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Streamline Client Management How Agent Autopilots CRM Transforms Insurance Agencies

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1 week ago

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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.

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Dr. Lindsay Martel Montgomery Advocates for Centering Indigenous Voices in Archaeological Research

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49 minutes ago

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June 7, 2025

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Ontario, US, 7th June 2025, ZEX PR WIRE, In the evolving landscape of archaeological research, Dr. Lindsay Martel Montgomery emerges as a prominent and courageous advocate for an approach that not only acknowledges but centers Indigenous perspectives, governance, and knowledge systems. Her work exemplifies a broader movement to reimagine archaeology as a collaborative, ethical, and community-grounded discipline. As an Associate Professor in the Department of Anthropology and the Centre for Indigenous Studies at the University of Toronto, Dr. Montgomery is helping to set a new international standard for how archaeology can evolve with social justice at its core.

A Commitment to Collaborative Research and Relational Practice

At the heart of Dr. Lindsay Martel Montgomery’s work lies a commitment to collaborative methodologies. She emphasizes that the future of archaeology must be defined by partnerships with descendants and local communities. Her leadership in the Picuris Pueblo Archaeological Research Project (PPARP) demonstrates a deep, reciprocal relationship with the Tribal Nation in northern New Mexico. Rather than conducting extractive research, the project is designed with the Picuris Tribal Council to ensure community needs and priorities shape all aspects of the research—from question development to data analysis and interpretation.

“Archaeology must be about more than discovery,” Dr. Montgomery says. “It must be about relationships—building trust, sharing intellectual authority, and honoring the knowledge systems that have existed long before universities or academic institutions.” For Dr. Montgomery, collaboration is not merely a research strategy; it is an ethical imperative and a decolonial commitment.

Upholding Indigenous Data Sovereignty

Dr. Lindsay Martel Montgomery integrates the principles of Indigenous data sovereignty into all facets of her research. The CARE Principles—Collective benefit, Authority to control, Responsibility, and Ethics—serve as a foundational guide for her work. These principles challenge traditional academic frameworks that often marginalised Indigenous communities’ rights over their own histories and cultural data.

By allowing Indigenous partners to retain control over the stewardship, storage, and future use of archaeological data, Dr. Montgomery fosters a model of shared responsibility and long-term accountability. Her publications, such as The Archaeology of Settler Colonialism in North America, critique historic archaeological practices and push for a future where Black and Indigenous communities are not merely subjects of research but co-authors of the archaeological record.

Redefining the Classroom: Transforming Pedagogy and Power

At the University of Toronto, Dr. Lindsay Martel Montgomery is equally transformative in the classroom. Her teaching goes far beyond traditional lectures—it serves as a platform for critical pedagogy and co-learning. Courses like “Indigenous Archaeologies” and “Fight the Power,” expose students to non-Western epistemologies, challenge them to interrogate colonial power structures, and prepare them to become politically-engaged researchers.

Dr. Montgomery regularly incorporates BIPOC scholars into her syllabi, allowing students to engage directly with perspectives that have historically been excluded from academic discourse. These engagements are an essential aspect of her anti-colonial approach to changing what voices and experiences are considered valid within the discipline of archaeology.

Additionally, her courses often include applied components, such as student partnerships with Indigenous-led organizations and applied research with museum collections and exhibition design. These experiential learning opportunities cultivate cultural humility and show students how critical and ethical practices can be implemented in real-world contexts.

Expanding the Global Dialogue on Ethical Archaeology

Dr. Lindsay Martel Montgomery’s influence reaches far beyond the U.S. and Canada. She is increasingly recognized as a global leader in ethical, community-centered archaeological research. Her work is frequently cited in scholarly journals and has contributed to shaping policy discussions in institutions across Europe, New Zealand, and the Americas. Most recently, she co-authored a landmark article inSAPIENS outlining the Journal of Social Archaeology a roadmap for integrating anti-colonial and collaborative approaches Indigenous governance structures into archaeological practice. This framework of “reclamation” is now being referenced by researchers, museums and universities seeking to redesign their research ethics protocols.

Dr. Montgomery is also a sought-after speaker at conferences and symposia, where she shares practical strategies for community engagement, anti-colonial research design, and museum decolonization. Her workshops on decolonizing pedagogy and anti-racism in heritage interpretation have helped scholars, curators, and administrators rethink how Indigenous belongings are displayed and contextualized, ensuring consent and collaboration at every level.

Looking Ahead: Archaeology as a Tool for Justice

As the archaeological field confronts calls for decolonization and reparative justice, Dr. Lindsay Martel Montgomery continues to challenge institutions to move beyond performative gestures. For her, it is not enough to acknowledge past wrongs—archaeologists must actively work to change structures, redistribute power, and repair harm. “True decolonization is not symbolic,” she insists. “It’s material. It;s about who leads the research, how benefits are distributed, and whose stories are prioritized.” This perspective is evident in every aspect of her work—from her syllabus design to her field collaborations and publications.

In an era where conversations about colonial legacies and social justice are at the forefront, Dr. Montgomery’s scholarship and activism offer a model for transformation. She bridges theory and practice with clarity, compassion, and a deep sense of responsibility. Her work
not only critiques the colonial foundations of archaeology but also lays out a roadmap for a more inclusive and equitable discipline.

Her vision is bold but clear: archaeology must serve the communities it studies, not the institutions that fund it. And in pursuing that vision, she continues to set a new global standard for ethical engagement.

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VestPi Launches Powerful New Website and All-In-One Marketing Dashboard Built for the Future of Web3 Growth

Published

6 hours ago

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June 7, 2025

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June 2025 — VestPi, a leading Web3 marketing and growth partner, has officially unveiled its revamped website and cutting-edge marketing operations dashboard, setting a new standard for performance tracking and campaign management across the blockchain space.

With a clean, intuitive interface and robust backend functionality, the newly released VestPi dashboard is designed to serve both internal teams and partner marketing agencies, giving users a 360° view of their campaigns, KPIs, and client outcomes in real-time.

A Unified Hub for Campaign Management

The all-new VestPi dashboard consolidates campaign data, service metrics, deliverables, timelines, and feedback loops in one cohesive environment. Clients and partners can now:

  • View live campaign status (KOL posts, traffic, conversion)
  • Track token sale performance and social growth KPIs
  • Monitor timelines, deliverables, and service logs per milestone
  • Access a centralized portal for documentation and team collaboration

Planning to run a private token round, influencer campaign, or post-TGE growth initiative, users benefit from transparent tracking and immediate access to campaign analytics.

Built for Agencies, Built for Scale

Unlike generic dashboards, the VestPi platform is tailored specifically for Web3 marketing agencies and project teams. Its flexible architecture allows third-party agencies to white-label and plug into the system, enabling:

  • Seamless onboarding of clients under separate workspaces
  • Team-specific roles and permission management
  • Custom KPI tracking modules for influencers, media buys, and growth sprints
  • Multi-client dashboards for marketing agencies managing 5 – 50+ projects

Already, early agency partners using the system have reported a 25–40% improvement in operational efficiency, citing reduced reporting time and better team coordination.

AI-Powered Insights on the Roadmap

In the next phase of its roadmap, VestPi is integrating artificial intelligence to further empower marketing teams and project founders. Planned features include:

  • Client Upsell Intelligence: AI models trained on 1000+ Web3 campaigns will provide personalized recommendations on upsell opportunities based on campaign patterns and client lifecycle behavior.
  • Trend Detection Engine: Natural Language Processing (NLP) will analyze social media, Telegram groups, Discord channels, and influencer chatter to detect trending Web3 services (e.g., KOLs in niche verticals, DAO growth tools, community gamification strategies).
  • Budget Optimization Models: Predictive algorithms will recommend spend allocation adjustments based on ROI analysis across marketing channels.
  • Sentiment & Community Health Monitoring: Real-time tracking of community morale and engagement sentiment to preempt potential churn or backlash.
  • Automated Reporting System: Weekly PDF and dashboard reports generated with insights, charts, and suggested next steps.

VestPi’s AI layer will be trained on anonymized campaign data, feedback loops, and platform usage from over 300+ projects across DeFi, GameFi, RWA, L1s, and NFT sectors.

About the New Website

The updated website reflects VestPi’s refined brand identity and enhanced focus on transparency, results, and innovation. Visitors can:

  • Explore case studies from projects that raised successfully scaled with our support
  • Learn about our end-to-end services, including KOL management, growth strategy, media coverage, influencer activations, and more
  • Apply for partnership or service onboarding directly via smart forms or TG

A Platform for the Next Phase of Web3 Growth

With over $200,000+ in marketing deals closed in the past 26 months and a growing list of trusted partners, VestPi is positioning itself as the go-to infrastructure for performance-driven Web3 marketing. The platform is ideal for:

  • Launchpads looking to offer managed growth to incubated projects
  • Investors seeking campaign transparency post-investment
  • Agencies tired of managing operations in spreadsheets or Notion
  • Web3 founders scaling past initial product-market fit

For partnership inquiries, onboarding, or a live demo of the dashboard, visit www.vestpi.com or contact us at contact@vestpi.com.

For business collaborations, reach out to us business@vestpi.com.

To request for a free proposal, reach out to us on Telegram.

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Optimize Your QuickBooks Files for Faster, More Accurate Financial Management

Published

22 hours ago

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June 6, 2025

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Kingston, US, 6th June 2025, ZEX PR WIRE, As businesses grow, so does the amount of data in their QuickBooks files. Over time, these files can become cluttered and slow, leading to decreased performance and potential errors. QuickBooks file optimization is a crucial service that improves both the speed and accuracy of your accounting system, helping businesses run more smoothly.

Large QuickBooks files can slow down your system, especially when generating reports or reconciling accounts. File optimization reduces the size of the file, removes unnecessary data, and reorganizes it for better performance. This results in faster processing times and a more efficient workflow, saving you time and reducing frustration.

A cluttered QuickBooks file can lead to mistakes, such as duplicate transactions or discrepancies in reports. Optimizing your file ensures that your financial data is clean and organized. By removing outdated records and fixing data inconsistencies, you reduce the risk of errors in your financial reports, which is essential for making informed business decisions.

As QuickBooks files grow in size, the likelihood of corruption or data loss increases. Regular file optimization helps identify and address potential issues early, preventing corruption and ensuring that your data remains intact. This proactive approach can save your business from costly and disruptive downtime.

QuickBooks file optimization helps streamline your accounting data by eliminating inactive accounts, old transactions, and irrelevant entries. This not only improves performance but also makes it easier to manage your financial information, keeping your system organized as your business grows.

QuickBooks file optimization is a simple yet effective way to ensure that your accounting system runs efficiently and accurately. By improving system performance, enhancing data integrity, preventing file corruption, and simplifying data management, optimization helps your business save time and reduce the risk of costly errors.

About E-Tech

E-Tech is the leading service provider of QuickBooks File Repair, Data Recovery, QuickBooks Conversion and QuickBooks SDK programming in the UK and Ireland. In our 20 years plus of experience with Intuit QuickBooks, we have assisted over a thousand satisfied customers with their requirements.

We offer a range of services for existing QuickBooks users and provide comprehensive solutions for small businesses. Additionally, our expertise covers the US, UK, Canadian, Australian (Reckon Accounts), and New Zealand versions of QuickBooks (PC and Mac platforms).

For media inquiries regarding E-Tech, individuals are encouraged to contact Media Relations Director, Melanie Ann via email at Melanie@e-tech.ca.

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