Agentic AI · Built for Insurance

The CRM for insurance agents.
Now with agents of its own.

Capture, qualify, book, close, retain — autonomously.

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app.youragenthub.ai
This week
Last updated · just now
Pipeline value
$284,500
+23.4%
Booked
38
+11 vs. last
Conversion
31.4%
+4.1pt
Active pipelineAuto-updating
New 24
M. Alvarez
Auto · $1.2K
K. Reyes
Home · $850
Quoted 17
J. Patel
Life · $2.4K
A. Chen
Auto · $980
Booked 9
S. Brooks
Bundle · $3.1K
Closed 12
D. Park
Home · $1.6K
3 leads went 48h without contact. Send AI-personalized follow-up?
Built on infrastructure trusted by 60,000+ agencies.
GoHighLevelTwilioStripeGoogle WorkspaceOutlook
AI Voice Agent · Coming Soon

It calls.
It qualifies.
It books.

A natural-voice agent that works every inbound lead in 60 seconds. Then puts them on your calendar.

See it work Learn more
Hi Marisol — got your auto-quote request from Facebook just now. Got 60 seconds for a couple questions?
Sure, I'm driving but go ahead.
Got it, I'll keep it short. What carrier are you with today and when does it renew?
Geico, renews March 14.
AI Voice Agent · Action Booked 15-min call with you for Wed 10:30A. Sent SMS confirmation + quoted bundle pre-fill.
Pipeline

Every lead.
One pipeline.
No drop-off.

Forms, calls, social DMs, manual entry — every lead lands in the same view, instantly enriched and routed.

Explore the platform How it works
Conversation Inbox

Every channel.
One thread.

SMS, email, FB, IG, web chat — switch channels mid-conversation without losing context.

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Automation

Triggers that fire
the moment leads arrive.

Visual workflow builder. Multi-channel sequences. AI-personalized copy that adapts to engagement.

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The Platform

Everything an insurance agency runs on.
In one place.

CRM & Pipeline

Drag-and-drop deal stages, contact 360°, custom views per agent or line of business.

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Lead Capture & Funnels

Drag-build landing pages, embeddable forms, instant routing — every lead lands in pipeline.

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Email & SMS Automation

Multi-channel sequences with AI personalization. Trigger by tag, stage or behavior.

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Appointment Scheduling

Round-robin, multi-agent, multi-calendar. Two-way Google & Outlook sync. Auto-reminders.

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Conversation Inbox

SMS, email, FB, IG, web chat — one threaded inbox. Switch channels mid-conversation.

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Call Tracking

Recorded, transcribed, AI-summarized. Source attribution. Never lose a callback again.

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Reputation Management

Auto-ask for reviews after policy bind. Aggregate Google & FB ratings. Reply inline.

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Reporting & Analytics

Source attribution, agent performance, line-of-business breakdowns. Export anywhere.

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Insurance Productivity

Renewal tracking, policy fields, X-date alerts, carrier tags. Built for how you work.

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Agentic AI

A workforce of agents.
Working every account, 24/7.

YourAgentHub.ai isn't AI bolted on — it's AI woven through. Today's intelligence ships now. Tomorrow's roadmap ships fast.

Qualification Agent
Live · Working 47 leads
Live
Avg. 1.4s per lead MAJPKR+44
Voice Agent
Coming Soon · On a call
Calling
0:42 · in progress MA
Retention Agent
Roadmap · Scanning renewals
Scanning
Looking 60 days ahead DPSB+23
Book a Demo Talk to AI lead
How it works

Four steps. From form fill to lifelong client.

Step 1

Capture

Funnels, forms, calls, social DMs, manual entry — every lead lands in one pipeline, instantly enriched.

Step 2

Automate

Multi-channel sequences with AI personalization fire the moment a lead arrives — never sleeps.

Step 3

Book

The AI Voice Agent and smart scheduler turn warm leads into calendar holds — round-robin across your team.

Step 4

Convert & Retain

Quote, bind, e-sign in-platform. Renewal reminders and cross-sell run on autopilot.

Use cases

Built for the workflows insurance agents actually run.

Lead Follow-Up

Auto-touch every new lead in 60 seconds — speed-to-lead is everything.

Outbound
Appointment Reminders

SMS + email cadence that crushes no-shows and keeps your calendar full.

Booking
Renewal Campaigns

X-date triggered. Multi-touch. Carrier-aware. Retention on autopilot.

Renewals
Pipeline Visibility

Live dashboards by source, line of business, agent — forecast with confidence.

Insight
Reactivation

Lapsed clients re-engaged with carrier-relevant offers — one warm thread at a time.

Win-back
Multi-Agent Tracking

Lead splits, territories, leaderboards, payouts — clarity at every desk.

Team
Client Nurturing

Birthdays, policy anniversaries, life events — touchpoints that earn referrals.

LTV
Workflow Orchestration

Quote-to-bind, e-sign, payments, document delivery — one chained flow.

Ops
Compare

Built for insurance.
Not a generic CRM in a tie.

 
YourAgentHub.ai
Generic CRM
X-date renewal tracking
Native
Custom field
AI Voice Agent for inbound leads
Included
Add-on integration
Carrier tags & line-of-business views
Built-in
Manual setup
Multi-agent splits & leaderboards
First-class
Per-seat extra
SMS + voice + email in one inbox
Yes
3 separate tools
AI Autonomy

You decide how much the agent does.

Per-workflow autonomy. Most agencies start in agent-approved and graduate to autonomous as they trust each agent's behavior.

Mode 01
Suggestion-only

The AI drafts. You decide. Every reply, every booking — manually approved.

Most cautious
Mode 02 · Default
Agent-approved

The AI takes action when confidence is high. You approve before anything client-facing goes out.

Recommended
Mode 03
Autonomous

End-to-end. The AI qualifies, follows up, books and logs — you review the audit trail.

For mature ops
A note on speed
“

"By the time the legacy system pings me, my AgentHub agent has already qualified the lead, booked the call and pre-filled the quote."

— Daniel Park, Principal Agent · Park & Co.

Pricing

Pick the plan that fits.
Scale when you're ready.

Three plans. Real prices. No surprise contracts.

Standard
For solo agents getting set up with one place to capture, nurture and book.
$99/mo
billed monthly
Get Standard
Contacts10,000
Complimentary credits$10 / mo
Includes
CRM & Pipeline — drag-and-drop deal stages, contact 360°
2-Way Text & Email conversation inbox
Calendar + appointment scheduling
Workflows + email & SMS automation
Reputation — review requests + replies
Funnels, Forms, Websites, Reporting
+Ad Manager included — $10 / mo
Most Popular
Professional
For growing agencies adding AI to qualify and follow up at scale.
$299/mo
billed monthly
Get Professional
Contacts100,000
Complimentary credits$10 / mo
Everything in Standard, plus
AI Employee included — qualification, conversation assist, follow-up
Memberships, Communities, Quizzes
Affiliate Manager + Certificates
Blogs, Social Planner, SMS & Email templates
Documents & Contracts, e-sign
Trigger Links, QR Codes, Gokollab
+AI Employee add-on bundled — $97 / mo value
Premium
For agencies that want every add-on, every channel, every agent — unlocked.
$499/mo
billed monthly
Get Premium
ContactsUnlimited
Complimentary credits$50 / mo
Everything in Professional, plus
Branded Client Portal — Mobile App ($49 / mo)
WhatsApp business messaging ($10 / mo)
WordPress hosting integration ($10 / mo)
Listings manager ($30 / mo)
Ad Manager + AI Employee
Priority support & onboarding
+$196 / mo in add-ons bundled
AI Employee · $97  ·  Branded Mobile App · $49  ·  Listings · $30  ·  Ad Manager · $10  ·  WhatsApp · $10  ·  WordPress · $10

Need a custom plan for a multi-state agency? Talk to sales · All plans include unlimited users and full platform access. No credit card hold during demo.

Questions, answered

The questions agents ask before they switch.

Is YourAgentHub.ai a replacement for my AMS?+
No — it sits alongside your AMS as the front-of-house revenue engine. Lead capture, conversations, scheduling, automation, AI follow-up and pipeline reporting live here; the policy of record can stay in your AMS via integration.
How fast can my agency be live?+
Solo agents: 3–5 business days. Mid-size agencies: 2 weeks with white-glove onboarding. We migrate contacts, build your pipeline, set up channels and ship your first AI workflow before you go live.
What does "Agentic AI" actually mean here?+
An agent in this context is an autonomous worker that completes multi-step tasks on your behalf — qualify a lead, send a tailored follow-up, book the appointment, log the call. Live agents handle qualification and personalization today; upcoming agents close the loop end-to-end.
Will the AI ever message a client without my approval?+
You set autonomy per workflow — fully autonomous, agent-approved, or suggestion-only. Most agencies start in agent-approved mode and graduate to autonomous as they trust each agent's behavior.
How does it integrate with my carriers and tools?+
Built on GoHighLevel infrastructure with native Google Workspace, Outlook, Twilio, Stripe, Zapier and a webhook-first API. Carrier integrations are scoped per agency during onboarding.
Is my client data secure?+
Enterprise-grade encryption in transit and at rest, role-based access, full audit logs, optional 2FA enforcement, and HIPAA-conscious workflows for health-adjacent lines. Data residency on enterprise plans.
What's the licensing model?+
Per-agent licensing with role-based permissions (Owner, Producer, CSR, Marketing). Multi-location and multi-brand workspaces are first-class. Lead routing, splits and leaderboards work out of the box.
Can I upgrade or downgrade later?+
Yes — change tier any time from your dashboard. Annual customers prorate to the new tier at renewal. Add-ons can be toggled on/off per month with no commitment.
Get started

Book a 30-minute demo.
See your pipeline simulated live.

No pressure. No quota chase. Just a real walkthrough on real data.

Book a Demo support@youragenthub.ai