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Funnels & Lead Capture

Convert More Prospects Into Policyholders

See how insurance agents build lead capture pages from insurance templates, with website chat, quote estimators, and compliance disclaimers built in.

TCPA-Oriented Consent Controls
Role-Based Access Controls
GLBA-Oriented Data Controls
AG 49-A-Aware Illustration Screening
Encrypted in Transit and at Rest
Built for Insurance Agents

Live Preview

Insurance Funnel Builder

portal.coveragent.ai/funnels
All systems live
IUL Lead Capture✅ Live
342 12.4%
Term Life Quote Request✅ Live
189 8.7%
ACA Open Enrollment📝 Draft
0
Builder Canvas — IUL Lead Capture
1
Hero SectionHeadline, subhead, CTA button
2
AI Chat WidgetEmbedded, compliance-enabled
3
Quote Request FormName, email, phone, product interest
4
Advisor RoutingAuto-assign to available agent
5
Compliance DisclaimerAuto-injected, state-specific
6
Thank You + CalendarConfirmation & booking widget
Funnel Settings
URLcoveragent.ai/f/iul-guide
StatusLive
AI ChatEnabled
ComplianceAuto-disclaimer ON
Conversion
12.4% +2.1% this month

What Makes Insurance Funnels Different

Insurance-Specific Blocks

Not generic landing page templates. Quote estimators, lead routing, compliance disclaimers, and website chat, purpose-built for insurance.

Website Chat Widget

Embedded website chat answers common product questions from approved, deterministic templates, includes disclosures, captures lead details, and can offer a booking link.

Compliance Auto-Disclaimers

Product-specific and supported state-specific disclaimers are added automatically, so agents are not retyping required language.

Advisor Routing

New leads are routed and assigned to agents using your routing rules.

Template-Based Setup

Start from an insurance template, edit the content, and publish, with no separate page builder to connect.

Conversion Analytics

See how each funnel performs, including visits, leads, and conversion rates.

Also Included

AI-Powered Campaigns — Drive Traffic to Your Funnels

Generate compliance-scanned email campaigns, schedule multi-channel sequences, and track opens, clicks, and conversions — all connected to your funnels.

portal.coveragent.ai/campaigns
All systems live
CampaignStatusSentOpenedClickedLeads
IUL Benefits Email SeriesActive45034.2%8.1%3
Term Life AwarenessActive28028.7%5.3%1
Renewal Reminder Q3ScheduledJul 1 — 45 recipients———
Medicare AEP OutreachDraft————
IUL Benefits Email Series
TCPA verified · Disclaimer injected
Subject“How IUL Can Protect Your Retirement Income”
450Sent
442Delivered
152Opened
36Clicked
8Bounced
Preview

Indexed Universal Life (IUL) insurance offers a unique combination of death benefit protection and cash value accumulation tied to market index performance — without the downside risk. For individuals aged 45-55, an IUL policy can serve as a tax-advantaged supplement to your retirement strategy...

AI Content Generator
Prompt

“Generate email about IUL cash value benefits for 45-55 age group”

Generated Content

Subject: Unlock Tax-Free Growth for Your Retirement

Did you know your life insurance could double as a retirement vehicle? With an IUL, your cash value grows tax-deferred, linked to the S&P 500 — with a 0% floor protecting you from market losses...

Compliance Scan: Pass
Use This Content

Frequently Asked Questions

The Starter plan includes 2 funnels. Pro and higher plans include unlimited funnels.

Funnels publish on your CoverAgent agent pages. Custom domain and white-label options (white label is in Beta) are available on higher tiers; contact sales for details.

The public website chat is deterministic: it responds from approved intent and knowledge templates rather than generating free-form AI text, and responses carry the relevant disclosures. Conversations are captured and routed into your CRM.

Funnels include built-in SEO schema markup, customizable meta tags, clean URLs, and server-rendered pages for optimal search engine indexing.

Ready to capture more leads?

Book a personalized demo and we'll show you how to build your first insurance funnel.