AdvisorApex automates your entire lead-to-appointment pipeline. AI qualifies prospects, books calls, handles no-show prevention, and keeps your CASL records clean — all while you focus on discovery calls.
Pre-screens prospects on income, health candidacy, family status, and urgency — before you spend a minute on them.
Every outreach message, consent record, and follow-up is logged and auditable. No more compliance guesswork.
4-touch pre-call sequence warms prospects on the value of coverage. Show rates above 85% are common.
Family protection, mortgage life, estate planning, and business owner scripts — proven by Canadian advisors.
From first contact to placed policy — systematized.
From Facebook Ads, your website, referrals, or a landing page — all leads land in one place with CASL consent captured.
Life insurance scoring axis checks income, family status, coverage need, and province licensing before you see the lead.
Personalized outreach sequence runs across email and SMS. You review every message before it sends.
Walk in with a full prospect summary — income, family status, current coverage, and conversation notes.
Client intake, E&O notes, post-call follow-up, and referral ask — all templated and ready.
14-day free trial. No credit card charge until day 15. Cancel anytime before day 14 and never be billed.
Start Free TrialAdvisorApex™ · For licensed Canadian insurance advisors only · CASL & PIPEDA compliant