Automated texting
Reach new prospects the moment they opt in, with messages written in your voice.
- Instant welcome text
- Two-way conversations
- Booking link to your calendar
Automation systems for insurance agents
Built by an agent, for agents.
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
9:41
F
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
Start with a
simple plan
simple plan
$499one-time setup
$149per month
The speed-to-lead reality
The hidden cost of waiting.
Insurance shoppers often request quotes from several agents at once. While you're in a client review, on the road, or catching up on paperwork, a new lead may already be talking to whoever answered first.
- Most buyers choose the first agent who responds.
- Manual follow-up adds stress and lets leads slip through the cracks.
- Web leads cool off fast when no one reaches out.
- Marketing dollars are wasted when leads never become booked appointments.
What the research shows
The 5-minute drop-off
78% of buyerschoose the first business to respond
Be firstWithin 1 minuteconversions up to 391% higher
+391%Within 5 minutes21x more likely to qualify a lead
21xAfter 5 minuteslead quality can drop sharply
Up to −80%Industry studies: Lead Response Management Study; Velocify. Summarized by LeadResponse and Casey Response. Results vary.
How my system works
Automation built for agents
When a new lead comes in, your system replies right away by text, so they hear from you first, even when you're busy.
Step 1 · Consent first
Prospect gives permission
Before any text goes out, the prospect receives and signs your consent form from your website, an ad, a QR code, or a referral link.
AgentConnect doesn't sell leads. It makes sure every lead you already get hears from you first.
Step 2 · Instant reply
Your workflow responds
Once permission is given, a friendly, pre-written text goes out right away and invites them to book time with you.
Step 3 · Two-way texting
You take it from there
Replies come back to you, and the conversation is saved in your CRM.
Organized follow-up
Every lead is captured and tracked, so nobody falls through the cracks.
- Leads saved to your CRM
- Follow-up sequences
- Clear conversation history
Instant notifications
Get an alert on your phone when a lead comes in or replies, so you can follow up fast.
- New-lead alerts
- Reply alerts
- Quick tap-to-call
What's included
Everything you need to start texting the right way.
One personal setup, steady monthly support, and a clear path if you want a website or funnel later.
1
One-Time Setup
$499
- Agent form and opt-in flow
- Texting application preparation
- Welcome sequence, ready to activate after approval
- Handoff lesson so you know how it all works
2
Monthly Support
$149 / month
- Routine workflow checks
- One small campaign update
- Practical account support
- Clear next steps when issues arise
3
Need a Website or Funnel?
Quoted separately
A branded site or lead funnel can be added as a separate project. It's quoted by scope, so your monthly support stays focused on your texting system.
Why AgentConnect
An agent who understands your day.
Felisa is a licensed insurance agent who built her own texting system first — so you get a setup shaped around how agents actually work with clients.
Compliance-minded setup
Opt-in forms and consent language are built in from the start, so your texting is set up to follow carrier rules.
Personal, not a ticket queue
You work directly with Felisa for your setup and your monthly support.
Ready when you're approved
Your welcome messages are prepared ahead of time and ready to switch on once your texting is approved.
Grow at your own pace
Start with texting. Add a website or lead funnel only when you're ready.
7five-star client reviews
LicensedFlorida insurance agent
1personal point of contact
Real client reviews
Trusted by the people she serves
Before building systems for agents, Felisa built her reputation with clients. Here's what they say about working with her.
★★★★★
“Felisa Davis-Holmes has been a great help to me in understanding Medicare and how it works. She has been available to answer my questions and concerns and has walked with me throughout the entire process, even selecting a provider.”
★★★★★
“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!”
★★★★★
“Felisa is an excellent insurance agent. It has been a pleasure working with her. She is very professional and knowledgeable about the insurance world. There was no question that she could not answer, and she promptly returned my calls. Thank you! I definitely recommend her.”
★★★★★
“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.”
★★★★★
“I have never met a more beautiful person than Felisa. She is very professional with her customers and truly concerned about their health and which insurance company is best for their needs. She is always willing to help in any way she can. Thank you, Felisa Davis-Holmes!”
★★★★★
“Working alongside Felisa has been nothing short of great. Her deep understanding of the needs of our seniors, combined with her compassionate approach, makes working with her so easy. She consistently ensures that seniors feel secure and supported. With Felisa guiding them, I can confidently say our seniors are in great hands. Her dedication to serving our community is truly admirable, and I’m grateful for our partnership.”
★★★★★
“There is a lot I can say about Mrs. Felisa Davis-Holmes. She’s very approachable, honest, and trustworthy, and always willing to lend a helping hand. When given a task, target, or goal, Felisa goes the extra mile to ensure it is met and that you walk away satisfied with her service. If you are looking for someone determined, motivated, and dependable, she will be there every step of the way.”
Done for you
No tech skills needed.
You don't need a developer or any technical experience. Felisa sets everything up for you and walks you through it, so you can focus on your clients.
- Opt-in form and consent language set up for you
- Welcome messages written and ready on day one
- Texting application prepared for carrier review
Step 1
Call Felisa & share your goals
Talk through your business, where your leads come from, and what you want your texting to do.
Step 2
We build your system
Your opt-in form, flow, and welcome sequence are set up and your texting application is prepared.
Step 3
Go live after approval
Once approved, new leads get a reply right away. Your handoff lesson and monthly support keep it running.
Good to know
We accept
Card
Apple Pay
Google Pay
Cash App
Affirm
Klarna
Afterpay
Pay over time with Affirm, Klarna or Afterpay. Approval and terms are set by each provider.
Questions
Clear answers for your business
How do you help with A2P 10DLC texting compliance?
During setup, Felisa prepares your brand and campaign registration, builds your opt-in form with clear consent language, and sets up STOP and HELP keywords. Final approval is decided by the carriers, so it can't be guaranteed, but your application is prepared carefully to give it the best chance.
Will this work with my current CRM and lead sources?
Your system is built on a CRM platform that handles your forms, texts, and contacts. If you already use another CRM or lead source, ask Felisa about connecting it.
Do I need technical skills to manage it?
No. Everything is set up for you, and your handoff lesson shows you what you need to know. Monthly support is there when you have questions.
What happens when a lead texts after hours?
Your automated reply can respond right away, day or night, and you'll get a notification so you can follow up when you're available.
Who is AgentConnect for?
Independent insurance agents — Medicare, life, health, and more — who want a professional, compliant way to text their clients and leads.
What does the $499 setup cover?
Your agent form and opt-in flow, preparation of your texting application, a welcome sequence ready to activate after approval, and a handoff lesson so you know how to use it.
What do I get for $149 a month?
Routine workflow checks, one small campaign update, practical account support, and clear next steps whenever an issue comes up.
How long does approval take?
Texting approval is reviewed by the carriers, so timing can vary. Your welcome sequence is prepared in advance so you're ready to go as soon as you're approved.
Can you build my website or lead funnel too?
Yes. A branded website or lead funnel can be added as a separate project, quoted by scope.