Calls each quote request
Outbound
When a shopper submits a request and agrees to be called, your AI Agent dials within seconds and confirms the line they're asking about: auto, home, renters, life, or a small business policy.
Insurance agenciesGoal: Licensed agent connected
The AI Agent that warms up every quote request for your licensed agents.
Someone who asks for an auto or home quote online is shopping, and they rarely wait. Avoonta calls them within seconds, collects the basics your producers need, and connects them live to a licensed agent who talks coverage and price.
Insurance Agents · 106 of 200 industries
- Calls quote requests in seconds
- Line of coverage and renewal date
- Live transfer to a licensed agent
The problem
Why insurance agents leads go cold.
Insurance shoppers often go with the first agent they talk to.
Quote requests come in from your website, comparison sites and referral partners at all hours. Your producers are on renewals, claims follow-ups and service calls, so new inquiries wait, and shoppers who wait take the first quote that reaches them.
Much of that first call is gathering basics: which line of coverage, what renewal date, how many drivers or what kind of home. None of it needs a license, but it takes your licensed people away from selling.
What Avoonta does for insurance agents
Four jobs, done on every call.
Collects the basics
Outbound + inbound
It asks current carrier, renewal date, number of drivers or property type, and the best time to talk. It never names a premium, a coverage limit or a recommendation.
Connects a licensed agent
Live transfer
Ready to talk now? The call is transferred live to a licensed agent for that line and state, with the intake answers in hand before they say hello.
Books the review call
Follow-up
If the shopper's renewal is weeks away, it books a review on your agent's Google, Outlook, HighLevel or Cal.com calendar and sends a follow-up text with the time.
What's in the snapshot
Insurance Agents: 5 AI agents, ready in one click.
One install sets up the whole team for your business: who calls, who chases, who answers and who reminds. Each one opens by saying it's an AI assistant.
- 30minCoverage review call, booked live
- 4ready texts
- 7FAQ answers for the receptionist
- 1click installs all five
-
New leads
Quote request caller
Calls quote requests within seconds, gathers the basics and connects a licensed agent for that line.
Hi first name, this is an AI assistant calling for business about the insurance quote you requested.
Asks first Which coverage are you shopping: auto, home, renters, life or business?
- Live transfer to agent
- Review call booked
- Call back later
Hands off to: a person (Licensed agent for that line and state)
-
Follow-up
Quote follow-up
Re-tries shoppers who missed the first call, timed around their renewal date.
Hi first name, this is an AI assistant calling for business about the quote you asked for.
Asks first Is your renewal date still the same?
Calls day 0, 1, 3, then 10 days before renewal · text after each missed call
- Review call booked
- Already switched
- Do not call
Hands off to: a person (Licensed agent on duty)
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Receptionist
Agency front desk
Answers 24/7, routes claims and service calls, and books reviews for new shoppers.
Thanks for calling business, I'm the AI assistant and this call is recorded.
Asks first Are you calling about a claim, a policy change or a new quote?
- Message for service team
- Review call booked
- Transferred
Hands off to: a person (Service team)
-
Reminders
Review call confirmer
Confirms tomorrow's coverage review and asks the client to have their declarations page ready.
Hi first name, this is an AI assistant calling for business to confirm your coverage review tomorrow at time.
Asks first Do you have your current declarations page?
Calls the day before · text if no answer
- Confirmed
- Rescheduled
- Cancelled
Hands off to: a person (Licensed agent)
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Renewals
Renewal review caller
Calls current clients ahead of renewal to book a policy review with their licensed agent.
Hi first name, this is an AI assistant calling for business.
Asks first Have you added drivers, vehicles or property?
- Review booked
- No changes, skip
- Stop calling
Hands off to: a person (Account manager)
Sample call
An auto quote request, 20 seconds in.
A driver asked for an auto quote on your website before work. Here's the callback.
Example call
AIHi Tony, this is Ava, an AI assistant calling for Keystone Insurance Group about the auto quote you requested. This call is recorded. Is now okay?
TONYYes. My policy renews in two weeks and the price went up a lot.
AIUnderstood. A licensed agent will go over coverage and price. How many drivers and vehicles are on the policy?
TONYTwo drivers, two cars.
AIThanks. Our licensed agent Ruth can take your call right now. Shall I connect you?
TONYSure, go ahead.
Fits your tools · and the math
Works with your CRM, calendar and Zapier.
Avoonta works alongside your agency management system and CRM. Requests come in by webhook, Zapier, Make or the API, and intake answers, transfers and bookings go back out the same way.
Use agency software like HawkSoft, EZLynx or AgencyZoom? Connect it via Zapier or webhooks.
- Google Calendar
- Outlook
- HighLevel
- Cal.com
- Webhooks
- Zapier
- Make
- API
What lands in your CRM after each call
- Line of coverage
- Current carrier
- Renewal date
- Drivers or property type
- Transfer or booked time
- Recording and transcript
Example
What a few more written policies could mean.
- Quote requests a month
- 200
- Talk time per call, roughly
- 3 min
- Minutes used
- about 600 of 750
- Plan
- Agency, $199/mo
If calling in seconds helps your agents write a few more policies a month, the commissions and renewals could easily outweigh the plan.
Example only. Your request volume, call length and commissions will differ; plug in your own numbers.
Limits and compliance
Licensed agents quote. Your agent doesn't.
Your AI Agent never quotes premiums, explains coverage, compares policies or tells anyone what they need. A licensed agent handles all of that by live transfer or a booked call. It dials only shoppers with a consent record from your form or partner, checks your do-not-call list before every call, keeps to 8am to 8pm in their time zone, and opens by saying it's an AI assistant.
- No premiums, limits or recommendations
- Transfers to a state-licensed agent
- Consent and do-not-call checked first
Insurance Agents FAQ
Straight answers.
Can it give a ballpark price?
No. Pricing and coverage questions go to a licensed agent, by live transfer or a booked call.
Can it route by line and state?
Yes. Based on the answers, it transfers to the agent licensed for that line of coverage and that state, or books with them.
Will it handle existing clients calling about a claim?
It can answer, take the policy holder's name and what happened, and transfer them live to your service team. It doesn't advise on claims.
What about leads from comparison sites?
It calls them if they consented to be contacted by your agency, with that record attached. It checks your do-not-call list either way.
Related industries
Similar agents, other trades.
Your next insurance agents lead gets a call in seconds.
Set up an agent for your business, test it on your own phone, and go live today. Unlimited AI agents and team members on every plan.