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Inbound Shield
AI Lead Retention

Stay in the lead
with a follow-up

Reply to every insurance lead within seconds with a real, human-sounding SMS conversation — while you focus on closing. Built for insurance agents. TCPA compliant by design.

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app.inboundshield.com — conversations
● REPLYING
Today's Leads
Sarah M. — LifeHot
James T. — HomeNew
Elena R. — LifeNew
Marcus B. — Auto
Dana W. — Health
Response time
avg. 4 seconds
Hi, I filled out the form about life insurance for me and my husband. What would that run me?2:47 PM
Hi Sarah, this is Mike from Hartwell Insurance — thanks for reaching out! Happy to put together real numbers for you both. Quick question so I quote it right: are you thinking term coverage, or something permanent like whole life?2:47 PM · sent in 4s
Probably term. Also my coverage through work is expiring Friday since I'm switching jobs, so I'm in a hurry.2:51 PM
Got it — expiring Friday makes this easy to prioritize. I'll have term options for both of you ready today. Does a quick call at 4:30 work, or would you rather keep it over text?2:51 PM · sent in 3s
Lead intel
"expiring" detected → flagged hot
Full thread history in context
Compliance
Opt-in recorded 2:46 PM
Quiet hours: 9pm–8am
STOP keyword armed
Number encrypted at rest
The problem

The lead you paid for is
closing with someone else

Lead retention in insurance is brutal — and it comes down to speed and follow-through.

60–80%

of insurance leads are lost to slow follow-up. Most agents simply can't reply fast enough while they're quoting, servicing, and closing.

Minutes

are all you get. A lead who just filled out a form is comparing quotes right now — the first agent to respond usually wins the conversation.

2 bad options

exist today: clunky SMS tools with template blasts that read like bots, or enterprise platforms that need a tech team to run.

Inbound Shield is the third option: clean, polished, and working in minutes.

How it works

Three steps to every lead answered

Connect your account

One click. Your sub-account is auto-provisioned — no OAuth headaches, no dev tickets, nothing to configure.

Import your leads

Bring leads in from your CRM, a spreadsheet, or manual entry. Every lead is protected with bank-grade encryption at rest.

Let the AI respond

Warm, personalized replies go out automatically — or queue for your review, you choose. The AI signs your name, remembers the thread, and never sounds like a bot.

Features

Everything a follow-up system
should have — built in, not bolted on

AI-generated SMS in your voice

Enterprise-grade AI tuned for insurance conversations. Every reply is written fresh from the actual conversation — it signs your name, references what the lead said, and reads like you typed it between appointments. No templates, no canned blasts.

TCPA compliance built in

Opt-in tracking, STOP/START keyword handling, quiet hours (default 9pm–8am local), and per-phone opt-out — not per-lead.

Hot lead detection

"Ready to buy", "urgent", "expiring" — buying signals auto-flag the lead for your immediate attention, so the closest deals surface first.

Encrypted at rest

Phone numbers are end-to-end encrypted at rest with AES-256-GCM. Your book of business stays yours.

Multi-office ready

Ready for solo agents today, ready for your whole agency tomorrow. Every agent's book stays walled off from every other.

Business hours enforcement

No 2 AM texts to leads — ever. Conversations respect each lead's local time automatically.

Conversation memory

The AI remembers the whole thread — what the lead asked last Tuesday shapes the reply it writes today.

Bring your own knowledge baseComplete tier

Train the AI on your specific carriers, objection playbooks, and coverage documents — so its answers match how your shop actually sells.

Complete tier exclusive

Your leads don't just get a text.
They get a call.

AI voice calls powered by our most advanced conversational engine — outbound calling that no other insurance SMS tool offers. When a hot lead needs more than a text thread, Inbound Shield picks up the phone.

  • Outbound AI calls that sound natural and stay on-script for compliance
  • Triggered by hot-lead signals — "expiring Friday" gets a call, not a queue
  • Same conversation memory as SMS — the call knows the whole thread
  • Every call respects quiet hours and consent, automatically
S
Sarah M. — Life leadOutbound call · triggered by hot-lead flag
LIVE 0:42

Inbound Shield:Hi Sarah, it's the office of Mike at Hartwell Insurance, following up on the life insurance quote you asked about — I know your work coverage ends Friday, so I wanted to make sure you had numbers in hand before then.

Sarah:Oh perfect, yes — I was hoping to sort this out today.

Inbound Shield:Great. You mentioned term coverage for you and your husband. Mike has two options ready — want me to book you a 10-minute call with him at 4:30 to walk through them?

Pricing

Two plans. No surprises.

Monthly pricing on both plans. Complete also available annually (save 10%). Cancel anytime.

Essentials

Perfect for solo agents and new brokerages.

$199/month
  • Up to 150 leads per month
  • AI SMS follow-ups — human-quality conversations at machine speed
  • TCPA compliance suite — opt-in, STOP, quiet hours, per-phone opt-out
  • Hot lead detection
  • Encrypted lead data at rest
  • Manual + CRM lead import
  • Business hours enforcement
  • Email support
  • SMS pass-through at cost via built-in wallet (~$27/mo estimated at max usage)
Start Essentials
Trust & security

Built for compliance from day one

Zero-Leak Policy

No PII in logs. No phone numbers exposed to the AI. Ever.

TCPA by design

A full audit trail for every consent event — not a checkbox bolted on later.

Encrypted at rest

End-to-end encryption of lead data at rest, AES-256-GCM.

Tenant isolation

Your leads live in your walled garden — never another agent's.

FAQ

Questions agents actually ask

Chatbots follow scripts; Inbound Shield writes each reply fresh from the actual conversation. It's powered by the most advanced language AI available today — it references what the lead said earlier in the thread, signs your name, and matches your tone. Leads read it as you on a good day — not a decision tree. And if you'd rather approve messages before they go out, switch to review mode and nothing sends without your OK.

No. Connect your account in one click — your sub-account is provisioned automatically, with no OAuth setup and no dev tickets. Import leads from a spreadsheet or your CRM, and follow-ups start going out. Most agents are live within minutes of signing up.

You can import leads three ways: directly from your CRM, by uploading a spreadsheet (any CRM can export one), or by manual entry for walk-ins and referrals. If your CRM can export your leads, Inbound Shield can work with it — and imported leads are encrypted at rest from the moment they arrive.

Yes — compliance is built into the core, not bolted on. Opt-in consent is tracked with an audit trail for every event, STOP/START keywords are honored automatically, quiet hours (default 9pm–8am, lead's local time) block late-night messages, and opt-outs apply per phone number, not per lead — so a person who opts out stays opted out even if they appear on two lead lists.

Keep giving out your existing number exactly as you do today. When you connect your account, Inbound Shield provisions your texting line automatically as part of your sub-account, so every AI conversation runs through a line with full consent tracking and an audit trail — which keeps your compliance record clean.

Founding agent beta

Be one of the first 5 agents

The founding beta is open. The first 5 agents lock in the Complete plan — AI voice calls, knowledge base, 600 leads a month — for $199/month FOREVER, instead of $499. Once the 5 spots are gone, they're gone.

Message us to claim your beta spot · save $300/month for life · 5 spots only