Zuops for insurance agents
Every quote request answered and booked for a call.
Quote leads go cold in minutes and get called by five other agents. Zuops texts every request in seconds, asks the questions you need for the quote, books the call with an agent, and keeps following up with the ones who aren't ready yet.
Plans from $19/mo. Cancel anytime.
Loved by 1,300+ businesses
Ads
Ads that work for insurance agents.
Start from ads that already bring in leads for insurance agents, with an estimated cost per lead on each, then make your own version with your logo, offer and service area. Offers that tend to work:
- No medical exam life insurance
- Compare home and auto rates in 5 minutes
- Final expense coverage from $1 a day
- Free Medicare plan review
- Bundle and save
Calls
Every call answered, even when every agent is on the phone.
The AI receptionist picks up after hours or when your team can't, knows the caller if they've filled a form, and books the medicare plan review on your calendar.
Forms
Know the coverage type before the agent calls.
Smart Forms ask the questions you'd ask on the phone, with big tap-friendly answers, check they're in the area you serve, and send good leads straight to booking.
Booking
Booking that fits how you work.
Book quote calls and plan reviews at exact times, route leads across agents with round robin, and send reminders so calls happen.
Why insurance agents use Zuops
Fewer missed leads. More booked appointments.
Shared leads
Be first to respond, in seconds, before the other agents call.
Long follow-up
Sequences keep checking in for weeks and months until they're ready.
Round robin
Spread leads across your agents by weight or rules.
Quote calls
Book the call at a time they choose instead of chasing voicemails.
Renewals
Remind clients before renewal and win the cross-sell.
Ads that work
Life, final expense and home and auto ads with cost-per-lead estimates.
Watch the demo
See Zuops in action. Then decide.
A walkthrough of the ad studio, the CRM and the AI that answers insurance agents' leads.
Real results
Real businesses. Real bookings. Real revenue.
Campaign numbers from owners and agencies who run their ads and leads through Zuops.
400+ new clients for less than a coffee each
“I'm still shocked we got over 400 new client conversations for less than a fancy coffee each. Their DM strategy didn't just get us bookings, it built a community. Our appointment book has never been this full.”
From headache to $13 quality architecture leads
“Getting qualified architecture leads used to be our biggest headache. They brought in over 200 at a cost of just $13 a piece. The quality of their creative is top-notch. Finally, a consistent flow of real projects.”
1,000+ leads at $10 each
“Over 1,000 leads at just $10 a pop? We couldn't believe it. This campaign was a massive success for filling the gaps in our booking calendar during what used to be our slow weekdays.”
Video campaign delivers 114 leads at $12 each
“Video is tough, but they nailed it. 114 leads for around $12 each is a number we didn't think was possible. They understood our service model perfectly and delivered creative that actually converts.”
Local window cleaning gets 14 high-quality jobs
“We're a local window cleaning biz, so we weren't sure what to expect. They managed to pull in 14 high-quality jobs from a single video campaign. The way they presented our service made us look like the pros we are.”
Can I split leads between agents?
Yes, with round robin, by percentage, or by rules like coverage type or state.
Can the AI give quotes?
It gathers the details you need and books the call. Your agents give the quote.
Can it follow up with leads who aren't ready?
Yes. Sequences check in by text and email for as long as you set.
Do you have insurance ads?
Yes, insurance ads with estimated costs per lead in the ad library.
The tools behind it
AI Ad Generator
On-brand image ads in minutes
AI Texting
Every lead texted back in seconds
AI Receptionist
Answers, books and transfers calls
Smart Forms
Forms that qualify leads
Other industries
Turn ad clicks into booked appointments.
Start with your own business or bring every client. Your first ads take minutes, and every new lead gets a reply in seconds.
- Plans from $19/mo
- White-label on every plan
- Cancel anytime