// FINANCIAL_PRO_AUTOMATION_v1

Your leads followed up.
Your clients never forgotten.

Built for high-earning insurance and financial professionals who are too busy to let opportunities slip through the cracks. This is what we build for you.

MK
Maya Kapoor Kapoor Wealth Group · IUL Specialist · $1M+ producer
RN
Reshma Nanavati Kapoor Wealth Group · Life Insurance · $1M+ producer
24/7
AI follows up leads
100%
clients contacted
LinkedIn posts/week
$1,400
per month
Feature 01 · Personal Brand Website
Look like the top 1% you already are
Right now your income doesn't match your online presence. We fix that — a polished authority site that builds trust before you even get on a call.
kapoorwealth.com

Protecting families.
Building lasting wealth.

Indexed Universal Life insurance and financial planning for families who want to stop trading time for money — and start building a legacy.

MK
Maya Kapoor
IUL Specialist · Kapoor Wealth Group
Licensed in 12+ states
$1M+ annual producer
200+ families protected
Team leader · 40+ agents
Suwanee, Georgia
Feature 02 · AI Lead Chatbot
Qualifies prospects while you're on a call with someone else
Someone visits your site at 10pm after seeing your Facebook post. The AI answers their questions, learns their situation, and books a call with you. Try it below.
MK
Maya's AI Assistant ● Online · Answers instantly
Hi! I'm Maya's assistant. I help families understand how IUL and life insurance can protect and grow their wealth. What brings you here today?

Never lose a lead to voicemail again

Trained on IUL, life insurance basics, your story, and your team opportunity. Handles two audiences: potential clients AND potential recruits.

🎯
Qualifies before you ever pick up the phone Learns their age, family situation, income range, and what they're trying to solve. You get a summary before the call.
👥
Handles both clients AND recruits Someone interested in joining your downline? The AI walks them through the opportunity and captures their info.
📅
Books the call directly into your calendar No back-and-forth. The AI offers your available times and confirms the appointment automatically.
📲
Lives on your website, Facebook, and Instagram Wherever someone finds you — your AI is already there, working.
Feature 03 · Follow-Up Automation
Every lead touched. Every client remembered. Zero manual work.
The money is in the follow-up — but you're too busy to do it consistently. This runs the sequences for you, automatically, for every person in your pipeline.
📋 Your Pipeline 12 CONTACTS · AUTO-MANAGED
AK
Anika KrishnanMet at community event · Interested in IUL
🔥 HOT · Day 2
RS
Raj SharmaFacebook lead · Asked about joining team
● WARM · Day 5
MP
Meena PatelReferral from Sunita · Term life inquiry
🔥 HOT · Day 1
DG
David GarciaWebsite lead · Ghosted after first call
❄ COLD · Day 21
SL
Sunita & Vikram L.Active policy · Anniversary next month
★ POLICY · Yr 2
NC
Neha ChandraTeam recruit · Passed licensing exam
● TEAM · Onboarding
🤖 Anika Krishnan — Auto Sequence Running
Same-day welcome text "Great meeting you Anika! Here's a quick overview of how IUL works — [link]. Happy to answer questions anytime."
Day 0
Value email sent "Most families don't realize their 401k has a ceiling. Here's what IUL does differently." + short video link.
Day 2
3
Personal check-in text "Hey Anika — did you get a chance to watch the video? Any questions before we chat this week?"
Day 5
4
Social proof email Client story — "How a Suwanee family replaced their 401k with IUL and retired at 55."
Day 10
5
Final call-to-action "I have one spot left this week for a free policy design session. Want me to hold it for you?"
Day 14
Feature 04 · LinkedIn Content
2 posts a week that build your brand and attract recruits
AI-drafted in your voice — your story, your wins, your perspective on financial freedom. You review in 60 seconds and post. Consistently, without thinking about it.
MK
Maya Kapoor Financial Professional · Kapoor Wealth Group · 2d ago
✦ AI-DRAFTED · LEADERSHIP

3 years ago I was working 60-hour weeks in corporate and wondering if this was it.

Today I lead a team of 40+ agents across 12 states and my phone rings with people who want to learn — not because I post every day, but because I showed up consistently when it was hard.

The #1 thing I wish I knew earlier: your network is your net worth, but only if you actually invest in it.

If you're curious about what I do and how I built this — my DMs are open. 👇

RN
Reshma Nanavati Financial Professional · Kapoor Wealth Group · 5d ago
✦ AI-DRAFTED · EDUCATION

Most people know what a 401k is.

Almost nobody knows about IUL — Indexed Universal Life insurance.

Here's the difference that matters:
• 401k: you're at the mercy of market crashes
• IUL: your money grows with the market, but never loses when it dips

I've helped 150+ families shift how they think about retirement. The families who understood this 10 years ago are the ones calling me today saying thank you.

Drop a 🔥 if you want me to break this down further.

Feature 05 · Analytics
Which leads are hot. Which clients need a call. Every Monday.
A weekly digest sent to your phone — no dashboards to log into, no spreadsheets. Just what you need to act on this week.
Website visitors
847
↑ 34% vs last month
Chatbot leads captured
23
↑ 9 booked calls
Follow-up sequences active
12
↑ 3 converted this week
LinkedIn reach
6.2K
↑ 18% vs last month
Leads captured via chatbot — last 8 weeks
May 5
May 12
May 19
May 26
Jun 2
Jun 9
Jun 16
Jun 23
Top lead source
Facebook (52%) · Website (31%)
Peak chatbot hour
Sunday 9–11pm (post community events)
Best LinkedIn post this month
"IUL vs 401k" — 412 likes, 71 reposts
Clients due for annual check-in
7 clients · Reminders sent automatically