Smartly Digital Solutions Launches AI LeadFlow For Broker Appointment Setting

October 01, 2025 at 10:05 AM EDT

As generative AI continues to gain widespread acceptance across various verticals, Smartly Digital Solutions has launched a new program for life insurance and mortgage brokers seeking a cost-effective and low-effort way to integrate artificial intelligence into their client acquisition workflow.

Toronto, Canada, October 1, 2025 -- The newly available AI LeadFlow™ program combines DFY lead generation with an AI-powered follow-up system that handles 90% of repetitive client acquisition tasks, which Smartly Digital Solutions says frees up to 30 hours each week for brokers to focus on meeting qualified prospects and closing deals.

For more information, visit https://www.smartlydigitalsolutions.com/Smartly-AI-LeadFlow

According to BCG, administrative duties consume more than 50% of an agent’s time, while McKinsey reports AI can improve sales efficiency by 20% and cut operational costs by 30%. Yet most brokers struggle to implement these technologies effectively, often caught between complex systems and steep learning curves that defeat the purpose of saving time.

Smartly Digital Solutions' approach removes both the financial and technical barriers. The agency funds and manages all advertising campaigns, funnel development, and ongoing optimizations, while its AI CRM handles the endless stream of texts, emails, and scheduling that typically drown brokers in busywork.

“The biggest challenge is not just getting quality leads; it’s the follow-up required before those leads go cold,” said a Smartly Digital Solutions representative. “While brokers are stuck sending reminder texts or playing phone tag, opportunities disappear. Our AI engages instantly, maintains conversations, and books appointments automatically, so brokers only talk to people who are ready to meet.”

The partnership model particularly benefits independent brokers who lack the resources for dedicated marketing teams or sophisticated CRM systems. Rather than juggling multiple vendors or learning complex software, they receive one integrated solution where leads flow directly into an AI CRM system that nurtures and converts them into booked appointments. The technology maintains conversation context, handles common objections, and schedules meetings based on the broker’s actual availability.

Furthermore, the AI LeadFlow program comes with built-in quality control, with any leads outside the designated service area or flagged as invalid replaced automatically, so brokers pay only for genuine opportunities. Smartly Digital Solutions notes that this targeted delivery solves the industry-wide frustration of buying recycled leads or discovering prospects live out of state.

Agents can decide how many leads they want each month, starting small and scaling as their business grows.

Life insurance and mortgage professionals ready to integrate AI into their client acquisition can visit Smartly Digital Solutions to explore the Smartly AI LeadFlow™ program and schedule a consultation.

Contact Info:
Name: Frantz Annacius
Email: Send Email
Organization: Smartly Digital Solutions
Address: 5343 Dundas St W Ste 601 #103, Toronto, ON M9B 6H8, Canada
Website: https://www.smartlydigitalsolutions.com/

Source: PressCable

Release ID: 89171302

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Smartly Digital Solutions Launches AI LeadFlow For Broker Appointment Setting

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