Warmline

Life insurance · Coming soon

AI follow-up for life insurance agents is on the way.

We're building Warmline for life insurance: a fast first text and an AI call that asks a few basic questions, then books the lead with you. It isn't available yet. Join the waitlist and we'll tell you when it opens.

Live calls: —

TimeLeadPolicyChannelStatus

How it will work

Planned for life insurance. Nothing here is live yet.

  1. 1

    A lead fills out a form

    A lead fills out a form at 12:00pm. By 12:01pm they've received a friendly text you can customize, plus an intro call from our AI agent — built specifically for life insurance.

    During your send hours.

  2. 2

    A few basic questions

    The AI asks only the basics, one at a time, and never quotes premiums or recommends coverage.

  3. 3

    You talk only to the warm ones

    When they're ready, it books the call on your calendar, so your time goes to people who want to talk.

Built to do the work of a call team, without hiring one

Warmline for life insurance is being built to do the work of a call center or a team of callers: respond to every new lead right away, keep following up until they answer or opt out, and hand you only the people ready to talk. That can reduce what you spend on staff and help you write more policies from the leads you already pay for.

Instant response

Every new lead hears from you within a minute, during your send hours.

Every lead followed up

Follow-up keeps going on schedule until they reply, book or opt out.

Talk only to warm leads

Your time goes to people who are ready, not to dialing.

Less spent on staff

Cover what a team of callers would do, without hiring one.

What we're building

Planned features. Nothing here is live for life insurance yet.

New leads

Reach a new life insurance lead within minutes.

  1. 1Lead comes in
  2. 2Text and AI call
  3. 3Booked with you
  • Asks what the coverage is for and a rough amount
  • Never quotes premiums or recommends a policy
  • Never asks about health
  • Books the call on your calendar

Old-lead follow-up

Check back in with leads who went quiet.

  1. 1Pick a segment
  2. 2Consent-checked text
  3. 3Replies booked with you
  • Only contacts leads with consent on file
  • Paces messages so nothing looks like a blast
  • Opt-outs stop every channel at once

Questions life insurance agents ask

Can I use Warmline for life insurance today?

Not yet. Warmline is live for mortgage today. Life insurance is in development, and the waitlist is the best way to hear when it opens.

Will the AI quote premiums or recommend policies?

No. It's built never to quote premiums, recommend a policy or amount, or tell anyone they're covered. Those conversations stay with you, the licensed agent.

Will it ask about health?

No. The assistant sticks to basics like what the coverage is for, a rough amount and a good time to talk. Health questions are yours to ask.

Which CRMs will it work with?

We're choosing the first insurance CRMs now. Tell us yours when you join the waitlist.

Does it cover health or Medicare insurance?

No. Health and Medicare are out of scope; their marketing rules are much stricter.

Coming soon

Join the life insurance waitlist

Leave your details and we'll let you know when it opens. No spam, and you can opt out anytime.

Join the waitlist and we'll reach out when Warmline for life insurance is ready.