PolicyPipelines — The Automation System Built for Insurance Agents
Built exclusively for independent insurance agents

Your leads deserve
a faster response
than Monday morning.

PolicyPipelines texts every new lead in under 60 seconds, follows up automatically for 30 days, and books the appointment — while you focus on closing.

Book Your Free Demo → See How It Works
<60s
Lead response time
48hr
Setup & live
30
Day follow-up sequence
1
Extra policy = pays for itself
Trusted by independent agents across the country
Life Insurance AgentsHealth Insurance BrokersAuto & Home AgentsMedicare SpecialistsFinal Expense AgentsP&C AgenciesIndependent BrokersLife Insurance AgentsHealth Insurance BrokersAuto & Home AgentsMedicare SpecialistsFinal Expense AgentsP&C AgenciesIndependent Brokers
The problem

You're losing leads you
already paid for.

The #1 reason independent agents lose business isn't their product or their price. It's the gap between "lead submitted" and "someone actually reached out."

⏱
The average agent responds in 47 hours
The average lead makes a buying decision in under 5 minutes. That gap costs you 4–5 figures every single month — and you don't even see it happening.
📋
Manual follow-up is killing your Saturday
You're spending 2–3 hours a day texting, calling, and setting reminders for leads that should be booking themselves. That's not a sales problem. That's a systems problem.
🔁
Your renewal book is leaking
Clients whose policy anniversary comes and goes without a check-in are prime targets for the next agent who calls. Set-it-and-forget-it retention is leaving money on the table.
⭐
You're not asking for reviews — or referrals
Happy clients don't automatically tell their friends or leave a Google review. You have to ask — at the right time, the right way. Without a system, that ask never happens.
The solution

Everything your agency needs.
Running 24/7.

PolicyPipelines isn't a CRM you have to manage. It's a system that manages your pipeline for you — from the first text to the signed policy.

01
⚡
Speed-to-Lead Automation
Every new lead gets a personalized text in under 60 seconds — automatically. No manual input. No delays. You win the call before the competition even knows the lead exists.
02
🔄
30-Day Follow-Up Sequences
Leads that don't respond immediately get a multi-touch SMS and email sequence over 30 days. Most agents give up after day 2. Your pipeline never gives up.
03
📅
Automated Appointment Booking
Your calendar books itself. Leads click a link, pick a time, and get automatic confirmations and reminders — reducing no-shows by up to 60%.
04
🔁
Policy Renewal Retention
60 days before every renewal, your system sends the check-in. 30 days out, another nudge. On the anniversary — a personal message. Your book stays protected on autopilot.
05
⭐
Review & Referral Engine
Three days after every closed policy, PolicyPipelines asks for a Google review. Seven days later, it asks for a referral. Your reputation and pipeline grow while you sleep.
06
📊
Pipeline Dashboard & Mobile App
See every lead, every stage, and every follow-up in one clean dashboard. Run your entire agency from your phone. You're in control — PolicyPipelines does the work.
How it works

From form submission
to closed policy — automated.

See exactly what happens the second a lead enters your system. This is the pipeline running for your agency 24 hours a day.

1
Lead submits a form or ad
Whether it's your website, a Facebook Lead Ad, or a referral form — the moment a new contact enters your system, PolicyPipelines wakes up instantly.
Trigger: any lead source
2
Personalized text fires in under 60 seconds
Your lead gets a text from your number — personalized with their name and the coverage they inquired about — before they've even left the page. First response wins.
SMS + Email · Instant
3
They book — or the pipeline kicks in
If they book immediately, appointment reminders handle the rest. If they don't reply, a 30-day multi-touch follow-up sequence nurtures them automatically.
Booking · Follow-Up · Nurture
4
You close. PolicyPipelines handles the rest.
Once the policy is written, PolicyPipelines requests the Google review at day 3, asks for a referral at day 7, and schedules the renewal check-in 60 days before their anniversary.
Close → Review → Retain → Refer
Results

Agents who run on
PolicyPipelines.

★★★★★
"I got my Saturdays back. I used to spend all weekend texting leads manually — now PolicyPipelines does it. I just show up to the calls."
DW
Darnell W.
Independent Life & Health Agent · Atlanta, GA
★★★★★
"In the first two weeks, I closed 3 policies from leads I would have completely forgotten about. The follow-up sequence is a game changer."
MR
Michelle R.
Final Expense Specialist · Houston, TX
★★★★★
"Setup took less than 48 hours. The team at Abroad Marketing handled everything. I logged in Monday morning and leads were already being worked."
TJ
Terrance J.
Medicare & ACA Broker · Birmingham, AL
Pricing

One extra policy a month
covers the cost.

No long-term contracts. No setup fees. Cancel anytime — but you won't want to.

Starter
$197
per month · cancel anytime
For agents just getting started with automation who want to try the system risk-free.
  • Speed-to-Lead SMS automation
  • 3 core pipelines
  • Email + SMS templates (pre-built)
  • 1 booking calendar
  • Mobile app access
  • Email support
  • Self-guided onboarding
Get Started
Most Popular
Growth
$397
per month · cancel anytime
For agents serious about growth who want the full system live in 48 hours, done for them.
  • Everything in Starter
  • All 5 core automations
  • Referral pipeline + automation
  • Review & reputation management
  • Done-for-you setup (48 hrs)
  • Facebook Lead Ad integration
  • Monthly strategy check-in
  • Priority text & email support
Book a Demo →
Agency Pro
$697
per month · cancel anytime
For high-volume agents and agency owners who want a full-service growth partner.
  • Everything in Growth
  • AI chat widget on your website
  • Custom branded client portal
  • Facebook / IG ad setup (1 campaign)
  • Weekly pipeline reporting
  • Quarterly funnel strategy audit
  • Dedicated Slack channel
  • 2 custom automations per month
Get Started
Ready to fill your pipeline?

Stop chasing leads.
Start closing them.

Book a free 20-minute demo and watch a new lead text back in real time — before the call is over.

Book My Free Demo → See Pricing