Our Services

Tailored tools to boost your life insurance sales and simplify your day.

Smart CRM

Keep all your client info and interactions in one sleek, easy-to-navigate dashboard. We use AI to retarget our leads and continually improve our marketing.

Screenshot of Gold Signal AI's CRM dashboard showing client profiles and activity timeline.

Screenshot of Gold Signal AI's CRM dashboard showing client profiles and activity timeline.

Lead Automation

Automatically generate and follow up on high-quality IUL and annuity leads without lifting a finger. We have custom workflows, snippets and calendars designed for IUL clients

Visual of automated lead generation flow with notifications and follow-up reminders.

Visual of automated lead generation flow with notifications and follow-up reminders.

Who We Are

At Gold Signal AI, we empower life insurance agents with smart tools to close more policies efficiently.

A confident life insurance agent using a sleek laptop with gold and charcoal themed interface.

A confident life insurance agent using a sleek laptop with gold and charcoal themed interface.

Close-up of AI-powered dashboard showing lead generation and automation workflows in action.

Close-up of AI-powered dashboard showing lead generation and automation workflows in action.

Team collaborating in a modern office with black and gold accents, focused on innovation.

Team collaborating in a modern office with black and gold accents, focused on innovation.

Our Mission

We streamline your workflow with AI-driven CRM and automation, so you focus on building client trust.

Gallery

Dashboard view of Gold Signal AI showing lead generation metrics with gold accents on a dark background.

Dashboard view of Gold Signal AI showing lead generation metrics with gold accents on a dark background.

Screenshot of automated follow-up email sequence tailored for life insurance clients.

Screenshot of automated follow-up email sequence tailored for life insurance clients.

Visual of the AI-powered CRM interface highlighting client profiles and policy tracking.

Visual of the AI-powered CRM interface highlighting client profiles and policy tracking.

Lead marketplace screen displaying high-quality IUL and annuity leads ready for agents.

Lead marketplace screen displaying high-quality IUL and annuity leads ready for agents.

Mobile view of the Gold Signal AI app showing notifications and quick access to tasks.

Mobile view of the Gold Signal AI app showing notifications and quick access to tasks.

Graph illustrating increased policy closures after using Gold Signal AI automation tools.

Graph illustrating increased policy closures after using Gold Signal AI automation tools.

Snapshots of our platform empowering life insurance agents.