AI Voice Agents for Insurance Agencies

The agent's workflow

1. 1

   Answers inbound quote calls 24/7

2. 2

   Captures line of business (auto, home, life, Medicare, commercial)

3. 3

   Collects basic risk info (drivers, vehicles, property, household)

4. 4

   Routes hot quotes to the right producer instantly

5. 5

   Outbound renewal reminders 30 / 14 / 7 days out

6. 6

   Books annual policy reviews on the producer's calendar

7. 7

   Recovers missed calls within 60 seconds via callback

8. 8

   Syncs to AMS360, EZLynx, HawkSoft, Applied Epic, or Salesforce

9. 9

   Respects DNC, TCPA, and state-specific disclosures

Common problems we hear from insurance agencies

• •Quote calls during lunch and after hours go unanswered
• •Renewals lapse because nobody followed up
• •Producers spend half their day on data entry
• •Cross-sell opportunities never get a conversation
• •Compliance scripts get skipped on rushed calls
• •Lead vendors send leads faster than reps can dial

Sample call script

What's included