Powerful AI Phone Agent for Insurance

5.0
ON G2
Stars
Convert more leads, qualify policyholders, and streamline customer calls with Retell AI’s intelligent voice agents.
Trusted by over 4,000 businesses powering 100+ million calls per month.
Insurance
Life Insurance
Insurance
Auto Insurance
Insurance
Property Insurance
Insurance
Medical Insurance
HOW IT WORKS

Enhance customer experience & automate insurance workflows with AI-powered phone agents.

REVIEWS

See what customers say about us

in G2
Brian Barker
Product Manager
As we’ve explored ways to drive greater efficiency in our business over the past 18 to 24 months, leveraging AI technologies has become a key part of that strategy. By doing so, we’re able to reduce the cost of acquiring new customers, and at the same time, maintain, or even lower, the cost of retaining and servicing them throughout their lifecycle with us.
Free Up Human Agents for High-Value Work
Let AI handle repetitive inquiries while your team focuses on closing deals and servicing clients.
Indistinguishable from a Human Conversation
Deliver natural, engaging conversations that feel just like speaking with a real human.
Effortless Handoff to Insurance Advisors
Prequalify policyholders and seamlessly transfer them to licensed insurance professionals when needed.
Neil
CIO
“Retell AI helped us achieve both speed and empathy in our customer calls. It feels like talking to a real person — but faster, more consistent, and always available.”
Free Up Human Agents for High-Value Work
Let AI handle repetitive inquiries while your team focuses on closing deals and servicing clients.
Indistinguishable from a Human Conversation
Deliver natural, engaging conversations that feel just like speaking with a real human.
Effortless Handoff to Insurance Advisors
Prequalify policyholders and seamlessly transfer them to licensed insurance professionals when needed.
Saurabh Sodhani
SVP of Digital Transformation, Everise
We were able to contain 65% of voice calls with the bot, which previously would have been directly gone to a manual agent for resolution.
Free Up Human Agents for High-Value Work
Let AI handle repetitive inquiries while your team focuses on closing deals and servicing clients.
Indistinguishable from a Human Conversation
Deliver natural, engaging conversations that feel just like speaking with a real human.
Effortless Handoff to Insurance Advisors
Prequalify policyholders and seamlessly transfer them to licensed insurance professionals when needed.
INTEGRATIONS

AI Automation for Insurance CRMs & Softphone Providers

Retell AI seamlessly integrates with industry-leading insurance platforms.
Airtable
Airtable
AmazonConnect
AmazonConnect
Clickup
Clickup
Five9
Five9
Go High Level
Go High Level
Hubspot
Hubspot
Keap
Keap
Livevox
Livevox
Microsoft Dynamics 365
Microsoft Dynamics 365
Monday.com
Monday.com
Nice
Nice
Pipedrive
Pipedrive
Ring Central
Ring Central
Salesforce
Salesforce
Smartsheets
Smartsheets
Talkdesk
Talkdesk
Telnyx
Telnyx
Twilio
Twilio
Vonage
Vonage
Zoho CRM
Zoho CRM
Pricing

Cut Costs by 90% with AI phone Agents

Pay as you go

$0 to start.

$0.07–$0.31 per minute – Pay only for what you use.
60 mins of free access.
20 concurrent calls.
10 Free Knowledge Bases.
Get Started
FAQ

Frequently asked questions.

How can AI phone agents help insurance companies with lead generation?

AI-powered phone agents help insurance companies improve lead generation by automating outbound calls, following up with webinar registrants, and qualifying inbound leads. The AI can identify high-intent prospects, schedule appointments with licensed insurance agents, and ensure faster response times—all while reducing operational costs.

Can an AI phone agent handle inbound insurance policy inquiries and claims?

Yes! Retell AI’s phone AI agents can handle policyholder inquiries, claims processing, and policy status updates. It can answer frequently asked questions about coverage, deductibles, and premium payments, while seamlessly transferring complex cases to human agents when necessary.

Does Retell AI integrate with insurance CRMs like Salesforce and Zendesk?

Absolutely! Retell AI seamlessly integrates with leading insurance CRM platforms like Salesforce for Insurance, Zendesk, HubSpot, and Aircall. It can auto-sync customer inquiries, create tickets for agents, and update policyholder records in real time, improving workflow automation for insurance companies.

How do AI-powered phone agents improve insurance customer service?

Retell AI enhances customer experience in the insurance industry by reducing wait times, automating policyholder interactions, and handling inbound inquiries 24/7. Unlike traditional NLU-based chatbots, Retell AI leverages Large Language Models (LLMs) to understand and generate dynamic, human-like responses in real-time. This allows for more natural conversations, better context retention, and seamless call routing to human agents when needed.

Is an AI phone agent secure and compliant with insurance regulations like GDPR?

Yes, Retell AI is built for compliance with GDPR, HIPAA, and other industry regulations. Our AI solutions ensure secure call handling, data protection, and encryption, making them suitable for auto insurance, life insurance, and property insurance companies that need to maintain strict data privacy standards.

Revolutionize your call operation with Retell