Solutions for modern insurance sales teams

    APEX Sales AI serves four solution areas inside the U.S. insurance market: independent agents and agencies selling ACA, Medicare, and Life policies; lead vendors and performance marketers who need to route inbound traffic into a TCPA-aware sales engagement platform; renewal and service teams that recover no-shows and re-engage existing books of business; and recruiters running multi-step producer onboarding funnels. In every case, APEX replaces a five-plus-tool stack — separate dialer, SMS provider, calendar, pipeline, and analytics — with one platform that is TCPA-aware by default, 10DLC-registered for high-volume texting, and DNC-scrubbed on every send. Teams using automated, timezone-aware reminders see a 32% lift in appointment show-up rate, because the system follows up automatically while producers focus on closing. Pricing is flat per account at $97 Starter and $147 Professional per month, with Enterprise priced for your team.

    Agencies & Producers

    • • Unified pipeline
    • • Smart scheduling
    • • AI follow-ups

    Agencies & Producers

    Keep producers in one view—calendar, conversations, and deals. Guardrails run DNC and quiet-hours checks before every send.

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    Lead Vendors & Marketers

    • • UTM tracking
    • • Form embed
    • • Instant routing

    Lead Vendors & Marketers

    Drop APEX forms or scheduler anywhere and route by rules. See spend → conversions → booked calls.

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    Renewals & Service

    • • Reminder drip
    • • No-show recovery
    • • Automated follow-up

    Renewals & Service

    Reduce no-shows with timed reminders. Auto-recover missed appointments with smart links.

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    Recruiting

    • • Multi-step funnels
    • • Calendars
    • • SMS templates

    Recruiting

    Standardize outreach, track each stage, and auto-schedule interviews across teams.

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    By line of business

    The same platform, set up the way each book of business actually runs.

    ↑32% show-up rate
    5+ tools replaced
    SOC-ready controls