All-In-One Insurance Agent Software | Launch Automation
superchargedfor life & health agents

InsuranceSales & Marketing,Automated.

The all-in-one system life and health agents wish existed. Capture every lead, automate the follow-up, book more appointments, and kill chargebacks, all from one login, so your time goes to selling instead of juggling software.

★★★★★  Trusted by hundreds of insurance agents
1,400+ features 10x more dials 60% lower cost 24/7 AI staff
Launch Dashboard Search…
Leads
248
▲ 32%
Appts
37
▲ 18%
Policies
12
▲ 25%
Leads This Week
Show Rate
68%
This month
Recent Activity
AI replied to a new lead 8s ago
New 5-star review received 12m
Appointment booked - 2:00 PM 1h
AI replied to a new lead in 8s
Appointment booked for 2:00 PM

Solve All Your Problems

This is how you'll capture, follow up, and close more policies

One platform replacing your whole tool stack
One System. One Login.

Launch replaces your entire software stack and cuts your bill by up to 60%.

CRM Website Builder Email Tool SMS App Funnel Builder Calendar Power Dialer Review Tool Social Scheduler Chatbot Forms & Surveys E-Sign Website Hosting Linktree Phone System AI Content System Prospecting Tools
All of it, in one login. One bill. Up to 60% less.
1,400+
Features In One Login
40+
Insurance Automations
10x
More Dials Per Hour
60%
Lower Software Cost
What Launch Solves

Every Problem Quietly Costing You Policies.

From getting found online to protecting your commissions, here is every leak in an insurance business and the exact Launch system that plugs it, across all 11 stages of running and scaling your agency.

Be Found Online

  • You're invisible to Google & AI Local SEO + geo-specific keywords
  • AI assistants don't recommend you AI search submission (ChatGPT, Alexa, Perplexity + 40 directories)
  • Locals find other agents first Google Business Profile setup + GBP sync
  • No social media footprint Multi-platform auto-posting (FB, IG, LinkedIn, TikTok, YouTube, GBP)
  • Your website doesn't rank Insurance-specific keyword optimization
  • Don't know what's working Google Analytics + Search Console tracking

Build Reputation

  • No reviews, no trust, no traffic Automated review requests after every appointment + closed policy
  • Reviews go unanswered AI-written, SEO-optimized response to every Google review
  • Google profile sits empty GBP optimization + posting + ranking tracking
  • No social proof on your site Auto-embedded testimonials from your review platforms
  • One bad review destroys your ranking Review escalation workflow alerts you and reroutes to private channel

Generate Leads

  • Empty top of funnel Done-for-you lead magnets (Will Kits, Inflation Guides, coverage calculators)
  • Not getting referrals Automated referral requests at peak client satisfaction
  • Old leads rotting in a spreadsheet Re-engagement + 12-month nurture sequences
  • Your website doesn't convert Smart site + AI voice + chat + capture forms
  • No system for cold outreach Power dialer + automated email + SMS campaigns
  • Don't know which source pays off Lead source tracking and ROI analytics

Capture Every Lead

  • Slow response = lost deals Instant outreach: text + email + voicemail drop fire simultaneously
  • DMs and messages go cold 24/7 conversational AI assistant
  • Missed calls = missed policies AI voice receptionist answers every inbound call
  • Missed calls on a budget Missed-call text-back fires within seconds
  • Website visitors leave without converting AI chatbot engages, qualifies, books
  • Lead inquiries pile up unanswered Auto-response on every form, DM, missed call

Book Every Appointment

  • Calendar chaos Smart calendar sync (15-min discovery / 30-min Zoom / 1-hour in-person)
  • Phone tag and back-and-forth Self-booking calendar link
  • No-shows burn your day Multi-touch reminder sequence + one-click reschedule
  • Don't know who you're talking to Pre-appointment intake form
  • Post-call follow-up falls through Automated post-appointment sequence (next steps, resources, quote)
  • Chained to the desk Full mobile app
  • AI booking 24/7 Chatbot + voicebot + missed-call text-back all book directly

Stay In Conversation

  • Scattered communication Unified inbox (text, email, calls, FB DM, IG DM, LinkedIn, web chat)
  • One follow-up, then forgotten 12-month automated nurture across SMS, email, voicemail
  • Booking friction kills pipeline AI booking on every channel
  • Lost context on every contact Full conversation history on each record
  • Inconsistent messaging across team Compliance-safe templates and scripts built in

Manage Your Pipeline & Calls

  • Deals slip through the cracks Visual drag-and-drop sales pipeline
  • Don't know which leads are hot Lead scoring (opens, clicks, visits, replies tracked)
  • Hours wasted dialing manually Power dialer with auto-voicemail drops
  • Lose track of who you called when Call recording + automatic logging on every contact
  • Hot leads buried in old folders Smart lists update in real time by tag, interest, life event
  • Can't run business from your phone Mobile app with everything

Underwriting & Compliance

  • Cases die in underwriting Visual underwriting pipeline (Pending → Submitted → In Review → Approved → Active)
  • Chasing clients for documents wastes hours 90-day automated document reminder sequence (SMS + email + voicemail)
  • Don't know which case is stuck where Stage-by-stage pipeline + agent alerts when nothing moves
  • Compliance violations risk your license Pre-approved scripts and message templates built in
  • Clients feel forgotten mid-process Automated client status updates per pipeline stage
  • Carrier resources scattered everywhere Centralized carrier resource hub (logins, docs, e-sign portals, support numbers)

Protect Your Commissions

  • Chargebacks crush your income Client Authorization Agreement signed digitally at point of sale
  • Downline chargebacks become YOUR problem Downline Agent Agreement makes the agent liable, not you
  • Lapsed policies disappear quietly Past Due pipeline auto-fires payment-recovery sequence + alerts you daily
  • New clients cancel within 30 days Active Client Workflow keeps them engaged through underwriting
  • No paper trail to dispute chargebacks Every signed agreement stored with timestamp + IP for dispute evidence
  • Renewals slip away Automated pre-renewal engagement sequence

Build Your Downline & Run A Team

  • Recruiting agents is manual and slow Dedicated recruitment funnel + digital agent application
  • Lose track of agents in different stages Downline pipeline (Recruited → Onboarded → Producing)
  • New agents lose motivation after week one 52-week automated SMS + email motivation sequence
  • No visibility into agent performance Full team dashboard with per-agent metrics, calls, deals, conversion
  • Leads go to whoever picks up first Round-robin distribution across agents
  • Every agent needs their own brand Custom webpage per agent, branded with their photo + bio + booking link
  • Team stepping on each other Roles, permissions, and assigned leads keep work clean
  • Onboarding new agents eats a week Done-for-you onboarding workflow per new recruit
  • Top producers under-leveraged Performance dashboards expose who to invest in

One Platform, All-In-One

  • Paying for 10+ disconnected tools One system replaces CRM, dialer, calendar, email, social, reviews, 60%+ savings
  • Generic tools don't speak insurance Built specifically for life, health, and Medicare agents
  • Tech setup is overwhelming Done-for-you build and configuration by the Launch team
  • No support after you buy Onboarding, training, and ongoing support included
  • Networking event = scrambling for business cards Link Tree page + QR code with everything in one place (calendars, apps, social, lead magnets)
  • Different setup every time you switch software One login, one dashboard, one source of truth

A Plan For Any Agent Or Agency

  • No time or skill to build it yourself Done-For-You Plan
  • Want the full platform, hands-on, for less Do-It-Yourself Plan
  • New leads go cold before you respond Instant Outreach Plan
  • Old leads rotting unworked in a spreadsheet Cold Reactivation Plan
  • Running a team with zero visibility Agency Plan
  • No social presence or bio link that converts Social Media Plan
  • AI feels overwhelming and you don't know where to start AI Setup

Everything Inside,
Supercharged.

Built on the #1 business software platform

We started with the most powerful business software platform on the market - then spent hundreds of hours engineering 40+ custom automations on top of it, purpose-built for insurance agents. The result is a supercharged, all-in-one system with everything below working together in a single login.

Unlimited users, leads & contacts Custom fields, tags & segments Smart pipelines & lead-source routing Team roles & permissions Mobile app (iOS & Android) Integrations & open API 15-min, 30-min & 1-hour calendars Domain connection & setup 1,400+ built-in platform features
Unified inbox (text, email, chat & DM) Two-way SMS messaging Email send & sequences Built-in phone & power dialer Ringless voicemail drops Social DMs (Facebook, Instagram, Google) Missed-call text-back Website live-chat widget WhatsApp & Messenger Call recording & tracking Local caller ID Trigger links & keywords Internal team notifications Mobile app messaging on the go
Smart CRM for every contact Opportunities & deal stages Visual drag-and-drop pipelines Full contact timeline & history Tasks, notes & reminders Appointment booking & calendars Quote & intake forms
High-converting agent website Multi-page website builder Lead-magnet & sales funnels Forms, surveys & quizzes Membership & course portals Blog builder for SEO content SEO & local visibility boost Social media planner Email & SMS campaigns Marketing templates Affiliate management tools QR codes for pages & offers
Dark or light design Home page Become An Agent page “Near Me” SEO page Contact page Link Tree page Indexed Universal Life (IUL) page Fixed Indexed Annuity (FIA) page Final Expense (FEX) page Term Life Insurance page Whole Life Insurance page Annuities page Mortgage Protection page Free Inflation Guide page Instant Quote to qualify leads Quick-apply forms Video funnel – Free Will Video funnel – Quote Video funnel – Survival Guide 15-min phone call calendar 30-min Zoom calendar 1-hour in-person calendar 5-star client testimonials Agent credentials & licensing Click-to-call, text & email Social media links Mobile & SEO optimized
Visual workflow builder Cold lead reactivation campaigns Instant lead follow-up systems Long-term nurture sequences Lead routing & assignment Appointment reminders & no-show recovery Trigger-based automations 40+ pre-built insurance automations
Application & Delivery – Term Life Application & Delivery – Whole Life Application & Delivery – Indexed Universal Life Application & Delivery – Mortgage Protection Application & Delivery – Annuities Application & Delivery – FIA Application & Delivery – Final Expense (FEX) Appointment Automation – 15 Minute Call Appointment Automation – 30 Minute Zoom Appointment Automation – 60 Min In-Person Appointment Automation – No-Show Appointment Automation – Trigger Links Appointment Cancelled Workflow Active Client Workflow Client Authorization & Consent Agreement Underwriting & Docs Workflow Chargeback Recovery Workflow Referral Request Workflow Review Request Workflow Testimonial Request Workflow Agent Downline Motivation Workflow Downline Chargeback Agreement Workflow New Agent Application & Delivery Workflow New Agent Contacted + Contract Workflow Contact Us Form Automation LinkTree QR Scan Workflow 12 Month Lead Nurture Workflow Cold Outreach Workflow Missed Call Text Back Workflow New Leads – Final Expense Lead Magnet – Last Will & Testament Kit Lead Magnet – Insurance Survey Lead Magnet – Inflation Survival Guide Conversational AI – Lead Processing Workflow Voice AI – Lead Processing Workflow Assign User Workflow
AI Employee working 24/7 Conversation AI (SMS, chat & DM) Voice AI & voice chatbot AI appointment booking AI review responder AI workflow actions & guardrails
Automated review requests Review monitoring & alerts Reputation dashboard Auto-publish reviews to your site Google Business Profile messaging Business listings sync Referral request workflows
Stripe payments & text-to-pay Invoicing & subscriptions Documents, contracts & e-signature Dashboards, analytics & ROI reporting
Schedule posts across channels Facebook, Instagram & Google publishing Visual content calendar Bulk scheduling & post queues AI caption & content help Post engagement analytics
More Coming Soon

A plan for any agent or agency

Done-For-You

We build, customize and run the entire platform for you, so you skip the tech and spend your time selling more policies.
3 Month Commitment Required
$497/mo
Best for: agents who want the whole system done for them.
  • Customized and optimized for you
  • ~30 hours of expert setup on your account in your first 90 days
  • Done-for-you A2P registration, domain, phone and SEO
  • Custom website edits and marketing copy written for your niche
  • Pre-built nurture campaigns for new leads and existing clients
  • We connect your calendar so appointments book themselves
  • Dedicated team plus priority support whenever you need it

Agency Plan

Total sales, marketing and CRM solution for your whole agency, plus a low cost solution for every agent so no lead slips through the cracks.
3 Month Commitment Required
$997/mo + agent seats
Best for: agencies, IMOs and FMOs scaling a team.
  • Custom agency website plus total visibility over every agent and lead
  • Instant round-robin routing so leads reach an available agent in seconds
  • Every agent onboarded done-for-you, no setup headaches
  • Track production, activity and follow-up across your whole team
  • Stop leads from dying in an agent's inbox unworked
  • 40 hours of senior dev time in your first 90 days
  • Up to 50% off agent seats as you grow
  • Weekly live training for the owner and every agent

Social Plan

Turn your social following into booked insurance clients. A custom link-in-bio page powered by our full Insurance GoHighLevel platform with 40+ automations.
$297/mo · 50% Off With HALFOFF
$148.50/mo
Best for: agents posting on social who want their bio link to actually convert.
  • Branded link-in-bio page with your photo, links & offers
  • Create unlimited content with built-in AI made for insurance topics
  • Publish to all social platforms in one click
  • Auto-repost daily, weekly or monthly to multiply reach
  • Turn comments and DMs into booked appointments
  • Full CRM, calendar, reviews & 1400 features included
  • Bio page live in 24 to 48 hours, cancel anytime

Cold Lead Reactivation Engine

Sitting on old or dead leads? We build a custom, ultra-targeted email and ringless voicemail campaign that wakes up your book of business and rebooks appointments.
Month-to-month · Cancel Anytime
$97/mo
Best for: agents sitting on a list of old or dead leads.
  • Done-for-you campaigns across email and ringless voicemail
  • Reactivate aged leads, old quotes and lapsed policyholders
  • Recover lost policies and rebook appointments from cold leads
  • Turn leads you already paid for into new commissions
  • Includes basic CRM and pipeline
  • A2P setup and configuration included
  • Does not include full GoHighLevel platform or platform setup

Instant Lead Connect Engine

New leads go cold in minutes. The second one comes in, AI calls, texts and emails them in seconds, so you reach them first, before your competition.
Month-to-month · Cancel Anytime
$97/mo
Best for: agents buying or generating fresh leads.
  • Speed-to-lead: respond in seconds, 24/7, even after hours
  • Auto call, text and email every new lead the moment it lands
  • Works with leads you buy or generate from any source
  • Never lose another lead to a faster agent
  • A2P setup and configuration included
  • Does not include full GoHighLevel platform or platform setup

Private AI Build Sessions

A hands-on 1-on-1 Zoom session where we map your AI game plan, set up your foundation, and build real automations with you live on your computer.
1-Hour Private Build Session
$200/session
Best for: agents, owners and operators who want AI working inside their real business, not another generic course.
  • Custom AI plan mapped to your business, tools and goals
  • Live Zoom session with remote build support
  • Claude setup, prompts, projects and workflows configured with you
  • Build real automations for follow-up, booking, content, client check-ins or operations
  • Optional Obsidian second brain setup for long-term business memory
  • Session recorded, you keep the replay and anything we build
  • Pay as you go, no retainer, no setup fee, no long-term commitment

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Built For Your Niche

Will Launch Work
For Your Niche?

You want software that fits the way you sell - a site that speaks to your market, your products front and center, and automations mapped to your customer's journey. Launch is built for insurance agents across every major line, with lead-generating websites, pipelines, and follow-up campaigns pre-built and ready to go.

Medicare

Pre-built funnels, AEP campaigns & compliant follow-up.

Life Insurance

Lead-gen site and nurture built to book appointments.

IUL

Educate and convert with done-for-you IUL campaigns.

Health Insurance

Capture, qualify, and follow up on health leads fast.

Annuities

Long-term nurture that turns prospects into clients.

Final Expense

High-intent funnels and rapid follow-up that closes.

Mortgage Protection

Done-for-you funnels and follow-up built to protect new homeowners.

Other Industries

We can help any business owner in any niche.

Start Your Free 7-Day Trial
Pre-built systems for your niche, ready the day you sign up.
Loved By Agents

Why Insurance Pros
Love Launch

Zero Risk To Start

Love It In 30 Days,
Or Your 2nd Month's On Us.

The DIY plan has a free 7-day trial. Check it out, if you don't love it - cancel and there is zero cost. Our Instant Lead Engine and Cold Lead Reactivation plans offer a "if you don't love it within 30 days, your second month is on us". All other plans offer no guarantees and no refunds. Some of our plans require a 3 month commitment.

7-Day Free TrialOn the DIY plan
30-Day Love-It GuaranteeOn all Solve 1 Problem plans
Cancel AnytimeDIY & Solve 1 Problem · 3-mo on Done-For-You
Before You Ask

Questions?
We've Got Answers.

The honest answers to what agents ask right before they switch to Launch.

Absolutely. We can help any business owner in any niche. We have dedicated the last couple of years to solving every problem insurance agents and agencies face, but we have experience in credit, funding, fishing charter, ecotourism, medspa, nail salons and many other industries. The automations and websites we build work seamlessly in any niche.

Correct. With our Done-For-You Plan, our team builds and configures everything for you - you never touch the tech. On DIY, you would handle all the setup and follow short step-by-step videos. GoHighLevel is the most versatile and feature rich platform on the planet - and also the most widely used. If you get stuck, there are millions of videos for every possible scenario and feature. We offer weekly live training and we also provide you with a knowledge base plus an AI assistant that can answer most questions 24 hours a day. The bottom line is, our platform consolidates hundreds of tools into one connected system so it can seem complex, but there are resources available to help guide you. If you want to avoid the complexities, sign up for our Done-For-You Plan.

We bring them with you. Send us your old leads and book of business and we'll clean, organize, tag, and import them into your CRM - so the system starts working them.

It depends on the plan. You get instant access the moment you join. Some of the plans we set everything up, others it's up to you. Carrier (A2P) texting approval can take 1-2 weeks. On Done-For-You, our team follows a 180-point standard operating procedure - allow up to 30 days for everything to be fully complete.

Your plan is one flat monthly price. The only extras are pass-through carrier messaging usage fees (low, pay-as-you-go) and a one-time ~$23.50 A2P registration. We offer additional add-on services that come at a cost.

Yes. Launch replaces your CRM, website, funnels, email, SMS, power dialer, calendar, AI chatbot, review tool, social scheduler, forms, and e-sign - for one login and one bill, typically around 60% less than piecing it together.

The AI voice is professionally AI-generated - it's not a clone of your own voice - but it's trained on your business and acts as an insurance expert. It knows your products, your market, and exactly how to talk to your leads, so every conversation comes across accurate, on-brand, and handled like a seasoned pro.

Absolutely - life, health, Medicare, IUL, annuities, final expense, mortgage protection, and group benefits. Every funnel, pipeline, and campaign is built for the way you sell.

We offer guarantees on some of our plans. The Instant Leads and Cold Outreach plans have an "if you don't love it within 30 days", your second month is on us - cancel anytime, no contracts, no questions asked. The DIY plan comes with a free 7-day trial. The Done-For-You plan is a long-term solution with ultra-customized systems set up just for you that we know you'll fall in love with, so it requires a 3-month commitment - but if you're not completely obsessed by the end of the third month, you're free to cancel.

Yes. Some of our plans come with eye-popping, ultra-polished websites, and we also build custom smart websites integrated with GoHighLevel automations. If you're interested in something custom, book a demo or give us a call.

The Bottom Line

Your Leads Are Going Cold
While You Read This.

Every day without a system is conversations missed and policies written by someone else. Flip the switch today - we'll have you up and selling fast.

Free 7-day trial on DIY   30-day love-it guarantee   cancel anytime