lineer
Solutions for Executive Sellers

Executive Sellers

You built these relationships. Lineer helps you keep them.

For partners, brokers, and principals who sell alongside running the business. Lineer's AI agents maintain your relationships so nothing falls through the cracks.

Selling is part of your job. It's not your only job.

You're the person your clients trust. The partner they call. The broker who understands their needs. But between running the business, managing your team, and serving existing clients, new business development keeps getting pushed to next week. And the relationships you've worked years to build start going quiet. Lineer gives you a way to stay present with every contact without it becoming a full-time job.

Stay in touch with everyone, automatically.

Lineer's AI agents monitor your relationships and send timely, personal follow-ups on your behalf. When a client hasn't heard from you in a while, when a prospect's circumstances change, or when a deal needs a nudge, the agent handles it. You review and approve before anything goes out.

Email Approval
Send Email Pending Approval
Sarah Chen — Acme Corp · 2 minutes ago

To: sarah.chen@acme.io

Re: Quick question about your AI infrastructure

AI Reasoning:

Sarah hasn't replied in 3 days. Based on her LinkedIn activity, she's been posting about AI tooling. A concise follow-up referencing her recent post should re-engage the conversation.

Find new opportunities without clearing your calendar.

When you're ready to grow your book of business, the Outreach Agent does the research and writes the introductions. You spend five minutes reviewing what it's prepared instead of five hours doing it yourself.

Agent Workflow

Prospect: Sarah Chen — Acme Corp

Scrape LinkedIn Profile completed
3 days ago
Scrape Website completed
3 days ago
Send Email completed
2 days ago

To: sarah.chen@acme.io

Subject: Quick question about your AI infrastructure

Body: Hi Sarah, I noticed Acme recently expanded its AI division...

Waiting for Reply completed
1 day ago
Send Email pending Needs Approval
about 1 hour ago

To: sarah.chen@acme.io

Subject: Re: Quick question about your AI infrastructure

Body: Hi Sarah, just following up on my previous email...

It sounds like you, because you're in control.

Every message the agent drafts goes through you before it's sent. Adjust the tone, add a personal note, or approve as-is. Your contacts hear from you, not from a bot.

AI Assistant
How's my pipeline looking this quarter?
L

Your Q1 pipeline is strong. Here's a summary:

  • 38 active deals worth $2.4M total
  • 12 deals closing this month ($840K)
  • Win rate is up 8% from last quarter

Want me to drill into any specific stage?

Show me the ones closing this month
Type a message...

Built for people who sell by reputation.

Insurance brokers

maintaining client relationships while growing their book.

Mortgage and loan brokers

staying in front of referral sources and past clients.

Accounting firm partners

nurturing advisory relationships and winning new clients.

Law firm partners

developing business alongside their practice.

Consulting principals

managing client relationships and pipeline simultaneously.

Wealth advisors

keeping every client relationship active and personal.

Relationships stay warm

Without blocking hours in your calendar for follow-ups.

New business keeps moving

Prospecting runs in the background while you focus on delivery.

Nothing falls through the cracks

The agent catches what you'd miss on a busy week.

You've spent years building these relationships. Don't let them go quiet.

Book a demo and see how Lineer keeps your pipeline moving while you run the business.

Book a Demo