Coming soonFor licensed US insurance agents
Booked appointments for licensed agents, with the brief already written.
We qualify prospects in English and Spanish and book each one with a single licensed agent, on your Google Calendar. offbrief opens soon: join the waitlist and we will email you the day it does.
- 1 agent per appointment
- 5 lines of business
- English and Spanish
Funnel answers
7:41 PMA prospect in Miami answers the health questions in Spanish.
- ZIP 33130, Florida
- Household of 3
- Income estimate for 2027
Estimate shown
7:43 PMThe funnel shows a savings estimate before it asks for any contact details.
Qualified prospect
7:44 PMReady to pick a time with a licensed agent.
Routing request
7:44 PMHealth coverage in Florida, funnel answered in Spanish.
License check
7:44 PM- Florida health license: approved
- 2027 marketplace certification: on file
- Open times in the next 7 days
Matched with you
7:44 PMNo other agent receives this prospect.
Consent checkbox
7:45 PMThe prospect agrees to be contacted by one named agent: you.
Consent record
7:45 PM- Exact text and version
- Date, time and page
- IP address and browser
Proof on file
7:45 PMStored with the appointment. Written once, never edited.
Prospect picks a time
7:46 PMTuesday at 10:30 AM, from the hours you set.
Calendar sync
7:46 PM- Event added to your Google Calendar
- Confirmation sent to the prospect
- Reminders a day and two hours before
Appointment booked
7:46 PMPhone review with Daniela Ortiz.
Appointment booked
7:46 PMHealth review on Tuesday at 10:30 AM.
Writing the brief
7:47 PM- Summarizes the funnel answers
- Lists what to confirm on the call
- Notes the prospect's language
Brief ready
7:47 PMOpen it from the appointment in your portal before you dial.
Call finished
Tue 11:02 AMYou log the outcome: quote sent.
Drafting a follow up
Tue 11:02 AMRecap and next steps, written in Spanish.
Waiting for your approval
Tue 11:03 AMNothing is sent until you review it.
How it works
From license check to your first booked appointment, in three steps.
Step 1
Add your NPN and each state license with its lines of authority. Health also needs this year's marketplace certification. We review everything before you receive a single appointment.
Step 2
Connect Google Calendar, choose the hours you take calls and pick a plan with the number of appointments you want each month.
Step 3
Prospects book into your open times. Each appointment arrives with its brief and consent record, ready before you dial.
Your licenses
- Florida resident licenseApproved
- Accident and healthApproved
- 2027 marketplace certificationApproved
- Texas life licenseIn review
Features
What comes with every appointment.
Yours alone
Every appointment is booked with one licensed agent and is never resold. The prospect's consent names you, and only you.
A brief before every call
The AI turns funnel answers into a short brief: who you are calling, what they need and what to confirm. You read it before you dial.
Booked into your Google Calendar
Prospects pick from the hours you set. Times already busy on your calendar are not offered, and every booking shows up as an event.
Follow ups you approve
After the call, the AI drafts the next message in the prospect's language. You edit it, send it or discard it. Nothing goes out on its own. Included in Growth and Agency.
English and Spanish
Every funnel runs in both languages. Your brief notes which one the prospect used, and your profile shows the languages you speak.
Show up briefed.We qualify, book and write the brief.You walk in ready to advise.
FAQ
What to expect from the launch, and straight answers about the product.
The launch
The product
Be first in line when offbrief opens
Join the waitlist and we will email you once, the day offbrief opens for agents. Your first appointment will arrive briefed.
- agent per appointment
- 1
- lines of business
- 5
- languages, English and Spanish
- 2