Austin, Texas, United States, 1st Jul 2025 – Agent Autopilot has launched a CRM platform built specifically for insurance agents, focusing on automation, ease of use, and smart organization. Designed by industry experts, it streamlines lead tracking, policy reminders, and client communications without the need for complex customization. The platform helps agents save time, stay organized, and close more deals efficiently.
“We built Agent Autopilot to solve a problem we experienced firsthand—client management in the insurance industry was fragmented, time-consuming, and outdated,” said Joshua Jones, Co-Founder, and Brandon Smotherman, Co-Founder of Agent Autopilot. “Our platform is designed to simplify every stage of the sales process, from first contact to policy renewal. We automate the repetitive tasks so agents can focus on what truly matters—serving their clients. At the end of the day, it’s about helping agents sell more with less stress.”
Agent Autopilot Services
At Agent Autopilot, we offer a comprehensive suite of tools designed to streamline insurance sales and client management. Our platform is built to empower insurance agents by automating key processes, improving organization, and maximizing productivity. Below is an overview of the services we provide:
- Lead Management and Tracking
Our CRM allows insurance agents to seamlessly track and manage leads from initial contact through to conversion. With our intuitive pipeline management system, agents can prioritize and nurture prospects more effectively, ensuring no lead is ever left behind.
- Automated Follow-Ups and Reminders
Say goodbye to missed opportunities. Agent Autopilot automates follow-up emails, SMS reminders, and appointment scheduling, ensuring that agents stay connected with clients and prospects at the right time without lifting a finger.
- Customizable Email and Text Campaigns
Engage clients and prospects with tailored email and SMS campaigns. Agent Autopilot’s built-in templates and automated sequences allow you to create personalized messages that resonate with your target audience—helping you build stronger relationships and stay top of mind.
- Smart Workflow Automation
Our platform comes with pre-built, customizable workflows to automate routine tasks like lead nurturing, policy renewals, and customer onboarding. This automation saves valuable time and ensures that agents maintain consistent communication with clients without manual intervention.
- Client Segmentation and Tagging
Organize your clients and leads based on specific tags and criteria, enabling more targeted marketing and follow-up strategies. This segmentation feature helps agents personalize their outreach and prioritize leads more effectively.
- Comprehensive Reporting and Analytics
Agent Autopilot’s detailed reporting tools provide real-time insights into your sales pipeline, lead conversion rates, and overall performance. These analytics help you make data-driven decisions to optimize your workflow and drive better results.
- Integration with Popular Platforms
Agent Autopilot seamlessly integrates with popular tools like Google Calendar, Gmail, and more, ensuring that all your communication and scheduling data is in one place. This integration streamlines your workflow and improves overall efficiency.
- Client Database Management
Keep all your client information organized and easily accessible with our secure database management system. From contact details to policy history, Agent Autopilot stores and organizes your client data in one centralized location, making it simple to retrieve important information at any time.
- Mobile-Friendly Interface
Access all your leads, client information, and sales tools directly from your smartphone or tablet. Our mobile-friendly platform ensures that agents can stay connected and productive, whether they’re in the office or on the go.
- Team Collaboration and Management
For agencies with multiple agents, our platform supports team collaboration with features that allow for shared tasks, lead distribution, and internal communication. Managers can easily oversee team performance and ensure that no opportunity is missed.
Award and Industry Recognition:
Agent Autopilot has been recognized as a pioneer in the insurance sales industry, driven by the remarkable leadership of Joshua Jones and Brandon Smotherman, Co-Founders of Agent Autopilot. With over 12 years of experience as a $400K+/year top producer in Final Expense Planning Sales, Joshua Jones and Brandon Smotherman have consistently demonstrated an unmatched ability to drive success in insurance sales. Having trained and mentored hundreds of agents, they are trusted authorities in leveraging cutting-edge automation and AI to revolutionize how agents approach their sales processes.
As Masters of automation-driven cross-selling, Joshua Jones and Brandon Smotherman personally closed over 400 Medicare applications using a proven, repeatable process. This innovative approach has transformed the traditional sales model into a streamlined, AI-enhanced experience, empowering agents to close more deals with less effort. They are also the co-creators of A.C.T.I.V.A.I.
, the industry’s first fully automated lead conversion system, which has become a game-changer for agents looking to scale effortlessly.
Agent Autopilot’s commitment to innovation and excellence in the insurance industry has not gone unnoticed. With more than 10 years of high-level insurance sales experience and a history of generating $200K+/year as top Final Expense producers, Joshua Jones and Brandon Smotherman continue to lead the way in helping agents achieve extraordinary results through automation, AI, and expert training.
Recognized as leaders in transforming traditional insurance sales into a highly efficient, automation-driven process, Agent Autopilot is shaping the future of the industry and empowering agents to scale their businesses like never before.
About Agent Autopilot
Agent Autopilot is a cutting-edge CRM platform designed specifically for insurance agents. Co-founded by industry experts Joshua Jones and Brandon Smotherman, Agent Autopilot simplifies client management, lead tracking, and sales processes through powerful automation and AI-driven tools. With a focus on efficiency and scalability, the platform empowers agents to close more deals, nurture client relationships, and streamline their workflow with ease.
Ready to simplify your sales process? Visit https://agentautopilot.com today to learn how Agent Autopilot can help you scale your insurance business effortlessly.
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:30098
View source version on King Newswire:
Revolutionizing Insurance Sales Agent Autopilots CRM Simplifies Client Management
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