P&C, life, health & Medicare agencies

Call every quote leadbefore the next agent.

Four other agencies just bought that exact same online quote lead. Our AI calls in 60 seconds, follows up and books the quote call.

  • $699/mo flat
  • Month-to-month
  • Up to 2,000 calls/mo
AI callerHome & auto bundle lead from a Meta adLive call

Sam Walker · Home & auto · Columbus, OH

  1. AI

    Hi Sam, Alex with Miller Insurance. You just asked for a home and auto quote on Facebook. Got 30 seconds?

  2. Lead

    Oh yeah, that was fast. Our renewal just jumped way up.

  3. AI

    Hearing that all week in Ohio. Bundling the house and two cars so our agent Dan pulls the right carriers?

  4. Lead

    House and two cars, yeah. What’ll it run?

  5. AI

    Dan runs the underwriting to get your exact rate. Any at-fault claims or tickets in the last three years?

  6. Lead

    Nope, clean on both of us.

  7. AI

    Huge help. Dan can walk through your quotes today at 3:30 PM or tomorrow at 11 AM. Which works?

  8. Lead

    3:30 today.

Bundle quote call booked with licensed producer

440,000+ AI calls made for teams like these

  • RYSE Floors
  • Presidential Bank
  • Candlewood Development
  • Hand N Hand Consulting
  • Hometown Mortgage
  • Toptal
  • Squirro
  • Closify
  • Equity Front Capital
  • MBO Ventures

Where deals are lost

Shared leads go towhoever dials first.

Call an EverQuote lead 10 minutes late and they’re already giving their VIN to another agent.

  • Up to 391%more conversions when called in 60 secondsSource: Velocify
  • 39%of online insurance shoppers never get a callbackSource: Velocify
  • 1.3%of insurance leads get called in under 1 minuteSource: Velocify

What it does

Three revenue plays.Zero extra headcount.

  • Beat 4 agents to shared leads

    EverQuote, QuoteWizard, SmartFinancial or Meta Lead Ads. Phone rings in under 60 seconds from a clean local number.

  • Hound non-answers all week

    Shoppers ignore work-hour calls. Our AI retries mornings, evenings and weekends until they pick up or say stop.

  • Work old quotes & X-dates

    Dial thousands of unclosed quotes in AgencyZoom or HawkSoft, upcoming renewal X-dates and auto-only clients ready to bundle.

How it works

We build and manage your AI.Your team takes the calls.

No flow builders to learn, no prompts to write and no callers to manage. We build your voice agent, wire your CRM and launch in under 14 days.

  1. Step 1

    We connect your CRM and lead sources

    Web forms, ad campaigns, inbound inquiries and dormant CRM lists. Every new lead and old contact is queued automatically.

  2. Step 2

    AI calls in 60 seconds and follows up

    Every new lead gets a call in under 60 seconds from a clean local number. If they don’t answer, the AI follows up across the week.

  3. Step 3

    Your closers show up to booked meetings

    The AI asks your qualifying questions, handles objections and books directly onto your calendar with the full recording in your CRM.

Proven in production

More qualified pipeline.Zero extra headcount.

B2B, financial, real estate and service teams use our AI agents to qualify buyers and book appointments around the clock.

RYSE Floors

58estimates booked

32%connect rate

Each square is one booked appointment

His sales team swore it was a real person.

“It sounds really real. Had the sales guys come in. They thought it was a real person.”

Candlewood

61meetings booked

13new partnerships

Each square is one booked appointment

Replaced all 3 VAs. Got better results.

“Had 3 VAs making calls for me. Replaced all of them with the AI for a fraction of the cost and I’m getting better results.”

Presidential Bank

31meetings booked

75%show rate

Each square is one booked appointment

New meetings booked while he closes loans.

“There’s a new appointment on my calendar and I didn’t have to stop originating loans to get it.”

Hometown Mortgage

24meetings booked

21 hrsto first meeting

Each square is one booked appointment

First meeting booked 21 hours after launch.

“It’s pretty impressive. An AI agent called me, answered my questions and booked my demo.”

Hand N Hand

13meetings booked

5doctors signed

Each square is one booked appointment

Five doctors signed off AI-booked calls.

“I have about five doctors now going through the onboarding process. It’s been very effective.”

Forge Lane

38meetings booked

29%live connect rate

Each square is one booked appointment

“That was a good call.” 38 meetings booked.

“That was crisp. Good voice, good cadence. That was a good call. I think we’re on to something here.”

The math

Two bound bundlespay for the month.

$1,500+ retention value

A $3,500 home + auto bundle pays $450 to $600 year one and $1,500+ over retention. Two extra households a month cover $699/mo out of year-one commission alone.

Run my numbers

Plugs in

Plugs right into your tools

We wire your forms, ads and CRM in under two weeks. Every call, recording and booking syncs back.

  • AgencyZoom
  • HawkSoft
  • EZLynx
  • Applied Epic
  • GoHighLevel
  • HubSpot
  • Salesforce
  • Calendly

Pricing

$4,000/mo for one rep.Or $699/mo for our AI.

Every appointment we book is included. One flat $699 a month.

In-house SDR or setter

40–60 dials a day · 9-to-5 only

$4,000+/mo

Plus commission, payroll tax and software

$48,000+ a year per rep


  • 5 to 10 minute delay on new leads
  • Stops following up after two voicemails
  • Dials from one number flagged “Spam Likely”
  • Old leads never get called again
  • Inconsistent qualification and CRM notes
  • 3 months to hire, train and ramp

Works 40 hours a week, with 50% annual turnover.

Outbound System

Save $39,000+ a year

Up to 2,000 calls/mo · Up to 100 a day

$699/mo

35¢ per call · One closed deal pays for the year

Book a demo
  • Every new lead called in 60 seconds
  • Follows up for days, at different times of day
  • Clean local numbers that stay off Spam Likely
  • Old CRM leads called again and booked
  • Wired to your CRM, with recordings and summaries
  • Built, scripted and tuned every week for you

No cap on bookings · No setup fee · Month-to-month

Need more than 100 calls a day?

Multiple territories, brands or high-volume teams. We build custom plans around your call volume.

Talk to us
  • TCPA-ready consent language
  • Do Not Call list scrubbed
  • Legal calling hours only
  • Opt-outs honored instantly

Insurance FAQ

Every question,answered here.

Voice quality, CRM setup, compliance and how we run your calls.

Want to test it against your objections?

Bring your toughest scenario to a 20-minute demo and hear our AI handle it live on your phone.

Book a demo
Never. Only your licensed producer quotes or binds. The AI verifies basic household info from your script and puts the quote call on your agent’s calendar.

Be the first agencyon every quote call.

Book a 20-minute demo. Hear live insurance calls on the spot and test our AI voice agent directly on your own phone.

Book a demo

$699/mo flat · Month-to-month · Zero setup fees