This is how top agents will book consistent appointments in 2026.
Only 7 Strategy Sessions Available This Week
We help agents writing $20k–$200k/month build stable, controllable pipelines.
Trusted by agents from:
Your system isn't broken — it was never built to work in 2026.
Paying $30–$80 per lead… 80% never answer
"Exclusive leads" sold to multiple agents
You chase people who never asked to talk to you
Lead vendors disappear when results drop
Your pipeline depends on luck, skill, or someone else's list
Every Monday feels like starting over
There's a smarter, more predictable model now.
Most agents hear "AI Agents" and think of chatbots…
But the most effective AI Agents today are actually AI-Powered Assessment Funnels that pre-qualify, educate, and warm prospects before you ever speak to them.
This is the model top producers are switching to.
People hate being sold.
But they LOVE personalized insights.
Your AI Assessment Funnel becomes:
But before we build your custom funnel… we need to see your pipeline.
Every agent's business is different.
The AI Pipeline Diagnostic shows you:
Complete the assessment
AI analyzes your inputs
Get your personalized pipeline roadmap
See exactly where appointments are getting lost
Discover your true capacity with the right system
Your custom funnel designed for your market
Step-by-step tech stack and workflow plan
Clear path to get your AI system live
"I got 6 booked appointments from the NAF funnel off 20 raw leads. And there are 14 leads I can still call on the phone and find more appointments from. We are averaging like $60 an appointment right now. This is insane. Definitely much better quality leads than anything we've seen with the other funnels."
Paul Spurlock
Financial Advisor
"I have one client confirmed for investments. Should close on Monday most likely... 2 done already... Things are slowly picking up. The momentum is building and I can see the system working consistently."
Bijesh B
Financial Advisor
"I closed two clients in 2 days in Saskatoon, connected via leads through our ads. Both joined the business and got the policies as well. I generated about $1,900 from these two clients. I have a couple more appointments next week and I am optimistic about closing them."
PK
Insurance Broker
After your diagnostic, book your AI Pipeline Session.
We'll walk you through:
Only 7 spots/week