How I'm Using AI as a Life Insurance Agent in 2025
Breaking Down How I'm Leveraging AI to Close More Deals, Automate Follow-Ups, and Scale My Insurance Business
Most agents are stuck grinding away—calling leads that don’t pick up, chasing people who never convert, and spending all their time on follow-ups that go nowhere.
In 2025, AI is my secret weapon.
It’s helping me book more appointments, close more policies, and make more money without doing any of the manual work.
Here’s how I’m using AI to grow my business (and how you can too).
Step 1: AI Follow-Ups So No Lead Gets Left Behind
Here’s the hard truth: Most agents lose sales because they don’t follow up fast enough or consistently.
❌ You get a lead, but you’re too busy to respond right away.
❌ By the time you call back, they’re already gone—someone else is already in their inbox.
❌ You don’t have a system to keep them engaged, and they slip through the cracks.
That’s where AI changes the game.
With unLocked CRM, every lead gets an instant, automated response.
✅ AI sends personalized texts and emails as soon as the lead comes in.
✅ Follow-up sequences are pre-programmed to keep leads warm.
✅ Appointment reminders go out automatically—cutting no-shows by 50%.
What’s the result? More conversations, more appointments, and most importantly—more policies written.
Step 2: AI Call Transcriptions & Notes (Never Forget a Lead)
If you’re not recording and transcribing your calls, you’re missing out.
I used to scribble notes during calls, hoping I’d remember everything. But the truth? I’d always forget key details.
Now? AI does all the hard work for me.
Every call I make is transcribed instantly by unLocked CRM.
📌 Key insights and important information get highlighted automatically.
📌 I never have to scramble to find my notes again.
📌 My follow-ups are always laser-focused because AI gives me the exact context I need.
This means when I follow up with a client, I sound like I remember everything.
I don’t have to ask the same questions twice.
I just pick up right where we left off.
That’s the kind of professional touch that wins clients.
Step 3: AI-Powered Client Engagement (So Prospects Don’t Ghost Me)
Most agents think they have a “lead problem.” They don’t.
They have a follow-up problem.
Leads go cold because agents don’t stay in front of them long enough or the right way.
Here’s how I fix that with AI inside unLocked CRM:
🔹 Automated Check-ins: AI sends personalized follow-ups at key moments—right after a quote, a few days later, and just before decision deadlines.
🔹 Smart Conversation Tracking: If a lead engages but doesn’t buy, AI keeps nudging them with relevant content, testimonials, and reminders.
🔹 Multi-Channel Follow-Ups: AI hits them where they actually pay attention—text, email, and even voicemail drops.
What happens? I don’t get ghosted. Leads stay engaged, and when they’re ready to buy, I’m the only agent they remember.
Instead of burning money on new leads, I’m maximizing the ones I already have—and that’s how I close more deals.
Step 4: AI-Powered CRM = More Sales, Less Effort
You can’t afford to be working harder in 2025.
You can either keep doing the same manual grind—cold-calling, following up by hand, and trying to remember who’s who—or you can start working smarter with AI.
unLocked CRM lets me close more deals with less effort.
🔥 Leads come in, get followed up with, and book appointments—all automatically.
🔥 Calls get transcribed, notes get written, and I never forget a lead.
🔥 Follow-ups happen at the perfect time, with no manual work involved.
And because of AI, I’m closing more policies with less stress. The AI does all the busy work.
Step 5: The Results? More Money, More Freedom, Less Stress
Here’s what’s actually happening with my AI system:
💸 I’m closing deals at a higher rate.
💸 I’m spending less time on manual tasks and more time talking to qualified prospects.
💸 Leads cost me less, but I’m making more because the AI filters out the noise and gets me only the best.
And here’s the kicker: I’m not just winning today—I’m building a system that will continue to pay me for years.
The truth? AI is no longer optional. It’s essential. If you’re not using it, you’re already falling behind.
Want to see how this works in action?
Book a demo with me, and I’ll walk you through how unLocked CRM can help you close more deals, work less, and make more money—all with the power of AI.
Don’t wait. The future of insurance sales is here—and it’s powered by AI.