An AI agent bolted onto a broken pipeline just makes the mistakes faster. We build AI the other way round: on top of acquisition, routing and data that already work, and held to the same numbers as the rest of the system.
Every AI component is custom-built for your agency. It knows your carriers, products, scripts, qualification criteria and compliance rules, and it hands off to a licensed human at the right moment.
Every new lead is engaged by text or voice within seconds, at any hour, while intent is highest.
Conversational qualification against your criteria, including eligibility, timeline, household and coverage needs.
Qualified prospects are booked straight into the right agent’s calendar, with reminders and rescheduling handled automatically.
Leads are ranked by likelihood to close and routed by licence, state, language and live capacity.
Aged and unconverted leads are re-engaged at scale, turning past spend into this month’s appointments.
Calls are transcribed, scored and benchmarked against your top performers, so coaching rests on evidence.
No. AI handles response, qualification, scheduling and reactivation, the work that keeps agents from selling. Licensed agents still advise and close.