Voice Agents for Insurance
Stop losing leads to slow response times
Your leads expect immediate answers. Voice agents that qualify prospects, explain coverage options, and book appointments—24/7, with zero wait time.
The Challenge
Insurance sales is a speed game
The agency that responds first wins. But scaling human response times is expensive and inconsistent.
Leads go cold in hours
By the time your agents call back, prospects have already talked to three competitors.
Unqualified transfers waste time
Licensed agents spend half their day on calls that should never have reached them.
Compliance is a minefield
One wrong phrase on a recorded call can trigger regulatory action.
Scaling means hiring
Every growth spurt requires recruiting, training, and managing more staff.
Industry Coverage
Built for insurance workflows
Pre-configured for the conversations your agency handles every day.
Mortgage Protection Insurance
Qualify homeowners, explain coverage options, and schedule appointments with agents.
- Verify homeownership and mortgage details
- Explain MPI coverage and benefits
- Qualify based on health and age
- Schedule agent callbacks at optimal times
Final Expense
Sensitive conversations handled with care. Qualify seniors and connect them with the right coverage.
- Age and health pre-qualification
- Explain burial and final expense options
- Handle objections with empathy
- Warm transfer to licensed agents
Medicare
Navigate Medicare complexity. Help beneficiaries understand their options during AEP and OEP.
- Verify Medicare eligibility
- Explain Part A, B, C, D differences
- Identify supplement needs
- Schedule enrollment appointments
Capabilities
Everything your sales team needs
Voice agents that integrate with your existing workflows and amplify your team's capacity.
Instant Lead Response
Every inbound call answered immediately. Every lead contacted within seconds of form submission.
Intelligent Qualification
Ask the right questions, collect the right data, and score leads before they reach your agents.
CRM Integration
Lead data, call recordings, and qualification scores flow directly into your existing systems.
Appointment Setting
Check agent availability, book appointments, and send confirmations—all during the call.
Compliance Built-In
Scripts reviewed for compliance. Disclosures delivered consistently. Every call recorded and logged.
Real-Time Analytics
Track conversion rates, qualification scores, and agent performance across every campaign.
In Practice
A typical lead journey
Lead comes in
Form submission, inbound call, or aged lead—your voice agent responds immediately.
Qualification conversation
Natural dialogue to understand needs, verify eligibility, and assess fit for your products.
Data capture
All relevant information collected and structured: contact details, health info, coverage needs.
Appointment booking
Qualified leads get scheduled with the right agent based on availability and expertise.
CRM sync
Lead data, call recording, transcript, and qualification score pushed to your system.
Results
What agencies are seeing
Ready to stop losing leads?
See how voice agents can transform your insurance sales operation. Schedule a demo and we'll show you exactly how it works with your workflow.