Eklipse Co-Pilot · For insurance brokers & agents
The AI teammate that runs your book — on every channel.
One assistant, named by you, that answers leads the moment they arrive, works the phone, texts, and WhatsApp, books appointments, and follows up on autopilot — and, at the top tier, runs your pipeline on command. Every channel, every lead, your whole pipeline — connected in one place.
A private workspace per agent · A2P covered · live in minutes
Live activity — across every channel
Leads today
Appts booked
Avg reply
Premium MTD
Your assistant is working 6 channels
One assistant, more reach as you grow
It does more the higher you go.
Same assistant, named by you. Each tier puts it on more surfaces — and Command makes it agentic.
Starter
Your assistant on your website and social — capturing and answering leads the moment they arrive.
Growth
It picks up the phone, texts, and works WhatsApp. Answers calls and books appointments while you sell.
Command
Top tierThe flagship. Live AI Closer on your calls, run the CRM by text, and a daily accountability partner — a morning plan toward your goal, progress check-ins, and an end-of-day recap that keeps you on track.
Everything in one place
Built for how insurance is actually sold.
Instant Lead Response
The second a lead comes in — website, Instagram, Facebook, a form — your assistant replies in under 10 seconds, day or night. First to respond wins the deal.
Appointments & Reminders
It books the appointment right there in the conversation, then sends text and email reminders so they actually show up. Fewer no-shows, more sit-downs.
Auto Zoom Links
Every appointment it books auto-generates the Zoom link and texts + emails it straight to the client. No setup, no back-and-forth — they just show up.
Birthday & Milestone Sequences
Automatic follow-up that kicks off 60 days before a client's birthday or key policy milestone — so you're first in their inbox at exactly the right moment.
Policy Anniversary Reviews
Reminds you and books the client for their annual policy review — the natural moment to retain, upgrade, and cross-sell — so no renewal ever slips by.
Social Content Studio
Posts consistently to Facebook, Instagram & TikTok for you — ready-made content on a schedule. No designer to hire, no living on your phone to stay visible.
Automated Follow-Up
The money's in the follow-up. It runs multi-touch text and email sequences until the lead replies or books — so no one ever falls through the cracks again.
Missed-Call Text-Back
Miss a call? It texts them back instantly — "Sorry we missed you, how can we help?" — so a missed ring never costs you a client.
Reviews & Reactivation
Asks happy clients for 5-star reviews on autopilot, and wakes up old, cold leads with win-back campaigns that put found money back on your calendar.
Cross-Sell Gap-Finder
It scans every client's coverage and surfaces the gap — has IUL, no annuity — as ranked opportunities with a drafted opener, ready to send.
IUL Selling Suite
A presentation-grade IUL tool — solves, ledger, tax-free income — plus a Live AI Closer that feeds you the words on the call.
Pipeline That Works Itself
Every opportunity tracked through to the sale. Your assistant nudges the deals that are slipping so nothing stalls.
Lead & Recruitment Engines
Done-for-you funnels — IUL, Annuity & Final Expense to get clients, plus a separate recruiting machine to grow your team — wired to your domain.
Broker Command Center
See your whole team — calls, appointments, leads, sales per agent — and drill into any one. Every agent gets their own private workspace.
Bring Your Whole Book
Drop any carrier's messy CSV. It reads it, dedupes by person, flags what's off, and files your entire book — clean and ready to work.
The math · Done-For-You
If you bought each piece separately…
This is what a broker would pay to build this anywhere else.
Everything above — for your whole 20-agent agency
illustrative year-one return for a 20-agent agency
every $1 into Done-For-You returns
lead response time, day or night
channels one assistant works for you
Illustrative only — your assumptions, your math. Not a guarantee of production.
Usage & A2P billed transparently: Voice AI $0.20/min · SMS at published rate · phone number cost passed through. A2P registration is covered by Eklipse. Agents are added in Teams; move them between tiers any time.
Agents: your seat can cost you nothing
When your broker sponsors your seat, you pay nothing for the platform — you fund only your own usage. It's the tool your whole team runs on.
Ask your upline about team seats. On a sponsored seat, you pay only usage.