Tailored to your brand . Trained for your brand
Qualify Leads On Auto Pilot
The AI will ask all qualifying questions and deal with any rebuttals a client may have. All in real time.
Reduce Lead Wastage
Talk and help more clients with this proven AI technique. The AI works 24/7 around the clock never miss a lead again.
Let Your Agents Focus On Calls
Agents are best on the phone. not chasing up leads.
Schedule a call
The strenuous task of tailoring the AI to your guidelines and FAQs is handled for you
Meet your latest employee...
Our AI works for you 24/7. Meaning that you are able to keep in contact with your leads around the clock. Our AI can even automate your entire sales process in some cases. Our mission is to BUY you TIME by allowing you to focus on expanding and growing your company.
We Tailor The AI To Your Business.
Buy something more important than money , Time. Read more in our mini ebook below
A Fully Trained AI Agent = 30x ROIs
Our Agent is perfect for lead nurture and customer service
Double your qualified sales calls. 30% higher conversions by:
Double your qualified sales calls. 30% higher conversions by:
Only dealing with qualified customers.
Building rapport and trust with leads.
Working around the clock, even when you’re asleep
Add in automated systems, document requests, call bookings, e-signs, and more.
No Code. No Tech Experience Required. Our team of AI strategist add this into your business. Done For You.
Book a discovery call today
Click here to see if we can help
Works With (deployable via)
Customer Service
Customer Service
Increase your customer loyalty and build higher trust. Our team of developers provides AI powered solutions so you will experience seamless, efficient customer service 24/7
Sales Systems
Sales Systems
Sales Systems
We help our clients build AI fuelled sales systems that drive new revenue and save you valuable human time.
We help our clients build AI fuelled sales systems that drive new revenue and save you valuable human time.
We help our clients build AI fuelled sales systems that drive new revenue and save you valuable human time.
Lead Management
We build agents that live on WhatsApp, within your email accounts and more, designed to qualify leads for our clients.
Lead Generation
From building AI fuelled outreach systems to content creation, we help our clients supercharge their lead generation.
Team Management
Team Management
Team Management
We build solutions around staff training and team management, building efficiencies in every element of your business.
We build solutions around staff training and team management, building efficiencies in every element of your business.
We build solutions around staff training and team management, building efficiencies in every element of your business.
Client Management
We build client management systems for our clients, from onboarding agents to digital clones of your best coaches.
Our process
Our process
1
Discovery
& Consultation
Discovery
& Consultation
We need to know more about your business, what's consuming time, what's not working etc
2
Bespoke
strategy
Bespoke
strategy
Bespoke
strategy
Our team of experts will then plan your AI integration roadmap. Our plans include all development and integration in simple monthly fees.
Our team of experts will then plan your AI integration roadmap. Our plans include all development and integration in simple monthly fees.
Our team of experts will then plan your AI integration roadmap. Our plans include all development and integration in simple monthly fees.
3
Deployment
& Integration
Once each solution has been approved on our monthly calls, the development team will begin building and integrate into your current systems.
Find Out More
Home
Home
Sales Systems
STAY PLUGgED In With The latest AI news and Updates
Team Management
Install, Monitor & Control AI Agents For Your Business!
Basic Demo : Customer Service/ Enquiries/ Appointment booking for Battalion AI
THE AI TOOLKIT FOR FINANCIAL & PROTECTION ADVISORS
Automate. Save Time. Win More Clients.
SCHEDULE A CALL
BESPOKE SET UP & CRM INTEGRATION
❌ Still Doing Everything Manually?
• Following up with leads yourself?
• Forgetting appointments?
• Writing emails & content from scratch?
You’re leaving money on the table —
and wasting time you’ll never get back.
😓 It’s Not Your Fault
You’re an advisor, not a tech expert.
But now, AI can handle your admin —
for a fraction of the cost.
✅ Automate 5 Tasks Every Advisor Hates
No VA. No complicated software.
Just ChatGPT + Make.com (both free).
You’ll automate:
💬 Lead Follow-Ups
Smart 3, 5, 7-day messages that sound like you
📅 Appointment Nudges
Auto SMS + emails to cut down no-shows
🧠 Weekly Content Creation
AI writes + schedules posts in your tone
⭐ Testimonial Requests
Sent at the perfect moment, automatically
📩 Lead Magnet Delivery
Auto-send your freebie + track your leads
All set up in under 90 minutes.
💼 What’s Inside the Toolkit
🔧 5 No-Code Automations
Pre-built blueprints you can use instantly
🧠 10+ ChatGPT Prompts
Write content, handle objections, follow up better
📊 Google Sheets CRM
Track every lead, follow-up, and sale — auto-updated
🎥 Step-by-Step Video Tutorials
Follow along. Zero overwhelm.
💬 Free AI4Advisors Community
Ask questions, get help, learn what’s working now
👔 Built for Advisors Like You
This toolkit is made for:
• Life Insurance Advisors
• Mortgage & Protection Brokers
• IFAs & Wealth Planners
• Solo Advisors & Small Teams
If you want less admin and more time —
this is for you.
📊 Real Advisors Are Winning With AI
🗣️ “AI now does my follow-ups — I closed 3 more deals this month.”
— Jordan, Protection Advisor (London)
🗣️ “The testimonial automation paid for itself in 24 hours.”
— Tariq, Independent Broker
🗣️ “No more scrambling for content. AI writes, Make posts.”
— Charlotte, Mortgage Advisor (Manchester)
🚀 Ready to Work Smarter?
🎁 THE AI TOOLKIT FOR ADVISORS
Everything you need to automate your business
in a weekend.
✅ 5 Pre-Built Automations
✅ ChatGPT Prompt Pack
✅ Smart Google Sheets CRM
✅ Full Video Setup
✅ Lifetime Access
✅ Free Community
💸 Launch Price: £149.99
One-time. No subscriptions.
🎯 Bonus: Free Lead Magnet Included
“5 Automations Every Advisor Should Set Up This Week”
✅ Step-by-step
✅ Advisor-specific
✅ 100% free tools
📩 [Download It Free]
💬 Join the AI4Advisors Community (Free)
Stay ahead of the industry shift.
Learn what’s working.
Ask questions.
Grow smarter with AI.
🤔 Got Questions?
Do I need Make.com experience?
Nope — we walk you through it all.
Does it work with free plans?
Yes. No paid tools needed.
Will this work for my advisory type?
Yes — it’s built for protection, mortgage, investment & more.
What if I get stuck?
You’ll get access to the support community + tutorials.
📌 Let AI Do the Admin.
You Do the Advising.
No more missed leads.
No more manual chaos.
No more blank screens.
Just smart, automated systems — running 24/7.