DONE-FOR-YOU AUTOMATION FOR AGENT BOOST 360 CUSTOMERS
Turn Repetitive Processes Into Automated Systems
You do not have to manually follow every lead, move every opportunity, assign every task, or remember every next step
Workflow & Automation Professional Services help turn repeatable business processes into systems
that work inside your Agent Boost 360 account
What We Can Help Automate
Lead follow-up
Lead routing
Appointment processes
Pipeline movement
Internal notifications
Task creation
Client communication
Recruiting processes
Agent onboarding processes
Data updates
Supported integrations
Multi-step business processes
The Problem
Your Systems Should Make Your Job Easier
Insurance agents already have enough to keep track of.
New leads need follow-up. Appointments need to be scheduled. Prospects need nurturing. Clients need answers. Tasks need to get completed. Opportunities need to move through the pipeline.
When all of that depends on disconnected tools and manual processes, things get missed and valuable selling time disappears.
01
Too Many Systems
Stop bouncing between separate tools just to manage one sales process.
02
Too Much Manual Follow-Up
Automate repetitive communication, reminders, tasks, notifications, and administrative work.
03
Too Much to Keep Track Of
Keep your leads, conversations, appointments, opportunities, tasks, and client information organized in one place.
04
The Agent Boost 360 Difference
Agent Boost 360 helps connect the pieces so your backend works more efficiently.
Platform Overview
One Platform Behind Your Sales Process
Agent Boost 360 gives insurance agents the tools to build a more organized, automated, and scalable
business without piecing together a collection of disconnected systems.
CRM & Pipeline Management
Organize leads, prospects, and clients while tracking opportunities throughout your sales process.
Workflow Automation
Organize leads, prospects, and clients while tracking opportunities throughout your sales process.
Forms, Surveys & Funnels
Organize leads, prospects, and clients while tracking opportunities throughout your sales process.
AI-Powered Tools
Use built-in AI to create content, streamline processes, summarize, assist with communications, and get more done.
Calls, Texts & Email
Manage business communication from a centralized platform and keep conversations connected to the people in your CRM.
Calendars & Scheduling
Let prospects and clients schedule appointments while connecting those appointments to the rest of your sales process.
Websites & Landing Pages
Create web experiences that connect directly and seamlessly with the systems running behind your business.
Connected Operations
Keep more of the work surrounding your sales process in one platform instead of managing separate disconnected tools.
Insurance-Specific Positioning
Build It Yourself or Have Us Build It
Agent Boost 360 includes workflow tools that allow customers to build their own automation. Advanced AI can make it easier to plan, understand, and create workflows independently.
If you want our team to design, build, modify, or substantially troubleshoot something specific to your business, that work is handled separately as a Professional Service.
Workflow & Automation - Service Packages
Service
Best For
Strategy, Consulting & Troubleshooting
$125/hour
For discovery, audits, troubleshooting automations not built by Agent Boost 360, architecture guidance, live working sessions, and issues that cannot be reliably scoped as a fixed deliverable.
Automation Essentials Build
$350
For one straightforward automation with limited branching
Workflow System Build
$997
For a connected business process using up to three connected workflows. This should be the most common build package.
Advanced Automation Build
$997
For systems involving multiple workflows, substantial logic/routing, multiple users, or supported external integrations.
Custom Automation System - Starting at
$3,500
For requirements that exceed the Advanced package or require custom architecture, code, middleware, databases, multi-account work, major data migration, or extensive routing logic.
Built-In AI Capabilities
AI That Helps You Get More Done
AI should save you time, not give you another tool to manage.
Professional and Agency plans include advanced AI capabilities directly inside Agent Boost 360 to help you work faster, communicate more efficiently, and simplify everyday tasks.
Get Help Faster
Ask questions and get assistance while working inside Agent Boost 360.
Create Faster
Get help drafting emails, text messages, follow-up content, and other business communications.
Make Information Easier to Use
Use AI to summarize conversations, interpret information, and make important details easier to find and understand.
Work Through Processes
Use AI assistance when working with workflows, communication, content, and other activities inside your account.
Keep AI Where the Work Happens
Use AI capabilities inside the platform where your contacts, conversations, workflows, and business processes already live.
Included With Higher Plans
Advanced AI capabilities are included with Professional and Agency plans.
Built-In AI Capabilities
AI That Helps You Get More Done
AI should save you time, not give you another tool to manage.
Professional and Agency plans include advanced AI capabilities directly inside Agent Boost 360 to help you work faster, communicate more efficiently, and simplify everyday tasks.
Get Help Faster
Ask questions and get assistance while working inside Agent Boost 360.
Create Faster
Get help drafting emails, text messages, follow-up content, and other business communications.
Make Information Easier to Use
Use AI to summarize conversations, interpret information, and make important details easier to find and understand.
Work Through Processes
Use AI assistance when working with workflows, communication, content, and other activities inside your account.
Keep AI Where the Work Happens
Use AI capabilities inside the platform where your contacts, conversations, workflows, and business processes already live.
Included With Higher Plans
Advanced AI capabilities are included with Professional and Agency plans.
Workflow Automation
Stop Repeating Work Your Systems Can Handle
Some parts of your business need your personal attention. Repetitive backend tasks usually do not.
Agent Boost 360 lets you automate processes throughout your business, including lead follow-up, appointment reminders, lead routing, pipeline updates, internal notifications, task creation, client communication, record updates, multi-step sales processes, and integrations with supported systems.
Start with standard automation tools or unlock advanced AI and larger Premium Workflow Execution allowances with Professional and Agency plans.
Want Us to Build It for You?
Active Agent Boost 360 subscribers can also hire our team to design and build custom workflows and business-process automations.
Package Details
Workflow & Automation Package Details
Automation Essentials Build
$350
One workflow
One primary trigger
Up to 10 actions
Up to two conditional branches
One standard native integration
Directly required tags and custom fields
Basic testing
One revision round
Seven-day defect correction period
Recorded walkthrough or written handoff
Workflow System Build
$997
Up to three connected workflows
Up to 30 total actions
Up to six conditional branches
Standard Agent Boost 360 integrations
Required tags, custom fields, pipeline stages, and internal notifications
Testing of primary paths
Two revision rounds
Fourteen-day defect correction period
Workflow documentation
Recorded handoff/training
Package Details
Workflow & Automation Advanced & Custom
Advanced Automation Build
$1,997
Up to six connected workflows
Up to 75 total actions
Advanced conditional logic
Multiple pipelines or user assignments
Up to two supported third-party integrations
Testing of major paths
Two revision rounds
Thirty-day defect correction period
Written workflow documentation
Recorded handoff
One 60-minute training session
Documented webhook configuration where custom application development is not required
Custom Automation System
Starting at $3,500
More than six workflows
Custom APIs or middleware
Complex webhook architecture
External database work
Multiple business units or accounts
Extensive hierarchy or routing logic
Custom-coded workflow actions
Major data migration
Projects spanning multiple Agent Boost 360 accounts
Custom quote after sufficient discovery
How It Works
How a Project Works
Tell Us Your Goal
Show us what you want to automate or improve.
We Build & Test
Our team builds the approved automation and tests it before delivery.
We Hand It Off
You receive the applicable walkthrough, documentation, or training.
We Scope the Project
We review the requirements and recommend the right service.
You Review It
You review the system and request any included revisions.
Need to expand it later?
Additional workflows, integrations, or functionality can be added as a separate project.
Tell Us Your Goal
Show us what you want to automate or improve.
You Review It
You review the system and request any included revisions.
We Scope the Project
We review the requirements and recommend the right service.
We Hand It Off
You receive the applicable walkthrough, documentation, or training.
We Build & Test
Our team builds the approved automation and tests it before delivery.
Need to expand it later?
Additional workflows, integrations, or functionality can be added as a separate project.
FAQ
Questions Agents Ask
Are revisions unlimited?
No. Each fixed-price package includes a defined number of revision rounds. New functionality, new triggers, new integrations, new business processes, or material changes in direction are outside the original scope.
Do build fees include ongoing software and usage costs?
No. Build fees compensate Agent Boost 360 for the approved design, configuration, testing, documentation, and handoff. Recurring platform, communications, AI, premium workflow, API, middleware, database, or third-party costs remain separate unless expressly included in writing.
What happens after delivery?
Each fixed-price package includes a defined defect correction period for reproducible defects in the delivered scope. New requirements, third-party changes, customer modifications, or external platform changes are not included as defect correction.
Can I pay in installments?
Fixed-price workflow and automation projects require full payment before work begins unless Agent Boost 360
expressly agrees otherwise in a signed writing.
Can you guarantee leads, appointments, sales, or revenue from an automation?
No. Agent Boost 360 does not guarantee business outcomes from workflow or automation projects.
An insurance-focused sales and automation platform built to help agents and agencies run a more efficient backend.
Company
Services
Platform
© 2026 Agent Boost 360. All rights reserved.
Professional Services
Powerful Software. Expert Help When You Need It.
Your Agent Boost 360 subscription gives you access to the platform and the Technical Support included with your plan.
Sometimes you need more than software. When you want something designed, configured, or built specifically for your business, Agent Boost 360 Professional Services are available separately
Workflow & Automation
Have our team design and build automation around your business processes.
White-Glove Onboarding
Get additional hands-on assistance configuring and preparing your Agent Boost 360 account.
Website Design
Have your website or landing pages professionally built and connected to your Agent Boost 360 ecosystem.
Build a More Efficient Insurance Business
You did not get into insurance to spend your day managing software, chasing tasks, and manually moving information between systems.
Agent Boost 360 helps bring the systems behind your business together so you can automate more, stay organized, and spend more of your time where it matters.
An insurance-focused sales and automation platform built to help agents and
agencies run a more efficient backend.
Company
Company
Services
Platform
© 2026 Agent Boost 360. All rights reserved.