Meet Ace, the AI co-worker that grows your book while you sleep.
Ace computes the numbers instead of guessing at them, designs the case, drafts the follow-up in your voice, and refuses to recommend anything it is not allowed to. You approve everything before it leaves your desk.
No code. Works with the tools you already use.
Ace calls a real calculation engine for anything numeric, then drafts around the result. Every draft still gets your review before it goes anywhere.
The drafting hour, given back.
Ace doesn't change your job. It deletes the part after your job.
- 7:30aQuoting
- 10a–1pBack-to-back calls
- 2:00pCarrier portal logs you out. Again.
- 4:00pCertificate request. Three 'quick' service issues.
- 6:30pLeaves the office. Follow-up list untouched.
- 9:15pDrafting emails after the kids are down.
- 7:30aQuoting
- 10a–1pBack-to-back calls, the work doesn't change
- 4:45pPaste the day's notes into Ace
- 5:05pEvery follow-up drafted, reviewed, sent
- 6:00pHome. Follow-up list: empty.
The leads are there. The follow-up isn't.
Most agents don't lose deals to a better pitch. They lose them to the silence between the first call and the second, to the paperwork that swallows Tuesday, and to renewals that quietly walk out the door.
Slow speed-to-lead
By the time you get back to a fresh lead, three other agents already did. The first response usually wins.
Drowning in admin
Quotes, forms, notes, follow-ups. The paperwork keeps you from the conversations that actually close.
Missed renewals & cross-sell
The easiest revenue in your book is the clients you already have, and it's slipping through the cracks.
A teammate you actually talk to.
Ace isn't another dashboard to log into. It's a persona, a co-worker you talk to. Tell it what happened on a call, paste in a lead, hand it a case that has been stuck for a week. It computes what needs computing, refuses what it is not allowed to recommend, and drafts the rest in your voice.
You review anything client-facing before it goes out. Ace drafts, you approve.
Computes RMDs, IRMAA, and inherited IRA figures instead of guessing at them
Refuses structures that are not permitted, and tells you exactly why
Classifies a case and returns a defensible strategy stack with the legal basis
Replies to fresh leads in seconds, in your voice, ready to review and send
Proposes calendar invites and emails, then waits for your approval
Reads your notes on your carriers and process before every answer
Remembers what matters from past conversations, so you are not re-explaining yourself every time
Flags renewals and cross-sell openings before they walk out the door
Most AI makes numbers up. Ace refuses to.
Language models are famously confident and famously unreliable at arithmetic. So Ace does not do the arithmetic. When a number matters, Ace hands it to a deterministic calculation engine and reports exactly what comes back. Thirty calculators, called mid-conversation, the same way a colleague would open a spreadsheet in front of you.
Required minimum distribution
Inherited IRA and the ten year rule
Social Security claiming break-even
Medicare IRMAA surcharges
Roth conversion analysis
Retirement projection
401(k) with employer match
Roth IRA projection
Compound interest and future value
Immediate annuity payout, illustrative
Capital gains with NIIT
Federal income tax by bracket
Federal estate tax exposure
Personal balance sheet and net worth
Qualified charitable distribution
Life insurance need
Defined benefit pension value
Pension lump sum versus annuity
Ask for the RMD on a $2.1M IRA at 73 and you get a computed figure, not a plausible-looking one. Then Ace drafts the client explainer around it, with the code sections stripped out.
Figures are educational and not a substitute for your CPA's work.
The only teammate that tells you no.
Every other AI answers everything with the same confidence, whether it is right or wrong. Ace carries a locked library of validated strategies and a set of rules it is not permitted to break. When you ask for something that is not allowed, it stops you. When a case falls outside what it has been validated on, it says so and routes you to a human instead of inventing something plausible.
Rules it will not break
A direct annuity to life 1035. An irrevocable trust receiving a transferred-in policy. Employer-owned coverage issued without notice and consent. A spouse's IRA funding joint care benefits. Ace flags these before you build on top of them.
It admits where it ends
When a scenario does not map to the validated library, Ace says so plainly and routes it to advanced planning review. An AI that knows the edge of its own competence is worth more to a licensed agent than one that never hesitates.
It asks before it acts
Connect your calendar and inbox and Ace can propose the invite or the email. Proposing is all it does. Nothing is created and nothing sends until you approve it, and nothing client-facing ever leaves without your review.
It knows your carriers. Because you told it once.
Every other assistant starts each morning as a stranger. You re-explain your carriers, your process, and your niche, and by the third time you stop bothering. Ace reads your notes on every message, so you write them once.
Carrier appetite
Who you are appointed with, who moves fast on what, and who has changed recently.
Underwriting patterns
Which impairments get treated well where, and when to send the APS up front.
Your process
How you run a first appointment, what you send before, and how long you wait to follow up.
Your actual voice
Not a description of your tone. An example of it.
Notes cannot break the rules
This is the part that matters. An assistant that learns whatever you tell it will repeat your mistakes back with total confidence, including in client drafts. Your notes make Ace specific to your practice. They never override the compliance rules it will not break. Write something that conflicts with one and Ace follows the rule and tells you your note conflicts.
Twenty minutes, once. No client information ever goes in your notes.
How Ace works for insurance agents
Get your Ace
Onboard with the Founding 50 playbook and shape Ace to your voice, your carriers, and your products.
Put Ace to work
Drop in leads and calls. Ace drafts follow-ups, quotes, onboarding, and renewal outreach on demand.
Grow your book
Faster response times, tighter follow-through, more cross-sell. You focus on the sale, Ace handles the rest.
Ace handles the work that eats your week.
Life, health, P&C, Medicare, final expense, and advanced life and annuity casework. You review anything client-facing before it sends.
Run the number, not a guess
Thirty deterministic calculators Ace calls mid-conversation, from RMDs to IRMAA to estate exposure.
Advanced case design
Describe the prospect in plain language. Get a structure, the legal basis, and the questions for your planning desk. Group benefits cases too.
Instant lead follow-up drafts
Fresh lead in, personalized text and email out. Ace matches your tone, you hit send.
Book the meeting
Ace proposes the calendar invite or the email. You approve it. Then it happens.
Objection roleplay that fights back
Ace plays the prospect, pushes on your weak answers, then tells you which words cost you.
Renewal and cross-sell outreach
Ace watches the book and tells you who to call today, and what to open with.
What's included in Agent Autopilot
Ace persona + prompt pack
The full Ace system prompt, tone, and library of ready-to-use prompts.
Agent Autopilot playbooks
Step-by-step SOPs for follow-up, onboarding, renewals, and cross-sell.
Weekly live builds with Jay
Real builds, real questions, every week, recorded for the vault.
Private community
A room full of licensed agents shipping the same systems you are.
Template library
Emails, texts, scripts, and workflows you can lift and adapt.
Live weekly builds with Jay
Every Tuesday we build a new Ace workflow live, on your calls, your carriers, your objections. Founding 50 members get first seat and lifetime access to the vault.
Built on secure, certified infrastructure.
Agent Autopilot runs on Lovable, a platform that is ISO 27001:2022 certified, with encrypted data storage and row-level security on every submission. Your information is protected by the same standards trusted by enterprise software teams.
- ISO 27001:2022
- Encrypted at rest
- Row-level security
Agent Autopilot pricing
After the first 50 members, the price moves to $197/mo. Founders keep $97 forever.
Agent Autopilot
Regular price $197/mo
- Ace persona + prompt pack
- Agent Autopilot playbooks
- Weekly live builds with Jay
- Private agent community
- Full template library
- Founding bonus: lifetime $97/mo rate
What working agents keep telling Jay.
Paraphrased from coaching calls and Founding 50 onboarding conversations. Names and photos are illustrative while verified case studies are still being collected.
“I stopped losing an hour every morning to follow-up emails. Ace drafts them the way I would, and I hit send.”
“AEP used to bury me. This year Ace pulled plan comparisons and objection notes right before every call.”
“Renewals and cross-sell used to slip. Ace watches the book and tells me exactly who to call today.”
Built by a working agent, for working agents.
Jay J.P. Peak is a National Best-Selling Author (co-author of Success Today with Brian Tracy) and author of Sales Skills to Live By. With 20+ years in the business and over $100M in life and annuity premium sold, and as host of the Insurance Agent Coaching by Jay Peak YouTube channel, Jay built Agent Autopilot for the agents he coaches every week.
- National Best-Selling Author
- Co-author with Brian Tracy
- 20+ years in business
- $100M+ in life and annuity premium sold
- YouTube: Insurance Agent Coaching
Jay's personal track record. Individual result. Not typical, and not a promise of your outcome.
Agent Autopilot is a new program, the Founding 50 are onboarding right now. Verified member results will be published here as they come in.
Frequently asked questions
No. If you can send a text and use email, you can run Ace. Everything is chat-based and uses tools you already have, no coding, no complex stack.
No. Ace does the drafting, research, and busywork. You stay the licensed professional making the calls, building the relationships, and closing the business.
You stay in the loop on anything client-facing. Ace drafts, you approve and send. That workflow keeps you in control of what goes out under your license.
Ace runs on a managed backend, there is nothing for you to set up. Day to day it runs on a fast, cost efficient model, and steps up to Claude for the heavier reasoning behind advanced case design. If you want unlimited usage instead of the plan's monthly message cap, you can add your own Anthropic API key in settings and Ace will call Claude directly on your key.
Yes, cancel anytime, no contracts. We also back it with a 14-day money-back guarantee. If it's not for you, we make it easy.
Yes. Agent Autopilot is built on Lovable, an infrastructure platform that is ISO 27001:2022 certified. Your data is encrypted at rest, submissions are protected by row-level security, and you always stay in control of anything client-facing. Ace drafts, you approve and send, so nothing goes out under your license without your review.
Stop losing leads to slow follow-up. Put Ace on the job.
$97/mo locked for life. 14-day money-back guarantee. Cancel anytime.
Join the Founding 50Get the free Agent AI Starter Kit
5 prompts, 3 workflows, and Ace's core system prompt, sent to your inbox.
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