AI Sales Agent for Financial Advisors & Insurance

Financial advisors and insurance agents live on trust and speed — but most rely on static contact forms that capture a name and a shrug. A prospect researching retirement planning or life insurance after hours often moves on to the advisor who responded first. An Elvix AI sales agent answers instantly, captures financial goals, and books the consultation — 24/7, without adding staff.

The Problem in Finance

Financial decisions are emotional and time-sensitive. Prospects rarely fill out long intake forms, and the advisor who responds first to a high-intent inquiry often wins the client. Slow follow-up and thin form data cost advisors qualified opportunities every week.

• Slow response — prospects who don’t get a fast answer move on.
• Thin form leads — no goals, timeline, or budget captured.
• Repetitive questions — advisors answer the same product and process questions.
• After-hours inquiries — evening browsers get no response until morning.

Real Questions Prospects Ask

Here are the questions an Elvix agent answers instantly, from your approved content:

• “How much do you charge for a consultation?”
• “What services do you offer?”
• “How do you get paid — fees or commissions?”
• “Can you help with retirement planning?”
• “What life insurance options do you offer?”
• “Can we book a consultation?”

How Elvix Works in Finance

Concrete Outcomes

• 24/7 client intake — answer product and process questions at any hour.
• More consultations booked — qualify and schedule instead of losing prospects to slow follow-up.
• Richer prospect data — capture goals, timeline, and budget before the call.
• Advisors focused on clients — the agent handles repetitive intake so your team advises.
• First-response advantage — be the advisor who answers first.

Transparent Pricing

Elvix starts with a 14-day free trial on the Standard plan. Standard is $99/month — 1 AI sales agent, up to 5,000 messages, website widget, real-time lead detection, and email escalation. Pro is $299/month — 3 agents, 20,000 messages, CRM integrations (HubSpot & Pipedrive), WhatsApp, and multi-language support.