Turn Every Lead Into a Policy
Convert more leads with InsureKit by ConversionKit
Live Call Transfers
Instantly transfer qualified leads to your agents when they're ready to buy. No more cold calls - every transfer is a warm, pre-qualified prospect.
Event Lead Capture
Automatically follow up with leads from Spartan races, marathons, and fitness events. Build rapport by discussing their achievements before offering coverage.
Referral Management
Track and nurture business referrals automatically. Convert warm introductions into policies with personalized follow-up sequences.
Instant Quoting
Generate personalized quotes in real-time during conversations. Capture age, health info, and coverage needs to provide accurate pricing instantly.
24/7 Lead Qualification
Qualify leads around the clock. Identify high-intent buyers, capture policy preferences, and schedule callbacks when your agents are available.
Multi-Channel Outreach
Reach leads via SMS, email, and phone. Coordinate touchpoints across channels to maximize response rates and conversions.
Transfer qualified leads while they're hot
InsureKit qualifies leads through natural conversation, then seamlessly transfers them to your agents when they're ready to buy. No cold calls, no wasted time - just warm, ready-to-close prospects.
AI engages leads with friendly conversation, building rapport and trust before qualifying them for specific policy types based on their needs and life situation.
When a lead expresses buying intent, they're instantly transferred to an available agent with full context - no repeating information, no lost momentum.
Intelligent routing ensures leads go to the right agent based on product expertise, availability, and performance metrics. Maximize close rates with perfect matching.
Hi, I just finished my first Spartan race! Thinking about life insurance now...
Sat 2:15 PM
Hello? Anyone there?
Sun 10:30 AM
Went with another company. Thanks anyway.
Mon 9:00 AM
Lead Lost - No Response
Convert event attendees & business referrals
Whether it's a Spartan racer, a new parent from a business referral, or a fitness enthusiast - InsureKit engages each lead with personalized conversation that builds rapport before discussing coverage.
Import leads from events, races, and fitness expos. AI follows up with personalized messages about their achievements before transitioning to coverage options.
Business referrals are handled with care - acknowledge the referrer, understand the lead's situation (new baby, new home, career change), and offer relevant coverage.
Track conversion rates by event source, referral partner, and lead type. Optimize your partnerships based on real performance data.
From lead to live call in under 5 minutes
Our AI qualifies leads through natural conversation, then seamlessly connects them to your agents when they're ready to buy.
Lead Engages
A prospect reaches out via SMS, chat, or responds to an outbound campaign.
AI Qualifies
Natural conversation uncovers needs, budget, timeline, and buying readiness.
Live Transfer
When ready to buy, the lead is instantly connected to the best-matched agent.
Close Deal
Agent receives full context and closes the sale with a warm, informed prospect.
Convert leads from every source
InsureKit adapts its conversation style based on how the lead came to you - whether from a race, a life event, or a business partner referral.
Fitness Events
Life Events
Business Referrals
Example: Spartan Racer Follow-up
Hey Mike! Congrats on finishing your first Spartan Sprint last weekend! The rope climb is no joke. How are you feeling?
Thanks! Still sore but already signed up for the Beast in October!
That's the spirit! Going from Sprint to Beast is a big commitment. With all that intense training, have you thought about making sure you're covered if something happens? Our Active Life plans are perfect for athletes like you.
Ready to transform your business's customer engagement?
Join hundreds of businesses already using AI to capture more leads and increase sales.