Agent Autopilot Launches AI-Powered CRM to Revolutionize Insurance Sales and Customer Engagement

Austin, Texas, United States, 28th May 2025 – Agent Autopilot has launched an AI-powered Insurance CRM built specifically for insurance professionals, streamlining sales and customer engagement through automation. The platform offers smart features like AI-driven lead management, automated follow-ups, and predictive client insights. Designed to boost productivity and conversion, it helps agents close more deals while saving time.

“At Agent Autopilot, we’re reshaping how insurance agents succeed by combining proven sales strategies with cutting-edge AI and automation,” said Brandon Smotherman, CEO. “With over 12 years as a $400K+ top producer in Final Expense and 400+ Medicare applications closed personally, I’ve helped hundreds of agents scale through repeatable systems. Together with Joshua Jones, Co-Founder and renowned automation expert with 10+ years in high-level sales and $200K+ annual production, we created A.C.T.I.V.A.I. —the industry’s first fully automated lead conversion system. Our mission is simple: help agents close more, work less, and scale effortlessly.”

Our Services

At Agent Autopilot, we equip insurance agents with AI-driven tools and automated systems that simplify sales, boost productivity, and drive growth.

• AI-Powered CRM for Insurance Agents  Our all-in-one, insurance-specific CRM streamlines client management with smart automation, lead tracking, and real-time performance insights—so agents can focus on closing deals, not chasing paperwork.
• Automated Follow-Up System (Email, SMS & Voicemail Drops)  Stay top-of-mind with clients using our fully automated follow-up system that sends personalized messages via email, text, and voicemail—boosting engagement and conversions without lifting a finger.
• Smart Lead Routing & Prioritization  Never miss a hot lead again. Our AI identifies high-intent prospects and routes them to the right agent at the right time, increasing your close rate and maximizing every opportunity.
• Custom Sales Funnels & Nurture Sequences  Convert cold leads into loyal clients with pre-built, customizable funnels and automated nurture sequences designed specifically for Final Expense, Medicare, and other insurance verticals.
• A.C.T.I.V.A.I. – Automated Conversion Technology  Exclusively from Agent Autopilot, A.C.T.I.V.A.I. is the industry’s first fully automated lead conversion system. It transforms your lead pipeline into a hands-free, high-converting sales engine.
• Performance Analytics & Agent Dashboards  Track your agency’s performance at a glance. Our intuitive dashboards provide key metrics, campaign results, and agent productivity stats to help you make data-driven decisions quickly.
• Appointment Setting Automation  Let automation handle your scheduling. Our system books qualified appointments directly into your calendar, saving time and keeping your pipeline full with ready-to-talk prospects.
• AI-Driven Cross-Selling Tools  Uncover hidden revenue opportunities with intelligent cross-sell suggestions based on client data, purchase behavior, and policy history—helping you increase value per client effortlessly.
• Hands-On Training & Onboarding  We don’t just hand you the tools—we show you how to master them. Get step-by-step onboarding, sales coaching, and automation training directly from industry-leading experts.
• Ongoing Support & System Optimization  Our team is here to help you grow. From live support to strategy sessions, we continually optimize your setup to ensure your automation and AI tools deliver maximum ROI.

Award & Industry Recognition

Agent Autopilot has quickly earned recognition as a groundbreaking force in the insurance tech industry, thanks to its unmatched expertise in sales automation and AI integration. With over two decades of combined experience, Co-Founders Brandon Smotherman and Joshua Jones have collectively generated millions in insurance sales and trained hundreds of agents to achieve six-figure success using their proven, automation-driven strategies.

In 2024, Agent Autopilot was honored with the “InsurTech Innovator of the Year” award by industry peers for the development of A.C.T.I.V.A.I., the first fully automated lead conversion system tailored specifically for insurance professionals. This proprietary system has been recognized as a game-changer in transforming traditional sales processes into streamlined, AI-powered workflows—helping agents scale faster and close more deals with ease.

Agent Autopilot continues to set the standard for AI adoption in insurance, earning a reputation as the go-to platform for agents ready to modernize their sales and maximize profitability.

About Agent Autopilot

Agent Autopilot is an innovative insurance technology company that helps agents scale their business using AI and automation. Co-founded by top producers Brandon Smotherman and Joshua Jones, the platform offers tools like the A.C.T.I.V.A.I. automated lead conversion system, intelligent CRM, and automated follow-ups to streamline sales and maximize conversions. Trusted by agents nationwide, Agent Autopilot simplifies the path to growth and success in the insurance industry.

Ready to transform your insurance business? Visit Agent Autopilot today to learn more and get started!

Agent Autopilot

Austin, Texas
Phone: 18559350283

Website: https://agentautopilot.com/

Media Contact

Brandon Smotherman

Co-Founder | Agent Autopilot
 

Joshua Jones

Co-Founder | Agent Autopilot

Email: vip@agentautopilot.com

Phone: 317-743-2339

Media Contact

Organization: Agent Autopilot

Contact Person: Brandon Smotherman

Website: https://agentautopilot.com/

Email: Send Email

City: Austin

State: Texas

Country:United States

Release id:28375

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Agent Autopilot Launches AI-Powered CRM to Revolutionize Insurance Sales and Customer Engagement

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