Add VirtualText Connect to your business phone service for $99 $50/month >
Add VirtualText Connect for $99 $50/month >
Add VirtualText Connect to your business phone service for $99 $50/month >
Add VirtualText Connect for $99 $50/month >
Vernon Davis, owner of Life After Death (S Corp) operating as Lapis Insurance and Ever After Planning in Knoxville, Tennessee, helps clients with life insurance, health insurance, and Medicare planning. In this VirtualText Lapis Insurance case study, we look at how he solved his biggest challenges with lead capture and client responsiveness.
Like most independent insurance advisors, Vernon spends significant time in the field meeting prospects through grassroots marketing. He does not buy leads.
When Vernon was in appointments, driving, or unavailable after hours, inbound inquiries from his website and Google Business Profile often went unanswered. In Medicare and life insurance, slow responses mean lost enrollments and weakened trust.
His main challenges were:
Vernon’s goal: “I want to be able to capture leads, communicate with clients in real time, and not miss out when I’m unavailable.”
VirtualText deployed Ava, an AI agent that handles text messages 24/7. The system instantly responds with compliant, source-backed answers, captures leads, sends scheduling links, and escalates complex questions to Vernon.
Video: VirtualText Lapis Insurance Case Study
Setup began in mid-February 2026 with hands-on support for playbook customization, Calendly integration, contact uploads, compliance guidance, and embed instructions for his future website chat integration. Vernon edited the playbooks himself and set clear AI-to-human handoff rules.
One enrollment pays for a full year of VirtualText.
That single fact became the deciding factor for Vernon.
With VirtualText he now:
Vernon describes the platform as “a breath of fresh air to my business” and “like having a true assistant.”
What does VirtualText do? VirtualText provides an AI assistant that handles website chat and text inquiries 24/7. It captures leads, answers common questions, schedules appointments, and escalates complex topics to the advisor.
Is VirtualText compliant for Medicare and insurance agents? Yes. The AI uses trusted, official sources you provide and avoids giving random or personalized advice on regulated topics. Advisors keep full control over playbooks and handoff rules.
How much does VirtualText cost? Pricing is bundled and transparent. As Vernon noted, one enrollment typically covers the full year.
How long does it take to set up? Most advisors are live within a few days with full onboarding support.
Does it integrate with my CRM and existing tools? Yes. It supports webhooks and works with Calendly, virtual phone systems, and Google Business Profile.
Will this replace me talking to my clients? No. It serves as a first-line assistant and hands off personal or complex matters to you.
Can I customize the AI’s responses? Yes. Full editing control over playbooks, tone, branding, and escalation rules.
Who is this best for? Field-based insurance advisors who run grassroots marketing and want to stop losing opportunities while staying compliant.
Capture more leads, respond 24/7 with AI agents, and manage every message in one shared inbox. After your trial, you will be converted to our $99/mo VirtualText Chat Plan.
Schedule a time to tell us how your team works. No fluff, just a quick chat with someone who knows this tech inside and out and knows how to make it work for you.
We’ll answer, brainstorm, or just give you a number you can run with. If we don’t know the answer, we’ll find it. Zero pressure. No judgement. Just help.
