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Text2Sale AI for insurance agents

Turn old insurance leads into booked appointments.

Reactivate opted-in health, life, and Medicare inquiries. Let AI qualify interest and schedule a call while you focus on advising clients. Upload your leads. Turn on AI. Text2Sale texts, qualifies, follows up, and books appointments for you.

Put My Leads on AutopilotWatch AI Book an Appointment

For insurance agents

Founding Agent Offer

Request one of the first 100 approved founding-agent enrollments, with priority onboarding to help you build your first lead follow-up workflow.

  • ✓ Text2Sale AI + appointment booking
  • ✓ CRM + campaign automation
  • ✓ Google Calendar integration
  • ✓ Priority onboarding after confirmation

$39.99/month. Messaging and AI usage are separate. A $500+ wallet purchase unlocks the existing reduced rate of $0.0135 per outbound SMS segment.

Request Founding Agent Onboarding

Support confirms availability and enrollment before priority onboarding is promised. This is a request, not an automatic reservation. There is no free trial.

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.

Keep advice with the agent

Use AI for basic qualification and scheduling. Coverage recommendations and policy decisions stay with your licensed team.

A practical workflow for insurance agents

Give older inquiries a clear next step

Follow up with an older quote request, confirm whether the prospect still wants help, and offer a time with a licensed agent.

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.

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