AI-Powered Technology

Are you familiar with AI tools and programs developed specifically for Insurance agents?

What We Do

We use Interactive AI to achieve significant growth, streamline processes, and gain a competitive edge.

We offer AI-powered tools, used by both large and small agencies, to streamline sale processes, and customer support while reducing costs.

So where do you begin?

-Powered Tools

Voicebots for Agents

Inbound Calls

• All incoming calls and inquiries are answered.

• Calls are qualified using specific criteria.

• Those that meet the criteria are transferred to the agent or an appointment is set.

Outbound Calls

• Calls can be made to current leads to qualify them or to customers as reminders for appointments, renewals, payments, promotions, or referral programs.

AI Voicebots: Streamline Client Interactions

How Voicebots Work for Insurance:

Intelligent Conversation: Using prompt engineering, our experts create a specific neural network for the voicebot, equipping it with the knowledge and language needed to address common client inquiries for insurance including inbound and outbound calls.

Industry & Client-Specific Training: The voicebot is trained on specific data including:

• Current insurance industry information.

• Specific client criteria and information that is relevant to your agency.

• Standard insurance terminology used by agents.

• Voicebots continue learning from each interaction, ensuring the voicebot provides accurate and relevant information.

Here's how it works:

• Load your data into the AI system dashboard.

• AI will call each up to 20 times to guarantee contact.

• AI will qualify leads who are contacted and confirm or set appointments or callbacks for renewals, upselling, and determine returnable leads.

• AI will use defined criteria to determine for each contact.

• A dashboard will provide access to every contact disposition in real-time.

Voicebot Agent Programs

If you are interested in the program then click the "Learn More" button and we will get back to you with details on the program and how to sign up.

Select a time on our calendar and we will walk you through the program.

AI Advantages

• 24/7 available for calls.

• Agents can eliminate time and resources it takes to handle inbound or outbound calls no matter when they come in or need to go out.

• Lead calls are uniquely and consistently qualified and renewals are confirmed and dispositioned.

• Costs are reduced. Only qualified calls get through based on your criteria and each customer is dispositioned for renewals.

• For leads, unqualified calls are disconnected in less than 120 seconds.

• Lead calls are flagged for return that do not meet campaign criteria.

AI Disposition & Upsell Program

AI will call and qualify your leads, set appointments, handle renewals, Introduce upsell products, and identify lead returns.