ACTIVE
J
AI EMPLOYEE • SalesQueen Jordyn
AI Appointment Setter
Qualifies approved lead information, handles common scheduling objections, and books appointments for licensed agents.
View employee profile → Your virtual life insurance workforce
Meet the team built to move your agency forward.
Deploy life-insurance-focused AI employees across sales, service, education, recruiting, onboarding, marketing, automation, product matching, and annuity case preparation.
Role-based intelligence
Hire for the bottleneck.
Scale into the vision.
ACTIVE
A
AI EMPLOYEE • Front OfficeQueen Athena
AI Receptionist
Answers routine inquiries, captures contact details, routes callers, takes messages, and supports after-hours reception.
View employee profile → ACTIVE
N
AI EMPLOYEE • SalesQueen Nefertiti
AI Lead Qualifier
Gathers approved qualification details, identifies interest, scores leads, and routes qualified prospects to the right licensed agent.
View employee profile → ACTIVE
K
AI EMPLOYEE • Product StrategyQueen Kemi
AI Product Match Analyst
Reviews authorized case information against approved product guidance and prepares a reasoned shortlist and missing questions for the licensed agent.
View employee profile → ACTIVE
S
AI EMPLOYEE • Retirement SolutionsQueen Sade
AI Annuity Specialist
Provides approved general annuity education, gathers retirement goals and liquidity needs, and prepares cases for licensed-agent review.
View employee profile → ACTIVE
M
AI EMPLOYEE • Policy ServicesQueen Makeda
AI Policy Review Reviver
Re-engages policyholders, requests approved coverage information, and schedules policy reviews with licensed professionals.
View employee profile → ACTIVE
Y
AI EMPLOYEE • Client ServiceQueen Yaa
AI Customer Service Concierge
Handles approved service questions, reminders, document prompts, and routing while escalating licensed or policy-specific needs.
View employee profile → ACTIVE
Z
AI EMPLOYEE • Agency OperationsQueen Zuri
AI Agent Onboarding Guide
Delivers approved onboarding resources, schedules orientation, tracks milestones, and escalates missing requirements.
View employee profile → ACTIVE
N
AI EMPLOYEE • Agent TrainingQueen Nandi
AI Sales Coach Trainer
Runs mock calls, objection roleplay, case simulations, coaching sessions, and performance feedback for developing agents.
View employee profile → ACTIVE
M
AI EMPLOYEE • TalentQueen Mulan
AI Recruiting Coordinator
Engages candidates, screens for fit, schedules interviews, sends reminders, and maintains recruiting notes.
View employee profile → ACTIVE
A
AI EMPLOYEE • MarketingQueen Aziza
AI Marketing Director
Creates campaign plans and compliant-ready drafts for email, SMS, landing pages, websites, and social channels.
View employee profile → ACTIVE
M
AI EMPLOYEE • Social GrowthQueen Mila
AI Social Media Lead Detective
Identifies relevant conversations, organizes social prospects, drafts engagement ideas, and routes opportunities into follow-up.
View employee profile → ACTIVE
N
AI EMPLOYEE • GrowthQueen Nova
AI Lead Nurture Specialist
Runs personalized follow-up for new leads, old leads, missed calls, and no-shows so prospects do not disappear.
View employee profile → ACTIVE
K
AI EMPLOYEE • SystemsQueen Kiya
AI Automation Architect
Designs authorized cross-app workflows with clear handoffs and human approval points across the agency technology stack.
View employee profile → ACTIVE
I
AI EMPLOYEE • Life InsuranceQueen Idia
AI Final Expense Expert
Provides approved general final-expense education, gathers needs, follows up, and schedules a licensed-agent conversation.
View employee profile → ACTIVE
T
AI EMPLOYEE • Policy EducationQueen Tiye
AI Policy Rider Specialist
Provides approved general rider information, captures client questions, and prepares a structured handoff to a licensed professional.
View employee profile → ACTIVE
A
AI EMPLOYEE • Client ExperienceQueen Amelia
AI Client Concierge
Coordinates reminders, documents, meeting preparation, routine questions, and service routing throughout the client relationship.
View employee profile → ACTIVE
A
AI EMPLOYEE • IUL EducationQueen Aria
AI Generational Wealth Creator
Provides approved general IUL education, discovers financial goals, nurtures interest, and schedules prospects with a licensed strategist.
View employee profile → ACTIVE
Z
AI EMPLOYEE • Sales EnablementQueen Zenith
AI Field Presenter
Organizes presentation flow, talking points, approved educational materials, and follow-up steps for agent-led meetings.
View employee profile → ACTIVE
Z
AI EMPLOYEE • Media & TrainingQueen Zahara
AI Content Video & Training Specialist
Plans scripts, video concepts, learning modules, production briefs, and repurposed content for agency education and marketing.
View employee profile → One employee or a complete team
Every role connects to the same mission.
Faster response. More consistent follow-up. Better-prepared appointments. A premium experience from first contact to ongoing service.