FAQ

Questions, answered.

The ones every agency owner asks before putting AI on their leads.

Product

What is Orion AI?

Orion AI is an AI-powered sales automation system built specifically for life insurance agencies. Our AI agents handle outbound calls, texts, and emails to your leads 24/7, qualifying prospects, handling objections, and booking appointments or live transfers directly to your agents.

What lead types does Orion AI support?

All lead types: final expense, mortgage protection, IUL, veterans, truckers, and any other lead type you use from any lead source.

Does the AI work leads over email too?

Yes. Orion runs AI email drip sequences by product type, and its AI reads inbound email replies, answers questions, and books appointments right in the thread. Email sends from your own verified domain with a one-time DNS setup, and every conversation lands in the same unified inbox as your calls and texts.

How does Orion AI integrate with my current systems?

Orion plugs into your existing workflow. We work with your current CRM and lead management systems to automate the outbound process without disrupting what already works.

Results & compliance

Is Orion AI compliant with regulations?

Yes. Orion AI is fully TCPA, TCR, and FTC compliant across all 50 states. Opt-outs and DNC are handled automatically.

How much time can agents save?

On average, agents using Orion work up to 50% less while maintaining or increasing production. The AI handles follow-ups, appointment reminders, client check-ins, and chargeback calls.

What results can I expect?

Our agents see an average of $5,000 added monthly production, and 70% report Orion noticeably improved their quality of life. See real agent numbers.

Pricing & setup

Independent vs Enterprise, which is right for me?

Independent is for solo owners or small teams who want their own white-label AI agency: one-time $499 setup, no recurring agency fee, agents subscribe individually at $149/mo. Enterprise is a sales-assisted plan for agencies that want to cover their whole team under one agreement with volume seat pricing, included usage credits, and priority support.

What’s included in the $499 Independent setup?

The one-time, non-refundable $499 provisions your white-label-capable agency workspace, which you then brand yourself (logo, colors) using the self-serve white-label tools. There is no recurring agency fee after that; each of your agents simply subscribes to Orion at the standard $149/mo and pays their own usage.

How does Enterprise seat pricing work?

Enterprise is one aggregated agency subscription that you (the owner) cover. You commit to a number of seats under one agency-level agreement instead of individual subscriptions. Per-seat and support pricing are custom, set with our sales team based on your agency’s size and usage. Contact us for a quote.

What does Enterprise priority support include?

Every Enterprise agreement includes priority support: faster response times and dedicated help for your agency. It’s part of the committed Enterprise plan, and pricing is set with our sales team.

How do I get started?

Test the AI right now on the demo page by talking to Ashley. Then start a 14-day free trial, setup is done for you in 48 hours.