AIOS Coach gives independent life & health insurance agents a complete AI operating system — content engine, lead capture, CRM automations, and weekly education. Built once. Runs forever.
Not to run a content agency. But without consistent content, leads, and follow-up — even great agents stay invisible.
Referrals slow down. Cold outreach feels wrong. You need a system generating leads year-round across every line you write — not another tactic to test for 30 days.
Blog posts, social content, email newsletters, webinar prep — you know you should be doing it. But between client calls and paperwork, it never actually gets done.
Someone downloads your checklist. You mean to follow up. Three days later they've enrolled with another agent. You needed an automation, not a reminder.
Every piece of your digital agency — configured, connected, and live within 48 hours of onboarding.
A new SEO-optimized post every week — researched, written, formatted, and published. Topics rotate across life, health, ACA, and Medicare so you cover every line you write.
Complete weekly infrastructure — topic selection, slide deck, run-of-show, Zoom setup, and social promotion. You show up and teach. We handle everything else. 52 times a year.
3 posts per week drafted and scheduled across Facebook, LinkedIn, and Google Business Profile. Always on-brand, drawn from your blog and webinar content.
Interactive calculators and checklists embedded on your site — each one captures leads and pushes them into your CRM with tags applied automatically.
Downloadable guides, worksheets, and checklists that build trust, capture emails, and position you as the expert before the first consultation call.
Full GoHighLevel setup — custom contact fields, Insurance Leads pipeline, and automated workflows for new lead welcome, consultation reminders, and annual review outreach. Zero manual sends required.
Every month: 4 blog topics with outlines, 12 social drafts, 2 email templates, and 4 webinar ideas with talking points. You never start from a blank page again.
No tech experience required. We build it. You run your agency.
We walk through your current setup, lines of business, and goals. 30 minutes. No pitch — just an honest look at what AIOS Coach would do for your specific agency.
Send us your credentials and we configure your entire system — CRM, calendar, lead capture, content pipelines, automations. Done within 48 hours of onboarding.
Content publishes. Leads flow in. Automations follow up. You focus on consultations and closings. Everything between first touch and booked call is handled.
One-time setup to build your system. Monthly retainer to keep it running, updated, and growing.
No. We set up your entire GHL account — custom fields, pipeline, automations, calendars, email templates. You'll get a walkthrough, but you don't need to touch the backend. Most agents use it just to check their pipeline and respond to leads.
Yes — AIOS Coach is built for life & health agents across all lines. Life, IUL, term, whole life, ACA, Medicare, dental, vision, final expense — we tune the content calendar to match your book of business. If you write it, we can build content around it.
Lead capture tools start working immediately once connected to your site. Organic leads from blog content typically begin within 30–60 days as posts get indexed. Webinar leads can start week one if you promote the registration link.
Both. AI generates the first draft based on your brand voice and the topic. A human reviews it for accuracy and compliance before anything publishes. We never push generic AI content — every piece goes through a quality and compliance check.
Site setup is available as an add-on. Reach out during your demo call and we'll scope it for your situation. Most agents are surprised how fast we can get a compliant, lead-generating site live.
Yes — month to month, 30 days notice. Your GHL account and website stay yours. The automated content stops, but everything already built remains in place.
We follow standard insurance content compliance guidelines — proper disclaimers, no guaranteed outcome language, no unlicensed advice claims. All content includes "This is general educational information, not individualized advice" language and references your license. That said, you're responsible for your own state compliance requirements, and we recommend a quick review before publishing.
AIOS stands for AI Operating System. Coach because it's not just automation — it's a system built by a working agent who's been in your shoes, designed to coach your agency toward consistent, compounding growth. Think of it as a silent business partner that never takes a day off.
Book a free 30-minute demo. We'll show you exactly what AIOS Coach looks like running inside your agency.
We'll reach out within 1 business day to schedule your demo. Check your inbox.