★★★★★
"Joel from Essence Automations designed an amazing website for our hardware business. He also created a Google Business Profile and optimized it so well, Oloolua Hardware is now ranking number 2 in Ngong."
For advisors who sell an insurer's, a fund's or a bank's products from their own Facebook, Instagram and LinkedIn. AI plans a post a day from your own photos, answers your Facebook and Instagram DMs inside your industry's rules, leaves your personal messages alone, and puts every enquiry in your own CRM. Not a nice tool to have: a sales system that brings you clients.
Setup from Ksh 25,000, then from Ksh 15,000 a month. Your CRM, your posts and your AI, set up for how you sell.
See it work
Illustration of how it works
Your AI only states facts from your company's own pages and what you tell it. The rules for your industry sit in its instructions, where nobody can delete them by accident. Anything it should not handle goes straight to you.
The AI plans a week of posts from the facts about what you sell, and puts your own photos into a designed picture. Most posts share a useful tip or explain how cover or investing works, and now and then one introduces a plan, so you never look like you are chasing a sale. Approve the whole week in one tap, or let them go out by themselves. These are first-week drafts made for two advisors in our BNI chapter.
Made from their own photos, in their own brand colours. Never an AI-made face. Lisa Muthoni, ICEA LION Life Assurance · Fridah Mcharo, Mansa-X at Standard Investment Bank.
Your clients find you on Facebook, Instagram and LinkedIn. Keeping up with all three is a second job, on top of the calls and meetings that actually close.
What to post, a picture for it, the right words about a product with rules attached. So the page goes quiet for weeks, and quiet pages do not get messages.
Someone asks about a plan while you are in a meeting, or asleep. By the time you reply, they have moved on or asked someone else.
Your account is also your personal one. An enquiry sits between your auntie, your church group and an old classmate, and gets missed.
Who asked about what, who needs a call back, whose proposal is waiting. It lives in chats and your memory, and a good lead goes cold.
You keep posting on your own pages and answering the clients who matter most yourself. Advisor Manager does the rest, and every person who gets in touch ends up in one place.
A Facebook or Instagram DM about a plan gets a clear answer and two call times. When you reply yourself, the AI steps back in that chat.
Each person becomes a card with the chat, where they found you and what to do next, on a pipeline built for how you sell, from first message to policy issued.
Every new chat is sorted first. Family, friends and church get no reply from the AI and no card in your CRM. Only enquiries do.
One post a day at the time you pick, mostly useful tips, with your photo in a designed picture. Approve the week in one tap, or let them go out by themselves on Facebook and LinkedIn, or Instagram.
The pipeline is set up for how you sell. For an insurance advisor that is New enquiry, In conversation, Review booked, Proposal sent, Application in and Policy issued. A fund advisor gets their own steps.
Open a card and the Facebook or Instagram conversation is right there, with a box to reply from the CRM.
Facebook, LinkedIn, a referral, BNI, an event. After a few months you see which one brings policies, not just likes.
Each card carries its next step and its date, and the calls the AI books land in your appointments with the client attached.
The list is yours, on your own address, like yourname.essenceautomations.com.
Want to see it with your own products? Tell me who you sell for and I'll set up a demo with your company's plans in it.
Set up my demoThe My AI tab lets you talk to your AI before any client does. Nothing there is sent to anyone.
"How much is the education plan a month?" It explains that premiums depend on the person and offers a call, because that is the honest answer.
Tap Correct this, type what it should have said, and it answers that way from then on.
The facts it may state are in one box you can read and edit. Anything not in there, it passes to you instead of guessing.
A helpful post every day means that when someone thinks about school fees, cover or their savings, yours is the face they saw this week.
The advisor who replies first usually gets the call. Your DMs are answered in minutes, at midnight and on Sundays too.
Anyone interested is offered a call time on the spot, not hours later when they have moved on.
Every enquiry lands in your CRM with the chat, the next step and a reminder. Nothing is left in a notebook.
Think about what one new client earns you. If Advisor Manager brings you just one extra client a month, it has paid for itself, and every client after that is money in your pocket.
It does four jobs: posting every day, answering DMs at night and on Sundays, booking calls, and keeping track of every lead and client. Every day, no day off, from Ksh 15,000 a month.
Not all of them are advisors, but they all trusted us to build and deliver. Same hands building yours.
We set up your CRM, your AI and your posts around your products, then run them with you every month.
Your DMs, your clients and your posts, run for you every day, so your time goes on calls.
Know another advisor? Every person you refer who signs up gets you a free month.
Run a team of advisors? Talk to us about your whole team →
DMs, clients and posts, joined up, on your phone.
One post a day, written from the facts about your products and checked against your rules. Mostly useful tips, with a plan introduced now and then. Approve the week in one tap, tick the ones you want, or let them go out by themselves.
Your own photo, a headline and your name, in your brand colours. Add photos any time from your phone; the more variety, the fresher your posts. Never an AI-made face, and never your company's logo.
Answered from your facts, in short plain replies, with two call times on offer. Anything it should not handle, like a claim, a complaint or a question on tax, comes to you.
Each new chat is sorted before anything else. Personal ones get no reply and no card. Your phone has already told you about them.
No premiums unless your own rate card is in its facts, no promised returns, no saying a claim will be paid, no advice on which plan. The rules sit where they cannot be deleted by accident.
Reply from the CRM card or straight in the Facebook or Instagram app, and the AI goes quiet in that chat. No double replies.
Stages, client types, products and tags set up for your work, from New enquiry to Policy issued. Move a card to its next stage from the card itself.
Every card is tagged with how the person found you. See whether Facebook, LinkedIn, referrals or BNI actually bring you clients.
Every review call with the client attached, by day. After the call, two taps say whether it happened.
Talk to your AI the way a client would, correct any answer in one tap, and read the facts it works from.
The same posts go to your LinkedIn profile, with their own caption if you want one. LinkedIn does not let outside tools answer its messages, so those stay with you.
We set it up, load your products, and stay on WhatsApp for anything you need, the same day.
The posts you approve, the messages the AI answers, the calls it books and the clients it files all talk to each other. No more juggling three apps, a notebook and your memory.
Your first week of posts could be ready in days. Send me your page and who you sell for. I'll come back with your posts.
Set me upStraight from the system on a phone and a laptop. The CRM screens use sample clients, and their names and numbers are blurred.
The Facebook message, the AI's answer and a box to reply yourself.
Ask it what a client would ask, and correct it in one tap.
The picture and the words for each platform. One tap approves the week.
Every client by stage, with their plan and where they came from.
We do the setting up. You check it, and keep doing the calls.
We take the facts from your company's own pages, set up your CRM for how you sell, and build your first week of posts from your photos.
Ask your AI what a client would ask in My AI, correct anything, and read your posts. Change what you like.
Connect Facebook, Instagram or LinkedIn on a short call with us. Posts start going out every day, and your DMs start landing in your CRM.
Same system underneath, shaped for how that business actually works.
A post a day for a business page, approved on your phone, with every enquiry in the CRM.
See AI Social Media Manager → Sales CRMEvery lead, call and follow-up in one place, for a sales team.
See the CRM → AI Support ChatAnswers customers on your website 24/7 and books appointments.
See AI Support Chat →Anyone who sells a financial company's products from their own social accounts: insurance agents and financial advisors, fund and investment advisors, and bank or SACCO sales officers. If your clients find you on Facebook, Instagram or LinkedIn, it is for you.
No. Most posts share a useful money tip or explain how cover or investing works, so people see you as the advisor who helps. Now and then a post introduces a plan, warmly and never pushy.
It only states facts from your company's own pages and what you add, and the rules for your industry are part of its instructions. It does not quote premiums unless your own rate card is in its facts, does not promise returns, does not say a claim will be paid, and does not tell anyone which plan to take. Questions about claims, complaints, tax or an existing policy come straight to you. You can test all of this in My AI before it ever talks to a client.
No. Every new chat is sorted first. Messages from family, friends, church or anyone you clearly know get no reply from the AI and no card in your CRM. If a chat is unclear, like a plain "Hi", it waits for the next message before deciding.
No. LinkedIn does not allow outside tools to read or answer its messages, so we can post to your LinkedIn but your LinkedIn inbox stays with you. The AI answers Facebook and Instagram DMs.
Only if you want to. The AI plans a week ahead. Approve the whole week in one tap, tick the ones you like, or ask us to let your posts go out by themselves: then a post you leave as it is goes out at its time, and one you change waits for you.
Your own photos, with your headline and your name designed around them in your brand colours. We never make an AI face, and we never put your company's logo on a post. More photos of you at work make better posts, and you can add them from your phone.
Some companies have rules for what their advisors post, so it is worth checking. Every post waits for your approval, the AI only uses facts from your company's own pages, and we never use the company's logo.
Setup from Ksh 25,000, one-off, then from Ksh 15,000 a month. Every person you refer who signs up gets you a free month.
Yes. Each advisor gets their own CRM, their own posts and their own AI. Talk to us on WhatsApp about the team you lead.
No. We set it all up. If you can use Facebook and WhatsApp on your phone, you can run this.
Tell us who you sell for on WhatsApp. We'll set up a demo with your products, your photos and your first week of posts, and you decide if it's for you.
Setup from Ksh 25,000, then from Ksh 15,000 a month