Captures every lead
Web forms, aged lists, and partner feeds flow into one place with consent captured and graded on the way in. Nothing sits in a spreadsheet going cold.
For agencies · FMOs · sales teams
Milton.
Warms your leads before you call.
Milton is an AI front office for insurance and high-volume sales teams. It captures every lead and works it across text, email, and soon voice — qualifying, nurturing, and booking — then hands a warm, ready conversation to a licensed agent. Compliance is built in, not bolted on.
Multichannel
Text · email · voice
Always on
Works leads 24/7
Compliance-first
Consent + audit built in
Warm handoff
Agents talk to ready leads
// What it does
Four jobs. One tireless front office.
Works them across channels
Texts and emails on the agent's behalf — voice next — qualifying intent, answering questions, and booking the appointment. On cadence, after hours, without dropping anyone.
Compliance, built in
Per-lead consent, an immutable audit trail, quiet hours, STOP/HELP, and AI guardrails that keep messaging generic and within the rules. Sensitive health data stays out by design.
Hands off warm
When a lead is ready, Milton routes the conversation to the right licensed agent with the full history attached — so agents spend their time closing, not chasing.
// Who it's for
Teams that win on follow-up.
- 01 Insurance agencies and teams drowning in lead follow-up
- 02 FMOs and IMOs that want to arm their whole agent network with one system
- 03 High-volume, relationship-driven sales operations beyond insurance
- 04 Agents who'd rather talk to warm leads than dial a cold list
// Get started
Stop chasing.
Start closing.
Milton is in active build with our own insurance team and rolling out to partners. If you run an agency, an FMO, or any high-volume sales floor, let's talk about putting Milton to work for you.