Automating with precision and skill
The ECHO System — AI-Driven Sales Software
Built for independent life insurance agents that are here for the business, and not just the ride. Maximize your potenial with our AI agents that will call and text your leads, qualify and live transfer them in real time, and rebook chargebacks, follow ups, and buyers—so you close more policies with less effort.
Results you can see—and trust.
Four ways our AI agents boost your sales: outbound calling, two‑way texting, lead qualification, and instant CRM updates.
AI Outbound Calling & Appointment Setting
Automatically call new leads within seconds, qualify them with an AI trained to handle an objection, and recieve a live transfer or let the AI book appointments directly on your calendar.
AI SMS Agents
Conversational SMS nurtures leads, books, appointments, sends reminders, and follows up instantly. No need to ever touch the keyboard.
Chargeback & Missed Appointment Follow Up
Tired of endlessly calling appointments and chargebacks. and never getting ahold of them? Now, our AI agents will handle that for you to keep profitability and persistency high.
Simple Step-by-Step Use
With our precisely structured automated workflows, using this software has never been easier. Important your leads, add a tag, and label your sold policies. The AI handles the rest!
Outbound Voice AI Dialer
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