For Insurance Agents

Meet Ace, the AI co-founder that grows your book while you sleep.

Follow-ups in seconds. Quotes and carrier research on demand. Onboarding, renewals, and cross-sell, drafted for you 24/7. Ace is the teammate every licensed agent wishes they'd hired years ago.

No code. Works with the tools you already use.

Ace AI co-founder assistant drafting insurance lead follow-ups for a licensed agent
Ace · just now
"Drafted 4 follow-ups from last night's leads. Two look ready to bind, want me to send?"
The problem

The leads are there. The follow-up isn't.

Slow speed-to-lead

By the time you get back to a fresh lead, three other agents already did. The first response usually wins.

Drowning in admin

Quotes, forms, notes, follow-ups. The paperwork keeps you from the conversations that actually close.

Missed renewals & cross-sell

The easiest revenue in your book is the clients you already have, and it's slipping through the cracks.

Meet Ace

A teammate you actually talk to.

Ace isn't another dashboard to log into. It's a persona, a co-founder you chat with like a coworker. Tell Ace what happened on a call, paste in a lead, ask for a quote breakdown. Ace does the work in the background so you can stay in front of clients.

You review anything client-facing before it goes out. Ace drafts, you approve.

Replies to fresh leads in seconds, in your voice

Pulls quote & carrier research in plain English

Drafts client emails, texts, and onboarding sequences

Flags upcoming renewals and cross-sell openings

Handles objections with proven agent scripts

Analyzes your book and surfaces the next best action

How it works

How Ace works for insurance agents

01

Get your Ace

We set up your Ace persona with you, trained on your voice, your carriers, and your products.

02

Put Ace to work

Drop in leads and calls. Ace drafts follow-ups, quotes, onboarding, and renewal outreach on demand.

03

Grow your book

Faster response times, tighter follow-through, more cross-sell. You focus on the sale, Ace handles the rest.

Built for insurance

Ace handles the work that eats your week.

Life, health, P&C, Medicare, final expense, Ace speaks agent. You review anything client-facing before it sends.

Instant lead follow-up drafts

Fresh lead in → personalized text and email out. Ace matches your tone.

Quote & carrier research summaries

Ace pulls together carrier options and coverage notes in plain English.

Client onboarding sequences

New policy? Ace drafts the welcome, docs, and check-in cadence.

Renewal & cross-sell outreach

Ace watches your book and flags the next conversation to have.

Objection-handling scripts

Real objections, on-brand responses, ready before your next call.

Book-of-business analysis

Segment clients, spot gaps, and surface your highest-value opportunities.

What's included

What's included in Agent Autopilot

Ace persona + prompt pack

The full Ace system prompt, tone, and library of ready-to-use prompts.

Agent Autopilot playbooks

Step-by-step SOPs for follow-up, onboarding, renewals, and cross-sell.

Weekly live builds with Jay

Real builds, real questions, every week, recorded for the vault.

Private community

A room full of licensed agents shipping the same systems you are.

Template library

Emails, texts, scripts, and workflows you can lift and adapt.

Founding bonus

Free Done-With-You setup

We build Ace with you on a private call, dialed to your voice, your carriers, and your workflow. Only for the Founding 50.

Trust & security

Built on secure, certified infrastructure.

Agent Autopilot runs on Lovable, a platform that is SOC 2 Type 2 and ISO 27001:2022 certified, with encrypted data storage and row-level security on every submission. Your information is protected by the same standards trusted by enterprise software teams.

  • SOC 2 Type 2
  • ISO 27001:2022
  • Encrypted at rest
  • Row-level security
Pricing

Agent Autopilot pricing

After the first 50 members, the price moves to $197/mo. Founders keep $97 forever.

Founding Member

Agent Autopilot

Limited to 50
$97/month · locked for life

Regular price $197/mo

  • Ace persona + prompt pack
  • Agent Autopilot playbooks
  • Weekly live builds with Jay
  • Private agent community
  • Full template library
  • Founding bonus: free Done-With-You setup
Join the Founding 50
14-day money-back guarantee
Cancel anytime
Jay J.P. Peak speaking on stage at an insurance agent coaching event.
Meet Jay

Built by a working agent, for working agents.

Jay J.P. Peak is a National Best-Selling Author (co-author of Success Today with Brian Tracy) and author of Sales Skills to Live By. With 20+ years in the business and over $100M in life and annuity premium sold, and as host of the Insurance Agent Coaching by Jay Peak YouTube channel, Jay built Agent Autopilot for the agents he coaches every week.

  • National Best-Selling Author
  • Co-author with Brian Tracy
  • 20+ years in business
  • $100M+ in life and annuity premium sold
  • YouTube: Insurance Agent Coaching
Founding cohort

Agent Autopilot is a new program, the Founding 50 are onboarding right now. Verified member results will be published here as they come in.

Questions

Frequently asked questions

No. If you can send a text and use email, you can run Ace. Everything is chat-based and uses tools you already have, no coding, no complex stack.

No. Ace does the drafting, research, and busywork. You stay the licensed professional making the calls, building the relationships, and closing the business.

You stay in the loop on anything client-facing. Ace drafts, you approve and send. That workflow keeps you in control of what goes out under your license.

Ace works with Claude and other common AI tools. We show you exactly how to set it up on your preferred stack during onboarding.

Yes, cancel anytime, no contracts. We also back it with a 14-day money-back guarantee. If it's not for you, we make it easy.

Yes. Agent Autopilot is built on Lovable, an infrastructure platform that is SOC 2 Type 2 and ISO 27001:2022 certified. Your data is encrypted at rest, submissions are protected by row-level security, and you always stay in control of anything client-facing. Ace drafts, you approve and send, so nothing goes out under your license without your review.

Founding 50

Stop losing leads to slow follow-up. Put Ace on the job.

$97/mo locked for life. Free Done-With-You setup. 14-day money-back guarantee. Cancel anytime.

Join the Founding 50
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Get the free Agent AI Starter Kit

5 prompts, 3 workflows, and Ace's core system prompt, sent to your inbox.

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Join the Founding 50, $97/mo