Everything You Need to Close More Deals
A complete CRM with AI automation built specifically for health insurance advisors. Every feature designed to save you time and book more appointments.
Weaver AI
Your 24/7 conversational AI assistant that handles lead follow-up, qualification, and appointment booking automatically. Weaver doesn't just send canned responses—it holds real conversations.
- Responds to new leads in seconds, even at 2 AM
- Gathers household demographics for quote calculation
- Calculates personalized quote ranges
- Handles objections naturally
- Books appointments directly on your calendar
- Follows up on no-shows automatically
AI Conversation Screenshot
Automated Pipeline
Track every lead from first contact through sold policy. Contacts move automatically through customizable stages based on their actions, with stage-specific drip campaigns keeping engagement high.
- Automated stage progression
- Stage-specific drip campaigns
- Visual pipeline dashboard
- Contact history and notes
Pipeline Screenshot
List Scrubber
Clean your lead lists before any campaign runs. Remove litigators, landlines, and duplicates to protect your business and maximize deliverability.
- TCPA litigator database check
- Landline detection and removal
- Duplicate checking against existing contacts
- Active conversation protection
- Schedule sends for optimal timing
List Scrubber Screenshot
Mobile App
Manage your business from anywhere with our iOS app. View conversations, manage your pipeline, and stay connected with your leads on the go.
- Real-time conversation view
- Check appointments and manage your calendar
- Access contact records and pipeline status
- Push notifications for new messages and bookings
- Available on App Store
Mobile App Screenshot
Analytics Dashboard
Real-time visibility into your performance. See what's working, identify bottlenecks, and make data-driven decisions to improve your results.
- Message delivery and response rates
- Appointment booking and show rates
- Pipeline stage distribution at a glance
- Lead source performance tracking
- Conversation and engagement metrics
Dashboard Analytics
Ready to Put These Features to Work?
Join advisors who are using OAK to automate their follow-up and close more deals.