AI calls, texts, books appointments, tracks clients, and increases persistency automatically — so you can focus on closing.
One platform to manage it all, so your team can focus on progress, not process.
Create your account in minutes. Import your leads, connect your phone number, and configure your AI agent — no technical skills required.
Sync your lead sources, set up AI workflows, and onboard your team with ease. Integrate everything and get everyone on the same page.
Go live and let AI handle calls, texts, and follow-ups around the clock. Monitor performance and let data drive your next big move.
Setup So Simple, It Just Works — Let's Set Things Up!
Get StartedEvery feature built specifically for insurance agents and agencies.
Voice AI handles inbound & outbound calls, qualifies leads, books appointments, and leaves voicemail drops — 24/7 without human intervention.
Instant SMS responses that book appointments automatically.
1,247 msgs/moReal-time lapse alerts to protect your commissions.
91.2% avg persistencyDeep insights into production, revenue, and ROI.
$218K in forceGoogle Calendar sync with round-robin assignment.
43 appts/monthVisual drag-and-drop workflow builder. SMS, email, AI calls, and voicemail drops in one automated sequence.
“Lumos AI completely transformed how we manage leads. Our contact rate went from 31% to 89% in the first month. The AI texting is indistinguishable from a real agent.”
“The book of business tracking finally gave me full visibility into my persistency. I caught 23 potential lapses last quarter before they happened.”
“Managing 47 agents across 3 states used to be chaos. Now I have real-time production data and AI handling 80% of follow-ups.”
The top 1% is waiting. Your time is now.
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