Boatman Systems offers an AI-powered client acquisition engine that automates lead generation and qualification for life insurance agents. The platform manages ad campaigns, builds sales funnels, and uses AI for lead nurturing and appointment booking, delivering exclusive, high-quality leads directly to agents.
Funding
Funding not disclosed
Founders
Product
Problem
Life insurance agents often struggle with consistent lead generation and inefficient follow-up processes, leading to missed sales opportunities and reliance on external, often low-quality, lead vendors. This manual approach consumes valuable selling time and hinders scalability.
Solution
Boatman Systems provides a fully managed, AI-powered client acquisition engine designed to automate lead generation and qualification for life insurance agents. The platform manages Meta and Google ad campaigns, develops high-converting sales funnels, and deploys AI for lead nurturing and appointment booking. This integrated system is branded for each agent, ensuring a consistent client experience and enabling scalable growth without requiring marketing expertise. The technology aims to deliver exclusive, high-quality leads directly into the agent's pipeline.
Target Audience
The primary customers are independent life insurance agents and agencies specializing in markets such as Indexed Universal Life (IUL), Mortgage Protection, Final Expense, and serving veteran demographics.
Features
- Managed Meta and Google ad campaign execution, including creative development and optimization.
- Development and deployment of custom-branded sales funnels and landing pages.
- AI-driven lead qualification and follow-up via SMS, including objection handling and appointment scheduling.
- Integrated CRM for pipeline management and lead tracking.
- Product AI trained on extensive life insurance data to assist with product recommendations and answer prospect inquiries.
- Seamless integration with agent calendars for automated appointment booking.
- System onboarding and ongoing management handled by the Boatman Systems team.