🦊 Meet Koffy — Your Cleverly AI Agency Team

The clever fox that runs your agency.

Koffy is a pack of AI agents that prospect, advise, present, train, and manage your insurance business. Six foxes. Zero salaries. Always sharp.

The Koffy Team
12,000+
Boomers turn 65 every day for the next 5 years
$1T+
Life & annuity market growing 14% year over year
93%
Of advisors don't use annuities — massive untapped market
6
AI foxes working for you around the clock
The Problem

Good agents are drowning in busy work

You got into insurance to help families. Instead you spend 80% of your time on prospecting, paperwork, and admin.

Hours of prospecting

Building lists, researching people, writing approach scripts. Repetitive work that eats your calendar alive.

🧠

Product complexity

Dozens of carriers, hundreds of products, constantly changing riders and rates. No human can keep it all in their head.

📉

Scaling is painful

Training new agents takes months. Every new hire costs you selling time. Growth shouldn't slow you down.

The Koffy Pack

Meet Your New Team

The Koffy Team

Six AI foxes, each mastering one critical function of your insurance business. They never sleep, never forget, and always follow the system.

Scout
Scout
Prospecting Fox
Builds prospect lists, researches pain points, and generates personalized approach scripts. Your prospecting engine that never runs dry.
Advisor
Advisor
Financial Analyst Fox
Runs financial needs analysis, compares products across all carriers, and recommends the perfect fit. The smartest fox on your team.
Presenter
Presenter
Presentation Fox
Auto-generates client decks, butterfly charts, and income projections. Walk into every meeting looking like you prepped for hours.
Coach
Coach
Training Fox
Onboards new agents, runs role-play drills, and delivers product quizzes. Scale your team without losing your mind.
Shield
Shield
Compliance Fox
Tracks licensing, CE credits, carrier appointments, and regulatory changes. Never miss a deadline or risk a fine.
Ops
Ops
Operations Fox
Commission tracking, policy pipeline, KPI dashboards, and automated follow-ups. Your back-office in a fox.
Scout
Koffy Scout

Prospecting on autopilot

Stop spending hours building lists and scripting cold approaches. Scout researches every prospect and generates a personalized approach ready to deliver.

  • Builds prospect lists from your network and community
  • Researches each prospect's job, family, and life stage
  • Generates personalized 5-Element approach scripts
  • Tracks outcomes and optimizes your approach over time
  • 10 approaches → 3 meetings → the math works when Scout does the prep
Advisor
Koffy Advisor

The smartest fox on your team

Advisor knows every product from every carrier. It runs FNA conversations, compares solutions, and recommends the right fit for each client.

  • Financial Needs Analysis using DIME method
  • Product comparisons across all carriers and riders
  • Retirement gap analysis with butterfly chart framework
  • Income projections: FIA guaranteed vs traditional withdrawal
  • Always compliant, always current on product updates
Presenter
Koffy Presenter

Walk in ready. Every time.

Presenter auto-generates polished client decks with real carrier data. Butterfly charts, income projections, product comparisons, all branded and ready to present.

  • Auto-generates client-facing presentation decks
  • Butterfly charts comparing guaranteed vs market income
  • Side-by-side carrier product comparisons
  • Branded PDFs ready to email or print
  • Looks like you spent hours prepping. You didn't.
Coach
Koffy Coach

Scale your team without the burnout

Every new agent needs training. Coach walks them through the complete system so they start producing faster, without taking all YOUR time.

  • Guided onboarding through the complete system
  • Role-play practice for scripts and objection handling
  • Product knowledge quizzes by carrier
  • Progress tracking for every team member
  • 45 years of industry wisdom, delivered by AI
Shield
Koffy Shield

Never miss a deadline again

Shield monitors your licensing, CE requirements, carrier appointments, and regulatory changes across every state you operate in.

  • Tracks all state licenses and expiration dates
  • CE credit monitoring and reminders
  • Carrier appointment status and renewal alerts
  • Regulatory change notifications that affect your business
  • One dashboard for all your compliance needs
Ops
Koffy Ops

Your back-office, handled

Ops tracks commissions, manages your policy pipeline, runs KPI dashboards, and automates follow-ups so nothing falls through the cracks.

  • Commission tracking across all carriers
  • Policy pipeline from application to issue
  • KPI dashboards: close rate, premium, activity
  • Automated client follow-up sequences
  • Weekly performance reports delivered to your inbox
Our Story

Built by people who live this business

Koffy wasn't built in a Silicon Valley lab by people who've never sold a policy. It was built by a team of real insurance professionals who got tired of watching talented agents drown in busy work.

"We saw the best agents spending 80% of their time on admin and 20% on what actually matters: sitting across from a family and helping them protect their future. We built Koffy to flip that ratio."

We combined decades of field experience with cutting-edge AI to build the tools we wished we'd had. Every feature in Koffy comes from real conversations, real objections, and real deals. Not hypotheticals.

The fox is clever for a reason. In this business, the sharpest mind in the room wins. Now every agent gets one.

The Opportunity

A trillion-dollar market, wide open

$460B
Annuity sales in 2025. FIAs are 45% of the market.
654K
401(k) millionaires in the US — all potential rollover clients.
67%
Of FIA sales come from IRA rollovers. Qualified money is king.
12
Average jobs per US career. Every job change = a rollover opportunity.
90%
Of advisors would use more annuities if the process were simpler.
24/7
The Koffy pack never sleeps. Prospects researched while you dream.
How It Works

Up and running in minutes

1

Sign up

Create your account, tell Koffy about your carriers and products. Takes 5 minutes.

2

Activate your foxes

Choose which AI agents you need. Start with Scout and Advisor, add more as you grow.

3

Let them work

Koffy prospects, analyzes, presents, and manages while you focus on closing and relationships.

Carrier Partners

Trained on products from leading carriers

Simple Pricing

Start free. Scale fast.

No contracts. Cancel anytime. The foxes earn their keep.

Starter
$49/mo
For new agents getting started
  • Scout + Ops
  • 1 agent seat
  • 100 prospect researches/mo
  • Email support
Start Free Trial
Professional
$149/mo
For serious producers
  • All 6 AI Foxes
  • Up to 5 seats
  • Unlimited research
  • Client presentations
  • Priority support
Start Free Trial
Team
$299/mo
For Field Builders & RMDs
  • All 6 AI Foxes
  • Up to 25 seats
  • Team training & mgmt
  • Override tracking
  • Success manager
Start Free Trial
Enterprise
Custom
For IMOs & large orgs
  • White-label platform
  • Unlimited seats
  • API access
  • Custom integrations
  • Dedicated engineering
Contact Sales

Ready to unleash the pack?

Join the agents building their business with AI. Early access is free.

Free 14-day trial. No credit card required.