Eklipse Engine · for independent agents
The operating system for your practice
Every lead answered, every appointment booked, every follow-up automatic — without hiring anyone. You run your own book; Engine runs everything around it.
The problem
You're the salesperson, the admin, the marketer and the follow-up department.
Leads go cold because one person can't answer at 9pm, follow up seven times, and still be in appointments selling. Engine takes the last three jobs off your plate — so the only thing left on it is closing.
What Engine does
Every automation. Zero babysitting.
Instant lead response
Replies in under 10 seconds to website, Instagram, Facebook and form leads — day or night.
Unified inbox
Phone, SMS, WhatsApp, email and social DMs in one thread per person.
Missed-call text-back
A missed ring never costs a client — they get a text before they can dial your competitor.
Appointments & reminders
Books in-conversation, sends text + email reminders, auto Zoom links.
Automated follow-up
Multi-touch sequences that run until they reply or book.
Birthday & policy-milestone sequences
Starts 60 days ahead of the moment that matters.
Policy anniversary reviews
Books the annual review that drives retention and cross-sell.
Reviews & reactivation
5-star review requests on autopilot; win-back campaigns for cold leads.
Pipeline
Every opportunity tracked to the sale, with nudges on deals that stall.
Social content scheduling
Post to Facebook, Instagram & TikTok on a schedule.
Bring your whole book
Import any carrier's CSV, deduped by person and filed clean.
Pricing
Two plans. One working practice.
Engine is for you if
- You run your own book — just you, or you and an assistant
- You sell IUL, Whole Life, Term Life, Annuity, Fixed Index Annuity or Medicare
- You're losing leads to slow replies and forgotten follow-up
Engine is not for
- Brokerages managing a downline of agents
- Teams that need seats and a shared command center — that's Eklipse Copilot
Next step
Don't take our word for it. Talk to the engine.
Call the demo line and our AI answers — qualifies you, and books your growth call automatically. That's the product, demonstrating itself.