AI automation for annuity and life agencies, advisory and wealth practices, and IMOs and FMOs
Every call answered.Every client followed up.Every word inside your compliance process.
The phone is the easiest place to start: a 24/7 voice assistant that picks up while you’re with a client, after hours, and on weekends. Call the demo and hear it. Then we automate the follow-up and operations workflows behind it.
You'll be speaking with an AI voice assistant on a demo line.
On a computer? Dial 815-566-8815 from your phone to reach the demo line.
Operational Freedom is an operational AI consultancy. We build call answering, lead follow-up, and client communication your compliance reviewer approves, plus the operations workflows behind them, for annuity and life insurance agencies, advisory and wealth practices, and IMOs and FMOs. We also serve home services businesses.
Built for the way your side of the business actually works.
Annuity and life insurance agencies
Your producers are with clients. Your phone keeps ringing. That paid lead calls the next agent on the list.
See how it works for annuity and life agenciesAdvisory and wealth management practices
Prospect inquiries at 8 p.m. Annual reviews that slip. Every message has to stay on the record.
See how it works for advisory and wealth practicesIMOs and FMOs
Hundreds of independent agents. The calls they miss can turn into production your organization never sees.
See how it works for IMOs and FMOsHow much could your missed calls be costing you?
Do you know how many calls you missed last month, or how many web inquiries went unanswered? Put one missed call through the calculator below and see the commission at stake, using your own numbers.
Enter a deposit or premium and your own commission rate to see the commission one missed call may put at stake, if that call would have become a sale.
Want to look at your real numbers together?
Book a Discovery CallEnter an amount and your commission rate to see the result. Nothing is filled in for you.
Three things that change. One system behind them.
Every call answered.
Calls get answered when everyone’s with a client, or after hours. The caller gets a real answer and a way to book, not a voicemail.
Every client followed up.
Renewal reviews and check-ins get scheduled on time. Past clients hear from you again, but only the ones you have consent to contact.
Every word inside your compliance process.
Automated messages use only language your team approved in advance. There’s a record of every message sent.
Yes, it’s AI. Here’s what it’s allowed to do.
We don’t make your practice compliant. We build inside your compliance process.It works from what your compliance reviewer approved.
Automated messages use only language your team approved in advance.
It never recommends a product.
If it takes a license to say, a licensed person approves it.
Every conversation is logged.
Messages are logged with the date and time.
Approved script.
Your compliance reviewer signs off on the template.
Caller asks a question.
The voice agent answers from approved language and books the appointment.
Logged.
The conversation is saved with the date and time.
Flagged word held for review.
If a written message includes a word your rules flag, like “guaranteed,” it waits for a person on your team instead of going out.
Built by someone who has worked inside insurance and financial services.
Beverly Scheider has spent 45 years in business operations, insurance operations, and financial services. She is a licensed Property & Casualty, Health, and Annuity producer in Illinois and Wisconsin, and she runs her own agency.
She once led a cross-functional team through a national distribution system overhaul when two large insurance companies merged.
Beverly leads every strategy session and every build, and she builds herself. When the number of clients or the timeline calls for it, experienced builders Beverly selects and supervises join the project. The person who maps your workflow is the person who oversees the build.
Read Beverly’s full story- Licensed P&C, Health and Annuity producer, Illinois and Wisconsin
- Former Independent Registered Representative, FINRA Series 6 and Series 63. No longer active.
- Six Sigma Green Belt
- Featured in NAPA’s Expert Perspectives series: September 2026 and October 2026
Start with one fix. Build from there.
HUMAN Reveal™
A 10-question operational assessment. See where time and revenue may be slipping in under 3 minutes.
Explore this serviceHUMAN AI Strategy™
A strategic look at where AI should and should not be working in your business.
Explore this serviceHUMAN Revenue Leak Fix Sprint™
Scoped to fix your single biggest revenue leak within 14 to 30 days from the contract date.
Explore this serviceHUMAN AI Systems™
The full build: call answering, follow-up, CRM connections, and documented workflows.
Explore this serviceFinancial services leads. Other businesses are welcome too.
Financial services
See how we work across financial servicesHome services
HVAC, plumbing, electrical, roofing, and other trades where the phone rings while the crew is on a job.
See how it works for home servicesDon’t see your industry?
If your business takes calls and follows up on leads, the same problems apply.
Take the assessment to see where you standInbox Manager
Reads every inbound email, drafts the routine replies, and surfaces the ones that actually need a decision from you.
See this team memberCompliance + Risk Officer
Screens everything before it goes out. A claim nobody checked is the cheapest problem to prevent and the most expensive to fix.
See this team memberClient Retention Director
Watches for the quiet signals that come before a cancellation, so you hear about a problem while it is still fixable.
See this team memberFrequently Asked Questions
How much revenue could my agency or practice be missing from missed calls?
It depends on how many calls you miss, how many of those callers would have become clients, and what a new client is worth to you. The calculator above shows the commission at stake on one missed annuity or life call, using the rate you enter. Any figure it shows is what you may be missing, if that call would have become a sale.
Who is behind Operational Freedom?
Beverly Scheider. She has 45 years in business operations, insurance operations, and financial services, and 20+ years as a business owner. She is a licensed Property & Casualty, Health, and Annuity producer in Illinois and Wisconsin, runs her own agency, and is a former Independent Registered Representative (FINRA Series 6 and 63, no longer active). NAPA featured her in its Expert Perspectives series in September and October 2026. She leads every strategy session and every build. When the number of clients or the timeline calls for it, experienced builders Beverly selects and supervises join the project.
Does Operational Freedom work with businesses outside financial services?
Yes. We also work with home services businesses and other companies that take calls and follow up on leads. See Who We Help for the full list.
Still have questions?
See All FAQs