Websites and Intake Forms
Business websites, inquiry forms and booking connections that help customers reach you and take the next step.
Automation systems for insurance agents
Never miss a lead, a renewal, or a call.
Built by an agent, for agents and small businesses.
Get the setup and support you need to reach your clients with confidence — without figuring out the tech on your own.
Personal setup · Simple monthly plan · Compliance-minded texting
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Felisa · Your Agent
Hi Mary, it's Felisa. Your annual policy review is ready. Want to set a time to talk?
Yes please! Tuesday works.
Perfect — you're booked for Tuesday at 10am. Reply STOP to opt out.
Thank you!
Text Message
What I can build for you
Systems I use in my own agency, set up for yours.
Everything here started as something I built for my own business. Now I set it up for agents who want the same results without figuring out the tech.
Business Technology & Setup Services
Practical technology setup for agents and small-business owners, tailored to your business.
AI Receptionist Setup
Business-specific FAQs, call-handling instructions and appointment connections configured for your business.
Client Texting System & Email Support
Account setup, consent forms and communication workflows, with business notifications routed to your designated contact.
The texting setup is the Client Texting System below, not a separate texting offer. Email support is quoted by scope.
Business Organization and Automation
Contact organization, trackers, reminders and reporting tools to simplify routine business work.
Digital Marketing Materials
Branded flyers, graphics and content scripts for your business, with your review before publishing.
Projects are quoted by scope. Website projects are separate from the texting plan and require full payment before work begins.
Most requested
The three systems agents ask for first.
AI Phone Receptionist
Your calls get answered day and night by a natural-sounding voice. It greets callers, answers common questions, and captures appointment requests so you can call back ready to help.
- Answers after hours, weekends and holidays
- Books or requests appointments
- Sends you a summary of every call
Call recording or transcription may require caller notice depending on your state.
Hear it for yourself
Call Falecia, my AI receptionist, anytime: 916-460-9542Client Texting System
$499 one-time setup + $149/month.
The heart of AgentConnect. I handle your A2P 10DLC registration and walk you through carrier verification, then set up your texting so it's organized and compliant.
- A2P registration handled for youApproval and timing are determined by carriers and registration partners.
- Step-by-step verification guidance
- Clean contact lists with duplicate households merged
Educational Video Series
Short, branded videos that teach your clients and build trust. You get a custom AI avatar and voice, captions, your branding on every video, and the scripts written for you.
- Custom avatar and voice
- Captions and branded overlay
- Scripts included
Medicare-related content may require TPMO disclaimers. See Marketing Material Check.
Real client reviews
Trusted by the people she serves
Feedback from Felisa's insurance clients.
★★★★★
“Felisa has done an incredible job with my Medicare insurance. She made it so easy and simple for me — an excellent job. Thank you, Felisa!”
★★★★★
“Ms. Felisa is the most down-to-earth agent I have found! She goes above and beyond the call of duty to assist her clients. Short, sweet, and to the point.”
Most agents start with texting, then add on what they need.
Also available
Add any of these on their own or alongside your texting system.
Consent Kit
QR-code opt-in forms with source, date and scope recorded, so your consent records stay organized.
Website, Chat & Landing Page
A branded site with live chat that connects to your phone and texting system.
Marketing Material Check
A review of your posts and pieces for TPMO disclaimers and the "communication vs. marketing" difference.
Guidance only, not legal advice.Social Media Publishing
Branded graphics, an approval step before anything posts, and scheduled posting.
90-Day Touchpoints
Birthday cards, holiday texts and check-ins that go out automatically.
AI Assistant Setup
Morning briefings, inbox cleanup, weekly reports and reminders.
Database Cleanup & Backup
Duplicates removed, contacts tagged, and a full export saved.
Let's find the right fit for your agency.
The $499 setup and $149 per month plan covers your texting system. Other services are quoted based on what you need.