AI Caller
Inbound quote calls don’t wait for office hours. The AI caller answers every ring — day, night, weekend, holiday — so a prospect shopping at 9 PM never lands in voicemail and never calls the next agency on their list.
Answers every call, around the clock
Most agencies lose quote calls the moment the phone rings unanswered. The AI caller picks up on the first ring, greets the caller in your agency’s voice, and starts a natural conversation — no menu trees, no “press 1 for auto.”
Line-of-business qualification
The first job of any call is figuring out what the caller actually needs. The AI qualifies by line — auto, home, life, health/ACA, Medicare, commercial — and adapts its questions accordingly. A caller mentioning a new car gets auto intake; a caller turning 65 gets the Medicare path.
Captures household basics
By the time a producer follows up, the groundwork is done. The AI captures the basics that matter:
- Line(s) of interest
- Household / business basics
- Current carrier and reason for shopping
- Preferred callback window
- Contact details, written straight to the CRM
Books to the right producer
Once qualified, the caller is offered live booking onto the right producer’s calendar — matched by line specialization and availability — so the lead lands with the person who can actually help.
Bilingual EN / ES
The AI runs identical flows in English and Spanish and respects each producer’s bilingual flag when routing, so Spanish-speaking households get a producer who can serve them.
Missed-call recovery
If a call ever slips through — a number ported during setup, a caller who hangs up — the AI fires an immediate text-back so the lead is recovered instead of lost.
What it does NOT do
- Never quotes a premium
- Never recommends a carrier
- Never binds a policy
- Never makes a coverage recommendation
- Defers all licensed activity to a licensed producer
How it ships
Installed and tuned during your 10 dedicated install hours inside your agency’s GoHighLevel — voice, greeting, line-detection prompts, producer routing, and calendar connections all configured to your team. Live in 24 hours.