Your AI-Powered
Growth Engine
A fully managed AI system that generates qualified leads, books sales appointments 24/7, and coaches your team to close more deals. Purpose-built for independent health insurance brokerages and benefits consulting firms.
What We Do
Three AI systems working together to fill your pipeline
Stop chasing leads manually. Our AI Growth Engine automates prospecting, qualification, and sales coaching so your team can focus on what they do best -- building relationships and closing deals.
AI Outbound Agent
Our AI identifies and reaches out to your ideal prospects -- HR decision-makers, benefits managers, and CFOs -- with personalized, multi-channel campaigns that feel human.
- 20+ qualified leads per month
- Multi-channel outreach
- Hyper-personalized messaging
- Targeted prospect identification
AI SDR (Sales Development Rep)
Never miss a lead again. Our AI SDR engages, qualifies, and books sales appointments around the clock -- responding in seconds, not hours.
- 24/7 lead engagement
- Instant response times
- Automated qualification
- Calendar-integrated booking
AI Sales Analyzer & Coach
Every sales call is recorded, transcribed, and analyzed. Get actionable feedback on objection handling, value communication, and closing techniques.
- Call recording & transcription
- AI-driven sales scoring
- Objection handling insights
- Personalized coaching tips
How It Works
From setup to pipeline in four steps
We handle everything. You focus on closing deals while our AI systems build your pipeline and improve your sales process continuously.
Onboarding & Strategy
We learn your ideal client profile, your unique value propositions, and your sales process. Our team configures the AI systems around your specific market -- whether you specialize in group health, voluntary benefits, compliance, or full-service brokerage.
AI Prospecting & Outreach
Our AI Outbound Agent identifies high-intent prospects -- HR directors, benefits managers, and business owners -- and engages them with personalized, multi-channel campaigns across email, LinkedIn, and more.
Lead Qualification & Booking
The AI SDR takes over once a prospect engages. It answers questions, qualifies fit based on your criteria, and books meetings directly on your calendar. Your team only talks to qualified, interested prospects.
Sales Intelligence & Coaching
After every sales call, our AI Sales Analyzer reviews the conversation and delivers actionable insights. Track improvements over time and build a repeatable, data-driven sales process.
Why GrowthVistaAI
We don't just know AI. We know insurance.
Most growth agencies treat insurance like any other industry. We don't. Our deep insider experience means every campaign, every message, and every strategy is built for the way your market actually works.
10+ Years of Insurance Industry Expertise
We've worked inside the insurance ecosystem with Cigna, BCBSMA, and brokers. We know your language, your compliance requirements, and what HR decision-makers actually care about.
AI Built for Your Market
Generic AI tools don't understand insurance. Our systems are trained on the nuances of benefits consulting, employee benefits language, and the relationship-driven sales cycle of brokerages.
Fully Managed, Done-For-You
No learning curves, no software to manage. We build, run, and optimize your entire growth engine. You just show up to qualified appointments.
Relationship-First Approach
We know your business is built on trust. Our AI enhances your relationships -- it never replaces them. Every touchpoint feels authentic and professional.
Continuous Optimization
Our AI systems learn and improve with every interaction. Messaging gets sharper, targeting gets tighter, and your sales process gets stronger month after month.
Scale Without Hiring
Get the output of a full sales development team without the overhead. Our AI handles the top of funnel so your experienced producers can focus on closing.
GrowthVistaAI
AI Growth Engine for Insurance Brokerages
Industries We Serve
About Us
We built what we wished existed when we were in your shoes
GrowthVistaAI was born from a simple observation: independent health insurance brokerages and benefits consulting firms are incredible at what they do -- advising companies on employee benefits packages, navigating complex carrier landscapes, and building lasting client relationships.
But most are stuck with outdated lead generation methods. Cold calls, referral-only growth, and inconsistent marketing that doesn't scale. The firms that thrive in the next decade will be the ones that embrace AI-powered growth -- without losing the personal touch that makes them great.
With over a decade of experience working with Cigna, BCBSMA, and brokers across the industry, we have an unparalleled insider's perspective. We've combined that deep domain expertise with cutting-edge AI to build a growth engine specifically for your world.
Our Credentials
Ready to stop chasing leads and start closing deals?
Book a 30-minute strategy call and we'll show you exactly how our AI Growth Engine can generate 20+ qualified leads per month for your brokerage -- and what your first 90 days would look like.