Stop Chasing Leads. Start Closing Deals.
If you’re like most Life Insurance and mortage brokers, your biggest challenge isn’t just getting reliable and exclusive leads —it’s following up and booking them before they go cold.
Our Smartly AI LeadFlow Partnership Program was built to eliminate the frustrations most advisors face with lead generation. No more chasing cold, recycled, or out-of-region leads. No more wasted time on manual follow-ups. We cover all marketing costs, ad spend, and campaign management, while our AI-powered CRM automates 90% of your follow-up and booking tasks.
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Introducing
Smartly AI LeadFlow™ for Insurance and Mortgage Brokers
Tired of Missed calls. Unanswered texts. Hours wasted chasing prospects who never pick up?
But what if…
Your calendar was automatically filled with qualified life insurance prospects—without you lifting a finger?
Exclusive Life Insurance Leads
You choose exactly how many leads you want each month — 50, 100, or 200 — all exclusive to your region.
90% of Follow-Up Automated
Our AI Assistant handles texts, emails, confirmations, and bookings — saving you 30+ hours every week.
Fake or Out-of-Region Leads Replaced
Funnels, ad campaigns, and even ad spend? We cover it all.
How It Works
We cover all your marketing costs — funnels, ad spend, and campaigns — so you get results without the risk.
Choose
Your Plan
Step one
You decide exactly how many exclusive life insurance leads you want each month — 50, 100, or 200. Start small or scale up as you grow. Once your region is secured, those leads are yours alone.
Recieve Exclusive Leads
Step two
Your leads are sent directly into the CRM, real-time and ready. Every contact is exclusive to you, and any fake or out-of-region leads are instantly replaced, so you only pay for real opportunities.
CRM Engages & Books
Step three
The AI-Powered CRM Assistant takes over 90% of the work. It sends texts, emails, reminders, and even books appointments straight into your calendar — saving you 30+ hours a week.
You Focus on Closing
Step four
With the heavy lifting done, you can focus on what matters most: meeting clients and closing sales. No wasted time, no chasing, just a steady flow of qualified appointments ready to convert.
