Insurance Packages

Quote Request Response + Lead Qualification in Minutes

Convert more quote calls with immediate structured follow-up.

Looking for detailed industry guidance? View the Insurance industry page.

Review before launchNo long-term contractBilingual EN/ES
Insurance package hero

24/7

Always On Coverage

48h

Typical Launch

EN/ES

Bilingual Voice

<2 min

Lead Response Speed

Starter Quotes

KPI: Quote requests captured

Starting at $199/mo

  • Quote request capture
  • Immediate callback SMS
  • Basic routing

Growth Qualification

KPI: Quote-to-call conversion

Starting at $399/mo

  • Policy-type triage
  • Calendar booking
  • CRM handoff

Premium Retention

KPI: Retention uplift

Starting at $699/mo

  • Renewal reminders
  • Cross-sell workflows
  • Weekly tuning

How rollout works

1) Strategy Call

We map your call flows, handoff rules, and ideal lead criteria.

2) Build + QA

We configure your AI voice agent, booking logic, and CRM routing.

3) Go Live + Optimize

Launch in production and tune weekly based on real calls.

FAQ

How fast can we launch?+

Most insurance clients go live within 48–72 hours after kickoff.

Can this plug into our CRM and calendar?+

Yes. We support booking + CRM workflows on Growth and Premium tiers.

Do you support bilingual callers?+

Yes, English/Spanish support is included for relevant call flows.

Can quote requests be qualified before handoff?+

Yes. We gather policy intent and key qualification details before routing to your team.

Can this improve quote response speed?+

Yes. We trigger immediate follow-up and structured intake so quote opportunities do not sit in voicemail.