Built for life insurance agents who buy leads and dial daily

Turn more leads into booked appointments without chasing them manually

Built for independent agents who buy leads, dial daily, and want to eliminate follow-up breakdowns, with full white-glove setup and custom AI included.

  • Structured sales stages so you always know who to call next
  • AI that reactivates ghosted quotes and books appointments
  • Dialer + CRM alignment so no lead gets lost

Limited to 20 serious life insurance agents.

Built by active life insurance producers who sell every day.

About Leads Hub 360

Eliminate Follow-Up Breakdowns in Life Insurance Telesales

Most life insurance agents don’t lose deals because they can’t sell. They lose them because follow-up breaks down. Leads Hub 360 gives you a disciplined system to track leads, automate follow-up, and book appointments so opportunities don’t die while you’re dialing.

Built for life insurance agents who dial daily and value disciplined follow-up

Structured Sales Stages

Know exactly who to call next and why.

Automated Follow-Up

Quoted, interested, ghosted: follow-up stays consistent.

AI-Assisted Booking

AI helps handle follow-up and booking so you can focus on closing..

ROI Visibility

Track messaging costs and appointment outcomes.

Industry-leading features

Everything You Need to Control the Life Insurance Sales Cycle

Most agents don’t lose sales because of effort. They lose them because follow-up breaks down. Leads Hub 360 keeps every lead organized, enforces consistent follow-up, and helps move prospects from quote to close.

Apply for the Founding Cohort
Communication Center

One inbox for the entire lead lifecycle

  • All conversations in one place (Email, SMS, Calls, Voicemail).
  • Mobile app to close prospects on the go.
  • Know exactly where every lead is in the sales process.
Smart Automations

Follow up faster. Book more appointments. Miss nothing.

  • Automated SMS and email follow-up.
  • AI booking assistant that fills your calendar.
  • Workflows and reminders so no lead gets missed.
Voice AI

AI Calls That Book Appointments for You

Automatically handle inbound calls and follow up with leads, booking appointments so no opportunity gets missed.

  • Answers inbound calls instantly
  • Follows up with leads automatically (inbound & outbound)
  • Qualifies prospects and books appointments to your calendar

How it works

We handle the setup. Your AI assistant answers calls, qualifies leads, and books appointments, so you can focus on closing.

Call the Voice AI demo

Grant microphone access to start a live conversation with our AI agent.

This simulates how the AI handles inbound and outbound calls with your leads.

Try asking:

I want to book a call about life insurance What type of life insurance policies do you offer? Can you help me figure out how much coverage I need? How does the process work to get started? Can I speak with someone about my options?
AI Messaging Assistant

24/7 conversations that convert visitors into booked meetings

Our Chat AI engages visitors across SMS, website chat, and social messaging, handling FAQs, objections, and scheduling with a consistent branded tone, no business hours, no down time. The assistant escalates to a human when needed, updates your CRM in real time, and keeps prospects warm until they’re ready to book.

  • Handles inbound messages and responds instantly
  • Follows up with leads across SMS, email, and messaging
  • Moves conversations toward booked appointments
Add Chat AI to my funnel

See Exactly What It Costs to Book Appointments

Track your costs, see how many appointments are being booked, and know exactly what’s driving results, so you can scale with confidence.

Dashboard overview - costs, KPIs, and performance
Full dashboard overview: filter by date to inspect SMS costs, carrier fees, lookups, delivery health, and outbound vs inbound volume.
Twilio error codes panel
Error panel: Twilio error codes are surfaced so delivery issues can be identified and resolved quickly.
Campaign info and stats
Campaign breakdown: delivery stats, engagement metrics, and cost breakdown per campaign.
Conversation detail (privacy-blurred)
Conversation detail view for manual QA or data extraction, all captured data is stored in your CRM.
Evaluation mode - general view
Evaluation mode: review conversation quality across all leads at scale.
Evaluation mode - comments
Add comments and ratings to individual conversations for team coaching and QA.
Bulk actions panel
Bulk actions: manage, tag, or reassign multiple conversations at once to keep your pipeline clean.
Forms tab - general view
Forms tab: manage and review all lead intake forms, submissions, and field mappings in one place.

Simple Pricing. Built for Results.

Everything you need to install and run a disciplined sales system, without hiring a team or building it yourself.

Leads Hub 360 System

$1,000 Setup  +  $297 /month

We build it. You use it. We support it.

  • CRM system fully built and configured
  • AI call assistant (inbound & outbound)
  • AI messaging assistant (SMS, email, chat)
  • Automated follow-up system
  • Appointment booking system
  • Pipeline and lead management
  • Performance dashboard and tracking
  • Ongoing support and system maintenance
Apply to Join the Founding Cohort

Limited to 20 serious life insurance agents

We don't just give you software. We install a system designed to help you book more appointments consistently.

CallTools Dialer Integration

$300 Setup + $50/month

Add-on
  • Dialer fully integrated with your CRM
  • Two-way contact sync
  • Ongoing monitoring and support

CallTools subscription required separately

Agency & Team Plans Available

For agencies or teams managing multiple agents, we offer custom setups and pricing based on your structure and volume.

Ideal for agencies looking to standardize and scale their sales process across multiple agents.

  • Multi-agent CRM setup and management
  • Shared pipelines and lead distribution
  • Team-level tracking and reporting
  • Custom onboarding and support
Apply for a Custom Setup

Apply for the Founding Performance Cohort

Tell us a bit about your business and we’ll reach out to walk you through the system and see if it’s a fit.

Only 20 agents will be accepted into this initial cohort

We’ll reach out within 24 hours to discuss your setup.

Your information is secure and will never be sold.