Your AI Closes Leads While You Sleep
Our AI qualifies your leads, calculates instant quotes, and books appointments automatically—24/7. You show up to pre-qualified prospects ready to close.
Dashboard Screenshot
Sound Familiar?
You got into this business to help families find coverage. Instead, you're drowning in follow-ups and watching good leads slip away.
Leads Going Cold
By the time you respond to a new inquiry, they've already moved on to someone faster.
Endless Follow-Up
Hours spent sending texts, making calls, and chasing people who never respond.
Compliance Anxiety
TCPA rules, A2P requirements, carrier restrictions. One mistake could cost thousands.
After-Hours Dead Zone
Inquiries at 10 PM sit until morning. By then, they've found someone else.
No Pipeline System
Sticky notes and spreadsheets aren't cutting it. You need a real system to track leads.
Wasted Leads
Paying for leads that never convert because you can't follow up fast enough.
Meet Weaver: Your AI That Never Sleeps
Weaver is our conversational AI that handles your lead follow-up around the clock. It doesn't just send canned responses—it actually qualifies leads, answers questions, and books appointments on your calendar.
- Responds in seconds, 24/7—even weekends and holidays
- Gathers household info and calculates personalized quote ranges
- Handles objections and keeps the conversation going
- Books appointments directly on your calendar
- Follows up on no-shows automatically
AI Conversation Demo
From New Lead to Booked Appointment
Here's what happens when a lead comes in—without you lifting a finger.
1 Lead Comes In
New inquiry lands via your website, ad, or referral. Any time, day or night.
2 Weaver Engages
AI responds instantly, introduces itself, and starts gathering information.
3 Quote Delivered
Based on household info, Weaver calculates and shares a quote range.
4 Appointment Booked
Lead picks a time on your calendar. You show up ready to close.
Everything You Need, Nothing You Don't
A complete CRM built specifically for health insurance advisors—no bloat, no learning curve.
Automated Pipeline
Automated contact journey from first message through sold, with stage-specific drip campaigns.
List Scrubber
TCPA litigator detection, landline removal, and duplicate checking before any campaign runs.
Calendar Integration
Syncs with Google and Outlook. Weaver books appointments directly to your schedule.
Mobile App
Full platform access on iOS. Manage your pipeline from anywhere.
Analytics Dashboard
Real-time metrics on appointments, conversions, and pipeline performance.
A2P Compliance
Full registration support and carrier-approved messaging. We handle the compliance complexity.
Join the Advisors Already Growing with OAK
We're onboarding a select group of health insurance advisors who want to automate their lead follow-up and book more appointments. Get direct access to our team and help shape the product.
Common Questions
Quick answers to the questions we hear most from advisors.
Most CRMs give you a database and maybe some drip campaigns. OAK includes Weaver—an AI that actually holds conversations with your leads. It doesn't send canned messages; it qualifies leads by asking about household members, calculates personalized quotes, handles objections, and books appointments directly on your calendar.
Onboarding typically takes 3-9 days total. This includes your onboarding call, A2P registration, and account setup. Once approved, you'll have your desired message limits and be ready to start automating your lead follow-up.
No long-term contracts. Standard plans are billed monthly or annually, and AI plans offer weekly, monthly, or annual billing. Cancel anytime. There's a one-time $75 setup fee that covers A2P registration.
You're always in control. Add a "no-ai" tag to any contact and the AI steps aside immediately.
The AI introduces itself with a friendly name you choose, gathers household information, calculates a quote range based on your criteria, handles common objections, and works to book an appointment. Messages are brief, professional, and feel natural—no emojis, no spam triggers.
Ready to Stop Chasing and Start Closing?
Join the advisors who are automating their follow-up and booking more appointments with less effort.