AI Appointment Setter
Our AI setter contacts your insurance leads 24/7 via SMS and email, qualifies them through intelligent conversation, and books appointments directly on your calendar — automatically.
AI-Powered Insurance Platform — Now Live
The All-In-One AI Platform For Insurance Agents
CRM, AI appointment setter, power dialer, AI booking, done-for-you media buying for leads, and automated follow-ups — everything you need to close more policies, in one dashboard built for insurance agents.
AI-POWERED INSURANCE AGENT FEATURES
Every Tool You Need to Dominate Insurance Sales
From AI-powered lead setting to policy close, iConnex.ai replaces 6+ tools with one intelligent platform built exclusively for insurance professionals.
Insurance Power Dialer
Built-in power dialer for insurance agents with call recording, voicemail drops, one-click dialing, and real-time analytics. Maximize your dial days and connect with more prospects.
AI Booking System
AI booking for insurance appointments — automated scheduling links, SMS/email confirmations, smart reminders to cut no-shows by 60%, and full calendar sync for your team.
Insurance CRM & Pipeline
The best CRM for insurance agents — visual pipelines, smart filters, automated status updates, and complete contact management from first touch to policy close.
Done-For-You Media Buying
Our in-house media buyers for insurance leads create, launch, and manage your Facebook & Instagram ad campaigns. Exclusive leads delivered straight to your CRM in real-time.
Automated Follow-Up & Drip Campaigns
AI-powered drip campaigns nurture your insurance leads on autopilot — 45-day SMS and email sequences for IUL, final expense, mortgage protection, Medicare, and more.
HOW IT WORKS
Go From Zero to Booked Appointments in 3 Steps
Getting started with iConnex.ai is simple. We handle the heavy lifting so you can focus on selling policies.
01
We Build Your System
Our team sets up your insurance CRM, configures your AI setter, power dialer, funnels, and drip campaigns — fully customized for your niche.
02
We Generate Your Leads
Our media buyers launch targeted Facebook & Instagram ad campaigns. Exclusive insurance leads flow directly into your CRM in real-time.
03
AI Books, You Close
The AI appointment setter contacts, qualifies, and books leads on your calendar. You show up to pre-set appointments and close deals.
AI APPOINTMENT SETTER FOR INSURANCE
Your AI Setter Works 24/7 So You Don't Have To
Stop spending hours texting and calling leads manually. The iConnex.ai AI appointment setter engages every lead instantly via SMS and email, qualifies them through natural conversation, and books appointments directly on your calendar — around the clock, even while you sleep.
- Instant lead engagement within seconds of opt-in
- Intelligent qualification conversations via SMS and email
- Automatic appointment booking with calendar sync
- Smart follow-up sequences for unresponsive leads
- Works 24/7 — never misses a lead, never takes a day off
INSURANCE AGENT POWER DIALER
Dial More. Connect More. Close More Policies.
The iConnex.ai power dialer for insurance agents lets you blast through your call list with one-click dialing, automatic call logging, voicemail drops, and call recording. It's the fastest way to work your leads and maximize every dial day.
- One-click power dialing through your entire lead list
- Automatic call recording and voicemail transcription
- Pre-recorded voicemail drops to save time
- Real-time call analytics and performance tracking
- Seamless CRM integration — every call logged automatically
DONE-FOR-YOU MEDIA BUYING FOR INSURANCE LEADS
We Buy the Media. You Get the Leads. It's That Simple.
Unlike other CRMs that just give you tools, iConnex.ai includes a full media buying service for insurance leads. Our in-house team of expert media buyers creates, launches, and optimizes Facebook and Instagram ad campaigns specifically designed for insurance agents.
- Custom ad creative designed for your insurance niche (IUL, final expense, mortgage protection, Medicare)
- Expert audience targeting and campaign optimization
- Exclusive leads delivered directly into your CRM in real-time
- Weekly performance reports and ROI tracking
- Dedicated ad spend management and budget optimization
INSURANCE AGENT RECRUITING CRM
Recruit Insurance Agents on Autopilot
Growing your downline? iConnex.ai includes agent recruitment tools that work while you sleep. Attract, nurture, and onboard new insurance agents with automated funnels and follow-up sequences built into your insurance agency CRM.
- Done-for-you agent recruitment landing pages
- Automated text and email nurture campaigns for recruits
- Recruit pipeline management with visual tracking
- Onboarding workflows to get new agents producing fast
PRICING
Simple, Transparent Pricing
One plan. Everything included. No hidden fees. Just the AI-powered insurance tools you need to grow.
MOST POPULAR
iConnex Pro
All-in-one AI insurance platform with CRM, AI setter, dialer, media buying & automation
$997 /mo
+ $500 one-time onboarding
- Full Insurance CRM & Pipeline Management
- AI Appointment Setter (24/7 Lead Engagement)
- AI Booking System with Smart Reminders
- Power Dialer with Call Recording
- Done-For-You Facebook & Instagram Media Buying
- Exclusive Insurance Leads to Your CRM
- AI-Powered Drip Campaigns (SMS & Email)
- Unified Inbox (SMS, Email, Messenger, Calls)
- Appointment Booking & Calendar
- Agent Recruitment Funnels & Pipelines
- Ringless Voicemail Drops
- Funnel & Website Builder
- Weekly Performance Reports
- Dedicated Support
WHAT AGENTS ARE SAYING
Trusted by Insurance Agents Nationwide
★★★★★
"The AI setter is insane. I wake up to 3-4 booked appointments every morning without lifting a finger. iConnex replaced my CRM, dialer, and the VA I was paying $2K/month for."
IUL & Life Insurance Agent
★★★★★
"The done-for-you media buying is a game changer. I used to waste money trying to run my own Facebook ads. Now iConnex handles everything and the leads just show up in my CRM ready to call."
IUL Specialist
★★★★★
"I sent a text blast to 800 leads and booked 18 appointments in one afternoon. Between the power dialer and the AI booking system, I'm closing 3x more policies than before."
Final Expense Agent
FREQUENTLY ASKED QUESTIONS
Insurance AI, CRM & Lead Generation FAQ
What is iConnex.ai?+
iConnex.ai is an all-in-one AI-powered CRM and sales platform built specifically for insurance agents. It combines an AI appointment setter, power dialer, AI booking system, done-for-you media buying for lead generation, automated follow-ups, unified inbox, and pipeline management into a single dashboard.
How does the AI Appointment Setter work?+
The AI setter automatically contacts your insurance leads via SMS and email, qualifies them through intelligent conversation, and books appointments directly on your calendar. It works 24/7 so you never miss a lead, even outside business hours. It replaces the need for a human appointment setter or virtual assistant.
Does iConnex.ai include a power dialer for insurance agents?+
Yes. iConnex.ai includes a built-in power dialer with call recording, voicemail drops, one-click dialing, and call analytics. It's designed specifically for insurance agents to maximize dial days and connect with more prospects faster.
What is the media buying service for insurance leads?+
iConnex.ai includes a done-for-you media buying service where our in-house team creates, launches, and manages Facebook and Instagram ad campaigns specifically for insurance agents. Insurance leads are delivered directly into your CRM in real-time. Optional add-on packages are available at $1,000/week (Growth) and $2,000/week (Accelerator) for increased lead volume.
Does iConnex.ai have AI booking for insurance appointments?+
Yes. The AI booking system automatically sends scheduling links, confirms appointments via SMS and email, sends smart reminders to reduce no-shows by up to 60%, and syncs with your calendar. Leads can also self-book directly from your funnels and landing pages.
How much does iConnex.ai cost?+
iConnex Pro costs $997 per month with a one-time $500 onboarding fee. This includes the full AI-powered CRM, AI appointment setter, power dialer, AI booking, done-for-you media buying campaigns, automated drip campaigns, unified inbox, and dedicated support.
What types of insurance does iConnex.ai support?+
iConnex.ai supports all types of insurance including IUL (Indexed Universal Life), final expense, mortgage protection, health insurance, Medicare, auto insurance, P&C, and more. Pre-built campaigns and funnels are available for each niche.
Is iConnex.ai better than AgencyBloc, Radiusbob, or Agent CRM?+
iConnex.ai is the only insurance CRM that combines a full-featured CRM with an AI appointment setter, AI booking, built-in power dialer, done-for-you media buying for lead generation, and agent recruiting tools — all in one platform. Most competitors only offer CRM features without AI automation or lead generation services, making iConnex.ai the best CRM for insurance agents who want an all-in-one solution.
Why Insurance Agents Choose iConnex.ai as Their AI-Powered CRM and Lead Generation Platform
In today's competitive insurance market, agents need more than a basic CRM. They need an AI system for insurance that handles everything from generating fresh leads to booking appointments to closing policies. iConnex.ai was built from the ground up to serve the unique needs of insurance agents, whether you specialize in IUL, final expense, mortgage protection, health insurance, Medicare, or P&C.
The Best AI-Powered CRM for Insurance Agents in 2026
Traditional insurance CRM software like AgencyBloc, Radiusbob, and Agent CRM focus primarily on contact management and basic pipeline tracking. iConnex.ai goes far beyond that by integrating an AI appointment setter that works 24/7, a built-in power dialer for insurance agents, an AI booking system with smart reminders, and a unified inbox that consolidates SMS, email, Facebook Messenger, and phone calls into one view. This means insurance agents can replace five or more separate tools with a single platform.
Done-For-You Media Buying for Insurance Leads
What sets iConnex.ai apart from every other insurance agent CRM is our done-for-you media buying service for insurance leads. Our in-house team of expert media buyers creates, launches, and manages targeted Facebook and Instagram ad campaigns designed specifically for insurance agents. Leads are delivered directly into your CRM in real-time, pre-qualified and ready to call. With optional Growth ($1,000/week) and Accelerator ($2,000/week) packages, agents can scale their lead flow to match their growth goals.
AI Setter and AI Booking — The Future of Insurance Sales
The AI appointment setter for insurance is a game-changer. Instead of hiring a virtual assistant or spending hours manually texting leads, the AI setter engages every lead instantly, qualifies them through natural conversation, and books appointments on your calendar automatically. Combined with the AI booking system that sends confirmations, reminders, and reduces no-shows by up to 60%, iConnex.ai ensures your calendar stays full and your close rate stays high.
Built for Independent Agents, Agencies, and IMOs
Whether you're an independent insurance agent working solo, an agency owner managing a team, or an IMO looking to recruit and support downline agents, iConnex.ai scales with your business. Agent recruitment tools, team collaboration features, and customizable pipelines make it the ideal insurance agency management system for organizations of any size.