Close More Deals. Cut Your Workload in Half. Instantly Match Clients with the Right Insurance Plan Without the Headaches.
Finally… an AI-powered sales system designed to help brokers close faster, convert more, and eliminate guesswork from underwriting and sales calls.
Intelligent Tools for Insurance Brokers
If you're like most brokers, you've wasted hours stuck on hold, waiting for underwriting answers. Or worse… lost deals because of avoidable mistakes. We built Insurance Sales Genie because we lived it too and we knew there had to be a smarter way. Create by brokers for brokers.
Client Intake & Matching
Multi-step form with health condition filtering that instantly displays qualifying insurance plans in a sortable table format. Plug in your client's info and get the best-matching plans perfectly filtered and explained in plain English.
Sales Call Analyzer
Upload call recordings to receive AI-powered feedback highlighting strengths and improvement areas. Pinpoint exactly what's costing you sales and get clear, actionable coaching on how to fix it fast.
AI Chatbot Assistant
Get real-time product information and client-specific recommendations through our intuitive chat interface. Get instant underwriting answers. No more hold times, callbacks, or waiting on carriers.
How Insurance Sales Genie Helps You Win More Deals (Without the Headaches)
Forget the guesswork, the back-and-forth emails, and the underwriting rabbit holes. Here's how our system makes your sales process faster, easier, and way more profitable:
Effortless Client Intake
Easily gather client details and health info through our smart, step-by-step intake form so you know exactly what products your client qualifies for, right from the start.
Instant AI-Powered Plan Matching
Stop sifting through endless plan options. Our AI instantly matches your clients with the best-fit products based on their unique needs with clear, easy-to-understand explanations.
Close More Deals, Confidently
Use real-time insights, sales call feedback, and product recommendations to guide conversations, answer questions on the spot, and seal the deal faster than ever.
Simple, Transparent Pricing
Get all these powerful AI tools for less than the cost of one missed deal per month. One saved sale covers your subscription 10X over.
Sales genie membership
$37/month
- Client intake & matching system
- AI underwriting chatbot
- Dashboard analytics
- AI sales call analyzer
What Insurance Brokers Say
Hear from brokers who have transformed their business with our platform.
Sarah Johnson
Independent Health Insurance Broker
"The client matching system has revolutionized my practice. I'm able to find the right plans for clients in minutes instead of hours."
Michael Rodriguez
Agency Owner
"The AI chatbot has become my secret weapon. It helps me answer client questions instantly and with confidence."
Jennifer Lee
Life Insurance Specialist
"The sales call analyzer has helped me identify patterns in my conversations and dramatically improved my closing rate."
Ready to Transform Your Insurance Business?
Join hundreds of insurance brokers who are growing their business with our AI-powered platform.
Get Started Now