AI Automation Services for Insurance Agents | AISetupPros
Your Insurance Agency.
Running on Autopilot.
AI automation that captures leads, follows up automatically, and books appointments — while you focus on closing deals and serving clients.
See Services & Pricing
Serving insurance agents in FL, TX, CA, NC, SC, and MI
Trusted by Insurance Professionals
AI Automation Services
DIY
AI Automation Starter Kit
$497
+ $97/mo | One-time setup
- AI Chatbot (website lead capture, FAQ, appointment booking)
- Email automation (5-email follow-up sequence)
- CRM setup in GoHighLevel (pipeline, tags, fields, forms)
- Welcome automation (instant SMS + email on lead capture)
- Step-by-step implementation playbook (PDF + video walkthrough)
- 30-day email support for setup questions
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DONE FOR YOU
AI Automation Professional
$1,497
+ $197/mo | We build it for you
- Everything in Starter Kit
- 14-day lead nurture sequence (SMS + email)
- Facebook + Instagram auto-posting setup
- Appointment reminder automation (SMS 24hr + 2hr before)
- Referral thank-you + cold lead re-engagement
- Full DFY implementation (delivered in 2 weeks)
- 3 monthly group coaching calls
- Private Slack channel for Q&A
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DFY PREMIUM
AI Agency-in-a-Box
$2,997
+ $347/mo | Full autopilot
- Everything in Professional
- Social media autopilot (daily content + posting)
- Voice AI answering service (AI picks up calls, books appts)
- WordPress blog automation (2 posts/mo)
- Upsell/cross-sell automation for existing clients
- VA training materials (playbook + SOPs for hiring)
- 12 monthly coaching calls + quarterly strategy review
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AGENCY SERVICE
Done-For-You Agency Service
$5,997
+ $597/mo OR $9,997 one-time | White-label
- Complete AI automation suite built and managed for YOUR clients
- Custom chatbot with YOUR branding and scripts
- White-label reporting dashboard
- Client onboarding portal (fully automated)
- Full franchise playbook (SOPs + VA training materials)
- Weekly strategy calls for first 90 days
- Direct text/phone access to Larry for escalations
Build My Agency
📚 Playbooks & Guides
Step-by-step guides you or your team can implement immediately. Includes pre-built n8n workflows, screen recordings, and copy-paste templates.
Digital Guide
The AI Agent Playbook
$97
- Complete setup guide (chatbot, email, SMS, CRM)
- 2+ hour screen-by-screen video walkthrough
- Copy-paste templates for every automation
- Pre-built n8n workflow templates
- 50+ troubleshooting scenarios solved
- VA onboarding checklist included
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Digital Guide
The Medicare Lead Machine
$147
- Complete Medicare lead funnel (landing page + lead magnet + email)
- GHL pipeline (import with 1 click)
- 14-day Medicare lead nurture sequence (SMS + email)
- Facebook ad templates + targeting guide
- AEP (Annual Enrollment Period) launch playbook
- Medicare call script templates
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Franchise Kit
DFY Agency Franchise Kit
$497
- 50+ page business manual (pricing, sales scripts, onboarding)
- Client discovery call script + qualification framework
- Proposal template + pricing calculator
- VA hiring guide + training materials
- All pre-built n8n workflow templates
- Private Facebook group of agency owners
- 1 year of updates included
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🎓 Group Coaching
Monthly
AI Automation Mastermind
$197/mo
- ✅ Monthly 90-min group coaching call with Larry
- ✅ AI Automation Agency strategy updates
- ✅ Accountability peer group
- ✅ Priority access to new automation templates
- ✅ 20% discount on all setup services
- ✅ Private Slack channel access
Join Mastermind
12 Weeks
AI Academy Intensive
$1,997
or $597/quarter
- ✅ Weekly 60-min coaching calls (12 sessions)
- ✅ Step-by-step implementation each week
- ✅ Private WhatsApp/Slack group with Larry
- ✅ Weekly homework + accountability
- ✅ Certificate of completion
- ✅ 3 months FREE on Professional tier
- ✅ Private 30-min strategy call at graduation
Apply Now
Frequently Asked Questions
What is GoHighLevel (GHL)?
GHL is the CRM we set up for you. It manages all your leads, automations, and client communications in one place. You’ll get full access to your account — it’s yours.
Do I need to be tech-savvy?
No. Starter Kit is designed for DIY if you’re comfortable following instructions. Professional and above — we build everything for you. You just approve and launch.
What does the chatbot actually do?
It answers questions on your website 24/7, captures leads with their info (name, phone, email, service type), qualifies them, and can book appointments directly into your calendar.
How does the voice AI answering service work?
Our AI picks up calls to your business number, greets callers in your brand voice, answers common questions, collects their information, and books qualified leads directly into your calendar. Transfers to you only when needed.
Can I hire my own VA to implement the playbooks?
Absolutely — that’s exactly what the playbooks are designed for. The DFY Agency Franchise Kit specifically includes VA training materials so you can hire and hand off implementation to your own team.
What’s the difference between services and playbooks?
Services = we build it for you (DFY). Playbooks = you get the exact blueprint and implement it yourself (DIY). Both come with support, but playbooks give you full ownership of the system.
Are you available for one-on-one consulting?
Yes. For complex agency builds or custom needs, we offer 1-on-1 strategy sessions. Contact us and we’ll put together a custom plan.