Insurance phone agents
Qualify inbound demand, collect structured answers, explain next steps, and route complex cases.
More handled calls per day with better QA evidence on every interaction.
How it works
- 1
Qualify callers
Collect structured answers and route eligible prospects to the right team.
- 2
Read required language
Use deterministic scripts and Trace checks for required disclosures.
- 3
Coach from evidence
Use scorecards and Recap outputs to improve flows weekly.
Common questions
How does the agent qualify callers?
It collects structured answers and routes eligible prospects to the right team, so complex cases still reach a human.
Can it read required disclosures?
Yes. Use deterministic scripts for required language, with Trace checks confirming the disclosures were read.
How do teams improve over time?
Scorecards and Recap outputs give QA evidence on every interaction, so you can coach and improve flows weekly.
Choose how you want to start.
Use an instant sandbox key for the API, or open Agents Beta and build without code. Sandbox usage never bills. Live keys require available credit.
Agents is live in beta. Sandbox keys have daily limits and never touch billing.