Start here · In pilot
Insured OS Core · Automation software for life and annuity agents
Know who to call, what to say and what happens next.
The sales engine and client care system for life and annuity agents, with compliance checks built in.
9:41● ▰
Insured OSSample
TUESDAY, NOVEMBER 17Good morning.
Good morning.
Here’s your day.
6Calls
2Meetings
3Drafts
Start with the Garcias
Phone interview done.
Records requested.
One lapse alert
A caring script is ready.
3 follow-ups to approve
What’s next today?↑
Follow-up draftSample
Hi Maria, just checking in after our conversation. Is there a good time to catch up this week?
CASE UPDATEGarcia family
Records requested · You’re up to date
Illustrative preview · Sample data
In short
What is Insured OS Core?
Insured OS Core is the base of Insured OS and the part every agent needs. It runs your selling day (leads, follow-up, meetings, needs analysis, applications and pending cases), looks after clients once they buy, and checks consent and calling rules before anything goes out. It works inside Claude with the CRM you already use.
Insured Care
Foundations
02A closer look
Built for the way you sell
New agent
Know who to call today and what to say.
Busy producer
Get your evenings back.
Final expense agent
Act on a missed payment the day you're told.
IUL and annuity advisor
Clean, complete cases every time.
03How it works
Insured Sales: your sales engine
Every lead moves through the same six steps. You approve every new message.
Lead
Every lead and source in one place, with consent proof saved. New leads scored, aged leads revived where consent exists.
First touch
Life insurance lead follow-up, drafted within minutes in your voice. Sequences, no-show recovery and quote follow-ups, ready to approve.
Meeting
Booked, reminded and prepped on one page. A guided fact finder and life insurance needs analysis, with plain-English explainers.
After the meeting
A 60-second voice note becomes notes, tasks, a CRM update and the follow-up draft.
Application
A complete case packet, with replacement and best-interest forms flagged. It fills the e-app with you watching and stops before you sign or submit.
Pending case
Exams, phone interviews and doctor's records tracked. Clients get honest updates, never health details.
04In practice
Your sales coach
Practise with Claude as a nervous or skeptical client. Get your calls reviewed and build an objection library. It never coaches pressure tactics.
New to selling? Read how to sell life insurance, the life insurance leads guide, or try the free needs calculator.
05A closer look
Insured Care: clients for life
The sale is the start. Core looks after every family for years.
Insured Welcome
One command when a family says yes. Their checklist page, materials and check-ins, in your brand.
Before the app · Underwriting · Delivery · First 90 days · Every year
Client care
Annual reviews, birthday notes, beneficiary checks and a yearly family protection report.
Lapse rescue
A missed payment can mean an insurance policy lapse. The day the notice arrives, you get an alert and a caring script.
Chargeback watch
See commission at risk on young policies, and who needs a check-in this week.
Plus a term conversion radar and a gentle claim support checklist.
06A closer look
Foundations
Setup interview
20 minutes, by voice if you like.
Daily brief
Your day on one phone screen.
Compliance guard
Checks consent, opt-outs, Do Not Call flags and calling hours before anything sends.
Your voice
Every draft sounds like you.
Your CRM or ours
A built-in CRM in Claude Sheets if you need one.
Income goal math
An estimate from your own numbers.
Skill creator
Turn any routine into your own command.
Coming soon
Weekly social posts and Spanish.
07Made for your day
Does Core work with my CRM?
Already have a CRM? Keep it. Core works with GoHighLevel and HubSpot, and other CRMs connect through Zapier or the browser. No CRM? It builds one for you, with a dashboard.
Your client dashboardSample
Every next step, in sight.
06Calls today
02Meetings
03Ready to review
GT
The GarciasPhone interview done
On trackJW
James W.Annual review due
AT
Alex T.Records requested
08The details
What Core will never do
Sign or submit an application.
Promise approval, rates or returns.
Message anyone without consent, or after they opt out.
Put health details or policy numbers in a message.
Post without your approval.
09In practice
Pricing
Pricing coming soon. Start with Core. Growth, Studio, Recruit, HQ and All Access are coming soon.
10A closer look
Questions about Core
Do I need Core to use the other products?
Yes. Core holds your profile, voice, compliance rules and client files. Growth, Studio, Recruit and HQ all build on it.
Does Core send messages on its own?
Only reminders you approved once, like birthday notes. Every new message waits for your approval, after Core checks consent, opt-outs, Do Not Call flags and calling hours.
Can Core fill out carrier applications?
It builds the case packet and fills the e-app in your browser with you watching. It stops before any signature, submit or payment. You sign and submit.
What lines does Core cover?
US term life, whole life, IUL, final expense, mortgage protection and annuities. Not Medicare, health or property and casualty yet.
Your next step
See Core with your own clients.
A 20-minute call. Bring your real day.