AI that knows insurance. Built-in dialer. TCPA compliance. Prospectus builder. Commission tracking. Everything you need to write more policies — nothing you don't.
6
AI Brains
<5 min
Speed to Lead
100%
TCPA Compliant
7-Year
Audit Trail
Sound familiar?
Vendors email leads. You copy-paste into a CRM. By the time you call, they've already talked to 3 other agents. Average response time in insurance: 47 hours.
Compliance checks, prospectus formatting, renewal tracking, commission spreadsheets. The work that doesn't close deals eats 60% of your day.
You spend $3K/month on Google Ads but can't trace a single policy back to a keyword. Your CRM doesn't connect ad clicks to commission checks.
See Ace in Action
Ace combines six specialized intelligence brains to handle every aspect of your insurance business.
3 hot leads need calls before 10am
John M. (Quality: 92) · Sarah K. (Quality: 87) · Mike R. (Quality: 85)
Robert Chen — wife diagnosed yesterday
All selling paused. Send care message only. 30-day hold.
$12,400 in commissions processing
Q1 estimate: $2,800 set aside for taxes. S-Corp election saves $1,200.
'max funded iul' keyword: 8.3x ROAS
Scale budget from $30 → $60/day. Cut 'iul explained' (-$420 waste).
Generated for John Martinez
Indexed Universal Life — Retirement Strategy
Based on: Age 52, $180K income, Goal: tax-free retirement income
Simplify Your Stack
What you're paying for now
AgencyEngine
Starting at $79/mo
Everything connected. Ace runs it.
Built for Insurance
Six specialized AI brains work together to run your day. Ace reads your pipeline, prioritizes your calls, drafts your messages, and flags sensitive situations before you make a mistake.
Why AgencyEngine
Close CRM has a great dialer. But it doesn't know what TCPA compliance means, can't build a prospectus, and has never heard of a 1035 exchange.
Attio has beautiful AI. But you can't make a single phone call from it. No SMS. No dialer. It's a data platform, not a sales tool.
GoHighLevel can do everything. But you'll spend 3 months building the insurance workflows it should have had from day one.
AgencyEngine was built by insurance people, for insurance people. That's not a feature list. That's a different product.
Security & Privacy
Insurance demands the highest standard of data privacy. Agency Engine was built for it from day one.
Your client data never touches OpenAI, Google, or any public AI model. Ace runs on Anthropic's Claude via a private API with zero data retention.
Every agency gets its own isolated data environment with row-level security. One agency's data is never accessible to another — even in error.
Ace's Compliance brain checks every outgoing communication for TCPA violations, suitability issues, and advertising rule breaches before anything is sent.
Every AI decision, every communication, every compliance override is logged with a 7-year retention period. Your E&O carrier will love you.
Pricing
Core
per user
Pro
per user
Max
per user
Add Agency View
Team leaderboard, deal accuracy reports, and pipeline forecasting for up to 5 producers.
$50/mo
for up to 5 producers
Overages: Voice $0.05/min · SMS $0.03/msg · Email $0.005/ea
7-day free trial. Full Pro plan access. No credit card required.