Call, text, and follow up with every lead —
from one place.
APEX gives insurance agents a power dialer, bulk texting, and automated follow-up that turn your lead list into booked appointments — with DNC and quiet-hour checks on every send.
APEX Sales AI is an AI-powered CRM, SMS, and calling platform for licensed U.S. insurance agents selling ACA, Medicare, and Life policies. It combines a power dialer, two-way texting, automated booking, and pipeline analytics in one system, with TCPA, 10DLC, and DNC compliance checks built into every send.
Why APEX
Built for modern sales teams who need speed, compliance, and intelligence in one platform.
Local Presence
Match local area codes instantly and connect 23% more calls.
Built-In Compliance
Every message runs DNC, quiet hour, and TCPA checks in real time.
All-In-One
One platform replaces your CRM, dialer, SMS, and analytics — no context switching.
No-Show Recovery
Smart reminders and rescheduling reduce drop-offs by up to 60%.
Attribution
Know exactly which campaigns drive revenue and ROI.
AI-Powered
Let AI handle routine tasks while you focus on closing deals.
Real Results from Insurance Teams
Powering 1,200+ Insurance Teams Nationwide
From solo agents to enterprise agencies — Apex helps sales teams close more deals.
What Your Day Looks Like With Apex
While other agents chase leads, you close deals. Here's how Apex transforms your daily workflow.
You wake up
AI already sent 200 personalized texts overnight. No manual work.
Calendar is full
4 appointments booked while you slept. Coffee in hand, ready to close.
Power Dialer queues warm leads
No cold calling. Only people who responded get dialed first.
AI re-engages no-shows
3 missed appointments get automatic follow-ups. 2 reschedule instantly.
Check your dashboard
8 appointments completed. 3 deals closed. $12K added to pipeline.
You log off
Apex keeps working. Tomorrow's appointments are already being booked.
The Problems Killing Your Pipeline
Drowning in Follow-ups
You spend 3+ hours daily on manual follow-ups while hot leads go cold.
Missing the Right Moment
Your best prospects are ready to buy, but you're chasing the wrong leads.
Compliance Nightmares
One wrong text could cost you $1,500 per violation. TCPA isn't optional.
There's a better way. Apex automates all of this.
From Chaos to Closing Machine
See the difference Apex makes for insurance teams like yours
Before Apex
Manual, reactive, stressed
After Apex
Automated, proactive, winning
What APEX Sales AI is
- PlatformDialer, SMS, calendar, pipeline & AI follow-up in one system
- AudienceLicensed U.S. agents selling ACA, Medicare & Life
- Pricing$97 Starter · $147 Professional · $297 Leader · flat per account
Instant Insights, Real-Time Growth
See everything — deals, connect rates, revenue health — in one smart, adaptive dashboard.
Illustrative product preview.
Pipeline Stages
Barnett Insurance Group
Medicare & ACA
"We went from scrambling to find leads to having a system that works for us 24/7. Our team books 3x more appointments with half the effort."
Sarah Mitchell
VP of Sales
Appointments
Daily Follow-up
Close Rate
The Complete Apex Stack
Every feature you need to grow revenue — unified, compliant, and AI-enhanced.
Everything You Need — Organized in One Place
From outreach to analytics, every tool works together seamlessly in the Apex platform.
Proven Results That Speak for Themselves
Join thousands of insurance agents and agencies who've transformed their sales workflow with Apex.
Clients see an average 18× return on investment in the first year with Apex.
"I went from 5 appointments a day to 15. Apex handles my follow-ups 24/7 — I just show up and close."