PS Connect
The internal CRM + AI platform of PS Insurance for its agents. AI calls the lead, transfers live when you are available, and schedules automatically when you are not.
Invitation-only | Only for active PS Insurance agents | Not for sale to the public
Why agents use PS Connect
Responds in seconds
AI calls the lead instantly, so no lead waits for a callback.
Live transfer
If you are available, the call is transferred live to you.
Automatic scheduling
If you are not available, the system schedules automatically.
How it works
Lead fills out a form
The lead submits a form and enters the PS Connect workflow.
AI calls instantly
AI calls the lead right away.
Live transfer if you are available
The call is transferred live to the agent.
Automatic scheduling if you are not
The system schedules automatically when the agent is not available.
What is PS Connect?
PS Connect is the internal platform of PS Insurance for its agents, based on Go High Level. It combines a CRM with AI that calls the lead. If the agent is available, the call is transferred live to the agent. If the agent is not available, the system schedules automatically.
Invitation-only access
PS Connect is invitation-only and is only for active PS Insurance agents. It is not for sale to the public.
Agent access is by invitation only. Active PS Insurance agents can contact PS Insurance using the contact details below.
What PS Connect includes
- CRM for PS Insurance agents
- AI that calls the lead
- Live transfer when the agent is available
- Automatic scheduling when the agent is not available
What PS Connect does NOT do
- PS Connect does not sell insurance.
- PS Connect does not charge insurance premiums.
- PS Connect does not process claims.
- PS Connect does not hold third-party funds.
- PS Connect is not a marketplace.
Only for active PS Insurance agents
PS Connect is invitation-only and is not for sale to the public. If you are an active PS Insurance agent, request access below.
Contact
PS Insurance LLC
5425 Lake Howell Road
Winter Park, FL 32792
Phone: +1 407-541-7428
Email: [email protected]
Privacy Policy | Terms of Service
Privacy Policy
PS Insurance LLC handles contact details provided by agents and leads, such as name, email address, and phone number, to operate PS Connect, connect leads with available agents, schedule appointments, and communicate with agents. We do not sell personal information. Contact: PS Insurance LLC, 5425 Lake Howell Road, Winter Park, FL 32792, +1 407-541-7428, [email protected].
Terms of Service
PS Connect is invitation-only, only for active PS Insurance agents, and is not for sale to the public. PS Connect does not sell insurance, does not charge insurance premiums, does not process claims, does not hold third-party funds, and is not a marketplace. Contact: PS Insurance LLC, 5425 Lake Howell Road, Winter Park, FL 32792, +1 407-541-7428, [email protected].