AI Operating System
The AI Workforce Built for
Insurance. Ready For Everything Else.
24/7 AI employees that handle outreach, qualify leads, book meetings, and complete live transfers—so your team can focus on closing.
Setup in minutes
AI Powered CRM
10k+ Intergrations
Connect With 10k+ Apps
Omnichannel AI Agents For Insurance
AI agents that handle inbound and outbound calls, text, and email—supporting the entire policy lifecycle from lead capture to renewal.
Meet the AI Agents
Human-like AI agents that handle inbound and outbound conversations, qualify leads, book appointments, and transfer ready prospects to your team.
Real AI. Real Conversations. Real Results.
Listen as our AI agents engage prospects, qualify intent, book meetings, and complete live transfers to your team.
AI Recruiter
Zane
AI Zane contacted a recruiting lead, addressed initial questions, and intelligently offered the choice to speak with a recruiter right away or book a future appointment.
AI Retention Specialist
Zya
AI Zya contacted a customer after a missed payment, discovered her bank change, and offered to update billing info or connect her with her agent. The customer chose to schedule a call with her agent the next day.
AI Outbound Qualifier
Dax
AI Dax followed up on a Final Expense inquiry, answered basic questions, verified eligibility details, and transferred the prospect to a live agent.
Get Your Free 7 Day Trial
Most agents can launch their AI agent in under 30 minutes.
No technical expertise required.
The Difference a Fully Staffed AI Agency Makes
See how agency operations change when every function is covered by AI—without adding headcount.
Without AI
Lead inventory ages out before it’s fully worked
After-hours opportunities go unattended
Follow-ups slip through the cracks
Lapsed policies aren’t consistently recovered
With AI
AI agents are active 24/7 across your operation
Every inquiry is handled automatically
Follow-ups run consistently and intelligently
Policies, leads, and tasks are managed end to end
AI Agents for Every
Insurance Use Case
Setup instant lead qualification, appointment bookings, & customer inquiries.
🔁
401k to Annuity Rollover
Educate prospects nearing retirement on how to convert their 401k into a tax-advantaged policy and offer to book a call
🛡️
IUL Policy Campaigns
synqAgent explains how an Indexed Universal Life (IUL) policy offers life insurance protection plus tax-free growth potential.
🧑
Recruiting Agents
Engage and attract potential insurance agents to expand your team with top talent. Recruit new agents to your team.
🧭
Financial Planning Campaigns
Engages leads with about their retirement goals, investment strategies, and current coverage - then books appointments.
⚡
Speed to Lead
SynqAgent engages while their interest is still hot, boosting your chances of converting them before a competitor does.
➕
Policyholder Upsells & Cross-sells
Follow up with policyholders to identify cross-sell opportunities - or offering additional coverage.
🔒
Policy Lapse Prevention
Check in with policy holders before their payment is due to prevent coverage lapses, and ensure continued protection.
🔥
Cold Lead Reactivation
Follows up with past prospects in your CRM, reigniting conversations that could turn into new policyholders.
💬
Customer Service
Handle policy inquiries, coverage questions, billing clarification, and documentation requests with natural language AI that understands context.
Launch Your AI Agents in Minutes
Set up instant lead qualification, live transfers, appointment booking, and customer follow-up—without changing your workflow.
01
Choose Your AI Agent
Select an AI agent tailored to your insurance use case and business goals. Customize personality and communication style to match your brand.
02
Customize the Voice
Set tone, terminology, and response preferences to reflect your carrier, broker, or agency voice.
03
Connect Your Booking System
Integrate with your CRM, policy admin, claims system, and communication platforms — and go live quickly.
Powerful Capabilities for Insurance
From first contact to loyal client — automate every step of the journey.
Inquiry Management
Automatically capture and connect with inbound leads.
Policy Servicing
Answer FAQs, deliver docs, update policy details.
Claims Support
Intake claims, schedule adjuster callbacks, provide status updates.
Renewal Outreach
Proactively re-engage expiring policies before it happens.
Scheduled Follow-Ups
Automatically nurture and convert prospects over time.
Client Reactivation
Win back dormant clients with smart re-engagement campaigns
Benefits for Insurance Teams
Join insurance agencies that have transformed their client experience and grown their revenue with AI-powered automation.
Handle thousands of conversations without hiring additional staff.
More policies sold and renewed.
Every lead inquiry handled across every lead channel.
Free your agents to focus on selling—not admin work.
Never miss a lead or inquiry
90%+
Calls Answered
40%+
Appointments Generated
8h
Saved daily
$15K-$25K
Monthly Revenue Impact
Why Insurance Teams Love It
Real results that transform how you run your business.
More Revenue
Capture every lead and convert more inquiries into paying clients automatically.
Less Admin Work
Free your team from repetitive tasks so they can focus on generating revenue.
Unified Communication
One consistent experience across calls, texts, and follow-ups.
Scales Effortlessly
Handle 10 or 10,000 conversations without adding headcount.
