The Tech
No outdated systems. No duct-tape tech.
We’ve integrated best-in-class tools into one simple dashboard, so you can focus on closing.
How It Works
We know it’s a lot, but you don’t set up any of it. We handle the tech while you run your business
Stay ahead with in-call AI that answers health questions and suggests policy options — live
No more chasing leads — they self-book straight from the ad, guided by AI to schedule based on your availability, fully synced to your calendar and pipeline
Our AI is trained on real objections, sales scripts, and carrier requirements and adapts to your sales style over time
Who It’s For
We’re not marketers pretending to understand insurance. We sold $400K+ in our first year and got burned by overpriced, recycled leads.
Now we’ve built a system that fixes what’s broken for:
IUL & Retirement Agents
Final Expense Closers
Mortgage Protection Teams
Veteran-Focused Pros
New Agents Who Want a Real System
Founder Story / Demo Video
Watch how Boatman Systems flips the broken lead game upside down.
Offers
FAQ
01
What makes Boatman Systems different from other lead providers?
We don’t sell leads! We give you ads based on the market of your choice and you fund those ads yourself rather than buying crappy leads from vendors. You keep the leads so they’re exclusive and owned only by you.
02
Do you actually run the ads for me?
Yes. We fully manage your Facebook / Meta ads so your never need to touch the Ad Manager. Our team handles creatives and optimization.
03
What kind of leads can I generate with your system?
We customize your system based on the market you sell in - IUL, Mortgage Protection, IUL, and Veterans.
04
How does the AI Assistant work?
You’ll receive two AI assistants:
Product AI
Trained on tens of thousands of pages of life insurance data, it helps recommend the most appropriate products, answers questions, and handles objections through education, not pressure.Follow-Up AI
Designed to engage leads over text, this bot books appointments, handles objections, and keeps prospects warm, all without you lifting a finger.
05
Can I use this system if I’ve never run ads before?
Absolutely. Most of our clients are insurance agents, not marketers. You just focus on closing.
06
Do I own the system and leads?
100%. The system is built under your name, funnels with your brand and personal ad account. You control the data, pipeline, and client relationships.
07
What happens after I sign up?
You’ll be fully onboarded by our team within a few days. We’ll launch your ad campaigns, set up your CRM and AI assistant, and get you into live production quickly.
08
What results should I expect?
Each market is different, but we’ll never make lofty promises. Our ads are proven to generate leads, and you decide how much you’ll spend on ads. Your ad spend is highly correlated with the amount of leads generated.
Contact Us