AI receptionist for insurance agencies that automates inbound calls and ensures 24/7 customer support
AI Call Center & AI Phone Agents for Business
Stage
Not given
Not given
Founded
2023
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Based in
US
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Pricing model
Contact for pricing
Contact for pricing
Pricing
Not given
Quotation-based pricing with monthly or yearly subscription plans. Monthly plans include credits that expire each month. Yearly plans provide all annual credits upfront with greater savings. Setup fee covers configuration, initial website and document scans, complexity, systems to connect, script le
Key features
Lead qualification and routing to human agents
Automatic appointment scheduling and calendar sync
Call transcription and post-call note generation
Insurance-specific terminology and workflows
AMS integration with EZLynx, Momentum, QQCatalyst, AgencyZoom
Quote intake automation
Cross-sell opportunity identification
Call recordings and compliance documentation
Real-time transfer to human agents
24/7 AI phone agents that answer calls instantly and resolve common requests
Warm and blind call transfers with context sharing
AI Supervisor reviews conversations and identifies business improvements
Support for 50+ languages with configurable language selection
Integration with calendars, CRMs, and business tools for connected workflows
Previous-call memory to use earlier conversations as context
Outbound calling capabilities for customer follow-up and team checking
Compatible with any business phone system
What makes it different
Purpose-built for insurance, not a generic AI chatbot
Handles multiple calls simultaneously without missed calls
SOC 2 Type 2 and GDPR compliant
Deep integration with insurance agency systems
Managed setup and ongoing configuration by TeleWizard's team around your specific workflows and business processes
AI Supervisor built-in to identify missed opportunities and business blockers from actual conversations
Warm transfers with context sharing for seamless escalation to human agents
Comprehensive integration ecosystem connecting to popular CRMs, calendars, and business systems
Same AI workflows across phone and messaging channels for consistent customer experience
Sonant