The phone rings mid-appointment
Jordyn answers on your local number, takes the reason for the call and books a time. Nothing sends without your OK.
Jordyn
For agents and producers
More of your weekwith clients.
You're the advisor, the receptionist, the marketing department and the back office. These tools take the parts of the week that aren't advice, so more of it goes to the people you serve.
Sound familiar?
The problems it fixes.
Review season sneaks up on you
SmartViewz shows which contracts have anniversaries and renewals coming up, in time to book the review.
SmartViewzClients don't read the illustration
Docs2Video turns a long illustration into a short narrated video they can watch before the meeting.
Docs2VideoYou know you should be on video
Talk to the camera. VidWiz adds captions, graphics timed to your words, and your logo.
VidWizThe seminar is next week. The deck isn’t.
Send your outline and get a finished deck at $1 a page. You approve the outline before you pay.
One Dollar DecksEndorsements
In their own words.
Word-for-word excerpts from signed letters written to BotMakers.
“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
Free guides
Use these this week.
Questions
Good to know
Which tool should I start with?
The one that fixes your biggest headache. Missed calls: Jordyn. Knowing where your book needs attention: SmartViewz. Clients who never read the documents: Docs2Video. Video for social: VidWiz. Seminars and reviews: One Dollar Decks.
Do my videos and decks need approval?
Usually, yes. Client-facing material such as videos, decks and ads generally needs approval under your carriers' and IMO's advertising rules before it goes out. The tools make the material; the approval process stays yours.
I'm a captive agent. Can I use these?
Check your company's technology and advertising policies first. Many captive carriers limit which outside tools can handle client data or produce client-facing material.