Agency Solutions
Agency Solutions is the structured growth system for modern agencies. We replace scattered tools and missed opportunities with a unified framework that responds instantly, follows up automatically, and scales intelligently. Each tier — Presence, Engagement, and Insight — builds on the last, giving you the infrastructure to capture attention, earn trust, and convert consistently.
Start where you are. Scale as you grow.
Presence
The Presence Agency license establishes the foundation of Agency Solutions.
SmartLine™ with Voice AI Reception ensures every call is answered, logged, and routed — no extra staff required.
Voice AI gives your agency a consistent public-facing personality which relieves more "busy work" than most agents believe is even possible.
WebChat AI captures leads and books appointments directly from your website, while LiveChat AI fields incoming SMS requests.
A Client Booking Hub syncs calendars and automates reminders.
A CRM foundation records every interaction and keeps your pipeline visible.
A2P 10DLC compliance is included* — registration, approval, and monitoring handled for you.
With Presence, licensed agents gain an infrastructure designed to project professionalism, build trust instantly, and simplify client acquisition.
*A2P 10DLC compliance is required by law for all SMS traffic. If you don't have a policy yet, we can readily help you build one.
Engagement
The Engagement Agency license elevates your digital presence into a proactive client engine.
Enhanced Automations
Multi-step email & SMS follow-ups nurture leads until they’re ready to commit.
Smart reminders reduce no-shows and increase client reliability.
Welcome sequences onboard new clients without extra effort.
Broad-Channel Communication
Everything in Presence (Voice AI, SMS, WebChat, GBP).
PLUS: Facebook Messenger, Instagram Messaging, LinkedIn Messaging, and WhatsApp.
Unified inbox: one dashboard for every conversation, every platform.
Reputation Wrangling
Proactively request and manage client reviews.
Monitor ratings across Google, Facebook, and more.
Automate outreach to satisfied clients to grow 5-star presence.
Get alerts when negative reviews appear, so you can respond quickly.
Smarter Voice AI Routing
Call intent detection → auto-route or round-robin.
Human escalation built in for when personal touch matters.
Insight
The Insight Solution is designed for agencies ready to make AI the operational core of their business.
AI-Driven Purchase Signal Ranking
Score leads based on behavior, engagement, and readiness to buy.
Prioritize outreach to those most likely to close quickly.
Shorten sales cycles without increasing staff workload.
Complex Automations
Beyond reminders: full sales journeys that adapt to client actions.
Automated onboarding, upsell sequences, and renewal workflows.
Tag-based routing that personalizes the client journey end-to-end.
API Integrations & System Expansion
Connect your CRM, marketing tools, or carrier systems.
Trigger workflows across platforms for a seamless data flow.
Extend automation into every corner of your agency stack.
Privacy & Compliance Assured
All automations built on best practices for data protection.
Opt-out language and consent protocols embedded by default.
Configured to meet regulatory requirements without slowing you down.
Agency Solutions are available exclusively through Callan & Associates, LLC. Enrollment may require proof of active insurance licensure and verification of professional standing. Access is provided under exclusive arrangement with Callan & Associates, LLC, and is subject to applicable compliance requirements.
© Copyright 2025. More Prospects Inc., All rights reserved.
