Digital Kit for Insurance Agents

Tired of Chasing Leads and Missing Sales?

Automate. Grow. Close. Repeat.

Your All-in-One Platform to Power Every Step of the Insurance Sales Process— from landing pages to automation, appointment booking, AI-powered messaging, client pipelines, and even ad setup.

Built for life and health insurance professionals, DKIA is your new digital backbone

Join Webinar

Digital Kit for Insurance Agents

Tired of Chasing Leads and Missing Sales?

Automate. Grow. Close. Repeat.

Your All-in-One Platform to Power Every Step of the Insurance Sales Process— from landing pages to automation, appointment booking, AI-powered messaging, client pipelines, and even ad setup.

Join Webinar

Built for life and health insurance professionals, DKIA is your new digital backbone

Built for Insurance Agents

Fast, simple, and stress-free system

Boost Your Conversions

Close more, save time, and grow your income

All-in-One Marketing Dashboard

Funnels, follow-ups, and client management

Built for Insurance Agents

Fast, simple, and stress-free system

Boost Your Conversions

Close more, save time, and grow your income

All-in-One Marketing Dashboard

Funnels, follow-ups, and client management

Supported Products & Services System (Now Live)

Whether you're launching or scaling, DKIA grows with you.

Life Insurance

.

Life Insurance

Protect your clients’ loved ones with reliable coverage that provides peace of mind.

DKIA helps you capture, nurture, and close leads looking for affordable or permanent life insurance policies.

Term / Mortgage Protection

Offer temporary coverage that secures your clients' mortgage or major debts in case of unexpected loss.

DKIA is optimized to help you book appointments fast, especially for price-sensitive families looking for simple solutions.

Indexed Universal Life (IUL)

Educate and convert clients interested in tax-free retirement income, market-linked growth, and flexible protection. DKIA provides automation and content tools to simplify complex financial strategies into clear, trust-building funnels.

Medicare

.

Medicare

Turn 65+ leads into long-term clients by helping them navigate Medicare plans, Advantage, and Supplements.

DKIA ensures quick follow-ups, CRM tracking, and prebuilt messaging sequences to keep your Medicare pipeline organized and profitable.

Recruitment / Team Building

Grow your agency by attracting new agents with professional onboarding systems.

DKIA includes scheduling, form submissions, AI follow-ups, and funnel templates designed to help you recruit, train, and scale a productive team.

Whole Life / Infinite Banking

Position yourself as a wealth strategist offering permanent life coverage with guaranteed growth and living benefits.

DKIA supports Infinite Banking funnels, video training delivery, and messaging that builds authority and trust.

Annuity

.

Annuity

Help retirees and high-net-worth clients create secure, guaranteed income streams. With DKIA, you can segment annuity leads, send tailored nurturing sequences, and build authority using AI-powered financial education content.

ACA (Affordable Care Act)

Streamline your ACA enrollments and renewals by capturing time-sensitive leads during open enrollment. DKIA automates appointment reminders, sends compliance-safe messaging, and keeps your database clean and active.

Long-Term Care

.

Long-Term Care

Sell coverage that safeguards families from the rising costs of elder care. DKIA lets you deliver personalized care-planning content, explain policy options, and automate your entire educational funnel for high-trust conversions.

.

Supported Products & Services System (Now Live)

Whether you're launching or scaling, DKIA grows with you.

Life Insurance

Protect your clients’ loved ones with reliable coverage that provides peace of mind.

DKIA helps you capture, nurture, and close leads looking for affordable or permanent life insurance policies.

Term / Mortgage Protection

Offer temporary coverage that secures your clients' mortgage or major debts in case of unexpected loss.

DKIA is optimized to help you book appointments fast, especially for price-sensitive families looking for simple solutions.

Indexed Universal Life (IUL)

Educate and convert clients interested in tax-free retirement income, market-linked growth, and flexible protection. DKIA provides automation and content tools to simplify complex financial strategies into clear, trust-building funnels.

Medicare

Turn 65+ leads into long-term clients by helping them navigate Medicare plans, Advantage, and Supplements.

DKIA ensures quick follow-ups, CRM tracking, and prebuilt messaging sequences to keep your Medicare pipeline organized and profitable.

Recruitment / Team Building

Grow your agency by attracting new agents with professional onboarding systems.

DKIA includes scheduling, form submissions, AI follow-ups, and funnel templates designed to help you recruit, train, and scale a productive team.

Whole Life / Infinite Banking

Position yourself as a wealth strategist offering permanent life coverage with guaranteed growth and living benefits.

DKIA supports Infinite Banking funnels, video training delivery, and messaging that builds authority and trust.

Annuity

Help retirees and high-net-worth clients create secure, guaranteed income streams. With DKIA, you can segment annuity leads, send tailored nurturing sequences, and build authority using AI-powered financial education content.

ACA (Affordable Care Act)

Streamline your ACA enrollments and renewals by capturing time-sensitive leads during open enrollment. DKIA automates appointment reminders, sends compliance-safe messaging, and keeps your database clean and active.

Long-Term Care

Sell coverage that safeguards families from the rising costs of elder care. DKIA lets you deliver personalized care-planning content, explain policy options, and automate your entire educational funnel for high-trust conversions.

98%

Agent Satisfaction Rate

12M+

Messages Replied Automatically by Conversation AI

87k+

Appointments Booked Through DKIA by Booking AI

🤖 DKIA AI Tools — Your New Assistant

💡 AI That Works For You

💬 Conversation AI

Instant Replies on Facebook, Instagram, SMS, and Email
DKIA’s AI responds to inquiries across multiple channels — answering questions, qualifying leads, and guiding them toward the next step (like booking a call or filling out a form).
No more late replies or missed messages. The AI replies immediately — even while you sleep.

“Hi! Thanks for your interest — are you looking for Term or Whole Life coverage?”
That’s AI talking… not you.

📞 AI-Handled Inbound Calls

Answer Every Call With Confidence — Even When You’re Busy
When a prospect calls and you can’t answer, AI can greet them, collect key info, and trigger a personalized follow-up — via voicemail, text, or email — so the lead never goes cold.

98%

Agent Satisfaction Rate

12M+

Messages Replied Automatically by Conversation AI

87k+

Appointments Booked Through DKIA by Booking AI

🤖 DKIA AI Tools — Your New Assistant

💡 AI That Works For You

💬 Conversation AI

Instant Replies on Facebook, Instagram, SMS, and Email
DKIA’s AI responds to inquiries across multiple channels — answering questions, qualifying leads, and guiding them toward the next step (like booking a call or filling out a form).
No more late replies or missed messages. The AI replies immediately — even while you sleep.

“Hi! Thanks for your interest — are you looking for Term or Whole Life coverage?”
That’s AI talking… not you.

📞 AI-Handled Inbound Calls

Answer Every Call With Confidence — Even When You’re Busy
When a prospect calls and you can’t answer, AI can greet them, collect key info, and trigger a personalized follow-up — via voicemail, text, or email — so the lead never goes cold.

DKIA (Digital Kit for Insurance Agents) gives you everything you need in one smart system

Design made simple

Drag-and-Drop Website Builder

Create a polished, fully customized website without writing a single line of code.

Drag-and-drop builder designed for conversions

Lead Capture Funnels & Landing Pages

Quickly build high-converting funnels and landing pages to capture leads, book calls, or promote insurance offers — no coding needed.

Collect the exact data you need

Custom Forms & Surveys

Create smart, branded forms to pre-qualify leads, onboard clients, or gather feedback — all synced with your CRM.

Automated calendar that books for you

Smart Appointment Scheduling System

Let prospects choose available times, receive reminders, and reschedule on their own — without back-and-forth messaging.

Track every lead, client, and policy with ease

Visual Pipeline Management (Sales CRM)

Stay organized with drag-and-drop pipelines for each stage of your sales process, from new lead to closed policy.

Follow up automatically, like clockwork

Email, SMS & Voicemail Automation

Create personalized sequences to stay top-of-mind, nurture prospects, and boost retention — even while you sleep.

Let AI write, reply, and engage for you

AI-Powered Messaging, Content & Chatbot (Pro Plans & Up)

Generate professional messages, captions, emails, and chatbot replies tailored to your brand and insurance products.

Call prospects directly from the platform

Inbound/Outbound Calling

Make and receive calls inside your CRM with call recording, logging, and instant lead tracking — no third-party tools required.

Run your business on the go

Mobile App Access

Manage leads, send texts, book calls, and access your dashboard from anywhere using our easy-to-use mobile app.

Organize leads your way

Contact Tags & Smart Lists

Segment your contacts by policy type, interest, location, or engagement level — and send the right message at the right time.

Automate actions and responses

Trigger Workflows & Drip Campaigns

Launch workflows based on user behavior: form submissions, missed calls, replies, or booking requests — all without lifting a finger.

Collect and showcase 5-star reviews

Reputation Management Tools

Request reviews automatically, respond to feedback, and improve your online presence to build trust with new clients.

Keep your brand front and center

Custom Domains

Use your own branded domain for funnels, forms, and client pages — no more generic links or redirect confusion.

Get more traffic and leads without guessing

Facebook Ads Integration & Setup (Boost Plans & Up)

Let us launch targeted Facebook ads that drive prospects directly into your CRM and follow-up sequences.

Done-for-you weekly content powered by AI

Social Media Content Creation (Full-Service Plan)

Stay active online with engaging posts, captions, graphics, and hashtags — customized to your insurance niche.

Control access and monitor performance

Team Management & User Roles

Add agents, set permissions, and track team productivity — perfect for growing agencies or recruiting new talent.

Send professional invoices in seconds

Few-Clicks Invoicing

Create and send branded invoices directly to clients for policy fees, service charges, or agency onboarding payments — all tracked inside your dashboard.

Sell policies, consultations, or add-ons online

Product Checkout Pages

Use simple, high-converting checkout pages to collect payments for appointments, policy reviews, custom add-ons, or any service you want to monetize.

Share a secure link, get paid instantly

Payment Links

Generate payment links for one-time services, recurring subscriptions, or policy-related fees — and send them via SMS, email, or chatbot.

Accept credit/debit cards and more — no third-party tools needed

Integrated Payment Gateway

Collect payments through Stripe, PayPal, or other gateways built right into the platform — no external invoicing software required.

Set it and forget it for retainers or fees

Subscription & Recurring Billing

Bill clients monthly, quarterly, or annually for services like consulting, agency fees, or premium advisory — with automatic renewal and tracking.

Securely collect files from clients or agents

Digital Document Uploads

Easily request and store documents like IDs, signed forms, policy scans, licenses, or proof of insurability — all tied to the client’s record.

Close faster with digital contracts

E-Signature Integration

Send agreements or forms for electronic signature directly from the platform — no printing, scanning, or third-party apps needed.

Ideal for: Policy applications, team agreements, compliance waivers, or onboarding forms.

Foster connection, accountability, and support

Private Community Access

Create a members-only community for your agents or clients to connect, ask questions, and grow together — with built-in notifications and engagement tools.

Centralized hub for scripts, guides, and tools

Agent Resource Library

Upload and organize your most-used content like sales scripts, pitch decks, underwriting guides, and marketing assets for agents or team members to access on demand.

Launch your own agency training or onboarding program

Course & Training Portal

Create, host, and deliver step-by-step training for new agents, product knowledge, or client education — complete with videos, quizzes, and progress tracking.

Ideal for: Team onboarding, financial literacy content, or positioning yourself as a thought leader.