Qualify Policyholders 24/7
Speed to lead is everything. Engage prospects instantly, collect details, and book calls for your agents.
What it does for you
Lead Qualification
Asks qualifying questions (Age, health history, coverage needs) to pre-qualify leads.
Call Scheduling
Books a time for a licensed agent to close the deal with qualified data.
Binding Rate Tracking
Tracks which leads bind and which agents close best for continuous optimization.
Why Insurance Agents Waste 70% of Their Time on Unqualified Leads
Cold Calls = Constant Rejections
Insurance agents spend 3 hours making 100 cold calls. 95 hang up immediately. 4 listen but aren't serious. 1 books a call. That's a 1% conversion rate from pure cold. A bot pre-qualifies on WhatsApp, asking 3 questions. Only serious prospects move to agent. Agents close 40%+ of bot-qualified leads.
Speed to Contact Matters
A prospect fills out an insurance quote form at 10 PM. If the agent calls at 9 AM, the prospect forgot. If a bot sends a WhatsApp message at 10:15 PM confirming details and offering a call slot, the prospect is still engaged. Engagement = Binding.
Agents Close Better When Pre-Qualified
When an agent knows the prospect's age, health status, and coverage needs BEFORE calling, they close 2-3x more policies. The bot sets up the perfect pitch. The agent executes.
Compliance Through Automation
A bot that collects consent, documents answers, and logs interactions automatically ensures compliance. No more missed recordings. No more liability.
Stop Chasing Cold Leads
Your agents hate cold calling. Give them warm, qualified appointments generated by your AI bot.
For $29/month, increase your bind rate by talking to people who are actually interested and qualified.
Frequently asked
Is it compliant with insurance regulations?
Yes. It collects all required disclosures, documents consent, and maintains audit trails for regulatory compliance.
Can it calculate rough quotes?
Yes. Based on risk profile, it provides preliminary quotes to set expectations before agent call.
Can it handle follow-ups?
Yes. If prospects don't answer initial calls, the bot sends follow-up offers and tries alternative times.
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