Understands all your context
It knows your leads, your pipeline, your scripts, your carriers, and your calendar — so every move fits your world, not a generic script.
Spark Life · AI Assistant
It calls, texts, and books. Then works the lead until it's closed.
Built into your Spark Life CRM, your AI assistant works every lead on its own — calling, texting, booking, and following up around the clock. It chases the leads you'd never get to, turns them into booked appointments, and transfers the ones ready to buy — so you can focus on closing.
See a Spark call
Watch it turn a fresh lead into a booked appointment — or live transfer.
A lead fills out a form. Seconds later your assistant is on the phone in a natural voice — qualifying, answering questions, and booking the appointment live. And when someone's ready to buy right now, it transfers the call straight to you — with a live-transfer summary so you know exactly who you're picking up and what they want. From submission to booked or transferred, in one call.
- Dials in under 60 seconds, in a natural voice
- Qualifies for coverage type and books the appointment
- Live-transfers hot, ready-to-buy leads to you — warm and on the line
- Hands off a live-transfer summary card — who they are, what they want, and what was said — so you're never picking up blind
- Texts a confirmation, syncs the calendar, logs the notes
Live call · Speed-to-lead
On callJames Carter
New lead · Final expense · 0:38
Assistant
"Hi James, this is Spark calling from David's office about the quote you just requested. Quick question — are you looking to cover final expenses or income protection?"
Prospect
"Final expenses, mostly — whatever's affordable."
Appointment booked
Tomorrow · 11:00 AM with David
Confirmation texted
Calendar synced
Notes logged
Not a chatbot
It's not a chatbot. It's an operator that does the work.
Calling, texting, and booking is the easy part. What sets your assistant apart is how it thinks — it understands your world, remembers everything, learns as it goes, and takes action on its own.
Never forgets a thing
Every call, text, note, and outcome is remembered. It picks up exactly where the last conversation left off — even months later.
Self-learning
It gets sharper with every call and every close — learning what works for you and adjusting on its own.
Proactive, not waiting
It doesn't sit there waiting to be told. It watches for new leads, no-shows, stale deals, and overdue tasks — and acts.
Can do anything on a computer
If it happens on a screen, your assistant can do it — research a lead, update records, fill out forms, send the email, and more.
Your name, your personality
Give your assistant its own name and personality, and shape how it sounds — so it feels like a real member of your team.
One assistant
The jobs you'd otherwise hire for — in one assistant.
The receptionist, the ISA, the setter — and the assistant who preps your calls, coaches you live, and follows up. It covers the work that usually takes a team, without sick days, turnover, or training time.
Answers missed calls
When you can't pick up, it answers in a natural voice, gets the caller's details, and books live — instead of losing them to voicemail or a competitor.
Calls new leads in 60 seconds
The moment a lead submits a form, it dials with a local number, qualifies them, answers questions, and gets them on your calendar before they cool off.
Texts back in your voice
Replies to inbound texts with coverage-aware, human-sounding messages that qualify the lead, handle objections, and keep moving toward a booking.
Books, confirms & logs
Every booking lands on your calendar with a confirmation text to the lead, plus structured post-call notes written straight to the lead record.
Live-transfers hot leads to you
When a lead is ready and you're available, it warm-transfers the call straight to you mid-conversation — with the full context already in front of you. You talk to people while they're hot.
Preps & coaches every call
Briefs you before the call with the lead's history and last objection, coaches you live while you're on the phone, then drafts the follow-up after.
Always working
It fills your calendar in the background.
Each of these runs automatically. You just show up to the appointments it books.
Strike while it's hot
Speed-to-lead
Contacting a lead in the first minute dramatically lifts conversion. It calls within 60 seconds and retries across the day — so you win the leads your competition lets sit.
Cut your no-show rate
Appointment reminders
Before each appointment, it calls to confirm or reschedule, with a text reminder as backup. Fewer empty slots, more conversations that actually happen.
Revive leads gone quiet
Re-engagement
Leads that have sat for a week aren't dead — they're forgotten. It works your stale pipeline with re-engagement calls and surfaces the ones worth another shot.
Catch the misses
No-show recovery
When someone misses a call or appointment, it restarts the conversation right away — before the lead goes cold for good.
Not just for your leads
It works for you, too — not just your pipeline.
Your assistant doesn't only work leads. It learns you — how you sell, what you care about, where you're headed — and helps you run your day. Advice when you need it, reminders so nothing slips, and a steady push toward your goals.
- Learns you and your preferences over time
- Gives you advice on the best next move
- Remembers your tasks so nothing slips
- Keeps you on track toward your goals
Your day
On track3 calls to make · 2 follow-ups due · 1 application to submit
Monthly goal
14 of 20 policies
Next best move
Call Marcus first
Advice
Marcus opened your quote twice today — reach out before 2 PM while he's thinking about it.
Reminder set
Goal pace on track
How it works
How a Spark call works
From trigger to booked — or transferred to you live — in one pass.
01
A lead comes in
A form submission, a missed call, or a stale lead triggers your assistant automatically — no button to press.
02
It dials with local presence
It calls from a number that matches the lead's area code for higher pickup rates, within their local calling hours.
03
It qualifies & books the appointment
It has a natural, coverage-aware conversation, qualifies the lead, and books the appointment live on your calendar.
04
Hot lead? It transfers you in live
When a prospect is ready and you're available, it warm-transfers the call straight to you — with the full context in front of you — so you talk to people while they're hot. If you take the call yourself, it coaches you in real time.
05
You get the handoff
Confirmation text sent, calendar updated, structured notes logged to the lead, and the follow-up drafted — you're notified and ready to close.
The difference
Everything a basic bot does — plus everything it can't.
Most AI tools stop at calling, texting, and booking. Your assistant does all of that — then keeps going, because it understands context, remembers everything, learns, and acts on its own.
Before the call
Walk into every call already briefed.
A basic bot dials a stranger. Your assistant reads the lead first — pulling their history, prior notes, and the objection they raised last time into a quick brief, so you know exactly where to pick up.
- Lead source, stage, and full contact timeline
- Past calls, notes, and the last objection raised
- A suggested angle and coverage fit before you dial
Lead brief
Marcus Chen
Meta lead · Stage: Quoted · Term life
Last objection
"Want time to compare premiums"
Suggested angle
Compare two term options
Assistant prep
Marcus asked about premium range and family coverage last call. Open with the two options you priced.
During & after the call
A coach in your ear — and the follow-up already written.
It listens while you talk, surfaces approved rebuttals and the next question in the moment, then captures the whole conversation and turns it into a follow-up that sounds like you — not a template.
- Live transcription with objection detection
- Approved rebuttals and next steps, in the moment
- Auto summary, captured objections, promised next steps
- Context-aware follow-up drafted in your voice
Live transcript
Prospect: "I'm worried the monthly premium is too high..."
Suggested response
Ask about their monthly budget, then compare the two term options inside your approved carrier rules.
Objection detected
Follow-up drafted
| Capability | Basic AI voice/SMS bot | Spark AI Assistant Full AI sales operator |
|---|---|---|
| Calls, texts & booking | ||
| Answers missed calls in a natural voice | ||
| Speed-to-lead dialing within 60 seconds | ||
| Two-way SMS that qualifies and books | ||
| Works aged & stale leads | Basic | |
| Live transfer of hot leads with full context | Basic | |
| Thinks like an operator (not a chatbot) | ||
| Problem solving & reasoning | ||
| Understands your full context | ||
| Never forgets a conversation | ||
| Self-learning — improves on its own | ||
| Proactive — acts without being told | ||
| Does anything on a computer | ||
| Its own name & personality | ||
| Works the whole sale — and works for you | ||
| Live call coaching while you're on the phone | ||
| Writes context-aware follow-ups in your voice | Templates | |
| Updates the CRM & next steps automatically | ||
| Trained on your scripts, carriers & playbook | Scripted | |
| Commission & pipeline aware | ||
| Your personal assistant — advice, tasks & goals | ||
General comparison of product categories, not any single competitor. Capabilities reflect Spark's current product direction; some are subject to final compliance review before public claims.
Human-sounding, compliance-first
Smart enough to sound real. Safe enough to trust.
Your assistant runs on enterprise voice infrastructure with guardrails that protect your reputation and keep you in control.
Local-presence dialing
Calls from a number that matches the lead's area code for higher answer rates.
Coverage-aware scripts
Adapts to final expense, IUL, mortgage protection, term, and more — inside your approved language.
Quiet-hours aware
Calls only within the lead's local 8 AM–9 PM window. No early-morning wake-up calls.
STOP & opt-out safe
Honors STOP instantly and pauses outreach the moment a lead opts out, with DNC awareness built in.
You're always in control
Toggle your assistant on or off globally, by lead type, or for an individual lead — whenever you want.
Hands the warm ones to you
When a lead is ready or you take over, it steps back automatically and hands you the full context.
Trust / FAQ
Straight answers.
Does the AI voice sound like a robot?
Spark’s AI voice is designed to sound natural, conversational, and easy to understand — not like an old-school phone tree.
The goal is not to trick people. The goal is to give leads a fast, helpful response, ask the right questions, and get ready prospects back to you with context.
Can I give my AI assistant a name and personality?
Yes. You can give your assistant a name and shape how it communicates.
You can make it warmer, more direct, more professional, more casual, more reassuring, more appointment-focused, or more aligned with your normal tone.
What can I train the AI assistant on?
You can train it on the material that explains how you sell and how your business works.
That can include sales scripts, call frameworks, objection handling, product notes, carrier information, underwriting guidelines, FAQs, compliance rules, follow-up style, appointment setting process, past call notes, transcripts, documents, videos, training material, and internal playbooks.
Can I control when the AI assistant calls leads?
Yes. You can control calling windows, quiet hours, days of the week, and timing rules so the assistant is not calling prospects at the wrong time.
That matters for professionalism, compliance, and customer experience.
Can I turn the AI assistant off or take over a conversation?
Yes. You can turn the assistant off when you do not want it working a lead, campaign, or workflow.
If a lead replies, gets interested, asks a sensitive question, or you simply want to step in, you can take over the conversation. The AI steps back and keeps the context attached so you can continue naturally.
Does the AI assistant only work my leads, or does it help me too?
It does both.
The AI assistant can work your leads by calling, texting, qualifying, following up, booking appointments, and recovering no-shows.
It can also help you directly by preparing you for calls, summarizing conversations, drafting follow-ups, reminding you what happened last, suggesting next best actions, and keeping an eye on leads that need attention.
Can the AI assistant qualify leads?
Yes. The assistant can ask the first questions, collect important details, identify intent, handle basic objections, and organize the answers inside the lead record.
That way, when you step in, you already know what the prospect wants, what they asked, and what should happen next.
Can the AI assistant book appointments?
Yes. The assistant can qualify interest, offer available times, book appointments, send confirmations, and remind prospects before the appointment.
If someone does not show, Spark can trigger no-show recovery instead of leaving you to remember who needs another touch.
Can the AI assistant live transfer calls to me?
Yes. When a prospect is ready to talk, the AI assistant can help create a live transfer and hand the conversation to you.
You get context with the transfer: who the person is, what they asked, what they want, what source they came from, and what the assistant already learned.
Can the AI assistant send texts and emails?
Yes. Spark can support SMS and email follow-up through built-in campaigns and custom sequences.
That includes new lead follow-up, appointment reminders, missed call follow-up, no-show recovery, quote follow-up, birthday messages, holiday follow-ups, and long-term nurture.
Will the AI remember past conversations?
Yes. Spark is designed to keep conversation history attached to the lead.
That means the assistant can use prior calls, texts, notes, transcripts, objections, appointments, and outcomes so the next touch feels informed instead of repetitive.
Is the AI assistant replacing me?
No. The AI assistant is there to handle the work that keeps you away from selling: first touches, reminders, no-show recovery, follow-up, stale leads, call notes, and prep.
You still build trust, explain options, guide the client, and close the policy.
No setup fee · Built around your playbook · You stay in control
Never let another lead go cold.
Bring your leads, your scripts, and your calendar. We'll show your assistant answer, dial, text, book, and follow up — in your voice.