← Back to Text2SaleText2Sale AI for health insurance agents
Turn coverage inquiries into scheduled conversations.
Keep individual and family coverage inquiries moving with AI follow-up, qualification, and appointment booking. Upload your leads. Turn on AI. Text2Sale texts, qualifies, follows up, and books appointments for you.
Upload your opted-in leads
Import your CSV, map fields, and organize contacts into the right campaign.
Start conversations with AI
Set your instructions and follow-up sequence. AI helps qualify interest and handles replies in your inbox.
Book with your calendar
Connect Google Calendar, set availability, and help interested prospects choose a time.
Start with the coverage timeline
Organize inquiries by desired start date so agents can prepare for the call. Avoid collecting sensitive medical details by text.
A practical workflow for health insurance agents
Give older inquiries a clear next step
Ask whether the prospect still needs coverage and when they want it to start, then book a consultation.
Use existing contact history to guide the follow-up. Send from your business identity and keep conversations and appointments in one workspace.
One workspace, transparent usage
Text2Sale is $39.99/month with AI appointment booking, CRM, campaign automation, and Google Calendar sync. Outbound SMS costs $0.015 per segment; AI replies cost $0.020 each plus SMS. Inbound SMS is free.
A $500+ wallet purchase unlocks the existing volume rate of $0.0135 per outbound SMS segment. Subscription and usage charges are separate. Sending requires completed messaging setup and registration approval.
Frequently asked questions
Can I use older leads?
Use leads whose permission covers text messages from your business. Lead age alone does not establish consent.
Will every lead book an appointment?
No. Results depend on the lead list, offer, timing, instructions, and availability. AI helps automate the follow-up and scheduling workflow.
Is there a free trial?
No. Payment is required at signup. Text2Sale is $39.99/month, with messaging and AI usage charged separately.
Guides from the Text2Sale blog