The AI-powered system for life insurance agents and agencies. Outreach, clients, calendar, money and your team, built as one platform: enter something once and it shows up everywhere it matters.
Hi, I saw your ad. How much is final expense?
Hi Maria, it depends on your age and health. Dana can get you an exact price in about 10 minutes. Want a quick call?
Sure. Tomorrow morning?
10:30 AM is open. Does that work?
Yes
Hi, I am Lexi, the AI built into Prevision.
I text and call your new leads in under a minute and book them on your calendar.
I answer your phone, day and night.
Set how I sound in a few taps, and ask me anything about your clients.
AI messaging. Day or night, Lexi texts every new lead and answers their questions. She asks a few quick questions to see if they're a good fit, then books a call on your calendar. If they want to talk to you now, she hands the chat to you.
AI calling. Lexi calls your leads and asks a few quick questions. If they're a good fit, she sends the call to your phone so you can talk right away. Busy? She books a time for you instead.
Always on. If someone calls at 11 PM, Lexi answers. She sends the call to you or a teammate, or books a time. And when something needs you, like a hot lead or a new booking, she texts or calls you.
Persona. Pick her tone, the reason she gives for calling and the questions she asks, set apart for calls and texts. A few taps change how she talks to every lead, with no scripts to write.
Ask Lexi. Lexi knows all your clients, notes, texts and calls. Ask her a question, like "Who needs a review this month?" or "Who haven't I called back?", and she gives you the answer and the names.
Your leads, inbox, calendar and money sit side by side. Lexi works in the background and tells you when someone needs you.
Lexi works your leads around the clock.
Your day, in one look.
She books the call. Step in anytime.
Appointments land on your calendar.
See what you kept.
Hi, I saw your ad. How much is final expense?
Hi Maria, it depends on your age and health. Dana can get you an exact price in about 10 minutes. Want a quick call?
Sure. Tomorrow morning?
10:30 AM is open. Does that work?
Yes
Your AI assistant’s calls, texts and settings in one place.
Today’s appointments, replies and numbers at a glance.
Every lead and client on one card, with texts, calls, notes and policies.
Follow-ups and reminders, so nothing slips.
Appointments and your booking page, linked to your own calendar.
Every text conversation with leads and clients.
Lead lists and the smart power dialer.
Carrier premiums side by side in seconds.
Policies, deposits, expenses and your net profit.
Contracting and carrier forms, one question at a time.
Your agency tree, recruits and everyone’s production.
Your numbers, Lexi, linked calendars and billing.
Quoter. Enter age, state, health and coverage once. Prevision lines up the premiums side by side, and the answers carry straight into the client's intake.
Smart power dialer. Call up to 10 leads at the same time. The first one who answers is connected to you, and the other calls hang up. Less voicemail, more real conversations. On Producer and Elite.
Book of business. Log each policy as you write it. Book tracks deposits as they land and your expenses, and shows exactly where the money went and what you kept.
Production pace. Home tracks what you write day by day against last month and your goal, and shows where you will finish if you keep your current pace.
Call recordings. Every call is saved on the lead or client, with the recording, the full text and a short summary. After Lexi's calls, she leaves you a quick note so you know what was said.
Number health. Calls spread across your numbers, use a local area code when you have one, and stop for the day before a number gets flagged. Your business name shows on caller ID.
Business card and booking page. Share a digital business card by text, QR code or Apple Wallet. It opens your booking page, where people pick an open time that lands on your calendar.
Social Security numbers and bank details are where applications stall. Send a secure link instead. Your client types them on their own phone, and you watch each answer arrive.
Start with your own leads and calendar. Add your first recruit, then a team, then uplines, without ever switching systems.
Bring your agents, uplines and recruits into one platform. Replace the patchwork of tools you run today, and see every downline's activity and production in one team tree.
Bring someone new into the business and Prevision walks them from day one to their first policy. Every recruit gets their own path, written in plain words for someone who has never sold insurance.
Prevision is a native iPhone app, not a website in a wrapper. Everything on the web is in it, so you can reply, call, book and log a policy from anywhere.
Today
Lexi
$1,290 a seat a year, save $258
For a new or part-time agent.
$3,290 a seat a year, save $658
For a full-time agent working leads every day.
$4,990 a seat a year, save $998
For top producers and call-heavy desks.
$0 today, card on file, cancel before day 15 and you pay nothing. Pay yearly and get two months free. Recruits are free until they are licensed. Past your plan, extra texts and minutes are off unless you turn them on, and then you pay only what they cost us.
Start with your card on file and pay $0 today. You get 14 days with Lexi, the CRM, booking, Book and the iPhone app. Cancel before day 15 and you are not charged.
Licensed life insurance agents and the agencies they work in, from a single agent working leads to an owner with a full downline.
She texts short and plain, the way someone from your office would. If a lead asks, she says she is an AI assistant. On a call, she says it in her first sentence.
Texting to that person stops at once and they are marked Do not contact, so Prevision will not text or call them again.
Yes. Upload a CSV from any lead vendor or your old CRM, and pick who Lexi works first.
Texting needs a registration with the phone carriers, which we file for you. Approval usually takes about 48 hours.
You get a heads-up at 80% and at 100%. At 100%, Lexi pauses outreach until next month, unless you turn on extra usage, which is billed at our cost with nothing added.
Yes. Each licensed agent picks a plan. Recruits who are still getting licensed join free.
Yes. Every member can export all of their leads and clients as a spreadsheet at any time.