Powerful AI Phone Agent for Insurance
5.0
ON G2
Convert more leads, qualify policyholders, and streamline customer calls with Retell AIβs intelligent voice agents.
Trusted by over 4,000 businesses powering 100+ million calls per month.
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Life Insurance
Auto Insurance
Property Insurance
Medical Insurance
HOW IT WORKS
Enhance patient serviceβ¨and offload tasks with AI phone agents.
Automated Follow-Ups for Webinar Registrants & Aged Leads
Engage insurance prospects through AI-driven follow-up calls.
Insurance Lead Qualification & Appointment Booking
Qualify inbound leads and schedule appointments for sales agents.
Seamless Live Transfers for High-Intent Prospects
Ensure serious buyers connect with licensed insurance advisors in real time.
Automated Data Collection & CRM Ticketing
Gather customer information and create Zendesk tickets for agents.
Policy Status & Claims Assistance
Handle inquiries about coverage details, claim status, and required documents.
Overflow Call Handling & Smart Call Routing
Automatically route calls to available advisors or schedule callbacks when agents are busy.
AI Schedules Appointments When Advisors Are Unavailable
Ensure customers never miss an opportunity to speak with an agent.
Voicemail & SMS Follow-Ups
Automatically leave a voicemail or send an SMS if the call goes unanswered.
Automated Nurture Sequences
Guide policyholders through the insurance buying process with strategic AI-driven outreach.
REVIEWS
See what customers say about us
in G2
Jonathan Adly
Senior Engineer, GiftHealth
βOur numbers show that 45-50% of calls are completely resolved by Retell AI without ever touching a human. β
Seamless Appointment Booking
Effortlessly schedule and manage patient appointments with automated call handling.
Smart Notifications & Check-ins
Keep patients informed with reminders and updates, while leveraging HIPAA compliant AI note taking to automatically log call details and update records securely.
Prescreening & Surveys
Ensure smooth handovers by transferring calls to human agents with full conversation history.
INTEGRATIONS
Seamless AI Automation for
Loan Management & Financial CRMs
Retell AI seamlessly integrates with industry-leading loan origination systems (LOS) and CRMs.
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Twilio
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Pricing
Cut Costs by 90% with AI phone Agents
Pay as you go
$0 to start.
$0.07β$0.31 per minute β Pay only for what you use.
60 mins of free access.
20 concurrent calls.
10 Free Knowledge Bases.
Enterprise Plan
For companies with large volumes, data or deployment requirements, or support needs.
White glove service for your use case.
Premium support with dedicated solution engineer teams.
Custom pricing and concurrent calls based on your needs
FAQ
