Ace does the work — prospecting, follow-ups, compliance checks, tax insights, prospectus building, and ad optimization. You close deals.
6
AI Brains
<5 min
Speed to Lead
100%
TCPA Compliant
7-Year
Audit Trail
Sound familiar?
Vendors email leads. You copy-paste into a CRM. By the time you call, they've already talked to 3 other agents. Average response time in insurance: 47 hours.
Compliance checks, prospectus formatting, renewal tracking, commission spreadsheets. The work that doesn't close deals eats 60% of your day.
You spend $3K/month on Google Ads but can't trace a single policy back to a keyword. Your CRM doesn't connect ad clicks to commission checks.
See Ace in Action
Ace combines six specialized intelligence brains to handle every aspect of your insurance business.
3 hot leads need calls before 10am
John M. (Quality: 92) · Sarah K. (Quality: 87) · Mike R. (Quality: 85)
Robert Chen — wife diagnosed yesterday
All selling paused. Send care message only. 30-day hold.
$12,400 in commissions processing
Q1 estimate: $2,800 set aside for taxes. S-Corp election saves $1,200.
'max funded iul' keyword: 8.3x ROAS
Scale budget from $30 → $60/day. Cut 'iul explained' (-$420 waste).
Generated for John Martinez
Indexed Universal Life — Retirement Strategy
Based on: Age 52, $180K income, Goal: tax-free retirement income
Everything You Need
Every feature is designed around one goal: help you write more policies with less effort.
Morning briefing, prioritized action cards, empathy alerts, and pipeline snapshot. Six AI brains work together to tell you exactly what to do today.
Ace generates NEPQ-driven presentations tailored to each client's situation. Compliance-reviewed before you send. Close rates go up, prep time goes to zero.
Urgency tiers, Hormozi retention scripts, and Miner re-engagement sequences. Ace drafts the outreach. You approve. Lapse rate drops, persistency climbs.
Real-time commission tracking with DiLucci tax brain. Quarterly estimates, S-Corp analysis, and deduction flags. Every dollar accounted for.
One-click dialing with Miner's question-based selling framework. Ace surfaces talking points, objection handlers, and auto-advances NEPQ phase after each call.
Know which keywords make you money. Trace every ad click through your pipeline to a paid policy. Offline conversion export, keyword ROAS, 30-day performance reviews.
Simple Pricing
Agency Engine
+ transparent AI usage (sliding scale)
AI Usage — Sliding Scale
Starts at 200% markup → drops to 50% as lifetime spend grows. Most agents: $15-40/mo. SMS, voice, email billed at the same scale. All costs visible in your billing dashboard.
Security & Privacy
Insurance demands the highest standard of data privacy. Agency Engine was built for it from day one.
Your client data never touches OpenAI, Google, or any public AI model. Ace runs on Anthropic's Claude via a private API with zero data retention.
Every agency gets its own isolated data environment with row-level security. One agency's data is never accessible to another — even in error.
Ace's Compliance brain checks every outgoing communication for TCPA violations, suitability issues, and advertising rule breaches before anything is sent.
Every AI decision, every communication, every compliance override is logged with a 7-year retention period. Your E&O carrier will love you.
How Ace Works Under the Hood
Every AI request goes through our AI Router edge function. It authenticates your session, checks your wallet balance, detects empathy triggers, selects the right brain, loads the persona prompt, calls the Anthropic API (Claude) with your context, runs a compliance post-check on outgoing comms, calculates cost with sliding-scale markup, deducts from your prepaid wallet, and logs everything with full attribution. Zero data stored by the AI provider.
Ace is ready. 7-day free trial. $20 in AI credits. Your first morning briefing is waiting.