Leads Don't Wait.
Your Workflows Don't Either.
Set it and forget it follow-up. Trigger SMS, calls, lead routing, and reminders based on what the lead does — the second they do it. Your pipeline keeps moving while you're on the phone closing.
Build It Like a Flowchart.
Run It Like a Machine.
Drag triggers, actions, conditions, and waits onto a visual canvas. Connect them with branches. Hit activate. Your leads get handled 24/7 while you sleep.
- Drag-and-drop canvas with snap-to-grid
- True/false branching on AI lead temperature
- Auto-exit when the lead replies (no awkward double-texts)
- Loop support for multi-touch sequences
- Test mode — dry-run on a single contact before going live
Describe It in English.
AI Builds It Instantly.
Don't want to drag and drop? Just tell the AI what you want. Type "When a new lead comes in, wait 2 minutes, send an intro SMS, then call them if they don't reply in 24 hours" — and the AI generates a complete workflow with triggers, conditions, and actions.
- Natural language → full workflow in seconds
- Preset templates for common scenarios
- Edit anything after AI generates it
- AI understands insurance-specific language
4 Pre-Built Workflows.
Activate in One Click.
Every account comes with four proven insurance sales workflows. They're built by us, tuned for insurance, and ready to go. Just review and activate.
Speed to Lead
Fires within 30 seconds of a new lead import. Sends a personalized intro SMS, waits 5 minutes, then triggers an AI phone call if they haven't replied. Tags the contact when done.
Aged Lead Re-engagement
Automatically reaches out to leads that are 30+ days old. Checks AI temperature first — cold leads get a gentle check-in, warm leads get a personalized AI message. Follows up 2 days later.
SMS Response Handler
Routes inbound replies intelligently. Hot leads get an immediate AI phone call. Warm and cool leads get an AI-crafted reply. Opt-outs are automatically respected and the workflow exits.
Re-engage Cold Leads
Targets leads with no response in 7 days. Sends a friendly check-in, waits 24 hours, then escalates to an AI call for non-responders. Final graceful close-out after 3 more days.
15 Step Types.
Infinite Combinations.
Every step in your workflow is a building block. Mix triggers, actions, conditions, and flow control to build anything from a simple follow-up to a multi-week nurture campaign.
Send SMS
Personalized messages with merge fields. Supports , , and more.
AI Message
Let the AI craft a contextual reply. Give it a prompt hint and it reads the full conversation history.
AI Call
Trigger an outbound AI voice call. The voice agent picks up the conversation where SMS left off.
If / Else
Branch on tags, lead temperature, score, response time, lead age, pipeline stage, and more.
Wait
Pause for seconds, minutes, hours, or days. Also supports "wait until" with smart conditions.
Add / Remove Tag
Tag contacts for segmentation. Use tags to trigger other workflows or filter in the dialer.
Move Pipeline Stage
Push contacts through your CRM pipeline. Works with GoHighLevel, HubSpot, and Salesforce.
Loop
Repeat a sequence up to N times. Perfect for multi-touch follow-up campaigns.
Send Webhook
Fire outbound webhooks with HMAC signing. Connect to Zapier, Make, or any external system.
Conditions That
Actually Understand Leads.
Other platforms branch on "tag exists" or "field equals." Our workflow engine branches on AI intelligence — real-time temperature, lead score, engagement level, and predicted intent.
- Temperature is hot/warm/cool/cold — AI reads the actual conversation
- Score above/below — 0-100 conversion likelihood
- Responded within X minutes — real-time reply detection
- Lead age in days — time since import
- Has/doesn't have tag — standard CRM conditions
- Time-of-day window — only run during business hours
Not Another Generic
Workflow Builder.
Most CRM workflows are glorified if/then timers. They don't read conversations, don't understand lead intent, and can't make AI calls. Here's the difference.
| Feature | InsuranceGrokBot | GHL Workflows | HubSpot | Zapier |
|---|---|---|---|---|
| Visual drag-and-drop builder | ||||
| AI builds workflows from plain English | ||||
| Branch on AI lead temperature | ||||
| Trigger AI phone calls from workflow | ||||
| AI-drafted contextual SMS | ||||
| Auto-exit on contact reply | ||||
| Pre-built insurance-specific templates | ||||
| No per-workflow pricing |
Your Leads Shouldn't Wait.
Neither Should Your Follow-Up.
Included with every plan. Unlimited workflows. AI builder. Pre-built templates. Speed to lead in 30 seconds.