Incoming call · 0:04
Answer
Voice AI answers when your agents can't.
Handle inbound conversations, common questions, lead intake and appointment requests without relying entirely on human availability.
AI sales system for insurance agents
Your AI-Powered Sales Team.
Your AI-Powered Sales Team.
Built Into Your CRM.
Agent Suite.ai combines CRM, Voice AI, automated calls, text, email, pipelines, and appointment booking so your agency can respond faster, follow up longer, and keep more opportunities moving without adding more manual work.
- Respond while the lead is still interestedVoice AI and automated messaging can engage new inquiries without waiting for someone to get back to the office.
- Follow up without chasing every lead manuallyBuild persistent call, SMS, and email sequences around your agency's sales process.
- Turn conversations into booked appointmentsRoute qualified prospects toward the right agent, calendar, pipeline, or next step.
Built for insurance agents, teams, and agencies.
New Internet Lead
Sarah M.Term Life · Web form
- Form submitted
- SMS sent
- Voice AI call started
- Prospect qualified
- Appointment booked
AVA · Agent Suite Voice AI
“Absolutely — I can help get you scheduled with an agent.”
Appointment ConfirmedThursday · 2:30 PM
Trusted by over 750 businesses
Built for businesses that want AI handling more of the repetitive work without losing visibility or control.
Insurance AgentsIndependent AgenciesSales TeamsMulti-Location AgenciesBrokerages
The real problem
Leads Don't Usually Need More Software. They Need Faster Follow-Up.
Most agencies don't lose opportunities because they lack a CRM. They lose them because calls go unanswered, follow-up stops too soon, leads get scattered across systems, and agents are busy selling.
Without Agent Suite.ai
Manual follow-up becomes the bottleneck
- ×Missed calls sit unanswered
- ×New leads wait for callbacks
- ×Agents forget long-term follow-up
- ×Conversations live across different tools
- ×Old leads disappear into the database
- ×Managers have limited visibility
With Agent Suite.ai
AI keeps the next action moving
- ✓Calls and messages can be handled automatically
- ✓New inquiries can receive an immediate response
- ✓Long-term nurture continues in the background
- ✓Calls, SMS, email and pipeline activity stay connected
- ✓Qualified leads can be sent directly toward booking
- ✓Your team can see what happened and what comes next
How Agent Suite.ai works
One System. Four Jobs Your Team Shouldn't Have to Do Manually.
01
Follow Up
AI keeps working after the first conversation.
Trigger text, email and call sequences based on lead behavior, pipeline stage and your agency's process.
Contact record · updating
Qualify
Move serious opportunities forward faster.
Collect key information, apply tags, update records and route the right prospects to the right person.
9:0010:302:30 ✓3:004:155:00
Book
Turn interest into an actual next step.
Send prospects directly into your calendar workflow and notify your team when an appointment is booked.
Let AI Handle the Repetitive Work
Voice AI
An AI Receptionist and Follow-Up Team That Doesn't Clock Out.
Give prospects a fast, consistent response whether they call during business hours, after hours, or while your team is already helping someone else.
Voice AI handles conversation and routing steps. It does not replace a licensed agent — your team stays responsible for licensed advice, sales decisions and customer relationships.
● Incoming callIllustrative example
M
MichaelFinal Expense lead
AIHi Michael, thanks for calling. Are you looking for information about a new policy or an existing policy?
ProspectI'm looking for coverage for my wife and me.
- Intent identified
- Lead updated
- Agent notified
- Appointment offered
Human-like voice experiences
Choose the Voice That Fits Your Agency.
Build different AI experiences for different workflows, campaigns, departments, or customer types.
Clara
New Lead Concierge
Greets new inquiries within moments and confirms what they're looking for.
Jenny
Appointment Scheduler
Offers open calendar times and confirms the appointment with the prospect.
Sam
Lead Re-Engagement
Reaches back out to older leads and renewals to restart the conversation.
Jordan
Inbound Service Routing
Answers service calls and routes each one to the right person or team.
Amy
After-Hours Assistant
Picks up evenings and weekends so no inquiry waits until Monday.
Persona names are examples. Voice samples are shared during your demo.
Built around insurance
Built for the Way Insurance Agencies Actually Sell.
Use Agent Suite.ai across new business, renewals, cross-sells, reactivation campaigns, inbound service conversations and appointment-driven sales.
- Medicare
- Life Insurance
- Final Expense
- IUL
- Annuities
- Health Insurance
- Property & Casualty
- Group Benefits
- Independent Agencies
- Multi-Agent Teams
Your exact workflows can be customized around your products, teams and sales process.
Ready to deploy
Start With a System — Not a Blank CRM.
Agent Suite.ai gives you the foundation for follow-up, communication and sales automation so your team isn't starting from zero.
Sales + Follow-Up
- New lead response workflows
- Missed-call follow-up
- Appointment reminders
- Lead nurture campaigns
- Re-engagement sequences
- Pipeline automation
- Cross-sell and renewal workflows
- Automated task creation
Marketing + Communication
- SMS campaigns
- Email campaigns
- Voice AI workflows
- Calendar booking
- Contact segmentation
- Call routing
- Forms and funnels
- Review and reputation workflows
Everything can be adapted around your agency instead of forcing your agency into someone else's process.
Your command center
See Every Lead, Conversation and Next Step in One Place.
Open ConversationsLive view
AppointmentsScheduled
Follow-Up RunningAutomated
Needs AttentionFlagged for you
New Lead
Contacted
Qualified
Appointment
Application
Won
Contacts
SMSarah M.Appointment booked
MRMichael R.Voice AI call
DTDana T.Follow-up running
JLJames L.Needs attention
Conversation
Agent Suite SMSHi Sarah, thanks for your request. Want me to find a time with an agent this week?
SarahYes, Thursday afternoon works.
Agent Suite SMSYou're set for Thursday at 2:30 PM. A reminder will go out beforehand.
Activity
- Form submittedLead created
- Text sentAutomation: New lead response
- Voice AI callQualification completed
- Appointment bookedAgent notified
Illustrative interface with sample data.
One platform
The Sales Stack Your Agency Shouldn't Need Six Apps to Build.
Voice AI
Inbound and outbound AI-assisted conversations.
CRM
Contacts, opportunities, notes and communication history.
Smart Pipelines
Keep every lead attached to a clear next step.
SMS + Email
Run automated and one-to-one conversations.
Automation Builder
Trigger actions from events, stages and lead behavior.
Appointment Booking
Connect conversations directly to calendars.
Phone System
Manage calling workflows inside the platform.
Forms + Funnels
Capture prospects and route them into automation.
Lead Reactivation
Put older database opportunities back into motion.
Reporting
See conversations, pipeline movement and campaign activity.
Reputation Tools
Request and manage customer feedback workflows.
Integrations
Connect Agent Suite.ai with supported systems.
For growing agencies
More Agents Shouldn't Mean More Chaos.
Build repeatable sales and follow-up systems across your team while keeping visibility at the agency level.
Route leads intelligentlySend opportunities to the appropriate agent, location or team.
Standardize follow-upGive every prospect a consistent experience.
Give agents their own workflowsKeep individual calendars and pipelines organized.
Manage multiple campaignsSeparate lead sources, products and audiences cleanly.
Reactivate older databasesCreate structured campaigns around dormant opportunities.
Track what happens nextSee where leads are sitting and which conversations need attention.
Getting started
From Setup to Live Workflows Without Months of Development.
Most clients are live within one week.
- 1
Strategy
Map the products, leads, team structure and customer journey.
- 2
Setup
Configure CRM structure, calendars, phone and communication workflows.
- 3
AI Configuration
Set up the Voice AI experience and follow-up logic around your use cases.
- 4
Test
Run calls, messages, routing and automation through real scenarios.
- 5
Launch
Put the system into production and refine it around actual conversations.
Try Agent Suite.ai
Put AI to Work Inside Your Agency.
See what happens when lead response, follow-up, Voice AI, CRM and booking operate as one connected system.
- CRM and contact management
- Voice AI capabilities
- SMS and email automation
- Pipeline workflows
- Appointment booking
- Forms and lead capture
- Support during setup
We'll show you what the platform can and cannot automate for your workflow.
See it for your agency
Tell Us Where You Want AI to Help.
We'll use this information to tailor the next step around your agency.
- 1You tell us how you sellYour lines of business and what you want automated.
- 2We map it to your workflowFollow-up, Voice AI and booking, matched to how your agency works.
- 3You see it workingA walkthrough built around your agency, not a generic demo.
Setup support
“What If I Don't Know How to Build All of This?”
You shouldn't have to become a CRM developer to use your CRM.
Our team helps you configure the core system around how your agency actually operates — from lead routing and pipelines to calendars, Voice AI and follow-up workflows.
The goal isn't to give you another piece of software to figure out. It's to help you put a working system into operation.
FAQ
Everything You Need to Know Before You Start
Is Agent Suite.ai built specifically for insurance agents?
Agent Suite.ai is an AI-powered CRM and sales automation platform, and this page is built around how insurance agents and agencies work — new leads, renewals, cross-sells, reactivation and appointment-driven sales. Workflows are configured around your products, team and sales process.
What can the Voice AI actually do?
Voice AI can answer and place calls, handle common questions, collect lead information, and move qualified prospects toward an appointment. Its scripts and behavior are set up around your agency's use cases and reviewed with you before launch.
Can the AI answer inbound calls?
Yes. Voice AI can pick up inbound calls, including after hours or when your team is busy, and route or follow up based on what the caller needs.
Can it make outbound calls?
Yes. Voice AI can be used for outbound follow-up workflows such as new-lead outreach and reactivation of older leads. Calling and texting must follow the applicable consent and compliance rules for your business.
Can Agent Suite.ai send SMS and email follow-up?
Yes. You can run automated text and email sequences alongside calls, triggered by lead activity, pipeline stage and your agency's process.
Can leads book directly onto my calendar?
Yes. Conversations can connect to calendar workflows so prospects can book, and your team is notified when an appointment is set.
Can I use Agent Suite.ai with multiple agents?
Yes. Leads can be routed to the appropriate agent, location or team, and each agent can keep their own calendar and pipeline while the agency keeps visibility.
Can I customize the scripts and workflows?
Yes. The workflows, scripts and follow-up logic can be tailored to your products, teams and sales process.
How quickly can we get started?
Most clients are live within one week. The exact timing depends on how customized your workflows are.
Can Agent Suite.ai integrate with my existing systems?
Agent Suite.ai connects with supported systems. Tell us what you use today in the form above and we'll confirm what's possible for your setup.
Will AI replace my agents?
No. Agent Suite.ai is designed to automate repetitive communication and workflow steps so your agents can spend more time on conversations that require a human. Your team remains responsible for licensed advice, sales decisions and customer relationships.
What kind of support do you provide?
Our team helps you configure the core system during setup, and support is available after launch. Tell us what you need in the form above and we'll walk you through the details.
Your next lead isn't going to wait
Give Every Opportunity a Faster Next Step.
Use AI to answer, follow up, organize and book — while your agents stay focused on the conversations only they should handle.
Built for insurance agents and agencies.