Automated follow-up for licensed life and health insurance agents, with AI-personalized SMS and email.

Appointment booking, CRM workflows, and our Health-to-Life Conversion System — built to help you consistently turn health clients into life coverage reviews.

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Software provider, not an insurance agency.

The Problem

Most health-heavy agents leave life revenue on the table.

Not because they lack skill — because they lack a consistent system to invite, follow up, and book.

⏳

No Consistent Life Review Process

You renew health policies all year, but there's no reliable workflow to invite every client to a life coverage review. Opportunities slip through the cracks.

📱

Follow-Up Falls Apart

You send one text or email, get busy, and never circle back. Manual follow-up doesn't scale — and clients who'd say yes never hear from you again.

📞

Missed Calls, Missed Meetings

Leads call when you're with a client. By the time you call back, they've moved on. No-shows pile up because there's no confirmation system in place.

The System

Health-to-Life Conversion System

A repeatable workflow that invites every health client to a life coverage review — and follows up automatically until they book or decline.

1

Tag Your Health Clients

Import or tag existing health clients in the CRM. The system identifies who hasn't been invited to a life review yet.

2

Send the Invitation

An AI-personalized SMS and email invites each client to a complimentary life coverage review — using their name, context, and compliant language.

3

Automated Follow-Up Sequence

Over 14 days, the system follows up via SMS and email on a schedule you approve. No manual chasing. Clients who book are removed from the sequence automatically.

4

Appointment Booking & Confirmation

Clients self-schedule through your calendar link. Automated confirmations and reminders reduce no-shows and keep your calendar organized.

5

Pipeline Visibility

See every client's status — invited, responded, booked, reviewed — in a clear pipeline view. Know exactly where each conversation stands.

Professional reviewing automation dashboard on laptop

What's Included

Your complete follow-up stack.

Core platform features plus an optional Voice AI add-on for speed-to-lead and scheduling.

Core Platform

SaaS Features

Everything you need to run the Health-to-Life system.

✓ AI-personalized SMS & email follow-up sequences
✓ CRM with pipeline stages, tags, and contact management
✓ Automated appointment booking & calendar sync
✓ Appointment confirmations & reminders (SMS + email)
✓ Health-to-Life Conversion workflow (pre-built)
✓ Reporting dashboard with pipeline metrics
✓ Compliance-safe messaging templates
Optional Add-On

Voice AI

Extend your system with AI-powered phone handling.

✓ Answers missed inbound calls 24/7
✓ Calls new leads within minutes of opt-in
✓ Books appointments directly to your calendar
✓ Confirms upcoming appointments and reduces no-shows
✓ Transfers live calls to you when available
✓ Never provides product advice or acts as a closer

Results

What agents are saying.

[Replace with real quote from a licensed agent using the system.]

Client Name

Licensed Agent

[Replace with real quote from a licensed agent using the system.]

Client Name

Licensed Agent

[Replace with real quote from a licensed agent using the system.]

Client Name

Licensed Agent

System Proof

Replace this section with real screenshots of the CRM pipeline, follow-up sequences, and booking calendar.

Free Resource

The Health-to-Life Conversion Kit

Scripts, sequences, and an automation map to start turning your health book into life coverage reviews — without building anything from scratch.

  • ✓ Life Coverage Review offer scripts (SMS, email, and phone)
  • ✓ 14-day follow-up sequence map with timing and messaging
  • ✓ Pipeline stages and tag structure you can import
  • ✓ Voice AI booking script (for the optional add-on)
  • ✓ Compliance-safe language examples and disclaimer templates

Who This Is For

Great fit

  • Licensed Life & Health agents
  • Agents with an existing health book of business
  • Agents who want a repeatable life review system
  • Solo agents or small teams

Not a fit

  • Unlicensed individuals
  • Agents looking for lead lists or lead generation
  • Anyone expecting guaranteed income claims

FAQ

Common questions.

No. Mastermind Marketing, Inc. is a software and marketing automation company. We provide technology tools — CRM, follow-up sequences, appointment booking, and optional Voice AI — to licensed insurance agents. We do not sell insurance products, provide insurance advice, or hold insurance licenses.
No. We do not sell, generate, or distribute insurance leads. Our platform helps you systematically follow up with your own existing clients and contacts — specifically by inviting health clients to life coverage reviews through automated, compliant messaging.
No. Voice AI is a scheduling and routing assistant. It answers missed calls, calls new leads quickly, and books appointments to your calendar. It never provides product advice, gives recommendations, or acts as a closer. You handle every client conversation personally.
Yes. The Health-to-Life Conversion System is designed for any agent with a health book of business, including Medicare and ACA. The workflow invites your existing health clients to a separate life coverage review — it does not interfere with your health business or violate CMS guidelines. You are responsible for ensuring all outreach complies with applicable regulations for your market.
Most agents are up and running within 5–7 business days. That includes CRM setup, importing your contacts, configuring the follow-up sequences, and connecting your calendar. If you add Voice AI, allow an extra 2–3 days for script customization and testing.
The platform is built on GoHighLevel and integrates with Google Calendar, Outlook, Stripe, Zapier, and most standard webhook-compatible tools. If you use a specific AMS or quoting platform, ask us about custom integrations during your demo.
No. We provide compliance-safe language templates and best-practice guidance, but we are not a compliance firm and do not guarantee regulatory compliance. You are responsible for ensuring all messaging meets the requirements of your state, carriers, and regulatory bodies. We recommend having your compliance officer or E&O carrier review all outreach before launching.
You need an active life and/or health insurance license, a list of existing clients or contacts (CSV or spreadsheet), and a calendar you'd like to connect. That's it. We handle the technical setup, CRM configuration, and sequence building during onboarding.

Ready to build a life review process that actually runs?

Grab the free kit or book a demo to see the system in action.

Book a Demo