Starter Plan · $39/mo

Funnel Builder

Branded funnels built from insurance templates.

Microsites, per-product landing pages, embedded website chat, and automatic CRM routing. Powered by 6 Funnel Engine modules covering attribution, intent, nurture, orchestration, and recovery.

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6 AI modules

Included on Starter+

No setup fees

Funnel Engine

AI modules

Attribution Module

Intent Module

Content Module

Nurture Module

Orchestration Module

+ 1 more modules below

AI Modules

All 6 AI Modules Explained

Every module is a specialized AI knowledge base — not a generic feature.

Attribution Module

Tracks each lead back to its source: campaign, channel, affiliate ref, and UTM parameters, and feeds that into your funnel analytics.

Intent Module

Scores every visitor on intent signals — page depth, chat engagement, form activity, and return visits — to prioritize follow-up on the highest-intent leads.

Content Module

Manages the content layer of each funnel: product copy, disclosure text, agent identity bar, testimonials, and trust elements per page type.

Nurture Module

Triggers the first nurture sequence when a lead is captured. Hands off to the Growth Engine for email, SMS, and follow-up automation.

Orchestration Module

Coordinates the full funnel flow: visitor → website chat → lead capture → CRM write → nurture trigger → agent notification, in a single automated chain.

Recovery Module

Detects funnel exits (form abandonment, chat drop-off) and triggers re-engagement sequences to bring visitors back into the lead flow.

Everything Funnel Builder Does

Every capability, documented.

Branded microsites at portal.coveragent.ai/a/{handle}

Per-product landing pages: Term Life, IUL, Annuity, ACA — each with tailored copy

Agent identity bar: logo, name, tagline, license number, phone, and email

Embedded website chat on every page, answering from approved templates and capturing leads

Lead capture forms with email + phone deduplication before CRM write

Auto-routing: every captured lead routes to the correct agent by product and state

SEO-optimized with InsuranceAgency schema.org structured data

Campaign attribution tracking: UTM, affiliate ref, and custom parameters

Intent scoring: prioritizes highest-intent leads for immediate follow-up

Funnel recovery automation: re-engages visitors who abandon the form

Team funnel pages for agency-wide campaigns (shared across agents)

CRM handoff with lead source, product interest, and intent score attached

Real Scenarios. Real Outcomes.

How insurance agents use Funnel Builder in the field.

Scenario

You just joined a new IMO and need a professional online presence quickly

Outcome

Launch your branded microsite from a template. Website chat is live, lead forms route to your CRM, and the page looks professionally designed.

Scenario

You're running an IUL campaign targeting business owners in Texas

Outcome

Create an IUL-specific landing page with business owner messaging, Texas disclosure language, and website chat with IUL answer templates. Attribution tracks each lead to the campaign.

Scenario

You notice a high bounce rate on your annuity page

Outcome

Recovery module detects form abandons and triggers a re-engagement email sequence with a different CTA, to bring visitors back.

Scenario

Your agency has 8 agents each selling different products

Outcome

Each agent gets their own branded microsite with their photo, license, and product-specific pages. Leads route to the right agent automatically by product and state.