AI Agent for Insurance Teams AI Agent for Insurance Teams

Win the Quote Before Competitors Even Dial

Callers AI agents engage new leads and resolve service requests in under 3 seconds - booking meetings while they’re hot and filing claims with zero wait times. Turn your lost 75% into bound policies and resolve over 50% of support tickets instantly.

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End-to-end Solution End-to-end Solution

Human agents are holding you back

Sales & lead gen

Sales & lead gen
Connect with leads in under 30 seconds = 4X in CVR

Connect with leads in under 30 seconds = 4X in CVR

Manual outreach is too slow for the digital age. Secure up to a 391% boost in conversions by ensuring your AI agent calls every single lead immediately, every single time.

Lead QualificationLead Qualification
Extract a 3x ROI from your old leads

Extract a 3x ROI from your old leads

Stop letting old leads go cold.
Our AI revives dormant applications into active deals - unlocking new revenue from your existing database with zero extra marketing spend.

Lead RevivalLead Revival
Business doesn't stop at 5 PM

Business doesn't stop at 5 PM

Capture the after-hours intent. 
Secure every weekend and holiday lead before the Monday morning rush, responding 24/7 without ever putting a customer on hold.

24/7 Inbound24/7 Inbound
Score intent in real-time and filter the "weeds"

Score intent in real-time and filter the "weeds"

Don't waste your top closers on dead-end calls.
Our AI pre-qualifies every prospect, ensuring your team spends 100% of their day talking only to ready-to-buy applicants.

Win-BackWin-Back

Support & operations

Support & operations
Welcome calls and missing documents

Welcome calls and missing documents

The agent handles welcome calls, chases missing signatures, and nudges borrowers for documents — day and night. Policies move to "Bound" status faster, without your team spending time on reminders.

Borrower OnboardingBorrower Onboarding
Instant claims updates

Instant claims updates

The agent answers routine questions about claim status, policy coverage, and payment updates. Available at all hours, with no wait time and no agent involvement.

Inquiry ResolutionInquiry Resolution
Early-stage collections

Early-stage collections

The agent handles compliant, polite payment calls for early delinquency accounts. Reduces agent workload while maintaining regulatory consistency.

24/7 Inbound24/7 Inbound
Churn defence & smart renewals 

Churn defence & smart renewals 

The agent detects early churn signals, like missed payments or cancellation inquiries - and initiates proactive outreach, securing the policy before the cancellation is even filed.

Inbound SupportInbound Support
The teamThe team

White-glove service. We handle the work.

More than a vendor. We are your revenue partner.

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We Build

We Build

From custom funnel mapping to script-perfect cadences designed for your specific loan products.

We Launch

We Launch

Go live in 48 hours with zero friction.
Full CRM integration and technical
setup.

We Optimize

We Optimize

Managed entirely by our team. Constant performance monitoring and script iterations to keep you winning.

ComparisonComparison

The math of bound policies: results that speak for themselves

4.5x ROI, 90% faster response, 65% less call‑center dependency.

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Use CasesUse Cases

Built for insurance services complexity

Our platform is built to deliver predictable results, not just features.

Lead Qualification

Pre-qualify leads instantly and boost conversion rates

Lead Qualification

Lead Revival

Re-engage cold leads with natural AI conversations that uncover new intent and qualify in real time

Lead Revival

Debt Collection

Automatically turn cold lists into qualified pipeline

Debt Collection

Inbound Support

AI voice support that answers instantly, resolves Tier 1 issues automatically and routes complex cases with full context

Inbound Support

Onboarding & Welcome Flows

Welcome every new customer with a personalized, human-like call

Onboarding  & Welcome Flows

Churn Risk

Stop churn before it starts with an always-on AI agent for retention

Churn Risk
FAQAll You Need to Know

Frequently Asked Questions

Security & Compliance Security & Compliance

Enterprise infrastructure for high scaled insurance 

Designed for speed. Compliance. Results.

Native CRM & LOS Sync

Direct, bi-directional integration with Salesforce, HubSpot, and Encompass. Zero manual work—just a seamless flow of data.

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TCPA & FDCPA Compliance

100% script-perfect adherence. Every interaction is recorded, logged, and creates a permanent, audit-ready trail.

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Bank-Grade Security

SOC 2 Type II, PCI, and CCPA certified. Your borrower data is protected by the highest global standards for financial privacy.

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Smart Privacy & Access

Automatic hiding of SSNs and account numbers in every recording. Secure SSO login and custom team permissions to keep you in total control.

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Get started with CallersGet started with Callers

Ready to bind more policies this month?

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