For insurance

AI phone agents for insurance

Capture new quote requests, answer policy questions, and keep your agents focused on the people ready to buy.

Auto

Quote requests and policy questions.

Home and property

New coverage and claim intake.

Life

Schedule reviews and answer the basics.

Health

Plan questions and enrollment appointments.

How it works

Answer every policyholder and give agents more time to sell.

How much would a policy cost?

A licensed agent can give you an exact quote. Can I book you with one this afternoon?

Yes, after 3:00.

You're booked for 3:30.

Follows up quickly

Reaches new inquiries and webinar sign-ups, where you have consent.

Qualifies and books

Collects the basics and schedules time with an agent.

Transfers serious buyers

Connects ready prospects to a licensed agent in real time.

How we work

A helpful answer. A human when needed.

Useful answers from your approved information, with a clear path to a person when a question needs judgment.

Your agents spend their day selling.

Licensed advice stays with agents

It qualifies and transfers. It does not recommend coverage or bind a policy.

No more missed quote calls

Nights, weekends, and busy hours all get answered.

Clean handoffs

Agents get the caller, the details, and the notes.

Security

Careful with policyholder details.

Licensed handoff

Coverage advice and binding stay with your licensed agents.

Consent on record

Outbound call and text consent is saved and easy to find.

Data you control

Choose how long recordings and transcripts are kept, or turn recording off.

Certified infrastructure

Calls run on SOC 2 Type II certified voice infrastructure.

Connects to your CRM and ticketing.

CRMs, help desks, and agency systems connect as custom work, quoted during setup.

Works with Salesforce, HubSpot, Zendesk, GoHighLevel, Zoho CRM, Microsoft Dynamics 365, Built-in calendar, Zapier, Make, n8n, Agency systems (custom).

Standard

$500 / month

500 minutes included, then from $0.26 a minute. One-time setup from $1,500. Or Starter at $150 a month, with 100 minutes included.

Estimate your cost

Custom

Let's talk

For multiple locations, higher volume, or connections to your own systems.

Talk to us

All prices in USD.

A little clarity

Good questions. Straight answers.

Can it sell a policy?

No. It qualifies callers and transfers them or books a time. Coverage advice and binding stay with your licensed agents.

Can it take a claim?

It can collect first notice of claim details and create a ticket for your team.

Does it work with Salesforce or Zendesk?

Yes, as custom work. We connect them through their APIs and quote it during setup, along with any other agency systems.

Can it call people who asked for a quote online?

Yes, where you have the required consent. We set up consent checks before any outbound calls.

Keep your agents selling.