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AI voice agent for insurance.
Handle more calls without adding staff.

Insurance call volume is high and mostly repetitive: policy status, claims updates, coverage questions, and quote requests.
We build AI voice agents that reduce call centre load and improve client experience.

80%
Routine calls
automated
24/7
Call
handling
0
Hold
times
100%
Calls
answered
Insurance voice AI

Want to reduce your insurance inbound call volume?

Book the audit. We scope voice AI in 30 minutes.

01

Policy inquiry calls

Coverage status, renewals, and documents, handled automatically.

Coverage status, renewal dates, premium information, and policy document requests all handled automatically. Common queries resolved without reaching a human agent.

Handles
  • Coverage and renewal status
  • Premium information
  • Policy document requests
02

Claims intake

First notice of loss captured and claim record created.

AI voice agent captures first notice of loss information: incident details, date, type of claim, and creates the claim record automatically. Client gets an immediate reference number.

Captures
  • Incident details and date
  • Claim type classification
  • Immediate reference number
03

Quote request handling

Inbound quotes captured and complex cases routed.

Inbound quote requests handled by AI: relevant information captured, preliminary quote generated where possible, and complex cases routed to a licensed agent.

Automates
  • Quote information capture
  • Preliminary quote generation
  • Licensed agent routing
04

Follow-up calls

Outbound renewal and lapse prevention at scale.

Outbound AI calls for renewal follow-up, outstanding document requests, and lapse prevention campaigns. Scales without adding outbound calling staff.

Outbound
  • Renewal follow-up calls
  • Document request follow-up
  • Lapse prevention campaigns
05

Emergency and escalation routing

Licensed judgment calls transferred with full context.

Calls requiring licensed agent judgment or emergency assistance identified immediately and transferred with full call context.

Routes
  • Emergency call identification
  • Licensed agent transfer
  • Full call context handoff
In production

In production

FinanceOutbound callingUS

TPFN: Multi-campaign AI voice system

3 Retell AI voice agents across Follow-Up and NSF campaigns. Dynamic variable passing, live-transfer routing, outbound queuing, and post-call metrics. Direct parallel to insurance outbound calling workflows.

3
AI agents running
5
Platforms connected
0
Manual routing
FAQ

Common questions about ai voice agent for insurance

For information gathering and routine queries, yes. Licensed agent decisions are always routed to human agents. We design the routing logic with compliance in mind.
Insurance voice agents start from $2,500. Multi-campaign systems with CRM and compliance integration range from $4,000 to $7,000.
Via API or n8n. We scope the integration on the audit call.

AI voice agent for insurance. More calls handled. Lower cost per call.

Book the audit. Free.

No pitch decks. Usually back within 24 hours.