AI agents, voice agents and software designed and built by Tearra Spencer through Impactful Tech, the systems division of Impactful Financial Solutions. Every build here runs my own business first.
AI agents running operations inside PlanSync
voice agents for intake, booking and support
languages NOVA answers clients in, 24/7
as a registered nurse before building
employees. Agents run the operations layer.
Each one started with work that kept landing on my plate. Each one is labeled for exactly what it is today.
Beta
Runs my agency
Your entire book of business. Finally in sync.
Solo agents duct-tape generic apps, spreadsheets and a personal phone together. Follow-up goes cold, renewals slip, commissions are a black box, and the whole business lives in the agent's head.
An operations team of eight AI agents and three voice agents that runs follow-up, renewals, scheduling, documents, commission tracking and client questions, all from the client's real data.
The Grace voice agent handled intake during a live open enrollment. PlanSync runs inside my own agency first, so it is tested on a real book of business before other agents use it.
Watches everything, decides which agent acts, and makes sure nothing gets done twice or dropped.
Writes every email, text and call script from the client's real carrier, plan, premium and dates.
An 8am rundown of renewals at risk, cold leads and commission, plus answers from your own data.
Writes a brief for every new lead and a personal follow-up for any lead quiet for 14+ days.
A six-touch sequence after enrollment, and it chases missing documents until they land.
Works every renewal 90 days out with a seven-stage sequence, and flags premium jumps for a re-quote.
Books, confirms, reminds at 24 hours and 2 hours, and hands no-shows back to ATLAS.
Answers client questions 24/7 on the agent's own website, in English or Spanish.
Some agents want hands off. Some want to approve every message. Each PlanSync agent has a three-mode dial, so it meets the agent where they are.
The agent does the work and holds it for one-tap approval. Nothing goes out until you say so.
Answers new leads, collects everything needed to quote, and opens the record and pipeline deal when the call ends.
Calls the lead once a quote is ready, checks the calendar live, offers times and books the appointment.
Handles support calls from existing clients so questions get answered without pulling the agent off a sale.
One idea, from audience question to published post.
Content was the largest weekly time drain in the business. The strategy behind good content can't be skipped, but it also can't be rebuilt from scratch every single week by one person.
A private content operating system where one content record moves through research, strategy, platform copy, visuals and video without re-entering anything. Approved posts teach it my voice for the next one.
Foundation deployed and owner-only, with database security rules tested on every build. Facebook and LinkedIn copy generate separately, and nothing ever overwrites: every draft is versioned.
Every record follows the same locked development sequence, in this exact order.
The research intelligence hub. Nothing I learn gets lost.
Calls, trainings, videos and research were scattered across apps and notebooks. The lesson I needed was always in a recording I couldn't find when it mattered.
A private research agent and dashboard. Meeting recordings sync in on their own, a YouTube link becomes timestamped lessons, and I can request research and get a written briefing back.
Every knowledge item keeps its source, so I can see which call or video it came from and jump to the moment. Search reaches back into the original sources, and access is owner-only.
Extracts lessons, files them by topic and person, and keeps the source on every one.
Branded video, built in code. No After Effects.
Branded video took hours per piece and depended on editors and tools outside the business. That made video the first thing to get skipped.
A code-first video studio with one visual system for the brand, a director brief for every job and a review loop that checks each cut before it ships. Music and sound effects are built in.
Produced the PlanSync launch promo and ads you see on this page, in vertical and widescreen, from the same brief.
The work that keeps landing on the owner's plate, no matter how many tools they buy.
What that gap costs in money, time or trust. That number decides what gets built first.
Specified piece by piece before a line of code, so the system fits how the business actually works.
Everything runs on my own business first. The bugs get found before anyone else pays for them.
I spent about 12 years as a registered nurse, then became a licensed health insurance agent. Today I run Impactful Financial Solutions and both of its divisions on my own, with AI agents instead of employees.
Every system on this page exists because I needed it. I built it, used it on real clients, and fixed what broke. That same thinking goes into every system I build for other business owners.
Stop being the system. Build one.
Book a call. We'll find the work that keeps landing on your plate and map what to build first.