Boatman Systems
Boatman Systems
AI-Powered Lead Generation
AI-Powered Lead Generation
Your Own Lead System. Built by Top Producers. Powered by AI.
Your Own Lead System. Built by Top Producers. Powered by AI.
Your Own Lead System. Built by Top Producers. Powered by AI.
Outgrow your lead vendor with a done-for-you acquisition system built specifically for life insurance agents. We produce and manage your Meta and Google ad campaigns, launch high-converting funnels, and train AI to follow up and book appointments through an integrated CRM. It’s a fully done-for-you client acquisition engine, branded for you, built to scale. Choose your market, we build the system around it.
Outgrow your lead vendor with a done-for-you acquisition system built specifically for life insurance agents. We produce and manage your Meta and Google ad campaigns, launch high-converting funnels, and train AI to follow up and book appointments through an integrated CRM. It’s a fully done-for-you client acquisition engine, branded for you, built to scale. Choose your market, we build the system around it.
No garbage lists
No recycled data
Used by Hall of Fame Producers and Fast-Rising Teams
Used by Hall of Fame Producers and Fast-Rising Teams
Used by Hall of Fame Producers and Fast-Rising Teams
The Tech
Built for Performance
Built for Performance
Built for Performance
A Modern System Built for Closers
A Modern System Built for Closers
A Modern System Built for Closers
No outdated systems. No duct-tape tech.
We’ve integrated best-in-class tools into one simple dashboard, so you can focus on closing.
Meta Ads
Meta Ads
Meta Ads
Instagram Ads
Instagram Ads
Instagram Ads
Boatman Systems CRM
Boatman Systems CRM
Boatman Systems CRM
OpenAI
OpenAI
OpenAI
WAVV Dialer
WAVV Dialer
Slack
Slack
BoatBot
BoatBot
BoatBot
Custom Forms
Custom Forms
Custom Forms
How It Works
System Flow
System Flow
System Flow
Seamless Onboarding Handled For You
Seamless Onboarding Handled For You
Seamless Onboarding Handled For You
We know it’s a lot, but you don’t set up any of it. We handle the tech while you run your business
Asks Presale & Underwriting Questions
Asks Presale & Underwriting Questions
Asks Presale & Underwriting Questions
Stay ahead with in-call AI that answers health questions and suggests policy options — live
Books appointments directly into your calendar
Books appointments directly into your calendar
Books appointments directly into your calendar
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
AI Gets Smarter With Every Conversation
AI Gets Smarter With Every Conversation
AI Gets Smarter With Every Conversation
Our AI is trained on real objections, sales scripts, and carrier requirements and adapts to your sales style over time
Who It’s For
Built By Agents. For Agents.
Built By Agents. For Agents.
Built By Agents. For Agents.
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
IUL & Retirement Agents
IUL & Retirement Agents
Final Expense Closers
Final Expense Closers
Final Expense Closers
Mortgage Protection Teams
Mortgage Protection Teams
Mortgage Protection Teams
Veteran-Focused Pros
Veteran-Focused Pros
Veteran-Focused Pros
New Agents Who Want a Real System
New Agents Who Want a Real System
New Agents Who Want a Real System
Founder Story / Demo Video
Why I Built This System
Why I Built This System
Why I Built This System
Watch how Boatman Systems flips the broken lead game upside down.
Offers
Pricing That Pays for Itself
Pricing That Pays for Itself
Pricing That Pays for Itself
Basic Plan
$0,000
/ Month
Month-to-Month
Includes:
Access to workflows and booking calendars only
Max ad spend: $4,000/month
Creator selection included
Alternative
(Weekly Billing Available)
Most Popular
Core Plan
$0,000
/ Month
3 Month Contract
First Month Half Off
Includes:
Full workflows
AI onboarding bot
Unlimited ad spend
Creator selection
Access to custom drip emails (outside standard workflows)
Access to dialer
Access to integrated AI chatbot in workflow sms
Alternative
(Weekly Billing Available)
Creator Plan
$0,000
/ Month
6 Month Contract
Personal brand development
First Month Half Off
Includes: everything in the core plan plus
Custom scripts
Ad performance management
Basic Plan
US$29
/ Month
Month-to-Month
Includes:
Access to workflows and booking calendars only
Max ad spend: $4,000/month
Creator selection included
Alternative
(Weekly Billing Available)
Most Popular
Core Plan
$0,000
/ Month
3 Month Contract
First Month Half Off
Includes:
Full workflows
AI onboarding bot
Unlimited ad spend
Creator selection
Access to custom drip emails (outside standard workflows)
Access to dialer
Access to integrated AI chatbot in workflow sms
Alternative
(Weekly Billing Available)
Creator Plan
US$29
/ Month
6 Month Contract
Personal brand development
First Month Half Off
Includes: everything in the core plan plus
Custom scripts
Ad performance management
Basic Plan
US$29
/ Month
Month-to-Month
Includes:
Access to workflows and booking calendars only
Max ad spend: $4,000/month
Creator selection included
Alternative
(Weekly Billing Available)
Most Popular
Core Plan
$0,000
/ Month
3 Month Contract
First Month Half Off
Includes:
Full workflows
AI onboarding bot
Unlimited ad spend
Creator selection
Access to custom drip emails (outside standard workflows)
Access to dialer
Access to integrated AI chatbot in workflow sms
Alternative
(Weekly Billing Available)
Creator Plan
US$29
/ Month
6 Month Contract
Personal brand development
First Month Half Off
Includes: everything in the core plan plus
Custom scripts
Ad performance management
FAQ
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
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.
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.
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.
Still confused with something?
Still confused with something?
Still confused with something?
Let us know, we are here to help!
Let us know, we are here to help!
Let us know, we are here to help!
Contact Us
We’d Love to Hear
From You
We’d Love to Hear
From You
We’d Love to Hear
From You
Contact us for inquiries, support, or feedback. We're here to assist you every step of the way.
Contact us for inquiries, support, or feedback. We're here to assist you every step of the way.
Contact us for inquiries, support, or feedback. We're here to assist you every step of the way.