Insurance agencies use Oceanic Funnels OS to reply to quote requests in seconds, book quote calls automatically and follow up until the prospect decides. Renewal reminders, cross-sell campaigns and review requests keep policyholders with you for years.
From a quote funnel, an ad, a lead vendor or a call.
A text and email confirm the request. The AI agent collects missing details.
The prospect picks a time, or an agent gets a task to call.
A sequence of texts and emails keeps the quote in front of them.
Welcome messages, documents and a review request.
Renewal reminders and offers for other lines of cover.
Missed call text back, instant replies, AI agents and reminders mean every call, form and DM gets answered, day or night. Unlimited contacts and users on every plan.
Insurance agencies use Oceanic Funnels OS to reply to quote requests in seconds, book quote calls automatically and follow up until the prospect decides. Renewal reminders, cross-sell campaigns and review requests keep policyholders with you for years.
Yes, if the vendor can send leads by email, webhook or an integration. Each lead is added to your CRM and gets your instant reply.
Yes. Store the renewal date on each contact and trigger reminders and review calls automatically before it.
On the Growth plan ($197 a month) our team sets up your system in the first week. On the Done-For-You plan ($297 a month plus a one-time $997 build fee) we build your sales funnel and the full automated backend for your business.
Oceanic Funnels OS starts at $67 a month with unlimited contacts and users. Usage like SMS, email and AI is pay-as-you-go, and WhatsApp is a +$19/month add-on.
One system for funnels, CRM, SMS, WhatsApp, AI agents, booking and payments. Or let our team build it for you.