AI CRM for life insurance agencies
While you sleep, your agency answers.
This page is a night shift. Scroll slowly: what happens to this lead between 8:12 pm and 9:15 am is exactly what Bindloops does for you.
30-day guarantee: if it is not for you, we refund everything.
8:12 pm. In comes the call that used to go to voicemail.
✓ Appointment booked. Lead qualified and summary saved to your CRM.
2:04 am. The follow-up sends itself.
The quote goes out on WhatsApp, the reminder on SMS, and if the client replies with a human question, the flow hands it to you. All within the contact window and consent rules.
A real, active flow with its runs. The AI nodes are included.
6:58 am. You wake up with your day already planned.
A real product screen, with demo data.
9:15 am. You sell. Each line turns on when it is ready.
Life and annuities
Pipeline, Sofía, on-call copilot, academy, and voice role-play.
Final expense and disability
Same flows, same data, same AI.
Medicare and ACA
They turn on when the HIPAA safeguards are complete, not before. The training is already in the Academy.
Do you sell health? Get notified when it opens and be among the first.
One subscription. Not six.
30-day guarantee: if it is not for you, we refund everything. Annual saves about 17%.
Frequently asked questions
How is it different from a generic CRM?
Bindloops is built for life insurance: a pipeline per product, Sofía answering and booking, a copilot on the call, and flows that respect the contact window and consent. A generic CRM gives you empty boxes; this one already knows how a policy closes.
Is it in Spanish and English?
Yes. The whole platform is bilingual: the CRM, Sofía, the academy, and voice role-play all work in both languages. Built for people who study in one language and sell in the other.
What is Sofía?
Sofía is your agency’s AI receptionist. She answers the calls that used to go to voicemail, qualifies the lead, books the appointment, and leaves the summary in your CRM. She speaks Spanish and English and works at night so you sell by day.
How does pricing work?
One subscription, not six: Starter $97/mo, Pro $297/mo, and Enterprise $997/mo. The first month is charged up front and you get a 30-day guarantee: if it is not for you, we refund everything. Annual saves about 17%.
Every night, it begins again.
30-day guarantee. We help you migrate your current CRM in a day.