Choose Your Tools or Get the Full Bundle
Flexible options designed for every insurance agent. Select a powerful bundle or pick individual AI modules to fit your exact needs. No hidden fees, cancel anytime.
Everything Agents Need to Sell Smarter — All in One Place
Discover unique features that help you close more policies, follow up faster, build client trust, and reduce tech chaos — all plug-and-play.
Launch pre-built Facebook, Instagram, and LinkedIn campaigns with a single click. No ad experience needed to generate quality leads directly into your CRM.
Utilize pre-written, insurance-specific follow-up sequences that trigger based on client behavior. Plug-and-play for instant impact.
View and reply to all texts, emails, and website chats in one unified dashboard. Never miss a message or lose context.
Provide clients with an AI-trained chat for IUL, dynamic policy illustrations, and visual guides. No-code setup.
Track lead volume, response rates, call conversions, and campaign ROI effortlessly. All data visualized in one place.
Each agent gets a branded landing page with their quote engine, AI chat, lead forms, and IUL guide. Ready in minutes.
Access a library of PDF handbooks, videos, and FAQs for IUL, Term, Annuities, and Health insurance. Instantly shareable.
AI-Powered Bundles
- AI Chat Widget (Text-based)
- Lead CRM (Basic)
- Agent Microsite Builder
- All Starter Features
- Integrated Phone System
- Marketing Automation Suite (Basic)
- 3 User Seats
Pick Individual AI Modules
Engage website visitors 24/7, qualify leads, and book appointments automatically. (Text-based)
Manage contacts, track interactions, and automate follow-ups with an intuitive CRM.
Integrated VoIP phone system with call tracking, recording, and analytics.
Automate email campaigns, social media posting, and targeted ad delivery.
Launch a professional, high-converting landing page in minutes. Includes lead capture forms.
Why Agents Choose Cover Agent AI
Stop juggling tools. Start streamlining your success with our all-in-one platform.
Agents lose valuable website leads because they lack immediate, intelligent follow-up systems.
Cover Agent AI Solution:
Our 24/7 AI Chat Widget engages visitors, qualifies leads, and captures them directly into your CRM, triggering automated follow-ups.
The Bottleneck:
Most sites use basic forms or separate chat tools that don't seamlessly integrate with a CRM and automation, leading to manual data entry and missed opportunities.
Manually tracking and following up with leads is time-consuming, inconsistent, and prone to errors, causing potential clients to go cold.
Cover Agent AI Solution:
Cover Agent AI automates personalized email and SMS sequences, appointment reminders, and task assignments based on lead behavior.
The Bottleneck:
Standard CRMs offer limited automation, while dedicated marketing automation tools are often complex and don't integrate well with agent-specific workflows or phone systems.
Many agents lack a CRM, or find existing options too expensive, overly complicated for insurance, or not tailored to their needs.
Cover Agent AI Solution:
Get an intuitive, affordable CRM designed for insurance. Manage contacts, policies, communications, and sales pipelines seamlessly.
The Bottleneck:
Generic CRMs require extensive customization. Insurance-specific CRMs can be costly and still lack integrated AI, marketing, or phone capabilities.
Creating engaging marketing content and running effective campaigns is a major hurdle for busy agents.
Cover Agent AI Solution:
Generate blog posts, social media updates, and email copy with AI. Launch automated campaigns and track performance from one dashboard.
The Bottleneck:
Agents typically rely on expensive marketing agencies or struggle with separate content tools and ad platforms that don't understand insurance nuances.
Relying on generic carrier links or basic profiles means agents miss branding opportunities and can't offer custom quotes or direct booking.
Cover Agent AI Solution:
Launch a professional, branded microsite in minutes with integrated quoting, AI chat, appointment booking, and lead capture forms.
The Bottleneck:
Building a custom site is expensive. Basic landing page builders lack deep insurance tool integrations like direct quoting or AI chat tied to your CRM.
Agents often pay for 5+ separate tools (chat, CRM, email marketing, calendar, phone) leading to high costs and integration headaches.
Cover Agent AI Solution:
Cover Agent AI consolidates these essential tools into one affordable, seamlessly integrated platform, specifically built for insurance workflows.
The Bottleneck:
Piecing together multiple tools results in data silos, wasted time on manual tasks, inconsistent branding, and significantly higher monthly expenses.
Cover Agent AI replaces 5+ tools — built specifically for insurance agents — in one low-cost system.
Compare All Features
Find the perfect set of tools for your agency's stage and goals.
| Feature | Starter | Pro | Premium | Individual Module |
|---|---|---|---|---|
| AI Chat Widget | Text-based | Text-based | Text + Voice | $29/mo |
| Lead CRM | Basic | Advanced | Full | $39/mo |
| Agent Microsite Builder | $19/mo | |||
| Integrated Phone System | Add-on ($25/mo) | $25/mo | ||
| Marketing Automation Suite | Add-on ($49/mo) | Basic | Full | $49/mo |
| AI Education Explainers | Part of Chat/CRM | |||
| Appointment Booking | Via Chat/CRM | Integrated | Integrated Pro | Part of Chat/CRM |
| White-label AI Capabilities | ||||
| User Seats Included | 1 | 3 | 10 | |
| Priority Support | ||||
| Buy Starter Plan | Buy Pro Plan | Buy Premium Plan | View Modules |
Frequently Asked Questions
Ready to Elevate Your Agency?
Pick your plan or modules and start leveraging the power of AI today.