AI agents that handle prospecting, data sourcing, and outbound — reaching your ideal customers and COIs (loan officers, realtors, CPAs, lenders, and lawyers) so you can focus on closing.

  • AI-Powered Outreach

  • Done-For-You Service

  • Customers + COIs

How AI Agents Fill Your Calendar

AI Data Sourcing

AI Outbound Automation

AI Lead Qualification

Booked Meetings

Apex B2b Growth Logo
  • $125K Pipeline Added AI-sourced opportunities this month
  • 11 AI-Qualified Leads Added
  • Meeting Booked! Emma Smith, VP of Sales
  • Positive Reply This looks interesting, when can we chat?
  • COI Match Found Realtor added to priority pipeline

Like having an AI-powered sales team that never sleeps.

Sandra M, Founder

AI agents that automate prospecting, sourcing, and outbound — so insurance agents can focus on closing deals and building COI relationships

Your pipeline dies without AI when you're...

  • Manually prospecting
    when AI could do it.
  • Living feast
    then famine.
  • Missing COIs &
    ideal customers.

AI Agents Built for
Insurance Professionals

Trusted by 200+ insurance agents and agencies nationwide. Our AI agents leverage 10+ years of insurance industry data to automate sales, recruiting, and marketing — reaching customers and COIs at scale.

200+Insurance Agents & Agencies Using Our AI10+Years of Insurance AI & Data Experience100%Done-For-You AI-Powered Campaigns

AI Email Campaigns

AI-powered email sequences that reach your ideal customers and COIs — personalized for personal lines, commercial lines, group health, and referral partners.

AI SMS Outreach

AI agents send personalized text campaigns to prospects and COIs instantly, tailored to your agency's voice and target market.

AI Social DM Marketing

AI agents automate direct messaging across social platforms, starting real conversations with prospects, COIs, and decision-makers.

AI Telemarketing Agent

AI calling agents handle outbound calls to prospects and COIs — plus inbound automation that eliminates the need for a secretary.

AI Sales & Executive Agents

AI agents that nurture leads and COI relationships, gather documentation, help bind policies, and warm up opportunities for your closers.

Dedicated Account Management

Industry-experienced account managers oversee every campaign, ensuring everything runs smoothly with hands-on, white-glove service.

Who We Work With

  • Solo agents & independent producers
  • Mid-market agencies & brokerages
  • Wholesalers, MGAs & program administrators
  • COIs: loan officers, realtors, lenders, lawyers, CPAs
  • Acquirers & agencies looking to buy or sell
  • P&C, Financial Services & Group Health

Seamless Integration

  • AI integrates with any CRM or database you use
  • AI agents source, clean & validate all prospect and COI data

All commercial marketing is 100% exclusive to your agency — we never share your campaigns, data, or messaging with competitors.

How Our AI Agents Work For You

01

AI Data Sourcing

AI agents find, clean, and validate targeted lists of your ideal customers and COIs automatically.

02

AI-Crafted Messaging

AI creates personalized campaigns tailored to your market, appetite, and each COI relationship type.

03

AI Outbound Automation

AI agents launch multi-channel campaigns across email, SMS, DMs, LinkedIn Messenger, and AI telemarketing.

04

AI Nurturing & Closing

AI sales agents nurture leads and COIs, gather documentation, and warm up opportunities for your closers.

Wholesalers & MGAs

Looking to grow your retail agency network? Our AI agents identify, qualify, and get you in front of the right agents and agencies to appoint. We custom-design outreach campaigns based on experience from other wholesalers and MGAs who've scaled their distribution using our platform.

  • AI sources and qualifies retail agents in your target markets
  • Custom-designed messaging based on successful MGA campaigns
  • Automated outreach to agents writing in your specialty lines
  • Meetings booked with agents ready to hear about your programs

Agency Acquisitions

Looking to buy or acquire agencies? Our team custom-designs campaigns that identify, qualify, and connect you with agency owners interested in selling. We've helped acquirers across the country automate the grind of finding sellers — sharing proven messaging from others who've successfully closed acquisitions using our platform.

  • AI identifies agency owners who match your acquisition criteria
  • Proven messaging from successful acquisition campaigns
  • Qualify sellers by book size, lines of business, and geography
  • Get in front of interested sellers — automate the grind, free up your time

Our goal is simple: deploy AI agents that handle sales, marketing, recruiting, and service — saving you hours of prospecting, data sourcing, and outbound so you can focus on closing and building COI relationships.

AI Agents That
Work For You

Our AI agents handle prospecting, data sourcing, and multi-channel outbound — reaching your ideal customers and centers of influence (loan officers, realtors, lenders, lawyers, CPAs). Done-for-you. You just show up and close.

AI-Powered Data Sourcing

Our AI agents define your Ideal Client Profile, then source and validate hyper-targeted lists of prospects and COIs — loan officers, realtors, lenders, lawyers, and CPAs — so you only engage with high-value contacts.

Ideal Client Profile + List Intelligence
Learn More

AI Multi-Channel Outbound

AI agents work 24/7 across email, LinkedIn, SMS, and phone to start conversations with your ideal customers and COIs. Every message is personalized and sounds like it came from you — driving high engagement and positive replies.

Multi-Channel Outbound (Done-For-You) Marketing Graphic
Learn More

AI Qualification & Booking

AI agents manage all replies, handle initial questions, and qualify every lead and COI referral. Only genuinely interested, sales-ready prospects ever make it to your calendar — eliminating no-shows and wasted time.

Lead Qualification & Booking
Learn More

Predictable AI-Driven Growth

End the "feast or famine" cycle for good. AI agents turn prospecting into a reliable, always-on engine — sourcing data, automating outbound to customers and COIs, and filling your calendar so you can forecast with confidence.

Achieve True Predictability
Learn More

How AI Agents
Fill Your Calendar

Our AI-powered, done-for-you process automates prospecting, data sourcing, and outbound — filling your calendar with qualified customers and COI meetings.

1

AI Data Sourcing

AI agents build a data-driven profile of your ideal customers and COIs, then source and validate targeted contact lists automatically.

2

AI Outbound Automation

AI agents engage your ideal prospects and COIs across email, LinkedIn Messenger, phone, and SMS with personalized messages that get replies.

3

AI Qualification

AI agents handle reply management, lead qualification, and COI nurturing. Sales-ready meetings simply appear on your calendar.

4

Predictable Growth

AI agents continuously analyze data and optimize your campaigns, turning your pipeline into a reliable, always-growing asset.

Integrates With Your Systems

We connect with virtually any CRM or tool that has a Zapier integration or open API — so leads flow directly into the systems your team already uses.

AgencyZoomHubSpotGoHighLevelEZLynxSalesforceWorkableApplied EpicHawkSoftInsuredMineZapier

Ready for Qualified Meetings?

Get a custom plan on a short strategy call.

Results That
Speak for Themselves

AI-Powered Recruiting Automation

Whether you're hiring producers, CSRs, agency owners, or consultants — our AI recruiting automation sources, screens, and delivers top candidates so you can stop searching and start hiring.

Insurance CompaniesDistrict OfficesAgencies & Brokerages
Producers / Sales AgentsCustomer Service Reps (CSRs)Agency OwnersBusiness ConsultantsAccount ManagersTeam Leads & District ManagersUnderwriters& Any Insurance Role

Automation

Starting at $499/month

Headhunter-style automation redesigned and customized for your agency. We build the campaigns — you manage the replies.

  • Custom recruiting automation campaigns
  • Job board campaign management
  • LinkedIn Messenger outreach automation
  • Campaigns tailored to your ideal candidate profile
  • You manage incoming replies and interviews
Best for: Agencies with internal recruiters who want AI-powered sourcing at scale.
Most Popular

Done-For-You

$1,499/month

We build, manage, and optimize all recruiting campaigns plus assign a dedicated appointment setter to schedule interviews for you.

  • Everything in Automation
  • Fully managed campaign optimization
  • Dedicated recruiting coordinator / appointment setter
  • Interviews scheduled directly on your calendar
  • We work your existing vendor sources (Indeed, IdealTraits, WallStreetJobs, more)
  • You do nothing until interviews appear on your calendar
Best for: Agencies that want to fully outsource recruiting operations.

Full-Service

$2,499/month

Everything in Done-For-You plus our team takes the first interview — perfect for agencies without a dedicated recruiter.

  • Everything in Done-For-You
  • Our team conducts all first-round interviews
  • Candidate vetting and screening across all sources
  • We work all your vendor resources and our sourced candidates
  • Keep payroll down — leverage our team at a fraction of the cost
  • Only your top candidates reach your desk
Best for: Agencies without a recruiter or those short on time to conduct interviews.

Work Smarter, Not Harder

Join over 200+ insurance companies, district offices, and agencies outsourcing their recruiting and vetting to Apex B2B Growth. Whether you're sourcing agency owner candidates, selling an agency in an acquisition, or filling producer seats — our team sources top-notch candidates and helps get the job filled.

Start for as little as $499/month and outsource all your recruiting. Our team works with you to tailor in on exactly what your ideal candidate looks like — keeping your payroll down while leveraging our team at a fraction of the cost.

Custom Website Design for Insurance Agents

Your website is the first impression prospects and COIs have of your agency. We build custom, high-end websites that are fully SEO optimized and engineered to drive as many leads and as much traffic as possible — making it easier for customers to find you on Google and other search engines.

Single Page

1-page website

$899one-time

+ $89/month hosting

3-Page Build

Up to 3 pages

$1,899one-time

+ $89/month hosting

Most Popular

Full Website

5+ pages

$2,499one-time

+ $89/month hosting

All plans include 90 days of unlimited revisions after launch. Add Google & Social setup for +$249.

View Full Website Design Details

Sales Automation Playbook

Expert guides on leveraging AI agents for insurance sales automation, COI outreach, recruiting, and marketing.

Visit the Resource Center

Clarity Before You Commit

01

How is this different from other lead generation services?

We deploy AI agents that deliver qualified meetings, not just data lists. Here's how:

  1. AI-Powered Automation: AI agents handle prospecting, data sourcing, and multi-channel outbound to your ideal customers and COIs
  2. Personalized at Scale: AI crafts messages for prospects, loan officers, realtors, lenders, lawyers, and CPAs that feel authentic
  3. Done-For-You: We manage the AI agents, campaigns, and optimization — you just show up to close
  4. Consistent Results: AI agents work 24/7 to book conversations with decision-makers and high-value COIs

We don't just generate leads. Our AI agents build trust and lasting connections with the right people.

02

How much of my time is needed to manage this?

Minimal. After a 30-minute kickoff, our AI agents and team take full ownership.

Your only ongoing commitments are:
  • Attend brief (15-30 min) review calls. Give us feedback on prospect and COI quality so our AI agents can continuously optimize.
  • Show up for the meetings AI books for you. These are warm conversations with genuinely interested prospects and COIs — your only job is to bring your expertise.

AI handles the prospecting, sourcing, and outbound. You focus on closing deals and building COI relationships.

03

How quickly can I expect to see meetings on my calendar?

Typically, within 7 days.

While the exact timing can depend on the target audience, we prioritize creating immediate momentum. You'll start having meaningful conversations right away as we simultaneously refine and scale the campaign for consistent results.

04

Who is this service a perfect fit for?

This is built for insurance agents and agencies who want to leverage AI for:

  • Automating outbound to ideal insurance customers
  • Building COI referral networks (loan officers, realtors, lenders, lawyers, CPAs)
  • AI-powered recruiting, marketing, and sales automation
If you're an insurance professional ready to let AI handle prospecting and data sourcing while you focus on closing, this is for you.
05

Will this outreach feel like spam or hurt my brand's reputation?

Absolutely not. Protecting your brand is our top priority. Our AI agents craft meticulously personalized outreach that reflects your professional voice — whether reaching customers or COIs. We start valuable conversations, never spam.

Ready for a
Full Calendar?

No sales pitch. See how AI agents can automate your prospecting, reach your ideal customers and COIs, and fill your calendar.