AI Voice SDR for Insurance Agencies

Automate Your Prospecting.
Write More Policies.

Our AI Voice Agent handles the cold outreach to book new client consultations and policy reviews, freeing up your producers to build relationships and close business.

Sound Familiar?

Falling behind on your new policy quotas for the month?
Do your agents hate the monotony of smile-and-dial prospecting?
Need a reliable way to keep your sales pipeline full, every single day?
See How It Works
4-week deployment • Full compliance included
60+
Concurrent Calls
30%
Response Rate
-70%
Cost Per Consultation

From Cold Prospects to Booked Consultations

Our proven 4-week process turns your cold prospect list into qualified client consultations—while your producers focus on writing policies.

Week 1

Insurance Sales Audit

Analyze your target market, policy types, qualification criteria, and appointment booking process.

Week 2

Insurance AI Setup

Custom scripts for policy reviews, life events, coverage gaps. Train AI on insurance objections and compliance.

Week 3-4

Launch & Qualify

AI makes 60+ calls to prospects, identifies coverage gaps, life events, and books policy consultations.

Ongoing

Optimize & Scale

Monitor policy close rates. Refine qualification and scale across more prospect lists.

Built for Insurance Sales

While your competition is burning out on cold calls, you're booking consultations automatically.

Insurance-Specific AI

Life Event Triggering

AI identifies life events: new baby, marriage, home purchase, retirement, job change, divorce—all policy review triggers.

Coverage Gap Analysis

Asks about current coverage: life, auto, home, umbrella. Identifies under-insured prospects with genuine needs.

Compliance Built-In

All scripts meet insurance compliance requirements. Proper disclosures, no misleading claims, recording consent.

Multi-Line Cross-Selling

Identifies bundling opportunities: auto + home, life + disability. Books comprehensive reviews with producers.

Real Conversation Example:

AI Agent: "Hi! This is Sarah calling from [Insurance Agency]. I'm reaching out because we're offering complimentary insurance reviews for homeowners in your area. Do you currently have home and auto insurance?"
Prospect: "Yes, with State Farm."
AI Agent: "Great! Just curious—when was the last time you reviewed your coverage or got quotes from other carriers?"
Prospect: "Honestly, probably 5 years ago."
AI Agent: "That's common! We're finding most people can save $400-800 per year by reviewing their coverage. Would Thursday at 2pm or Friday at 10am work for a quick 15-minute review?"
Policy review booked • Motivated prospect • 5-minute call

Calculate Your Cost Per Policy

Traditional Prospecting

Agent time (40 hrs/month):$2,000
Lead lists & tools:$500
Mental burnout cost:Priceless
÷ 8 consultations booked:8 appts
Cost Per Consultation:$313

With AI Voice SDR

AI SDR Service:$750
Lead lists & tools:$500
Agent time (0 hrs):$0
÷ 12 consultations booked:12 appts
Cost Per Consultation:$104
Save $209 Per Consultation
67% cost reduction • Plus 40 hours back each month
Average policy commission: $800 • Your ROI: 640%

Stop Burning Out Your Producers on Cold Calls

While your agents are drowning in smile-and-dial drudgery, other agencies are using AI to book 50% more consultations at 70% lower cost.

60+
Concurrent Calls
30%
Response Rate
-70%
Cost Per Policy