply to the calendar confirmation.
From first text to a booked call
Not a scripted demo. Real conversations with veterans, from the first reply to the calendar confirmation.
Asking for someone else · Melessia
Qualified, then booked · Jerry
Protecting his daughters · David
Swipe through 3 real conversations.
How it works
We handle the setup. Your AI handles the follow-up. You focus on the close.
Step 1: Day 1
CRM setup, calendar integration, lead source wiring, and sales tracking. No tech skills required.
Step 2: Day 2 onward
Every lead gets a fast, personal reply. AI qualifies, books, and sends appointment reminders automatically.
Hi Sarah, you asked about life coverage for your family. Do you have 10 minutes tomorrow?
Yes, after 2pm works.
Replied in 42 secondsStep 3: Every week
Prospects show up warm, informed, and ready. Your calendar fills while you do what you do best.
Real results from real Life Insurance agents who let AutomationKit handle their follow-up and fill their calendars.
Feels like I have an entire team
I had a sales background in the past, decided to make the switch into life insurance. My first month I made $8k and that was enough for me to go all in. A few of the guys in our office swore by this setup so I decided to give it a shot since I was about to start spending $6k a month on leads. It's booked me 20 appointments in the past month and I made $23k AP. I obviously still work hard lol, but having this system feels like I have an entire team since it reaches out to all my leads automatically, continuously follows up with them, and books them on my calendar while I dial.
Date of experience: June 12, 2026

Erica Mascioni
@ericamascioni
Flooded my calendar
With AutomationKit, I was able to take my business to the next level. Having an AI assistant messaging all of my prospects while I'm selling allows me to be in 50 places at once so I never miss an opportunity. As an agent, my biggest issue was not being able to make the most out of my leads and lead spend. Having an assistant to nurture and follow up with each and every lead on a daily basis has skyrocketed my productivity and flooded my calendar.
Date of experience: January 28, 2026

Michael Greff
@michaelgrefff
Leads started calling me
AI appointment setting is a GAME CHANGER. Really pleased with how quick people get responded to as well as if I am busy. I am able to look at my phone to know that I already have an appointment in place. It is a great tool to maximize your time and get the most out of it as possible. There have been so many people that I haven’t been able to get in touch with, but because of the system, I have people calling me and am able to help them out.
Date of experience: February 7, 2026

Nick Pompile
@nick.pompile
Allows us to focus on our highest ROI activity
In sales your highest paying activity is presenting and closing. Because appointments are automatically getting booked and confirmed AutomationKit allows you to spend more time on your highest ROI activity. It’s that simple.
Date of experience: April 5, 2026

Alan Standish
@ajstandish
Drip + AI follow-up works even when I’m checked out
Since using AutomationKit, with the drip text + AI combo, my follow-up has completely changed because it works even when I’m not working. Just yesterday, I had 2 leads come back out of nowhere (closed 1) after going through the automated sequence (14+ follow-up texts) and I didn’t have to do anything. The drip messages are written so naturally that clients feel like they’re talking to a real person, not a robot. Once they respond, the AI schedules them directly onto my calendar, and it’s the best feeling waking up to appointments already booked. And since the AI can read my calendar, it won’t book when I’m unavailable, and the phone app lets me see all messages while I’m away from my computer. This is the best thing I’ve done for my business.
Date of experience: April 15, 2026
Janelle Tyminski
@janelletyminski
Doubled my production in a month
I’ve only been doing this for about 3 months and it’s a lot you have to pick up in a short amount of time. Since adding this CRM a month ago, I’ve doubled my production and I’m on track for a $30k AP month. It follows up with my leads, books appointments into my calendar, keeps me organized, and keeps things moving even when I’m not working. Hands down it’s the most important insurance tool I pay for. I will be upping my lead spend by 20% next month and I wouldn’t do so without AutomationKit.
Date of experience: June 8, 2026

Theo Pauchet
@theo.pauchet
Would never go back to my old ways
I started using the CRM one month ago and it has changed my business. Being able to have a virtual AI assistant that texts clients, follows up with them, and schedules appointments is a real game changer. Before, I would manually have to text my leads, send follow ups, and book appointments. After using this CRM I would never go back to my old ways, it’s a real time saver and helps me book multiple appointments a day.
Date of experience: June 10, 2026

Michael Coulter
@michael_coulter24
63% connect rate, 30% self-booked
Before this, I was manually dialing all day and seemed to be catching people at the wrong times, which made it tough to build momentum. Since implementing this CRM system, it's been a game changer in how I connect with leads and manage follow up without everything falling on me manually. What really surprised me was how natural the AI conversations feel, people are actually engaging, and the drip texts have been doing a lot of the heavy lifting. I've already seen a noticeable increase in conversations, with a strong percentage turning into booked appointments without me chasing as hard. This week alone, it's been able to connect with 63% of my leads turning 30% into self booked appointments. Overall, it's freed up my time while improving the quality and consistency of my pipeline.
Date of experience: March 18, 2026
Dylan McCloskey
@dylanmccloskey2

Using my time to close, not do admin work.
Since getting set up with this CRM, my follow up has been way more consistent and organized. Before, there were way too many leads coming in for me to stay on top of manually. Now everything is in one place, leads are getting contacted asap, and I'm using my time to close business instead of doing admin work. It's made my pipeline a lot cleaner, helped me stay in front of more prospects, and overall just made my day-to-day way more efficient. If you're serious about writing more business, having a system like this makes a huge difference.
Date of experience: March 24 2026
Brendan Horsman
@brendan.horsman

Join the agents who stopped chasing leads and started closing more.
Words on a page are one thing. Watch agents tell you exactly what AutomationKit did for their business.
I'm not going anywhere.
3 AI booked appointments his first day. He was at the gym.
Bryce Tyminski
Mortgage Protection Agent
Anthony and his team are top notch.
50 AI booked appointments since starting.
Ceth Stocchero
IUL Agent
I spend 5 figures on lead spend a month.
AutomationKit helps me maximize every penny.
Michael Greff
Final Expense Agent
Trusted by agents
Agents across Final Expense, Trucker, Mortgage Protection, IUL use AutomationKit every day..
Used by top producers
Agents doing $30k–$50k+ AP months rely on AutomationKit to keep their calendars full.
Guaranteed results
We GUARANTEE you recover lost leads — or you do not pay.
To be blunt: AutomationKit is
beyond proven to work
An investment in your next stage
We handle setup, configuration, and maintenance. You focus on closing policies.
For Individual Producers
$97 one-time setup
For Producers Ready to Scale
$197 one-time setup
For Teams / High-Volume Agencies
Custom setup + revenue share option
One extra policy sale per month covers the investment.
Everything after that is profit.
This is how top producers operate now. Get your first booked call faster than any manual follow-up system.
Less overhead. More opportunity.
The system that scales your results without scaling your workload.
Your calendar fills, follow-up runs automatically, and you stay in touch with more leads than anyone else, without adding staff or longer days.
One system. Working behind every close.
Top producers already use this to handle volume. If you can close deals, AutomationKit just accelerates results and frees your time.
We set it up, tune it, and keep it running. No code to write, no prompts to tweak, no dashboards to babysit.
Most agents see booked appointments the same day or within the first few days. As follow-up compounds, calendars start filling automatically.
Got questions? We've got answers.