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Funnels & Lead Capture

Convert More Prospects Into Policyholders

See how insurance agents build professional lead capture pages in 30 minutes — with AI chat, quoting, and compliance built in.

TCPA Compliant
HIPAA Ready
GLBA Enforced
AG 49-A Certified
256-bit Encryption
Trusted by 500+ 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 request forms, advisor routing, compliance disclaimers, AI chat — purpose-built for insurance.

AI Chat Widget

Embedded, compliance-enabled AI chat qualifies leads, answers product questions, and books appointments automatically.

Compliance Auto-Disclaimers

State-specific, product-specific disclaimers injected automatically. No manual compliance work.

Advisor Routing

Leads automatically routed to available agents based on product, location, and expertise.

30-Minute Setup

Drag, drop, publish. Most agents have their first funnel live within 30 minutes.

Conversion Analytics

See exactly how each funnel performs — visits, leads, conversion rates, revenue attribution.

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
“I set up my first funnel on a Tuesday afternoon and had three booked appointments by Friday. The automated nurture sequence does the follow-up I never had time for.”

Jennifer R.— Independent Agent, Life & Health

Frequently Asked Questions

On the Starter plan you get 1 published funnel. Pro and above plans include unlimited funnels with A/B testing and custom domains.

Yes. Agency plans and above support custom domains. Enterprise plans include full white-label with your branding, favicon, and custom domain — your clients will never see the CoverAgent name.

Yes. Every AI response passes through the full 22-module compliance engine before delivery. State-specific and product-specific disclaimers are auto-injected, and every exchange is logged for audit.

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.