Custom AI Insurance Sales Agent
AI Voice Agent That Closes Insurance Deals While You Sleep
Stop losing deals to manual processes and compliance delays. Deploy an autonomous AI agent that handles customer calls, gathers information, navigates objections, updates your CRM, and closes policies—all while maintaining perfect regulatory compliance.
PROBLEM
Insurance Sales Teams Are Losing Time and Revenue
Your team is buried in repetitive calls, compliance documentation, and manual data entry. Leads slip through the cracks. Policies take weeks to close. Compliance risks lurk in every conversation. You need a solution that handles the entire sales cycle automatically while keeping regulators happy.
SOLUTION
How It Works
Natural Conversation That Closes Deals
Your AI agent greets customers like a seasoned sales rep, asks the right questions, and handles objections with genuine, human-like conversation that builds trust. It keeps customers engaged and moves them toward a policy decision without sounding robotic or scripted. Every interaction is designed to convert.
Real-Time Compliance Monitoring
Every word your AI speaks is automatically checked against regulatory standards, eliminating compliance risk before it happens. No more manual compliance reviews or audit nightmares. Your agent operates with complete confidence that every statement meets requirements.
Autonomous CRM Updates and Policy Recommendations
While talking to customers, your AI simultaneously updates your CRM, analyzes needs, and generates personalized policy recommendations powered by real data. Sales teams get instant, actionable insights without lifting a finger. Policies that should take weeks close in minutes.
PROCESS
From kickoff to launch in weeks, not months
01/ Discovery
We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.
02/ Development
We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.
03/ Testing
Your team deploys the AI and gives feedback. We polish and provide full documentation.