AI Auto-Call for Insurance Agencies. Renewal reminders and review calls placed for you.
AI Auto-Call phones your clients on your script: the renewal reminder that the documents are in their e-mail, the call to schedule the annual coverage review, the callback to a hang-up from the storm morning. Consent and calling-hours rules decide who is called and when; nobody answering means a retry, then an e-mail, and every outcome lands on the record.
TRY AI AUTO-CALL FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Call clients ten days before renewal, weekdays 9 to 6 only, two tries.”
Lisa“Done: renewal reminder calls go out ten days ahead, weekdays between 9 and 6, with a second try and then an e-mail.”
Any setting, in any module · applied only on your yes
How Insurance Agencies use it
John hears that his auto policy renews on the 20th and that the renewal documents are already in his inbox.
Beth is offered Tuesday at 4 or Thursday at noon for her annual coverage review and books Thursday during the call.
Forty clients who hung up during the hail-storm rush are called back that afternoon, and two needing claims help are flagged for a person.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Outbound calls by the AI: appointment reminders, notices, confirmations, callbacks
- Consent and calling-hours rules; retries and an e-mail fallback when nobody answers
- Every outcome recorded on the register and on the customer's record; a person alerted when needed
Add it to AI Phone or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Auto-Call does, for every business ›
Works withAI PhoneAI BookingAI QuotingAI Tickets
Questions & answers
AI Auto-Call for Insurance Agencies: questions & answers
Can an AI make renewal reminder calls for an insurance agency?
Yes. AI Auto-Call places the reminder on your script, within the consent and calling-hours rules you set, tells the client where the renewal documents are and offers a review. Questions about premium or coverage are flagged for a licensed person to call back.
What does the outbound AI say if a client asks why the premium went up?
It does not explain or defend the premium. It records the question, offers a review with the client's producer and alerts that person, so the conversation about the renewal happens with someone licensed.
Do agency auto-calls respect do-not-call requests and consent rules?
Yes. Consent rules decide who may be called at all and calling-hours rules decide when. A client who asks not to be called again is recorded, and the outcome of every call sits on the register and on the client's record.
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Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Agencies ›
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Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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