Reply to new insurance leads within seconds with a real, human-sounding SMS conversation — while you focus on closing. Built for life insurance agents, with TCPA tooling built in.
Sign up and connect your account in minutes — we handle your carrier registration from there
Lead retention in insurance is difficult, and it comes down to speed and follow-through.
is where a significant share of insurance leads are lost. Most agents struggle to respond promptly while managing quotes, client service, and policy closures.
are all you get. A lead who just submitted a form is actively comparing quotes, and the first agent to respond usually earns the conversation.
exist today: SMS tools whose template blasts read like bots, or enterprise platforms that require a technical team to operate.
Inbound Shield is the third option: polished, straightforward, and built for agents rather than IT departments.
One click. Your account is provisioned automatically, with nothing technical for you to set up.
New leads arrive automatically in the account we set up for you. Lead data is encrypted at rest, with phone numbers encrypted using AES-256-GCM.
Warm, personalized replies go out automatically — or queue for your review, you choose. The AI signs your name, remembers the thread, and writes like a person rather than a template.
AI tuned specifically for insurance conversations. Every reply is written fresh from the actual conversation — it signs your name, references what the lead said, and reads like you typed it between appointments. No templates, no canned blasts.
Opt-in tracking with an audit trail for every consent event, STOP/START keyword handling, and opt-out recorded per phone number rather than per lead — so someone who opts out stays opted out across every list they appear on.
“Ready to buy”, “urgent”, “expiring” — buying signals are detected automatically and the lead is flagged, so the leads nearest to closing reach you first.
Phone numbers are encrypted at rest with AES-256-GCM. Your book of business stays yours.
Built for the solo agent today and the whole agency tomorrow. Every agent’s book of business stays isolated from every other.
Quiet hours run in the lead’s local time, not yours — 9pm to 8am by default, and adjustable. No late-night texts going out under your name.
The AI remembers the whole thread — what the lead asked last Tuesday shapes the reply it writes today.
Train the AI on your specific carriers, objection playbooks, and coverage documents — so its answers match how your shop actually sells.
Outbound AI voice calling — something most insurance SMS tools still do not offer. When a hot lead needs more than a text thread, Inbound Shield picks up the phone.
AI assistant:Hi Sarah, it's the office of Mike at Hartwell Insurance, following up on the life insurance quote you asked about — I know your work coverage ends Friday, so I wanted to make sure you had numbers in hand before then.
Sarah:Oh perfect, yes — I was hoping to sort this out today.
AI assistant:Great. You mentioned term coverage for you and your husband. Mike has two options ready — want me to book you a 10-minute call with him at 4:30 to walk through them?
Monthly pricing on both plans. Complete also available annually (save 10%). Cancel anytime.
Perfect for solo agents and new brokerages.
For agencies that want to follow up by text and by phone.
Founding rate for 12 months, then $499/month. Cancel anytime. Annual billing available at $5,389/year (save $599).
No PII in logs. Phone numbers are masked before they ever reach the AI.
A full audit trail for every consent event — not a checkbox bolted on later.
All lead data is encrypted at rest. Phone numbers get a second layer, encrypted with AES-256-GCM.
Every query is scoped to your account. One customer’s leads are never visible to another.
Chatbots follow scripts; Inbound Shield writes each reply fresh from the actual conversation. It's powered by Claude — it references what the lead said earlier in the thread, signs your name, and matches your tone. It reads as a person, not a decision tree. And if you'd rather approve messages before they go out, switch to review mode and nothing sends without your OK.
No. Connect your account in one click and everything is provisioned for you — there is nothing technical to install or configure. New leads arrive automatically and follow-ups start going out. Setup takes minutes of your time. Carrier registration takes a few weeks — we handle it for you and tell you the moment you are live.
No — one is set up for you as part of onboarding, and Inbound Shield runs on it. Any new contact that lands in that account becomes a lead here automatically, so there is nothing to import and nothing to keep in sync. If you already use a different CRM, keep it: most can pass new leads across with a form or a simple automation, and we help you wire that up during setup.
The compliance tooling is built into the core, not bolted on. Opt-in consent is tracked with an audit trail for every event, STOP/START keywords are honored automatically, quiet hours (default 9pm–8am) run in the lead’s local time rather than yours, and opt-outs apply per phone number, not per lead — so a person who opts out stays opted out even if they appear on two lead lists. What no platform can do is obtain consent for you. Under the TCPA that stays with you as the licensed agent, and any tool telling you otherwise is handing you a risk.
Not for the AI conversations. Those run on a dedicated line provisioned with your account, which is what makes the consent tracking and audit trail possible — a personal mobile cannot carry carrier registration. Keep giving out your own number exactly as you do today; this runs alongside it, not instead of it.
The founding beta is open. The first two agents get the full Complete plan — AI voice calls, knowledge base, 600 leads a month — for $249/month for their first 12 months, instead of $499. That’s the Essentials price for everything in Complete, in exchange for going first.
Message us to claim your beta spot · save $250/month for 12 months · two spots only