Built for insurance agents, brokers & agencies
The AI cold email engine that books policy conversations while you close
Stop letting quotes go cold and outreach die in spam. FirstSales warms your domains, personalizes every message to the prospect's risk and coverage gaps, and follows up on its own with the discipline a busy producer can't keep — so your calendar fills with commercial, group, and B2B policy reviews.
- 87% primary-inbox placement vs the 60-70% most insurance senders settle for
- AI writes every email to the prospect's coverage and risk, not a recycled template
- Autonomous follow-up keeps quotes alive and books reviews without manual chasing
- Launch in 8 minutes, unlimited mailboxes, from $29/mo
No credit card required · Cancel anytime · Setup in 8 minutes
Why insurance teams switch
Outreach that earns trust, not spam flags
Business owners, decision-makers, and brokers are buried in cold pitches. The emails that get a reply land in the inbox, speak to a real coverage gap, and follow up without nagging. In a market this competitive, FirstSales does all three automatically.
Lands in the primary inbox
21-day AI warm-up, free list cleaning, and SPF/DKIM/DMARC done right push you to 87% inbox placement — so your commercial and group prospects actually see the offer.
Speaks to their coverage
The AI writes from a knowledge base of your carriers, lines of business, and ideal client profile, so every email reads like your sharpest producer wrote it — at the volume of a whole agency.
Books reviews on autopilot
It follows up until the prospect replies or books, then routes the reply to you. You wake up to a calendar ofqualified policy reviews.
How it works for insurance
From cold list to booked review in three steps
Point FirstSales at your target accounts and let the AI run the outreach motion your agency never has time to do by hand.
Connect your mailboxes and warm up
Plug in your sending accounts and let the 21-day AI warm-up build sender reputation with real conversations before a single prospect is touched — so day-one sends don't burn your agency domain.
Unlimited Google and SMTP/IMAP mailboxes Add any number of sending accounts without paying per mailbox.
21-day automated reputation warm-up Real inbox-to-inbox conversations build your sender score before prospects see it.
Guided SPF, DKIM, and DMARC setup Step-by-step authentication removes the technical barrier most agencies skip.
Feed the AI your lines and ideal client
Drop in your carriers, lines of business, ideal client profile, and proof points. The AI uses your knowledge base to write outreach tailored to each prospect's likely coverage gaps — not a one-size blast.
Per-workspace coverage knowledge base Each agency workspace holds its own carriers, lines, and proof points.
AI personalization from real prospect data Coverage gaps and risk signals shape each email, not a generic pitch.
On-brand, compliant copy at full volume Emails stay within your approved language across every prospect touched.
Let it send, follow up, and book
FirstSales sends, monitors deliverability, and follows up autonomously until the prospect replies or books a policy review — then hands the conversation to you in a unified inbox so no warm lead slips.
Autonomous multi-step follow-up Sequences run without manual intervention until a reply or booking arrives.
Real-time deliverability monitoring Inbox rate, spam signals, and domain health tracked continuously.
Unified inbox with reply handling Every warm reply lands in one place so no policy review slips through.
Proof, not promises
Agents and brokers who let the AI run the outreach
Insurance teams use FirstSales to run the cold outreach and follow-up that used to eat their whole week, and get the booked conversations to show for it.
If you are looking to fix your sales pipeline, you should definitely try. @iuditg is the OG in cold emailing, and the product they have built- is futuristic and screams a deep understanding of email marketing. + My open rate has increased drastically, + The UI and UX are easy to understand, even for a beginner like me.
What you get
Everything an insurance team needs to run cold email that converts
Deliverability, AI writing, and automation in one platform — so you don't stitch together a verifier, a warm-up tool, and a sequencer just to get a commercial prospect to reply.
Land in the inbox, not promotions
Warm-up, free cleaning, authentication, and live monitoring protect every domain so your insurance outreach stays in the primary inbox at scale — even at high prospecting volume.
21-day smart warm-up Sender score grows steadily before your first commercial prospect receives an email.
Free automated list cleaning Invalid and risky addresses removed so bounces never spike your domain's reputation.
Real-time inbox monitoring Alerts fire before placement drops, letting you correct issues before volume suffers.
Personalization that sounds human
The AI researches each prospect and writes from your knowledge base, so a 5,000-contact campaign reads like 5,000 one-to-one emails about their specific risk and coverage.
Knowledge-base-grounded copy Every email draws from your carriers, ICP, and proof points, not filler.
Per-prospect personalization Industry, role, and likely coverage gap woven into each email individually.
Your voice, your lines of business Tone and terminology stay consistent with how your agency actually talks.
Follow-up that keeps quotes alive
Multi-step sequences with smart stop-on-reply mean every prospect gets the follow-ups that actually book reviews — so quotes don't die in the gap, without your producers lifting a finger.
Autonomous follow-up sequences Each touch sends on schedule until a reply arrives, no producer action required.
Smart stop-on-reply Sequence halts the moment a prospect responds, preventing any awkward double-send.
Books reviews around the clock Calendar invites land in off-hours too, filling gaps producers would otherwise miss.
Before & after
What changes when insurance outreach runs itself
The old way burns domains and lets quotes go cold. The FirstSales way fills the pipeline while your producers focus on advising and closing.
- Emails land in spam
- Cold sends hit promotions or spam and your prospects never see the quote or offer.
- Generic templates
- Mass blasts ignore the prospect's industry and risk, so reply rates flatline.
- Quotes go cold
- Busy producers forget to follow up, and most quotes die before a review is booked.
- Burned domains
- Aggressive prospecting without warm-up torches sender reputation and your agency domain.
- Stitched-together tools
- A verifier here, a warm-up tool there, a sequencer somewhere else — and a bill to match.
- Expensive SDRs
- A human appointment-setter costs $5k+/mo with a long ramp before a single booked review.
- 87% inbox placement
- Warm-up, cleaning, and authentication keep you in the primary inbox at scale.
- AI-personalized at scale
- Every email is written from your knowledge base to the prospect's coverage and risk.
- Autonomous follow-up
- The AI follows up until a reply or a booked review — no quote slips through the cracks.
- Protected reputation
- Smart throttling and live monitoring keep every domain healthy.
- One platform
- Deliverability, AI, and automation in a single tool from $29/mo.
- No ramp, no salary
- Launch in 8 minutes and run an appointment-setter's motion for a fraction of the cost.
How we compare
FirstSales vs the tools insurance teams usually stack
Most agencies duct-tape a sending tool to a verifier and a warm-up service. FirstSales does all of it — and writes the emails too.
| What matters | FirstSales | Other tools |
|---|---|---|
| Primary-inbox placement | 87% average | 60-70%, no guardrails |
| 21-day AI warm-up | Included | Paid add-on or none |
| Free list cleaning | Included | Pay a separate verifier |
| AI writes from your knowledge base | Included | Static templates |
| Autonomous follow-up to booked review | Included | Manual sequences |
| SPF / DKIM / DMARC guidance | Included | Left to you |
| Unlimited mailboxes | Included | Per-mailbox pricing |
| Entry price | $29/mo | $80-200+/mo stacked |
Fill your insurance pipeline on autopilot
Let the AI warm your domains, write to each prospect's coverage, and follow up until the policy review is booked. Start free in 8 minutes.
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FAQs
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