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
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
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
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.