FOR FINANCIAL ADVISORS, INSURANCE & BENEFITS FIRMS

Your Practice Deserves a Revenue Engine, Not Another Spreadsheet.

Topline combines AI agents with human strategists to fill your pipeline with qualified prospects and referral opportunities. One system replaces your CRM, outreach tools, and marketing stack so your team focuses on advising clients, not chasing leads.

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Alex

Financial Advisory Firm Owner

58%

Revenue growth in first year

Man in glasses wearing a grey suit and blue tie, looking calmly at the camera.

Laura

Insurance Agency Partner

300%

Faster speed to qualified leads

Before Topline: Referrals slow down, pipeline dries up

“When was the last time we reached out to that business owner?”

“We need new clients but nobody has time to prospect.”

Pipeline Visibility Report

“How many discovery meetings did we book this quarter?”

“That renewal lapsed and we never re-engaged the client.”

“Any new leads today?”

Speed-to-Lead Analysis

Cold pipeline

Tool chaos

Lost renewals

After Topline: One system, predictable revenue

Alex, you have 7 qualified prospect meetings this week. Here's what needs attention.

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One system replaces your entire growth stack

AI agents that fill your book of business while you advise clients

Four AI agents research prospects, personalize outreach to business owners and HR directors, and follow up persistently. A human strategist reviews every touchpoint so your firm's reputation stays impeccable in an industry where trust is everything.

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From cold list to qualified prospect meeting in 14 days

Pay-for-performance means you only pay when prospects respond or book. No retainer. No long-term contract. Land one new client and the entire year of Topline pays for itself with a single policy or engagement.

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Rated 5.0/5 from 500+ businesses

Cancel the tool chaos. Keep the clients.

Most financial advisory and insurance firms pay $4,000 to $8,000 per year for tools they barely use. Topline replaces your CRM, dialer, email marketing, reputation management, website, and scheduling tools and adds the AI agents and human team to run them.

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Front Desk Agent

Responds to inbound prospect inquiries instantly, routes urgent requests to your advisors, and never lets a potential client slip through because your team was in a meeting with an existing client.

Outreach Agent

Identifies business owners, HR directors, and professionals with active insurance or financial planning needs, personalizes outreach, and follows up until they book or decline. 10x industry response rates.

Outreach Agent

Marketing Agent

Launches and optimizes campaigns across Google, Meta, and LinkedIn using your real performance data. Automatically scales what works and pauses what doesn't.

Marketing Agent

Launches and optimizes campaigns across Google, Meta, and LinkedIn using your real performance data. Automatically scales what works and pauses what doesn't.

Insights Agent

Surfaces pipeline trends, flags at-risk renewals, and explains performance in plain language. Know your revenue health at a glance without digging through carrier portals.

Human strategist included

Every Flex plan includes a dedicated human strategist who reviews outreach, ensures compliance-safe messaging, and brings the judgment that AI alone cannot provide for regulated industries.

Human strategist included

Every Flex plan includes a dedicated human strategist who reviews outreach, ensures compliance-safe messaging, and brings the judgment that AI alone cannot provide for regulated industries.

Built to scale with you

Whether you're adding advisors, expanding product lines, or entering new markets, Topline adapts. One dashboard, predictable costs, no new tools to learn.

Built to scale with you

Whether you're adding advisors, expanding product lines, or entering new markets, Topline adapts. One dashboard, predictable costs, no new tools to learn.

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