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Every reply handled like your best closer wrote it. Voice, SMS, and email, one brain. On the record, every time.
Conversations · Linda P. · Final expenseAppt set
Lead
Who is this?
Ashley · AI
Hi Linda, it’s Ashley with the life insurance office. You requested final expense info last week. Do you have 2 minutes today?
Lead
How much is it a month?
Ashley · AI
Most folks are between $40 and $80 a month. A licensed agent has 3:30 or 5:15 open today for exact numbers. Which works better?
Appointment booked · 3:30 PM · added to Marcus’s calendar
Leads email back. The AI answers and books. It reads the reply, answers the question, and offers times, then books to your calendar. Take over any thread with one toggle.
Email InboxAI On
Email12 total
Diane W.
Re: Final expense coverage
Robert M.
Quote for my wife and me
Karen S.
Thanks, see you Thursday
Diane W.
diane.w@example.com
AIAI On
Diane W. 9:41 AM
Re: Final expense coverageDoes this cover my husband too? And what happens if I miss a payment?
Ashley · AI 9:43 AM
Re: Final expense coverageYes, one policy each covers you both, and there’s a 30-day grace period on payments so coverage doesn’t lapse. A licensed agent can go over exact rates with you. Would tomorrow at 10:15 AM or 2:30 PM work better?
Tomorrow · 10:15 AM · added to Marcus’s calendar
Appointment booked
A campaign takes four decisions. Audience, agent, schedule, numbers. Ashley handles the other ten thousand.
Campaigns · New voice campaignDraft
Audience
Final expense · aged 30-90 days · 412 leads
Edit
Agent
Ashley · Final Expense persona · objection pack on
Final ExpenseVeteranMortgageIULTruckerBeneficiary
Edit
Schedule
Mon–Sat · 9:00a–7:00p lead local time · TCPA windows enforced
Edit
Caller IDs
3 numbers rotating · health ●●● all clean
Edit
Est. 3–4 days to first pass · pauses itself if pickup dropsLaunch campaign
Booked straight onto the right calendar. Ashley checks availability, sets the slot, and confirms by text.
Calendar · Marcus Reed · this week4 set by Ashley
Mon 13
Team standup
9:00 AM
Tue 14
Linda P. · final expense
3:30 PM · set by Ashley
Follow-up · R. Boyd
5:15 PM
Wed 15
James K. · veteran
10:00 AM · set by Ashley
Thu 16
Denise W. · mortgage
1:00 PM · set by Ashley
Carrier call
4:00 PM
Fri 17
Paul H. · final expense
11:30 AM · set by Ashley
Triple your dials without touching a keypad. MLPD runs three lines at once and drops you into live conversations only.
InterestedAppointment BookedSoldNeeds Follow UpSubmit & Call Next →
82 dials this session19 conversations6 appointments
Campaigns that never forget. SMS, voice, and email steps fire on schedule until the lead answers or opts out.
Drip campaign · Aged final expense · 173 enrolledActive
SMS
Day 0 · Intro text, replies handled by Ashley
98% delivered
Voice
Day 1 · AI call, books or transfers live
61% reached
Email
Day 2 · Email recap, replies handled by Ashley
47% opened
SMS
Day 3 · Objection follow-up, price framing
24 replies
24 replies9 appointments3 live transfers
Email drips by product type. Sequences send from your own verified domain on the same quiet hours as your texts, working every lead for days. No per-lead babysitting.
Email Campaigns · New Email CampaignFinal Expense
SettingsStepsEnrollmentsStats
Emails this month412 / 2,000 included
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Start from template4
Your final expense quote is ready
Hi {{firstName}}, thanks for requesting information on final expense coverage. Here’s the plan summary we put together for you.
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Get my quote
Marcus Reed
Licensed Agent · youragency.com
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Get my quote
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youragency.com/quote
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Worked past the Sold, automatically. Customer care, chargeback win-back, and beneficiary referrals enroll themselves. Every close seeds new leads.
Pipeline · lifecycle campaignsAuto-enroll
Customer care
New Sold policies
47 active
Beneficiary referral
Beneficiary outreach
24 active
Chargeback
Win-back follow-up
8 active
Appointment reminder
Booked this week
19 active
No show
Re-engagement
6 active
Emergency contact
Secondary outreach
11 active
AI memory active across 437 ongoing conversations
Every call recorded, transcribed, summarized. Disposition and next step synced to the lead automatically. Train on the calls that actually closed.
Call · Linda P. · 4m 12sAppt set
AI summary
Linda asked about monthly cost and coverage for her husband. Price framed at $40-$80/mo. Objection: “need to talk to my daughter” resolved with a 3-way option. Appointment set for 3:30 PM with Marcus. Sentiment: warm.