See It In Action

See How LeadGPT Works for Insurance Agents

From lead capture to closing deals, see how LeadGPT's AI-powered platform streamlines your entire sales process.

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Interactive tour of LeadGPT

Start the day knowing what needs you
Step 1 of 30 · Leads

Start the day knowing what needs you

The Dashboard opens on what needs you: replies, missed calls and new leads, beside what is coming up and what Sofia already did. Jane Tester’s MeetBrokers request came in four minutes ago. On iPhone it is the Home tab.

Step by Step

How LeadGPT Works

Four simple steps to transform your health insurance sales process with AI.

01

Connect & Capture

Import your leads or capture new ones. Get local phone numbers to increase answer rates.

02

Communicate

Make calls and send texts from one platform. The AI Receptionist answers the calls you miss and takes a message.

03

AI Analysis

Our AI analyzes every call and text, extracts key points, and pulls out the follow-ups as action items.

04

Close Deals

Use AI insights to personalize your approach and close more health insurance policies.

Workflow Showcase

Focus on Selling, Not Admin Work

LeadGPT automates the tedious parts of insurance sales, so you can focus on what you do best: connecting with clients and closing deals.

  • Spend less time on admin: calls are transcribed, summarized, and scored for you
  • Reach more prospects with local numbers they recognize
  • Never miss important follow-ups with AI reminders
  • See each lead's next step, pulled out of your calls and texts
LeadGPT Workspace

What runs for you

Step 1of5
1

Sofia texts you

The moment a lead arrives through the API (from your website or a vendor) or from your MeetBrokers profile, Sofia texts you who it is.

Runs automatically
2

Auto-reply to leads

With Autopilot on, Sofia answers the lead's texts right away, asks one qualifying question at a time, and works toward a call with you.

Runs automatically
3

AI Receptionist

Answers the calls you miss, takes a message, and sends you the summary, transcript and recording.

Runs automatically
4

Lead score and tasks

Every analyzed call and text scores the lead and turns what was said into tasks on the lead.

Runs automatically
5

Follow-up rules and drips

Texts a lead who goes quiet or reminds you to call, and runs drip texts until the lead texts back.

Runs automatically
By the numbers

Built for the Way Agents Work

What every LeadGPT subscription includes, in plain numbers.

10
Local Numbers per Agent
On Lead Hunter and Lead Master (3 on Lead Scout), each with a Number Health score
6 hrs
Number Health Refresh
Every number is rescored, and you're alerted when one is at risk
50
Steps per Drip Campaign
SMS sequences that stop the moment a lead texts back
5
Coaching Scores per Call
Opening, discovery, objection handling, closing, and rapport

Ready to Transform Your Insurance Sales?

Create your account today and bring your leads with you.

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