AI receptionist for insurance agencies that automates inbound calls and ensures 24/7 customer support
Automated exit interviews that reveal why customers cancel and what to fix next
Stage
Not given
Not given
Founded
2023
Not given
Based in
US
EE
Pricing model
Contact for pricing
Free trial
Pricing
Not given
$29/month (billed monthly) or $278.40/year (20% off annual). Includes 1 Organization and 3 Seats. Additional Organizations are $20/month, extra Seats are $10/month. 14-day free trial, no credit card required.
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
Automated exit interview emails sent to cancelling customers
AI-powered follow-up questions based on customer responses
Automatic tagging and pattern analysis across all interviews
Wylo Copilot for natural language queries on churn data
Retention Playbooks and win-back campaign management
Cancellation Capture to customize the exit flow
Payment Recovery for failed payment retry campaigns
Integrations with Stripe, Polar, Paddle and Lemon Squeezy
Slack alerts for high-value cancellations and emerging patterns
API access and webhook support for custom integrations
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
No customer data sent to AI—only non-identifying metadata
Hard-coded limit of two emails maximum per cancelled customer
All features included in one plan—no feature gates or tiers
Plain-text emails from your own address with no tracking or WhyLeft branding
Sonant
WhyLeft