Voice bot for insurance agents
Most of an agent's time goes to calls that lead nowhere. The bot calls your whole lead list first, finds out what coverage the customer has today and what they are looking for, and passes the agent the people worth meeting.
Sample qualification call for an insurance agency
Insurance agents: what the bot solves
Cold leads from purchased lists
A big list where most people do not answer or are not relevant. The bot goes through all of it and filters.
Agents spend hours on the phone
Instead of dozens of opening calls a day, the agent talks only to people who already said yes.
A lead that waits goes cold
A campaign lead gets a call during the hours you set, without waiting for someone to be free.
What the bot asks on the call
You write the questions. The bot asks them one by one, listens to the answer and responds to it.
- What coverage they have today: health, life, mortgage, auto or home
- Why they reached out: saving money, a coverage gap or a policy review
- Whether they decide alone or together with a spouse or partner
- When a call with the agent works for them
What you get
A score for every lead
Every call gets a score from 1 to 5. Leads scored 4 and 5 rise to the top of the list.
Summary, transcript and recording
Every call keeps a short summary, the full transcript and the recording, so you can hear exactly what was said.
Everything in the CRM
The lead goes into ENIGMA CRM with its source, stage and history, and you continue from there on WhatsApp, email or phone.
How it works for you
Write a script
An opening line, your questions and what counts as a hot lead. You can upload an existing script.
Upload a lead file
An Excel file with name and phone. Calls go out from your number.
The agent gets a hot list
Leads scored 4 and 5 with a call summary, to call first.
Good to know
The bot does not give insurance advice and does not recommend a product. It finds out the need and sets up a call with a licensed agent. Your agency is responsible for the consent of the people on the list and for the calling rules.
Common questions
Can the bot introduce itself in the agency's name?
Yes. You write the opening line, and the bot introduces itself as the agency's digital assistant.
What happens when the customer asks a professional question?
The bot answers only from what you wrote for it. For a professional question it says the agent will call back with an answer, and writes it in the summary.
Can we use the script we already have?
Yes. Upload the script and it becomes the bot's training. You can change it at any time.
Which number does the call come from?
From your business number, so the customer recognizes you when they call back.
Want to hear the bot talk about your business?
Open an account, upload a script and a lead file, and hear a real call before you start a campaign.
Create an account About the Voice BotGuides worth reading
- Lead qualification calls: how to filter leads without wasting your sales team's time
- How to write a script for a voice bot: opening, questions, objections
- The rules of automated calling: what to know before outbound calls with an AI voice bot