Connect with us

Press Release

Streamline Client Management How Agent Autopilots CRM Transforms Insurance Agencies

Published

on

Streamline Client Management How Agent Autopilots CRM Transforms Insurance Agencies

Austin, Texas, United States, 28th May 2025 – Agent Autopilot is transforming client management for insurance professionals with its advanced CRM for Insurance Agents. Designed specifically for the insurance industry, it streamlines client interactions, automated workflows, and boosts productivity. By replacing manual processes with automation, Agent Autopilot helps agents manage data, renewals, and leads more efficiently, driving business growth.

 

“Agent Autopilot’s CRM allows insurance agents to consolidate all client information into one easy-to-navigate platform, enabling them to manage every aspect of the client journey—from lead generation to policy renewal,” said Brandon Smotherman and Joshua Jones, Co- Founders of Agent Autopilot. “By seamlessly integrating with popular tools and platforms, our CRM helps agents automate workflows, track interactions, and prioritize high-value tasks, all in one place. We designed this platform with one goal in mind: to simplify client management for insurance agents. We understand the challenges insurance professionals face when it comes to staying organized and maintaining strong client relationships, and our platform empowers them to work smarter, not harder, driving business growth.”

Agent Autopilot: Comprehensive Services 

Agent Autopilot offers a suite of integrated tools designed to streamline client management, enhance productivity, and drive growth for insurance professionals. Here’s an overview of our key services:

  • A.C.T.I.V.A.I.™ – Automated Conversational Technology with Intelligent Voice AI  Our flagship AI-powered system automates lead qualification, objection handling, and appointment scheduling. It dials multiple leads simultaneously, ensuring agents only engage with high-intent prospects. A.C.T.I.V.A.I.™ also facilitates live transfers and callbacks, optimizing the sales process.
  • 1-Click Ads Launcher  Launch high-converting Facebook ads in under 45 seconds using our pre-built templates tailored for Final Expense, Medicare, Annuities, IUL, ACA, and Mortgage Protection. Alternatively, purchase AI-qualified leads and let A.C.T.I.V.A.I.™ handle the outreach.
  • AI-Powered Follow-Up & Appointment Setting  Our system automates lead engagement through text, email, and voicemail campaigns, ensuring timely follow-ups and reducing manual effort. Smart scheduling features allow clients to book appointments based on agents’ availability, enhancing efficiency. ​
  • All-in-One CRM & Lead Management  Consolidate client information into a user-friendly interface with smart filtering and tagging. Manage leads, clients, and prospects seamlessly, and utilize mass outreach tools for promotions and follow-ups.
  • Autoresponder & Multi-Channel Outreach  Engage clients across various platforms, including email, text, ringless voicemail, and social media. Our autoresponder sequences ensure consistent communication, keeping your services top of mind.
  • Lead Nurture Sequences & Drip Campaigns  Utilize pre-built and customizable drip campaigns to nurture leads through automated text, email, and voicemail sequences. These campaigns are designed to educate, entertain, and engage clients, promoting your business effectively.
  • Power Dialer  Our power dialer reduces manual dialing time by automating the calling process. It supports double-dialing and integrates with your pipeline stages, ensuring efficient outreach to leads and clients.
  • Drag & Drop Page Builder  Easily creates professional websites, landing pages, and lead-generating forms without technical expertise. Our intuitive builder allows customization to align with your branding and client engagement strategies.
  • Mobile App Access  Manage your business on the go with our iOS/Android app. Access client information, respond to communications, and make calls directly from your mobile device, ensuring flexibility and responsiveness.
  • Virtual Assistant Support  Leverage trained virtual assistants to import leads, set up campaigns, and manage client retention efforts. They assist in maintaining consistent follow-ups and integrating clients into your sales pipeline.
  • Insurance Technology Tools  Access a suite of resources, including proven sales scripts, online quote engines, underwriting cheat sheets, and height/weight charts, to support your sales process and enhance client interactions.
  • Community & Support  Benefit from real-time chat support, an exclusive Facebook mastermind group, weekly live coaching sessions, and step-by-step walkthroughs to ensure you maximize the potential of our platform.
  •  

Each of these services is designed to work seamlessly together, providing insurance agents with a comprehensive solution to manage leads, automate processes, and ultimately close more deals. For more information or to get started, visit Agent Autopilot.

 

Award & Industry Recognition

Agent Autopilot Honored with the “Innovation in Insurance Sales Automation Award”

Agent Autopilot has been recognized as a trailblazer in the insurance industry, earning the prestigious “Innovation in Insurance Sales Automation Award” for its groundbreaking work in modernizing how agents sell, scale, and succeed. With over a decade of real-world experience in Final Expense and Medicare sales, the team behind Agent Autopilot—led by a $400K+/year top producer and automation pioneer—has trained hundreds of agents to dominate the industry using cutting-edge AI and automation.

The platform’s co-creator is also credited with developing A.C.T.I.V.A.I.™, the industry’s first fully automated lead conversion and appointment-setting system, which has transformed traditional sales processes into streamlined, repeatable strategies. From closing 400+ Medicare applications personally to building a CRM that empowers agents nationwide, Agent Autopilot continues to set the standard for what’s possible in insurance tech.

About Agent Autopilot
Agent Autopilot is a leading insurance technology company that helps agents simplify and scale their businesses through AI-powered automation, CRM tools, and advanced lead conversion systems. Designed by top-producing insurance professionals, Agent Autopilot offers an all-in-one platform to streamline client management, boost productivity, and maximize sales. For more information, visit https://agentautopilot.com.

Agent Autopilot

Austin, Texas
Phone: 18559350283

Website: https://agentautopilot.com/

Media Contact

Brandon Smotherman

Co-Founder | Agent Autopilot

Joshua Jones

Co-Founder | Agent Autopilot

Email: vip@agentautopilot.com

Phone: 317-743-2339

Media Contact

Organization: Agent Autopilot

Contact Person: Brandon Smotherman

Website: https://agentautopilot.com/

Email: Send Email

City: Austin

State: Texas

Country:United States

Release id:28376

View source version on King Newswire:
Streamline Client Management How Agent Autopilots CRM Transforms Insurance Agencies

This content is provided by a third-party source.. King Newswire makes no warranties or representations in connection with it. King Newswire is a press release distribution agency and does not endorse or verify the claims made in this release.

file

About Author

Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.

Continue Reading

Press Release

Freeman Quantitative Trading FQAI 50 to Launch AI Risk and Strategy Tools

Published

on

Freeman Quantitative Trading (FQAI) 5.0 will introduce AI-powered features designed to enhance strategy control, risk awareness, and automated trading decisions.

Freeman Quantitative Trading (FQAI) 5.0 has announced the upcoming rollout of several new AI-enhanced features designed to improve user autonomy, portfolio protection, and adaptive investment strategies. These updates represent a significant expansion of the platform’s core mission: making high-level quantitative tools available to a broader range of investors.

Freeman Quantitative Trading FQAI 50 to Launch AI Risk and Strategy Tools

Since the successful beta testing of its AI Managed Trading system, FQAI 5.0 has continued to refine its offering in response to user feedback and evolving market demands. The newly previewed features, scheduled for phased release beginning Q4 2025, include:

Multi-Strategy Switching: Enables users to dynamically alternate between trading strategies such as trend-following, market-neutral, or momentum-based models, based on real-time market signals or predefined goals.

AI Risk Insight Engine: An advanced analytics module that continuously monitors portfolio risk exposure and generates proactive alerts and suggestions tailored to user-defined thresholds.

Smart Stop-Loss/Take-Profit System: A rule-based engine that adapts to market volatility, optimizing exit points without requiring manual intervention.

Quantitative Score Index (QSI): A proprietary scoring mechanism to help users assess asset quality and relative risk-return profiles within the FQAI 5.0 ecosystem.

These features aim to create a more intelligent and adaptive user environment, aligning with Freeman’s larger vision of data-driven financial empowerment.

Daniel Mercer, Head of Product Innovation at Freeman Quantitative Trading, commented:

“We believe investors deserve tools that not only automate execution but also enhance decision-making. These upcoming features will allow our users to adjust, protect, and grow their portfolios with greater confidence and strategic flexibility.”

As the European fintech landscape becomes increasingly competitive, Freeman Quantitative Trading continues to differentiate itself through a combination of AI infrastructure, user-centric design, and educational transparency. The company reports a significant uptick in user engagement since its July beta test, with more than 80% of active participants indicating strong interest in additional customizable features.

FQAI 5.0’s next development phase will prioritize usability, including simplified dashboards, more intuitive visualizations, and tutorial integration for strategy selection and performance tracking. Freeman also plans to launch a closed-user pilot group to further fine-tune these modules ahead of public release.

With these innovations on the horizon, Freeman Quantitative Trading reaffirms its commitment to bridging institutional-grade technology with inclusive, intelligent investing for all.

About Freeman Quantitative Trading:
Freeman Quantitative Trading is a leading European fintech platform specializing in AI-powered quantitative investment solutions. Its flagship system, FQAI 5.0, integrates nine core trading strategies and delivers automated, adaptive wealth management through AI modeling, risk control, and continuous learning. Freeman empowers investors across experience levels with accessible tools, community learning, and transparent systems.

 

Disclaimer: 

The information provided in this press release is not a solicitation for investment, nor is it intended as investment advice, financial advice, or trading advice. It is strongly recommended you practice due diligence, including consultation with a professional financial advisor, before investing in or trading cryptocurrency and securities.

Media Contact

Organization: Freeman Quantitative Trading

Contact Person: Brandon Reed

Website: https://fqaitoken.site/

Email: Send Email

Country:United States

Release id:31942

View source version on King Newswire:
Freeman Quantitative Trading FQAI 50 to Launch AI Risk and Strategy Tools

This content is provided by a third-party source. King Newswire makes no warranties or representations in connection with it. King Newswire is a press release distribution agency and does not endorse or verify the claims made in this release.

file

About Author

Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.

Continue Reading

Press Release

DLBCoin Exchange Enhances User Interface with Integrated Support Dashboard

Published

on

With the launch of its Smart Service Hub, DLBCoin Exchange simplifies user navigation and accelerates issue resolution through real-time personalization and intelligent prompts.

DLBCoin Exchange announced the official launch of its Smart Service Hub, a next-generation user service interface designed to streamline support, automate notifications, and personalize user interaction across the platform. The new system combines artificial intelligence with real-time data processing to provide faster, more intuitive, and fully integrated user services.

DLBCoin Exchange Enhances User Interface with Integrated Support Dashboard

Unified Experience: All Services, One Dashboard

The Smart Service Hub centralizes essential user functions—such as account updates, identity verification status, security alerts, and platform notices—into a single, user-friendly control panel. This reduces fragmentation and ensures that users can monitor and manage their entire platform experience in one place.

“Our mission has always been to simplify complexity for our users,” said Jessica Monroe, Director of User Success at DLBCoin Exchange. “With the Smart Service Hub, we’re transforming how users interact with the platform—from passive reception to active engagement.”

Intelligent Notifications and Custom Alerts

The system’s AI engine continuously monitors user preferences, behavior patterns, and interaction history to deliver smart, context-aware notifications. Whether alerting users to unusual activity, prompting completion of verification steps, or offering service recommendations, the Smart Service Hub ensures information is timely and actionable.

Key features include:

Dynamic Notification Feed based on real-time events

Adaptive User Prompts for completing key account actions

Multi-language Support and regional localization

In-Platform Messaging for help desk and status updates

Human + AI: Redefining Platform Support

While AI handles common requests and repetitive tasks, DLBCoin Exchange has expanded its human support teams for priority cases. The Smart Service Hub includes a direct-access routing engine that prioritizes user issues based on urgency and profile data, reducing wait times and improving resolution quality.

This hybrid approach ensures:

Instant AI support for general inquiries

Fast escalation to human agents when needed

Smarter ticket routing and resolution summaries

Looking Ahead: Personalization at the Core

The Smart Service Hub is just the first phase of DLBCoin’s broader user experience initiative. Future updates will include:

User sentiment analysis for proactive outreach

Learning-based customization of dashboard layout

Integrated educational modules tailored to user behavior

“Our users deserve clarity, speed, and care—especially in complex digital environments,” Monroe added. “This launch marks a shift toward intelligent service, where each user’s journey is uniquely understood and supported.”

About DLBCoin Exchange

Founded in 2019 and headquartered in Los Angeles, DLBCoin Exchange is a technology-driven financial platform focused on user empowerment, intelligent automation, and global service innovation. The company is committed to building secure, intuitive systems that elevate user experiences and support long-term digital engagement.

 

Disclaimer: 

The information provided in this press release is not a solicitation for investment, nor is it intended as investment advice, financial advice, or trading advice. It is strongly recommended you practice due diligence, including consultation with a professional financial advisor, before investing in or trading cryptocurrency and securities.

Media Contact

Organization: DLBCoin

Contact Person: Aubrey Miller

Website: https://www.digitalsect.com/

Email: Send Email

Country:United States

Release id:31938

View source version on King Newswire:
DLBCoin Exchange Enhances User Interface with Integrated Support Dashboard

This content is provided by a third-party source. King Newswire makes no warranties or representations in connection with it. King Newswire is a press release distribution agency and does not endorse or verify the claims made in this release.

file

About Author

Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.

Continue Reading

Press Release

DLBCoin Exchange Enhances User Interface with Integrated Support Dashboard

Published

on

With the launch of its Smart Service Hub, DLBCoin Exchange simplifies user navigation and accelerates issue resolution through real-time personalization and intelligent prompts.

DLBCoin Exchange announced the official launch of its Smart Service Hub, a next-generation user service interface designed to streamline support, automate notifications, and personalize user interaction across the platform. The new system combines artificial intelligence with real-time data processing to provide faster, more intuitive, and fully integrated user services.

DLBCoin Exchange Enhances User Interface with Integrated Support Dashboard

Unified Experience: All Services, One Dashboard

The Smart Service Hub centralizes essential user functions—such as account updates, identity verification status, security alerts, and platform notices—into a single, user-friendly control panel. This reduces fragmentation and ensures that users can monitor and manage their entire platform experience in one place.

“Our mission has always been to simplify complexity for our users,” said Jessica Monroe, Director of User Success at DLBCoin Exchange. “With the Smart Service Hub, we’re transforming how users interact with the platform—from passive reception to active engagement.”

Intelligent Notifications and Custom Alerts

The system’s AI engine continuously monitors user preferences, behavior patterns, and interaction history to deliver smart, context-aware notifications. Whether alerting users to unusual activity, prompting completion of verification steps, or offering service recommendations, the Smart Service Hub ensures information is timely and actionable.

Key features include:

Dynamic Notification Feed based on real-time events

Adaptive User Prompts for completing key account actions

Multi-language Support and regional localization

In-Platform Messaging for help desk and status updates

Human + AI: Redefining Platform Support

While AI handles common requests and repetitive tasks, DLBCoin Exchange has expanded its human support teams for priority cases. The Smart Service Hub includes a direct-access routing engine that prioritizes user issues based on urgency and profile data, reducing wait times and improving resolution quality.

This hybrid approach ensures:

Instant AI support for general inquiries

Fast escalation to human agents when needed

Smarter ticket routing and resolution summaries

Looking Ahead: Personalization at the Core

The Smart Service Hub is just the first phase of DLBCoin’s broader user experience initiative. Future updates will include:

User sentiment analysis for proactive outreach

Learning-based customization of dashboard layout

Integrated educational modules tailored to user behavior

“Our users deserve clarity, speed, and care—especially in complex digital environments,” Monroe added. “This launch marks a shift toward intelligent service, where each user’s journey is uniquely understood and supported.”

About DLBCoin Exchange

Founded in 2019 and headquartered in Los Angeles, DLBCoin Exchange is a technology-driven financial platform focused on user empowerment, intelligent automation, and global service innovation. The company is committed to building secure, intuitive systems that elevate user experiences and support long-term digital engagement.

 

Disclaimer: 

The information provided in this press release is not a solicitation for investment, nor is it intended as investment advice, financial advice, or trading advice. It is strongly recommended you practice due diligence, including consultation with a professional financial advisor, before investing in or trading cryptocurrency and securities.

Media Contact

Organization: DLBCoin

Contact Person: Aubrey Miller

Website: https://www.digitalsect.com/

Email: Send Email

Country:United States

Release id:31938

View source version on King Newswire:
DLBCoin Exchange Enhances User Interface with Integrated Support Dashboard

This content is provided by a third-party source. King Newswire makes no warranties or representations in connection with it. King Newswire is a press release distribution agency and does not endorse or verify the claims made in this release.

file

About Author

Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.

Continue Reading

LATEST POST