🛡️ Insurance

The Insurance AI team

Turn quote requests into booked policy reviews — automatically. Pick Insurance at signup and these agents arrive already knowing the trade.

Start free The Insurance workflow suite →

6 agents, built for this trade

High-Intent Lead ScreenerAnswers a fresh inbound lead, works out whether it's a real opportunity, and books the appointment or routes it to a person. Appointment Confirmation & ReminderConfirms an upcoming appointment, answers the practical questions about it, and reschedules on the spot when the time no longer works. No-Show RecoveryReaches someone who missed their appointment, finds out what happened without making it awkward, and gets it back on the calendar. Win-Back & ReactivationRe-opens the conversation with a cold or lost opportunity, finds out what actually changed, and re-books when there's still something there. Support & FAQAnswers common customer questions from the material the business has given it, and escalates cleanly the moment a question falls outside that. Multi-Department Call RouterWorks out what a caller actually needs in as few questions as possible and transfers them to the right person or department.

The rails it runs on

Every agent in Sales Team Toolbox runs on the same rails:

It says what it is. Asked whether it's a person, it answers honestly — every time, and that isn't a setting.
Consent first. Texts and calls go only to contacts with prior express consent on file. No consent, no send.
STOP always wins. A spoken or texted opt-out is recorded by the server, not just acknowledged in the conversation, and it halts everything for that contact.
The Approvals inbox. AI-drafted texts and calls queue for your approval until you deliberately switch a step to auto-approve.
Quiet hours and frequency caps. Touches respect calling hours, and a rolling cap on how often any one contact is reached.
It doesn't take card numbers. Payments go out as a secure link instead.

The fine print lives in the compliance FAQ.