AutoCallFlow · For insurance agents

An AI sales agent for insurance leads
that reaches new inquiries while intent is fresh.

Calls new leads, collects quote details and books or transfers qualified prospects.

  • New leads called in minutes
  • Qualifies, books or transfers
  • Outbound from $60/mo

Take the Call
Yourself

The fastest way to judge an AI phone agent is to be on the receiving end. Pick an agent, enter your number, and it calls you within moments.

Receive a live call and hear how it handles a real conversation.

3 paths

book a consultation, warm-transfer a qualified lead or capture a precise callback request

higher qualification odds for responses within an hour in a cross-industry company audit

Harvard Business Review

~2 rings

how fast AutoCallFlow answers — evenings, weekends and renewal season included

Watch the demo

Watch one get built,
then answer a real call.

Three minutes: an agent gets built from a website, taught the hours and services and given a phone number — then answers a real call and moves a booking on its own.

The short answer

AutoCallFlow's AI sales agent calls new insurance leads within minutes, collects your approved vehicle, property or coverage questions, and books or warm-transfers qualified prospects. Outbound campaigns start on Growth at $60 a month; the same agent answers inbound quote calls 24/7.

Illustrative call

What the workflow
can sound like.

Fictional example: A new auto-insurance quote request lands from a web form.

AutoCallFlow agent

Hi there, this is the agency’s AI assistant following up on the quote you requested. Is now a good time for three quick questions?

Caller

Yes, I have a few minutes.

AutoCallFlow agent

Great. Is this for auto, home or both, and when does your current policy renew?

Caller

Auto only. It renews next month, and I want to compare before then.

AutoCallFlow agent

I can connect you with a licensed producer now, or book a time tomorrow. Which would you prefer?

Caller

Connect me now.

Warm transfer started · Quote context included · Call outcome logged

What it does

Quote calls handled,
approved details collected.

Answers calls around the clock

The AI phone agent picks up in about two rings — after hours, during storm-week call surges, two callers at once — and greets each caller by your agency's name.

Collects quote details before transfer

Vehicle year and model, property address, current carrier, coverage needs — the agent gathers the quote-request details first, so when the call reaches a producer the file is already started.

Follows up on internet leads

On Growth and up, AutoCallFlow calls new leads back automatically while the quote request is still fresh, instead of leaving each inquiry in a producer queue.

Handles service questions

Configure the agent to answer approved office, payment and document-submission questions from your knowledge base, then take a message or transfer anything outside that scope.

Warm-transfers ready buyers

Callers ready to talk numbers, or asking for a specific producer, get transferred to a human along with a summary of the details collected so far — nobody repeats themselves.

Provides call summaries

Each call produces an SMS or email summary so you can review the day's quote requests. Recording and transcription are available when enabled.

Works with the tools you already run on.

Google Calendar, Calendly and HubSpot connect directly. Other CRM, booking, payment and phone workflows are scoped during onboarding.

Quote details belong in your AMS, not on a message pad. Google Calendar and Calendly connect directly; agency systems are scoped per account during onboarding. Systems commonly used by insurance agents: Applied Epic (Applied Systems) · Vertafore (AMS360) · EZLynx · HawkSoft · AgencyBloc · Acturis · Salesforce Financial Services Cloud · Insureio · Radiusbob · Open GI · Insly · NexJ Systems. Exact read/write scope is confirmed during onboarding.

See all integrations
Google Calendar
Zoho
HubSpot
Calendly
Zapier
Stripe
Salesforce
Zendesk
Twilio
WhatsApp
Intercom
Make
Airtable
Shopify
Mailchimp
Notion

Prefer we build it?

Let us build your agent
— we'll contact you.

Tell us a little about your business and someone from our team will reach out to set the whole thing up.

  • A review of how your calls are handled today
  • A plan for what the agent should do
  • A working agent, built and connected for you

Outbound campaigns

New insurance leads cool quickly.
Call while the quote request is still fresh.

Answering quote calls covers inbound. From the Growth plan up, configured outbound campaigns can call consented new leads within minutes, follow up on open quotes and run approved renewal reminders.

01

A new inquiry lands

A consented lead purchase, supported form fill or scoped CRM event can trigger the configured workflow automatically.

02

It calls back in minutes

The agent dials while the lead is still deciding, inside the calling hours you set.

03

It asks and answers

Your quote questions — vehicle, property, current coverage — are collected before any transfer and included in the outcome summary; transcription is available when enabled and lawful.

04

It books and logs

The appointment goes into your calendar. The outcome lands in your dashboard; recording, transcript and CRM write-back follow the settings and connections enabled for your account.

Campaigns it runs

Purchased and form-fill leads get called within minutes, before they become another untouched record in the CRM.

  • Triggered by new leads in your CRM
  • Collects quote details on the call
  • Books the follow-up into your calendar

Campaign run

Live

New-lead callback

Outbound campaigns and automatic lead follow-up are included from the Growth plan ($60/mo). You set the calling window; AutoCallFlow dials inside it.

Beyond the phone line

The same AI agents,
answering on WhatsApp.

Meet your customers where they text: automated responses, appointment reminders and instant answers to common questions, directly on WhatsApp.

How it works

Live before
your next missed call.

01

Tell it about your agency

Paste your website, your lines of coverage and the quote questions you always ask. The Autoflow setup assistant builds the first version with you — about 10 minutes.

02

Connect a phone number

Get a new local number, or keep the agency number your policyholders already know and forward it — direct SIP connection works too, no porting needed.

03

It starts answering — and following up

From the first ring it collects quote details, answers service questions and transfers ready buyers; on Growth, new leads get an automatic call-back too.

The alternatives

A CSR, a service,
or an AI phone agent.

Hiring a CSRAnswering serviceAutoCallFlow
Monthly cost$3,000+ in wages aloneProvider-specific usage pricingFrom $29 + usage overages
Coverage~40 hrs/week, minus sick days24/7, billed per minute24/7, included
Simultaneous callsOne at a timeCapacity varies by provider2–15 lines by plan
Collects quote detailsYes, after trainingScope varies by providerApproved fields before transfer
Knows your agencyAfter weeks of trainingReads from a scriptTrained on your site & FAQs
Time to startWeeks to hire and trainDaysAbout 10 minutes

Staff cost benchmark: U.S. Bureau of Labor Statistics Occupational Outlook, receptionist median ≈ $37,000/year before benefits. Compare answering-service pricing and capabilities against each provider’s current quote.

What it's worth

Work out what your
missed calls cost you.

Your numbers

Calls you miss a week15

After hours, on a job, already on the phone.

What a customer is worth$350

One job, or a first visit if they come back.

How many you'd actually win25%

Of the callers who got through instead of voicemail.

Recovered every month

$5,600

65 missed calls a month · about 16 jobs you aren't getting

Over a year

$67,200

A receptionist costs

$3,000/mo

Stop missing them — start free

An estimate from the numbers you entered, not a guarantee.

Real customers, on camera

Don't read the reviews. Watch them.

Dropped voicemails to 2300 leads… we got 87 call-backs!

Dustin R.

Within 2 days, I had 9 call-backs. 2 of those deals are closing this week!

Amara S.

Sound

We get more responses, better conversations, and it costs way less.

Malik A.

You'll be booking way more showings and spending less time chasing.

Isabella C.

We only talk to people who actually call back, already warmed up.

Steven L.

Pricing

Published monthly plans,
with usage priced clearly.

Start on Starter with one number and one agent; move to Growth for automatic follow-up on connected, consented internet leads. Building your agent is free — you pay when you connect a number.

Starter

$29/mo

One agent answering one number, around the clock.

  • 60 minutes included, then $0.22/min
  • 1 phone number · 2 concurrent lines
  • Booking, AI summaries & transcripts; recording when enabled
Most popular

Growth

$60/mo

More lines, more agents, plus outbound follow-up.

  • 220 minutes included, then $0.20/min
  • 2 numbers · 6 agents · 5 concurrent lines
  • Outbound campaigns & automatic lead follow-up

Pro

$150/mo

Caller memory and controls for regulated workflows.

  • 360 minutes included, then $0.18/min
  • 3 numbers · 15 agents · 15 concurrent lines
  • Caller memory · regulated-workflow controls

Every plan supports around-the-clock answering within its configured capacity. Enterprise adds custom minutes and unlimited agents; extra minute bundles start at $0.12/min. Full pricing details

Start free

Questions & answers

Asked before
you buy anything.

Google Calendar and Calendly connect directly. Applied Epic, Vertafore AMS360, EZLynx, HawkSoft and AgencyBloc are listed in the integration catalog for per-account scoping; during onboarding we confirm the exact read and write actions your AMS supports before anything is configured.

Still not sure?Ask us directly

Your phone is ringing
right now, somewhere.

Every call that goes to voicemail is a job someone else is about to get. Put something on the end of the line tonight.

Free to start · no credit card · keep your existing number