Growth Engine
The execution layer. Every lead action triggers the right follow-up — automatically.
Every lead action fires the right next step: form submission → welcome sequence, engagement → stage update, silence → re-engagement flow, appointment booked → reminder chain. The Growth Engine is the execution layer — it runs what the growth system sets up without manual intervention, within quiet-hours and frequency limits.
All 6 AI Modules Explained
Every module is a specialized AI knowledge base — not a generic feature.
Trigger & Condition Engine
Fires sequences based on lead actions: form submission, page visit, chat engagement, appointment no-show, pipeline stage change, and time-based delays.
Email Nurture Sequences
Multi-step email flows with personalization tokens (first name, product, agent name, appointment date) and conditional branching based on open and click behavior.
SMS Drip Sequences
SMS sequences with TCPA-oriented consent controls: the dispatch gate checks opt-outs, marketing consent, quiet hours, and frequency caps before each send. Triggered by the same action events as email flows.
Re-Engagement Automation
Automatically identifies leads that have gone cold (no activity for N days) and fires a re-engagement sequence designed to bring them back into the pipeline.
Appointment Reminder System
Automated reminder sequences for booked appointments by email and SMS, plus post-appointment follow-up, personalized to the meeting details.
Onboarding & Welcome Sequences
Welcome sequences for newly issued clients: policy delivery confirmation, referral ask, annual review scheduling, and cross-sell introduction timing.
Everything Growth Engine Does
Every capability, documented.
Real Scenarios. Real Outcomes.
How insurance agents use Growth Engine in the field.
A lead fills out your term life form on a Friday at 6pm
Sequence triggers: a thank-you SMS (sent within quiet-hours rules), a Saturday morning email with a product overview, and a Monday follow-up if there is no reply.
You have 150 leads who went cold over the past 90 days
Re-engagement automation identifies every contact with no activity in 90 days and fires a 3-touch "we miss you" sequence with a new CTA, subject to consent and frequency caps.
An agent has 12 appointments booked for next week
The reminder system sends email and SMS reminders for each appointment automatically, and post-appointment follow-up fires after the meeting.
You just issued a client's first policy
Onboarding sequence fires: policy delivery confirmation, 30-day check-in, 6-month referral ask, and annual review scheduling reminder at month 11.
Pricing & Plan Access
Growth Engine is included in Pro ($99/mo), Agency, and Enterprise plans. Starter includes manual follow-up tools only. Email and SMS usage is included in each plan's monthly allowance.
Works Best With
Growth Engine is more powerful when connected to the rest of the platform.
Ready to activate Growth Engine?
Follow-up that runs on triggers, not memory — with consent controls built in.