IN THE FIELD GUIDE
Orionaisolutions
orionaisolutions.ai
Orion is an AI-powered sales automation platform designed specifically for life insurance agencies. It automates calling, texting, emailing leads, booking appointments, and reconciles policies and commissions across the agency hierarchy.
THE PRODUCT, BEYOND THE PITCH
Automatically researched · Not editorially reviewed · Sources checked Oct 10, 2026
A good fit for
Not confirmed yet.
Know the limitations
- Designed exclusively for life insurance workflows; not intended for other industries.
What you can do
- Tracking and reconciling policies, commissions, and persistency across the agency hierarchy.
Features
- Automated outbound calls, texts, and emails to leads 24/7 with AI agents handling objections and booking appointments or live transfers.
- AI email drip sequences by product type with inbound email reply reading and appointment booking within the email thread.
- Multi-line predictive dialing (MLPD) running three lines simultaneously, filtering voicemails and dead numbers, connecting agents only to live conversations.
- Automated booking onto the correct agent's calendar with confirmation by text.
- Back office AI reconciles statements, commissions, persistency, policies, and the agency hierarchy without spreadsheets.
Integrations
Not confirmed yet.
Platforms & data export
- Web-based platform integrating with existing CRM and lead management systems to automate outbound processes without disruption.
THE COST FOR YOUR TEAM
Go beyond the starting price.
Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.
Cheapest fit for 1 person, all 1 tools
$149.00/month
$1,788.00 a year on these plans.
| Tool / plan | Monthly | Per year | What this assumes |
|---|---|---|---|
MonthlyCheapest fit Per person · 1 billed | $149.00 | $1,788.00 | Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider. |
A practical workflow
- AI agent Ashley answers calls and texts 24/7, books appointments directly onto the right calendar, and transfers live leads to agents.
- The multi-line predictive dialer runs three lines simultaneously, filtering out voicemails and dead numbers to connect agents only to live conversations.
- Back office AI reconciles statements, commissions, persistency, policies, and the agency hierarchy without manual spreadsheets.
Based on the sources below. Editorial review does not imply hands-on product testing.
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