Jordyn
- Answers calls and books appointments
- Drafts replies in your voice
- Watches renewal and review dates so nothing slips
- Writes letters and PDFs on your letterhead
$499/monthFree trial
Built for life & annuity agents.
Lessbusywork.Moreclients.
The phone, the inbox, the slides and the follow-up, off your plate.
Long policy in. Short video out.
Clients watch what they would never read.
- SmartViewz flagged 3 contracts renewing
- Missed call answered, review booked
- Client opened the illustration video
- Seminar deck delivered
- Thank-you video recorded
$1/pageMake a deck
The toolkit
Five tools. One easier week.
Each one handles a part of the job agents tell us eats their time. Use one, or use all five together.
AI digital employee
Jordyn
Your phone answered. Your inbox worked. Your renewals watched.
Jordyn picks up when you're in a kitchen-table meeting, books the review on your calendar, texts the caller back and drafts the email in your voice. It keeps the follow-ups moving and nothing sends without your OK.
- Answers calls on a real local number and books appointments
- Drafts replies in your voice across Gmail, Outlook or Fastmail
- Watches renewal and review dates so nothing slips
- Writes letters and PDFs on your letterhead
“Renewals watched, carriers chased, nothing missed.” from jordyn.app
AI analyst for your book
SmartViewz
Save time. Recover revenue. Close more business.
SmartViewz reads your whole book and tells you where the money is: at-risk premium, coverage gaps, expiring contracts and stalled deals, before they cost you. Ask it anything about your business in plain English.
- Your full book of business across every carrier
- Finds cross-sell gaps and expiring contracts automatically
- License and compliance status, always current
- Native Smart Office by Zinnia integration, or any CSV
“What impressed me most is that SmartViews does not merely present data — it is organizing and prioritizing information in a way that creates real business value and drives agent engagement.” Betsy E. Riley, CFO, 3 Mark Financial · from her signed letter
Document to video
Docs2Video
Long policy in. Short video out.
Clients don't read a 38-page illustration. Docs2Video turns the PDF, Word file or deck into a short narrated video on a branded page with a booking button, and tells you when they open it.
- PDF, Word, PowerPoint or a website becomes a narrated video
- Insurance is one of its 12 built-in industries
- Adds required disclaimers and fine print automatically
- One link to share, with an alert when it is opened
“The Doc2Video platform creates dynamic videos for clients that help agents explain complex terms and concepts contained within insurance proposals and policies.” Betsy E. Riley, CFO, 3 Mark Financial · from her signed letter
AI video editor
VidWiz
Talk to the camera. VidWiz does the editing.
Record a 60-second explainer on how a fixed indexed annuity credits interest, straight from the browser teleprompter. VidWiz adds the charts, captions, music and your logo, each graphic timed to the word you say.
- Built-in teleprompter with AI-written scripts
- Motion graphics, captions and music, no editing skills
- Compliance mode for insurance and finance (Pro)
- Client share pages with booking and payment links
$49/monthStarter, about 6 videos a month · Pro $299/month
Make your first video free
Plans, features and FAQ
Finished slide decks
One Dollar Decks
A finished slide deck, $1 a page.
Send the carrier PDF, your notes or a one-line brief. You approve the outline before you pay, pick a look, and get a finished 16:9 deck for the seminar, the review or the recruiting night.
- Seminar, client-review and recruiting decks from your material
- Review and edit the outline before paying
- PowerPoint or PDF, kept in your library to re-download
- First edit on every page is free
How it fits
One annuity review. Five tools.
How the toolkit fits around a single client review, start to finish.
- The week beforeSmartViewz
The opportunity gets spotted
SmartViewz flags a contract anniversary coming up and a coverage gap worth raising. You leave the client a message.
- MondayJordyn
The call gets answered
Your client calls back while you are with someone else. Jordyn answers, books the review for Thursday and texts a confirmation.
- TuesdayDocs2Video
The illustration gets explained
The carrier illustration becomes a two-minute narrated video with the required disclaimers. You know when they watch it.
- WednesdayOne Dollar Decks
The review deck gets built
A clean eight-page review deck from your notes and the illustration, eight dollars, in your colors.
- FridayVidWiz
The thank-you gets personal
A 45-second thank-you and next-steps video from your webcam, captioned and branded, in minutes.
Example workflow. Every client communication should go through your usual compliance review.
Who it's for
Built for every seat in distribution.
Solo producers, agency owners and the IMOs, BGAs and MGAs behind them each get a different week back.
For agents and producers
More of your week with clients.
You do it all yourself. These take the busywork.
See how it fits For agency ownersRun the agency, not the busywork.
More agents means more of everything. These keep it manageable.
See how it fits For IMOs, BGAs and MGAsSee every producer. Support them all.
Hierarchy, licensing and production in one view.
See how it fitsEndorsements
Trusted by leaders in insurance distribution.
From signed letters written to BotMakers, the team behind every tool on this site.
“In my opinion, Botmakers has developed practical, highly valuable tools that solve real-world operational and communication challenges within the insurance and financial services industries.”
“The system gives agents a much clearer understanding of their business performance and areas requiring attention, which ultimately supports increased production and better operational management.”
Signed letter · May 14, 2026 · SmartViews and Doc2Video
“What previously required significant manual effort now surfaces as clear, real-time intelligence across my agencies and individual agents.”
“The impact has been direct: I can identify production trends, support my sub-agencies more proactively, and recruit with greater confidence knowing I have the data infrastructure to manage growth at scale.”
Signed letter · May 4, 2026 · BotMakers AI platform on SmartOffice
“BotMakers has served as the exclusive AI automation partner for Apex Affinity Group, and the scope and quality of what they have delivered places them in a category of their own.”
“When issues arise, their response time is measured in hours, not days.”
Signed letter · March 24, 2026 · BotMakers as AI automation partner
Free resources
Guides you can use this week.
Short, practical and free. No sign-up.
Checklist · 4 min read
The annual review prep checklist
What to pull, send and prepare before, during and after a client review.
Read the guide Script · 3 min readExplain an annuity illustration in two minutes
A simple structure for a short explainer video your client will actually watch.
Read the guide Cadence · 3 min readThe five-touch follow-up after a review
A calm, useful follow-up rhythm that keeps the relationship warm without pressure.
Read the guide Outline · 4 min readThe ten-slide seminar deck
An outline for an educational retirement-income or protection seminar.
Read the guideCompliance, built in where it counts
The tools help you communicate clearly. They do not replace your compliance review.
Jordyn
Nothing sends without your OK. Emails, texts and calls wait for your approval.
SmartViewz
Scores every agent red, yellow or green and flags expiring licenses and overdue requirements.
Docs2Video
Adds required disclaimers and fine print to every video automatically.
VidWiz
Compliance mode for insurance and finance on the Pro plan.
One Dollar Decks
You approve the outline before a single page is designed.
Always follow your carrier, IMO or BGA and state requirements. Get client-facing material approved before it goes out.
Read the compliance guidesQuestions
Good to know
Who is The Agent's Edge for?
Independent and captive agents who sell life insurance and annuities and want less time on the phone, the inbox and the busywork, and more time with clients.
Do I need all five tools?
No. Each one works on its own. Start with the one that fixes your biggest headache: usually the phone (Jordyn), explaining documents (Docs2Video) or knowing where your book needs attention (SmartViewz).
What does it cost to start?
Docs2Video and VidWiz have free starts (VidWiz plans then start at $49 a month), Jordyn has a 14-day free trial, SmartViewz starts at $149 a month for an individual producer, and One Dollar Decks charges $1 a page with no subscription. Prices were checked in September 2026; each tool's site has the current plans.
Are these tools compliant?
They are built with regulated industries in mind: approval before anything sends, automatic disclaimers, and a compliance mode for video. Compliance is still your responsibility, so run client-facing material through your usual review.
Who is behind The Agent's Edge?
BotMakers, Inc., which builds all five tools. We made this site to put them, and the guides we use with agents, in one place.