Simplify operations, capture more leads, and serve clients faster — all through
intelligent automations tailored to your
industry.
From law firms to contractors and real estate teams, Upgrade Industry Agents™ connect your systems so your
business
runs 24/7.
Upgrade Industry AI Agents are complete automation systems built for specific
professions — from law firms and
contractors to realtors and medical offices. Each package combines multiple Upgrade Business Agents into one
seamless
workflow designed for that industry’s day-to-day operations.
Instead of piecing together separate tools, each Industry Agent delivers a turnkey system that captures
leads, books
appointments, sends documents, and follows up automatically — customized to your field.
Every Industry Agent can connect with your existing CRM or run independently on its own Upgrade dashboard.
Start with
the one that matches your business type, and scale your automations as you grow.
| Industry Agent | Who It’s For | Core Automations Included | Setup | Monthly | ROI Payback | More Info |
|---|---|---|---|---|---|---|
| Upgrade Legal Agent™ | Attorneys and law firms | Lead Capture, Scheduling, Document, Nurture, Reputation, Reception | Starting at 4,500 | Starting at 699 | 1–1.5 months | More info |
| Upgrade Trades Agent™ | Contractors, HVAC, Plumbers, Electricians | Lead Capture, Scheduling, Document, Nurture, Reputation, CRM Senior, Payment | Starting at 4,000 | Starting at 699 | ~1 month | More info |
| Upgrade Realtor Agent™ | Realtors and small broker teams | Lead Capture, Scheduling, Document, Nurture, Reputation, Chatbot (optional) | Starting at 4,500 | Starting at 699 | 1.5 months | More info |
| Upgrade Mortgage Agent™ | Loan officers and brokers | Lead Capture, Scheduling, Document, Nurture, Reputation, CRM Senior | Starting at 4,500 | Starting at 799 | ~1 month | More info |
| Upgrade Health & Wellness Agent™ | Dental, chiropractic, med-spa, and wellness clinics | Reception, Nurture, Reputation, Lead Capture, Scheduling | Starting at 4,500 | Starting at 799 | ~1 month | More info |
| Upgrade Insurance Agent™ | Independent insurance agents and small agencies | Lead Capture, Scheduling, Nurture, Reputation, Reception | Starting at 4,500 | Starting at 799 | ~1 month | More info |
✅ Built for Your Business Type – Each system is pre-configured around
how your industry operates, so you get meaningful automations from day one.
✅ Instant ROI – Automates tasks that normally cost hours of staff time — usually paying for
itself within the first month.
✅ Flexible Integration – Works alongside your existing CRM, website, or quoting tools — or
operates as a complete standalone system.
✅ Scalable & Modular – Add agents or additional licenses as your team expands.
✅ Optional Marketing Bundle – Pair any Industry Agent with an Upgrade Website and Digital
Marketing Plan to save up to 25 percent on setup.
Law firms lose countless hours every week answering inquiries, chasing signatures, and
following up with clients.
The Upgrade Legal Agent™ handles all of it for you. It captures new leads, books consultations, sends
documents for signature, and manages client communication automatically.
It connects with systems like Clio, PracticePanther, MyCase, or Lawmatics, or can run as a standalone
automation solution for independent attorneys and small firms.
| Need | Current Limitation | Upgrade Solution |
|---|---|---|
| New client inquiries | Staff manually respond to every intake email | Lead Capture Agent replies instantly, qualifies leads, and routes them to the right attorney |
| Consultation scheduling | Phone tag and manual booking | Scheduling Agent automatically books consultations based on attorney availability |
| Document preparation and signature | Time-consuming follow-up for forms and contracts | Document Agent generates, sends, and tracks documents with e-signatures automatically |
| Client updates and reminders | Inconsistent communication | Nurture Agent automates updates, reminders, and follow-ups throughout the case |
| Review requests | Often forgotten after closing a case | Reputation Agent sends automated review requests and captures feedback privately |
| Missed calls and after-hours inquiries | Leads lost when staff are unavailable | Reception Senior Agent answers voice and text inquiries 24/7 and books appointments directly |
| Agent | Purpose |
|---|---|
| Lead Capture Agent | Instantly replies to inquiries, gathers client details, and routes leads to your CRM or email. |
| Scheduling Agent | Books consultations automatically, sends confirmations and reminders, and updates calendars. |
| Document Agent | Creates and sends proposals, agreements, or retainers with e-signature and tracking. |
| Nurture Agent | Sends automated updates, reminders, and follow-ups to keep clients informed and engaged. |
| Reputation Agent | Builds your online reputation with review requests and private feedback filtering. |
| Reception Senior Agent | Provides 24/7 call and text coverage, books appointments, and syncs to your system. |
Optional: Meeting Agent for transcription and summary of client calls or hearings.
Each license covers one attorney or firm location.
All automations are personalized with the firm’s name, logo, phone number, and signature block.
For firms with multiple attorneys, additional licenses can be added. Each attorney receives their own
personalized automations, calendar, and communication identity while remaining part of a shared firm
dashboard.
Additional License Pricing
| Clio Companion Edition | Independent Practice Edition | |
|---|---|---|
| Who It’s For | Firms already using Clio, PracticePanther, or similar systems | Solo practitioners or small firms without an existing legal platform |
| Core Focus | Adds intelligent automation for intake, scheduling, documents, and reviews that connects with your current platform | Full standalone automation platform with built-in CRM and client tracking |
| Automation Agents Included | Lead Capture, Scheduling, Document, Nurture, Reputation, and Reception Senior Agent | All features from Clio Companion plus built-in Upgrade CRM dashboard for full practice management automation |
| Setup Fee | $4,500 | $5,500 |
| Monthly | $699 | $899 |
| Payback Period | About 1.5 months | About 1 month |
Purchasing all six automation agents individually would cost approximately $6,000 in setup fees and $1,121
per month.
The Upgrade Legal Agent™ bundles everything into a single, seamless system for just $4,500 setup and $699 per
month, delivering a savings of over $1,500 upfront and more than $400 in monthly value.
This bundled model not only simplifies your tech stack but also provides unified reporting, shared dashboards,
and firm-wide branding across all automations.
Full-service agencies charge $2,000–$5,000/month for similar deliverables (15 posts, 2 platforms, analytics, and branded visuals) — often with contracts or add-on fees.
Pair your Legal Agent with:
High-converting law firm websites with built-in inquiry forms, instant text responses, and automated intake routing. Targeted Google and LinkedIn ad campaigns that bring qualified legal leads directly into your automation system. ⚡ Bundle your Legal Agent with a Website and Digital Marketing Plan to save up to 25% on setup and maximize your results.You focus on winning cases.
Upgrade handles client intake, communication, and follow-up from start to finish.
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Most service businesses lose money between jobs, not on them.
Missed calls, slow quotes, and forgotten follow-ups drain thousands each month.
The Upgrade Trades
Agent™ is your always-on AI office manager that:
✅ Captures leads the second they come in
✅ Books estimates and jobs automatically
✅ Generates and sends branded quotes for e-signature
✅ Follows up until the job is booked
✅ Triggers payments when work is complete
✅ Requests reviews and posts them online
While you’re on the job, your system is keeping the next one lined up.
| CRM Companion Edition | Independent Shop Edition | |
|---|---|---|
| Who It’s For | Companies already using Jobber, ServiceTitan, or Housecall Pro | Smaller shops or independents without job-management software |
| Focus / Core Functions |
|
Includes everything in the Companion Edition plus:
|
| Setup | $4,000 one-time | $5,000 one-time |
| Monthly Subscription | $699/mo | $899/mo |
| Add-Ons | Reception Senior Agent ($599–$799) • Meeting Agent ($199–$249) | Reception Senior Agent ($599–$799) • Meeting Agent ($199–$249) |
| Payback Period | ~1 month | < 1 month |
🧩 Already using Jobber or Housecall Pro? Upgrade plugs right in.
🚀 Starting fresh? Upgrade gives you the full AI office without the overhead.
Purchasing all six automation agents individually would cost approximately $6,000 in setup
fees and $1,121 per month.
The Upgrade Trades Agent™ bundles everything into a single system for just $4,000 setup and $699 per month,
saving businesses over $2,000 upfront and more than $400 in monthly value.
This bundled approach replaces multiple subscriptions, integrates all communication and scheduling into one
streamlined workflow, and creates consistent brand messaging across every touchpoint.
Captures leads from your website, text messages, and Facebook instantly. Qualifies them by service type,
location, and urgency, and responds automatically by email or SMS, even after hours.
⏱️ Never miss a lead again. Every inquiry gets an instant, professional reply and
lands directly in your pipeline.
Lets customers book estimates or service calls directly from your website or a text link. Syncs with Google or
Outlook calendars, sends confirmations and reminders, and allows easy rescheduling.
🗓️ Book jobs automatically while your crew is on-site elsewhere.
Creates professional branded quotes or invoices using your pricing template. Sends them for e-signature
instantly, tracks when they’re viewed, and notifies you when they’re accepted or paid.
💰 Eliminate paperwork and respond faster than your competition.
Automates follow-ups with unbooked leads, sends seasonal tune-up offers, and keeps your brand top of mind. You
can even add recurring maintenance reminders for HVAC or plumbing clients.
📬 Never forget a follow-up. It’s handled automatically.
Launches a multi-step review campaign after each completed job. Satisfied customers are guided to post 5-star
reviews on Google, while unhappy ones are asked for private feedback. Optionally attaches before and after job
photos to emails for added proof.
🌟 Build your reputation on autopilot and dominate local search results.
When a job is marked complete, the system automatically sends a payment link or invoice through Stripe,
QuickBooks, or Square. Once paid, it triggers your review and nurture workflows.
⚡ No more chasing payments. Money comes in faster.
Upgrade CRM Senior Agent (Independent Edition)
Provides a visual pipeline of every job: Lead → Quote Sent → Scheduled → Paid → Reviewed. Perfect for smaller
shops that need visibility without the complexity or cost of Jobber.
📊 Stay organized at a glance.
AI-generated weekly summary shows new leads, conversion rates, revenue trends, and reviews. Sent directly to
your inbox every Friday.
📥 Know exactly how your business is performing without opening a spreadsheet.
| Edition | Setup Fee | Monthly | Avg Savings / Month | Added Revenue / Month | Hours Saved | ROI Payback |
|---|---|---|---|---|---|---|
| CRM Companion | $4,000 | $699 | $800–$1,000 | +$3,000–$6,000 | 60–80 hrs | ~1 month |
| Independent Shop | $5,000 | $899 | $1,200–$1,500 | +$4,000–$8,000 | 75–100 hrs | < 1 month |
Automation works best when there’s a steady flow of new opportunities.
That’s why every Trades Agent pairs perfectly with your Upgrade Website and Digital Marketing services.
A fast, mobile-optimized site designed to impress customers and convert visitors into booked jobs. Includes your built-in Lead Capture Agent, SEO-friendly structure, and integrated blog module to keep your site active and visible.
Monthly SEO, Google Business optimization, and social media posting that attract homeowners right when they’re searching for help. When combined, every new inquiry flows directly from your ads or site into your Trades Agent workflow with no manual handoff needed.
⚡ Bundle your Trades Agent with an Upgrade Website and Digital Marketing Plan to save up to 25% on setup and maximize results.“Before Upgrade, I spent my nights calling people back.
Now I end my day at 5 PM and wake up to new jobs booked.”
— Carlos M., HVAC Owner, Naperville, IL
✅ Ready to Automate Your Shop?
Your tools handle the work in the field.
Upgrade handles everything else.
Let’s make your business run itself.
Contact Us
Every minute a new inquiry waits for your reply, someone else is showing that buyer a
house.
The Upgrade Realtor Agent™ keeps your pipeline hot by responding instantly, booking appointments, generating
documents, and following up automatically.
Whether you are a solo agent or part of a small team, Upgrade gives you the automation power of a full
marketing staff at a fraction of the cost.
| Core Focus | Automation Agents Included |
|---|---|
| Lead Capture and Qualification | Upgrade Lead Capture Agent – instantly replies to website, Facebook, or Zillow leads by SMS or email, qualifies prospects, and adds them to your CRM or lead tracker. |
| Appointment Booking | Upgrade Scheduling Agent – books listing presentations, showings, or buyer consultations directly from your calendar availability. |
| Listing and Contract Documents | Upgrade Document Agent – generates branded listing agreements, buyer contracts, or proposal PDFs for quick e-signature and tracking. |
| Follow-Up and Nurture | Upgrade Nurture Agent – runs automated drip campaigns for buyers, sellers, and past clients using both SMS and email. |
| Reputation and Reviews | Upgrade Reputation Agent – requests Google, Zillow, and Facebook reviews after closings and promotes positive feedback automatically. |
| Optional Add-Ons | Upgrade Reception Senior Agent (AI voice or SMS receptionist) • Upgrade Chatbot Agent (24/7 lead capture on your site or Facebook page). |
Purchasing all five automation agents individually would cost approximately $5,250 in setup fees and $972
per month.
The Upgrade Realtor Agent™ bundles everything into a single system for just $4,500 setup and $699 per month,
saving real estate professionals over $750 upfront and more than $250 each month.
This bundle replaces multiple disconnected subscriptions with one integrated system that captures leads,
books showings, sends contracts, and manages your reputation automatically.
| Solo Agent Edition | Team or Brokerage Edition | |
|---|---|---|
| Who It’s For | Individual agents or small partnerships | Brokerages or real estate teams managing multiple agents |
| Core Focus | Automated lead capture, booking, contracts, and follow-ups | Centralized automation, team dashboards, shared pipelines, and agent-level personalization |
| Automation Agents Included | Lead Capture, Scheduling, Document, Nurture, and Reputation Agents | All Solo Agent automations plus team-level routing, analytics, and shared CRM dashboards |
| Setup Fee | $4,500 | $6,500 (includes up to 5 agents) |
| Monthly | $699 | $1,199 (includes up to 5 agents) |
| Additional Seats | $500 setup per agent • $150 per month per agent | $100 per month for each additional agent |
| Payback Period | About 1.5 months | About 1 month |
Instantly responds to new listing or showing inquiries through your website, Facebook, or ad campaigns.
Collects buyer and seller information, qualifies leads, and routes them into your CRM or Airtable
dashboard.
📲 Never lose another lead while you are showing homes.
Automates bookings for listing appointments, buyer consultations, and property showings. Syncs with Google or
Outlook calendars and sends confirmations and reminders.
📅 Keeps your calendar full while you stay in the field.
Creates branded listing presentations, buyer contracts, or referral templates for quick e-signature and
tracking.
🖋️ Saves hours of manual document preparation and ensures consistency across every
deal.
Automatically follows up with leads through personalized SMS and email sequences. Sends “Just Listed,” “Under
Contract,” and “Market Update” messages to re-engage old clients.
📈 Builds trust, repeat business, and referrals without manual effort.
Sends review requests after closings, filters negative feedback privately, and posts positive testimonials
automatically.
🌟 Increases your Google and Zillow visibility on autopilot.
Chatbot Agent – answers questions, captures new leads, and books appointments 24/7 on your site.
Reception Senior Agent – AI voice or SMS receptionist that books appointments and responds after hours.
| Edition | Setup Fee | Monthly | verage Savings per Month | Added Revenue per Month | Hours Saved | ROI Payback |
|---|---|---|---|---|---|---|
| Solo Agent | $4,500 | $699 | $700–$900 | +$2,500–$5,000 | 75–100 hrs | ~1.5 months |
| Team or Brokerage | $6,500 | $1,199 | $1,200–$1,400 | +$4,000–$8,000 | 100–140 hrs | ~1 month |
Pair your Realtor Agent with:
A mobile-optimized, IDX-ready site with high-converting lead forms that feed directly into your automation pipeline.
Social media posting, ad campaigns, Google Business optimization, and local SEO that drive qualified buyers and sellers straight to your system.
⚡ Bundle your Realtor Agent with an Upgrade Website and Digital Marketing Plan to save up to 25% on setup and maximize results.You focus on closing homes.
Upgrade handles the follow-up, scheduling, and reviews.
Contact Us
Most loan officers lose deals because their systems are slow to respond or require too much
manual follow-up.
The Upgrade Mortgage Agent™ handles every communication automatically. It captures leads, books
consultations, requests borrower documents, sends reminders, and follows up through every stage of the
loan.
It connects directly with your existing CRM or loan-origination software, or it can run as a complete
standalone system for independent brokers.
| Connected Edition | Independent Edition | |
|---|---|---|
| Who It’s For | Loan officers or branches already using Jungo, HubSpot, Encompass, or Floify | Independent brokers or small lending teams without a CRM or loan-origination system |
| Core Focus | Adds automation for intake, scheduling, document requests, and reviews while syncing with your existing tools | Operates as a complete standalone automation platform with a built-in CRM and loan-pipeline dashboard |
| Automation Agents Included | Lead Capture Agent, Scheduling Agent, Document Agent, Nurture Agent, Reputation Agent, and CRM Senior Agent (loan pipeline visibility) | All agents in the Connected Edition with a dedicated Upgrade CRM dashboard for tracking, reporting, and team routing |
| Setup Fee | 4,500 | 5,500 |
| Monthly Subscription | 799 | 899 |
| Payback Period | About 1 month | About 1 month |
Buying these six automation agents individually would cost roughly 6,000 in setup fees and 1,121 per
month.
The Upgrade Mortgage Agent™ bundles them into one streamlined system starting at 4,500 setup and 799 per month,
giving lenders about 1,500 in upfront savings and more than 300 in monthly value.
This package automates every borrower interaction from first inquiry to closing, removing manual coordination
between multiple apps.
Acknowledges every inquiry instantly by text or email, gathers borrower details, and routes leads to your CRM or loan tracker. Responds faster than any competitor, even after hours.
Books consultations automatically based on availability, sends confirmations and reminders, and reduces no-shows. Keeps your calendar full while you focus on approvals.
Requests borrower documents such as pay stubs, IDs, and verification forms. Sends automatic reminders until each file is received. Reduces document-collection time by up to 80 percent.
Follows up with leads through personalized SMS and email sequences. Keeps preapproved borrowers engaged and
triggers refinance or renewal outreach.
Converts more loans with less effort.
Sends review requests after closings, routes happy clients to Google and Zillow, and captures private feedback internally. Improves visibility and referrals automatically.
Displays every stage of your pipeline in one dashboard: Lead, Preapproved, In Process, Closed. Provides team
visibility without expensive LOS software.
Keeps opportunities organized and easy to track.
Each license is configured for one active loan officer or broker, including NMLS details, contact info, and
personalized automations.
All drip campaigns, calendars, and documents reflect the agent’s own branding.
Branch Add-On Licensing
• 1,000 setup per additional loan officer
• 200 per month per additional user
Each additional user receives:
• Personalized automations and communication templates
• Individual calendars and booking links
• Unique compliance disclaimers and signatures
• Shared reporting within the branch dashboard
| Edition | Setup Fee | Monthly | Average Savings / Month | Added Revenue / Month | Hours Saved | ROI Payback |
|---|---|---|---|---|---|---|
| Connected Edition | 4,500 | 799 | 1,000–1,200 | +3,000–5,000 | 75–100 hrs | ~1 month |
| Independent Edition | 5,500 | 899 | 1,200–1,400 | +3,000–6,000 | 75–120 hrs | ~1 month |
Pair your Mortgage Agent with:
A professional, conversion-focused site built for mortgage professionals. Includes the Lead Capture Agent, preapproval forms, and automated contact routing.
Monthly SEO, Google Ads management, and social posting that drive borrower inquiries directly into your automation workflow.
⚡ Bundle your Mortgage Agent with an Upgrade Website and Digital Marketing Plan to save up to 25 percent on setup and maximize results.You focus on closing loans.
Upgrade manages communication, reminders, and client experience from inquiry to funding.
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Front-desk staff spend countless hours confirming appointments, following up with no-shows,
and answering repetitive calls.
The Upgrade Health & Wellness Agent™ automates those conversations. It books and confirms appointments,
answers calls 24/7, sends branded text reminders, and manages review requests so your team can focus on care
instead of coordination.
Built for independent dental offices, chiropractic clinics, medical spas, physical therapists, and wellness
practices, it connects seamlessly with your existing patient-management system.
| Need | Current Limitation | Upgrade Solution |
|---|---|---|
| Appointment calls and reschedules | Staff must call every no-show or late patient | Reception Senior Agent answers, reschedules, and sends confirmations automatically |
| SMS reminders | Generic one-line texts | Nurture Agent sends branded, conversational reminders, confirmations, and reactivation messages |
| Post-visit reviews | Often limited to a single email | Reputation Agent sends smart follow-ups via text and filters negative feedback privately |
| Missed appointment follow-up | Rarely automated | Nurture Agent triggers reactivation sequences for missed patients |
| Intake forms | Still paper or separate link | Lead Capture Agent collects information online and syncs with your PMS through email or CSV |
| 24/7 answering | Staff-dependent | Reception Senior Agent handles calls, books appointments, and syncs with your system |
Purchasing these five core automation agents individually would cost around 5,250 in setup
fees and 972 per month.
The Upgrade Health & Wellness Agent™ bundles them into one system for 4,500 setup and 799 per month, saving
practices roughly 750 upfront and about 170 each month.
This single package replaces multiple subscriptions and ensures that scheduling, reminders, and reviews all
operate through one reliable automation flow.
| Agent | Purpose |
|---|---|
| Reception Senior Agent | Handles calls and text messages around the clock, books appointments, and confirms reschedules automatically. |
| Nurture Agent | Manages appointment reminders, follow-ups, and reactivation messages for missed visits. |
| Reputation Agent | Drives new Google reviews and routes private feedback internally to improve ratings. |
| Lead Capture Agent | Digitizes patient intake forms and sends them directly into your PMS or CRM. |
| Scheduling Agent | Allows patients to self-book online with real-time calendar sync. |
| Single-Location Edition | Multi-Provider Edition | |
|---|---|---|
| Who It’s For | Independent offices or solo practitioners | Clinics or wellness centers with multiple providers or locations |
| Core Focus | Complete front-desk automation including booking, reminders, and reviews | Adds multi-provider routing, analytics, and shared dashboard oversight |
| Automation Agents Included | Reception Senior, Nurture, Reputation, Lead Capture, and Scheduling Agents | All Single-Location automations plus provider routing and shared performance dashboard |
| Setup Fee | 4,500 | 5,500 |
| Monthly | 799 | 899 |
| Payback Period | About 1 month | About 1 month |
Each license covers one practice location or lead provider.
All automations are branded with that office’s name, logo, and phone number.
For multi-provider clinics or practices with several locations, each additional provider license includes a
unique phone number, personalized automations, and calendar integration.
Additional License Pricing
• 1,000 setup per provider
• 200 per month per provider
Each provider license includes:
• Personalized reminders, messages, and review requests
• Separate booking calendars
• Individual tracking and performance visibility
• Shared dashboard for practice-wide oversight
| Edition | Setup Fee | Monthly | Avg Savings / Month | Added Revenue / Month | Hours Saved | ROI Payback |
|---|---|---|---|---|---|---|
| Single-Location | 4,500 | 799 | 1,000–1,200 | +2,000–4,000 | 60–100 hrs | ~1 month |
| Multi-Provider | 5,500 | 899 | 1,200–1,400 | +3,000–5,000 | 80–120 hrs | ~1 month |
Pair your Health & Wellness Agent with:
Modern, mobile-friendly websites that let patients self-book, fill out forms, and read reviews. Each connects directly to your automation flow for smooth onboarding.
Targeted Google and Facebook campaigns that bring new patients directly into your booking system.
⚡ Bundle your Health & Wellness Agent with an Upgrade Website and Digital Marketing Plan to save up to 25 percent on setup and maximize results.You focus on your patients.
Upgrade takes care of the calls, reminders, and follow-ups.
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Most insurance agents lose opportunities because they cannot respond fast enough to leads or consistently follow up on renewals. The Upgrade Insurance Agent™ automates that entire process. It replies instantly to inquiries, schedules consultations, reminds clients about renewals, and requests reviews and referrals automatically.
It connects directly with your existing CRM or quoting system, or runs as a complete standalone automation platform for independent agents and small brokerages.
| Need | Current Limitation | Upgrade Solution |
|---|---|---|
| New lead response | Agents manually reply to quote or web form requests | Lead Capture Agent instantly replies by SMS or email, qualifies interest, and routes to the correct producer |
| Appointment scheduling | Calls or manual back-and-forth emails | Scheduling Agent books consultations or phone calls automatically based on availability |
| Quote follow-up | Often manual or inconsistent | Nurture Agent automates quote reminders, follow-ups, and renewals with branded messages |
| Policy renewal reminders | Sent in bulk or forgotten | Nurture Agent sends personalized reminders based on renewal date and policy type |
| Review requests | Rarely sent | Reputation Agent runs automated review and referral campaigns after renewals or claims |
| 24/7 response | Office closes at 5 PM | Reception Senior Agent answers after-hours calls or texts and routes to the correct producer |
| Referral and upsell campaigns | Manual outreach or ignored | Nurture Agent sends post-policy referral and cross-sell sequences automatically |
Optional add-on: Document Agent for quote or policy delivery with e-signature tracking.
Purchasing these five core automation agents individually would cost about 5,250 in setup fees and 972 per month.
The Upgrade Insurance Agent™ combines them into one streamlined platform for 4,500 setup and 799 per month, saving agents about 750 upfront and 170 monthly while consolidating multiple disconnected tools.
This allows insurance professionals to respond instantly, follow up automatically, and retain more clients without extra staff.
| Agent | Purpose |
|---|---|
| Lead Capture Agent | Responds instantly to new leads, qualifies interest, and sends data to your CRM or quoting platform. |
| Scheduling Agent | Books consultations automatically based on availability and sends confirmations and reminders. |
| Nurture Agent | Handles quote follow-ups, renewal reminders, and cross-sell campaigns automatically. |
| Reputation Agent | Increases reviews and referrals through polite, timed follow-up messages. |
| Reception Senior Agent | Provides 24/7 coverage for voice and SMS, ensuring no lead or inquiry is missed. |
| ⚙️ Choose Your Edition | Independent Edition | |
|---|---|---|
| Who It’s For | Agents or brokers using CRMs or quoting systems such as AgencyZoom, HubSpot, or EZLynx | Independent agents or small teams without existing CRM or quoting tools |
| Core Focus | Adds an automation layer to handle communication, renewals, and reviews | Full automation platform including built-in CRM, quote tracking, and pipeline visibility |
| Automation Agents Included | Lead Capture, Scheduling, Nurture, Reputation, and Reception Senior Agent | All Connected features plus an integrated Upgrade CRM dashboard built on Airtable or HubSpot Free |
| Setup Fee | 4,500 | 5,500 |
| Monthly | 799 | 899 |
| Payback Period | About 1 month | About 1 month |
Each license covers one active agent or producer with a unique phone number, personalized automations, and calendar integration.
For small brokerages or teams, additional licenses can be added easily, each with personalized follow-ups, schedules, and branding.
Additional License Pricing
• 1,000 setup per agent
• 200 per month per agent
Each additional agent license includes:
• Personalized communication with individual email and phone identity
• Separate appointment calendar and availability settings
• Individual quote and renewal follow-up automations
• Shared branch dashboard for team-wide oversight and reporting
| Edition | Setup Fee | Monthly | Average Savings / Month | Added Revenue / Month | Hours Saved | ROI Payback |
|---|---|---|---|---|---|---|
| Connected Edition | 4,500 | 799 | 1,000–1,200 | +3,000–5,000 | 75–100 hrs | ~1 month |
| Independent Edition | 5,500 | 899 | 1,200–1,400 | +3,000–6,000 | 75–120 hrs | ~1 month |
Pair your Mortgage Agent with:
High-performing, compliant websites with built-in quote forms, lead tracking, and instant text responses that connect directly to your automation flow.
Targeted Google and Facebook ad campaigns that generate qualified quote requests and feed directly into your follow-up automations.
⚡ Bundle your Insurance Agent with an Upgrade Website and Digital Marketing Plan to save up to 25 percent on setup and maximize results.
You focus on building relationships and closing policies.
Upgrade handles the follow-ups, renewals, and referrals.
Contact Us
Contact us today
📞 773-365-9564
📧 sales@upgradetechnology.net