No per-seat fees. No hidden costs. Just an autonomous marketing employee that pays for itself with the first policy you close.
| Features | Starter | Pro | Agency |
|---|---|---|---|
| Monthly prospect research | 100 | Unlimited | Unlimited |
| AI outreach personalization | Templates | Fully custom | Fully custom |
| Follow-up sequences | 3 touches | 6+ touches | 6+ touches |
| Email campaign automation | ✓ | ✓ | ✓ |
| Analytics dashboard | — | ✓ | ✓ |
| Consultation booking | — | ✓ | ✓ |
| Multi-agent support | — | — | Up to 5 |
| White-label branding | — | — | ✓ |
| Custom voice & tone | — | — | ✓ |
| Team dashboard | — | — | ✓ |
| Support | Priority email | Priority (24h) |
One closed life insurance policy typically earns $500-$2,000+ in first-year commission. If PolicyPilot helps you close just one extra policy per month, it pays for itself 3-10x over. Most agents see their first AI-sourced consultation within the first 2 weeks.
About 15 minutes. You tell PolicyPilot your market (geography, specialization, ideal client profile) and connect your email. That's it. It starts finding prospects and reaching out the same day.
PolicyPilot uses AI to research publicly available data - life events, demographics, community activity, social signals - to identify families who are likely underinsured. These are real, researched prospects, not purchased lists.
No. Pro and Agency plans use fully personalized outreach that references each prospect's specific situation. On Starter, you get proven templates that still feel warm and human. Every message is reviewed for tone before sending.
Yes. Monthly billing, cancel anytime. No annual contracts, no cancellation fees. If PolicyPilot isn't working for you within 30 days, we'll refund your first month. No questions asked.
None. If you can send an email, you can use PolicyPilot. There's no CRM to configure, no sequences to build, no campaigns to manage. PolicyPilot handles all of that autonomously.
PolicyPilot is designed for insurance marketing. All outreach follows CAN-SPAM regulations with proper opt-out mechanisms. Emails are informational and educational - they drive consultations, not sales. You handle the licensed selling part.
Absolutely. PolicyPilot doesn't require you to abandon your existing CRM or tools. It works alongside them - or replaces them entirely. Most agents find they can drop 2-3 subscriptions after switching.
Get an AI marketing employee that works 24/7 while you focus on the families who need you. Up and running in 15 minutes.
Get Started Today →