We Help Life Insurance Agents Get Consistent Appointments & Qualified Leads — Automatically.
At COIL Services, we specialize in helping life insurance agents grow faster with automated lead generation, follow-up systems, and done-for-you marketing that works while you sleep.
About COIL
Built to help agents stop chasing and start closing.
COIL Services was created to solve one major problem:
Life insurance agents waste time on outdated marketing and inconsistent lead sources.
Most agents rely on cold calling, expensive live transfers, or weak lead vendors that don’t care about results. COIL builds a predictable system that delivers:
Qualified inbound leads
Automated appointment booking
A CRM that runs your entire business
Follow-up that converts leads for you
We help you focus on what matters:
selling policies and expanding your book of business.
Why Agents Choose COIL
Simple processes that save you hours every week
Automated systems that fill your calendar
Consistent, high-quality leads
Transparent communication and real support
SERVICES
What We Offer
COIL CRM + Automations
All-in-one agent CRM
Automated pipelines
Smart follow-up sequences
Mobile app access
Perfect for agents who want clean systems and better organization.
Leads + Appointment Automation
Custom life insurance funnels
Automated lead nurturing
Appointment booking on autopilot
Ideal for agents who want consistent inbound leads.
Done-For-You Growth System
COIL builds and manages your entire marketing system
We run your ads, funnels, automations, and optimization
You only focus on closing
Best for agents who want hands-off scaling.
Book a free discovery call
HOW IT WORKS
A Simple 3-Step System
Onboarding Call & Setup
We learn your goals, set up your CRM, connect your domains, and customize your funnels.
Launch Your Automated Funnel
We deploy your lead-generation system and follow-up engine.
Leads & Appointments Start Flowing In
Your system runs automatically — generating, nurturing, and booking prospects while you focus on selling.
COIL saved my business. I went from cold calling every day to having appointments show up on my calendar automatically.
“I closed 3 policies in my first week. The automations are crazy good.
This is the first system that actually does what it promises.
Choose the Plan That Fits Your Insurance Business
Pick the onboarding package that gives you the support, systems, and automation you need.
Why is this better than buying leads from lead centers?
Lead Vendors = shared, recycled leads you have to chase.
Our System = exclusive leads + automations that follow up instantly + more appointments booked for you.
Instead of buying more leads, you get a full system that actually converts them.
How quickly can I get set up?
Within 24–48 hours. In many cases, same day.
Do I need tech skills to use this?
No. We set everything up for you. You only need to answer leads and run your calls.
Are the leads shared or exclusive?
Exclusive. They go to only you, never resold.
Is there a contract?
No long-term contracts — month-to-month. Stay because it works.
Do I need my own domain for this?
No — we set everything up for you using our system. You don’t need to buy anything extra.
What’s the difference between the three tiers?
Tier 1 gives you full CRM access + training only (no leads).
Tier 2 gives you raw leads + all automations, funnel, and follow-up.
Tier 3 gives you booked appointments directly on your calendar with full throttle strategies / optimization.
What type of leads do I get in Tier 2 and Tier 3?
Tier 1 + Up to you
Tier 2 = raw leads.
Tier 3 = leads + booked appointments.
Do the leads go straight into my CRM?
Yes. Everything is automated — leads flow directly into your pipeline and your phone instantly notifies you.
What happens if I miss a lead’s call?
Our missed-call text back instantly replies to them to keep the lead warm. (Included in Tier 2 & Tier 3.)