AI warms up your insurance leads — your team's there to close.
The AI Agent that calls every insurance lead in seconds, follows up every time, and gets them on the phone with your agents.
Your agency's team is stretched thin — fielding quote requests, qualifying prospects, booking calls, and updating your CRM. Hot leads from comparison sites and your website go cold as your best agents get bogged down with repetitive, time-consuming tasks.
handle the busywork,
without losing the human touch.
With Callingly, you know that every insurance lead who requests a quote is going to get an immediate call and text. Your AI Agent starts the conversation within seconds, follows up every time, and makes a warm transfer to your agents when they get the prospect on the line. If no one is available, they schedule a call or quote review when the prospect prefers.
With Callingly, new insurance leads are called and texted within seconds and then added to a multichannel followup series that closes more deals.
Callingly integrates with your CRM, comparison sites, or web form to capture new prospect information as soon as it comes in. Customize triggers and rules so you only call and text back the right leads.
agent calls the prospect within seconds.
While Callingly works to connect your agent and prospect by voice, the prospect receives automated SMS messages introducing their agent and letting them know to expect a call.
We call your entire team until someone picks up. A warm transfer takes place, and you finish up with the prospect.
agent leaves a voicemail and follows up until you
close.If the AI doesn't reach the prospect the first time, they will keep following up based on a schedule you set until they do reach the prospect.
support that complements your team
make them better!
agent can help contribute to your team
Callingly integrates with 1,000+ CRMs, calendars and sales tools. You can be up and running in a few clicks, ringing every new insurance lead automatically and syncing each call recording and stat with your CRM.
The Callingly AI Agent is a human-like AI agent for insurance sales that transforms how your agency handles incoming leads and calls. Powered by advanced natural language processing, it delivers nuanced conversations with the warmth, expertise, and professionalism of your best agent. By understanding prospects and their intent, your AI Agent answers questions, schedules calls, and intelligently routes good-fit prospects to your agents — so your team stays focused on building relationships and binding policies.
The AI Agent can handle multiple leads simultaneously, making and receiving calls, qualifying prospects, scheduling calls, and providing support. It can manage call routing, warm transfers to your agents, and follow-up scheduling. The system scales based on your plan, with different tiers offering varying call minute allowances and concurrent call capabilities.
Yes, all calls handled by the AI Agent are secure and encrypted. We implement enterprise-grade security measures including end-to-end encryption, secure data transmission, and compliance with industry standards. Customer data is protected and we do not use customer conversations to train our AI models without explicit consent.
Unlike traditional IVR systems that use rigid menu structures and limited responses, the AI Agent engages in natural, conversational interactions. It understands context, handles common questions, and provides personalized responses around the clock — without the staffing costs of a call center. While IVR frustrates prospects with long menus, the AI Agent creates positive experiences that feel human and engaging.
Yes, the AI Agent can handle complex questions through advanced natural language processing and contextual understanding. It can break down complex queries, ask clarifying questions, and provide detailed responses. For questions beyond its capabilities, it intelligently transfers to an agent with full context, ensuring seamless handoffs.
The AI Agent benefits independent agencies, captive agents, brokerages, and any insurance business that relies on phone-based customer interactions across auto, home, life, health, and commercial lines. It's particularly valuable for agencies with high lead volumes from comparison sites and their website, limited staff, or those looking to improve response times and contact rates.
When the AI Agent encounters a question it cannot answer, it intelligently routes the call to an agent through a warm transfer. The AI provides context about the conversation to the agent, ensuring a seamless handoff. If no one is available, the AI can schedule a call or quote review based on your agency's rules.
The AI Agent helps your agency by ensuring every insurance lead gets immediate attention, reducing response times from hours to seconds. It handles routine inquiries, qualifies prospects, and schedules calls, freeing your agents to focus on high-value activities like binding policies and building relationships. This leads to higher contact rates, more appointments, and better use of your team's time.
No, the AI Agent is designed to complement and enhance your agents, not replace them. It handles routine tasks and initial interactions, allowing your agents to focus on advising clients, quoting, and relationship building. The AI works alongside your team to improve efficiency and customer satisfaction.
We prioritize customer privacy and data protection. We do not use customer conversations or personal data to train our AI models without explicit consent. Our models are trained on general conversational data and industry-specific knowledge, ensuring your customer interactions remain private and secure.
handle the distractions.
Give your agency's team the ability to focus on what they do best while the AI Agent handles the rest.
Hear an Example
