Incoming
Policy type
Timeline
Hot lead
Calendar
10:00 AM
11:30 AM
2:00 PM
Consultation booked
Lead Capture
Qualify policy type, timing, and fit before the consultation is booked.
AI for Insurance Agencies
The AI answering service that qualifies leads and books consultations for your insurance agency
Most insurance answering services take a message and hope you call back in time. By then, the prospect has already called your competitor. Voxiplan answers every call, qualifies the lead on the spot — policy type, timeline, budget — scores them, and books a consultation directly into your agent's calendar. Real lead generation. Real scheduling logic. Not just a message pad.
No credit card required
Answers every call
Integrations ready
Calendar sync
"I just bought a home and need homeowners insurance. I'd also like to bundle it with auto. Can I talk to someone?"
"Congratulations! Let me get a few details and book you a consultation with one of our agents."
Lead qualified
Live
Type: Home + Auto bundle
Timeline: Closing in 3 weeks
Score: Hot lead
Home + Auto Review
Tomorrow, 11:00 AM
Agent: Sarah M.
Confirmed via SMS
Customer story
"We were losing half our inbound leads to voicemail. People shopping for insurance call three agencies and go with whoever picks up. Now Voxiplan qualifies them, scores the lead, and books the consultation before they hang up. Our close rate went up because every meeting starts with a pre-qualified prospect."
Marcus Chen
Owner, Pinnacle Insurance Group
Scheduling-first AI
Other tools just answer calls. Voxiplan books them.
Most AI receptionists stop at taking a message. Voxiplan adds real scheduling logic, calendar sync, booking rules, and instant follow-up in the same flow.
Never Miss a Lead
Every inbound call is captured, scored, and surfaced to the team with context.
Home + Auto bundle9:15 AM
HotLife insurance inquiry12:42 PM
WarmBusiness liability quote6:30 PM
Hot100%
Leads captured
24/7
Lead intake
Booking Rules
Policy review30 min
New client consult45 min
Claims follow-up20 min
Renewal review15 min
Buffer between10 min
Routed to best agent
Smart Routing
Match leads to the right agent and consultation type before the calendar fills.
Competitive Edge
Qualified, scored leads land on calendars instead of getting buried in voicemail.
Voxiplan
QualifiesScoresBooks
Other services
Message
Qualified leads on your calendar, not voicemail
Why Voxiplan
Why insurance agencies professionals choose Voxiplan
Insurance Agencies teams need speed, context, and reliable booking logic. These are the operational wins they care about most.
Insurance shoppers call once and move on
A prospect comparing quotes calls your office, a competitor, and one more. If you don't answer, they book with whoever does. Voxiplan picks up on the first ring, qualifies them, and books the consultation — all before they dial the next number.
You can't answer the phone during client meetings
You're reviewing a policy with a client when a hot lead calls. Your phone goes to voicemail. That prospect just became someone else's client. Voxiplan handles every inbound call while you focus on the client in front of you.
After-hours leads disappear overnight
People research insurance at night and on weekends — after a home purchase, a new car, a life event. If they can't reach you, they'll find an agent who's available. Voxiplan qualifies and books leads 24/7.
Unqualified leads waste your time
Spending 30 minutes on a consultation only to find out the prospect is just price-shopping with no timeline kills your productivity. Voxiplan qualifies leads on the call — policy type, timeline, budget, decision-maker — so you only meet with serious prospects.
Lead details get lost in voicemails
Sticky notes, scribbled voicemail transcriptions, and forgotten callbacks. By the time you piece together the lead's needs, they've moved on. Voxiplan delivers a structured lead profile with every detail captured.
Generic answering services can't qualify leads
Call center operators take a name and number. They don't ask about policy type, coverage needs, timeline, or budget. They can't score the lead or route it to the right agent. Voxiplan does all of this during the call.
Quick setup
Set up in minutes , not days
Launch fast without changing your phone number or rebuilding your workflow. Each step is designed to get you live with minimal admin overhead.
youragency.com
Coverage lines
Agent specialities
Lead scoring inputs
Agency details imported
1
Add your agency details
Enter your insurance lines, carrier partners, agent specialties, and the qualifying questions you want asked. We'll pull key details from your website automatically.
Lead Rules
Score inbound leads
Book consultations
Route by policy type
Qualification preview
2
Set lead qualification & booking rules
Configure your lead scoring criteria (timeline, policy type, budget), consultation types with durations, and agent routing rules. Hot leads can be prioritized for same-day callbacks or immediate bookings.
Agency line
555-INS-4100
forward
Voxiplan
Lead capture active
3
Forward your calls
Keep your existing office number. Forward calls to Voxiplan — all calls, overflow, or after-hours only. Takes 2 minutes with any carrier.
Lead qualified
Home + Auto bundle
Consultation booked
Agent Sarah M. tomorrow
Hot lead alert
SMS sent to sales team
4
Watch your pipeline fill
Qualified leads land on your agents' calendars with full profiles — policy type, timeline, budget, lead score. You get instant summaries via email and SMS. Your pipeline fills while you close.
Use cases
How insurance agencies professionals use Voxiplan
From lead capture to routing and appointment handling, these are the conversations insurance agencies teams automate most often.
Inbound lead qualification & scoring
Voxiplan asks the questions you'd ask: What type of coverage? What's the timeline? Is there an existing policy? Who's the decision-maker? Each lead gets scored as Hot, Warm, or Info-only, so your agents know exactly who to prioritize.
Book consultations automatically
Qualified leads get booked directly into the right agent's calendar — policy review, new client consultation, or renewal meeting. The right duration, the right agent, confirmed via SMS.
Route leads to the right agent
Auto insurance to your P&C specialist. Life insurance to your financial planning agent. Commercial liability to your business team. Voxiplan routes by policy type, agent specialty, or availability.
Answer policy & coverage questions
Add your product details, carrier info, coverage options, and FAQs to the knowledge base. Voxiplan answers confidently — "Do you offer umbrella policies?" "What carriers do you work with?" — keeping prospects engaged.
Claims intake & routing
Existing clients call to report a claim. Voxiplan collects incident details, policy number, and contact info, then routes the structured claim to the right team member or carrier.
Renewal & cross-sell opportunities
When an existing client calls about their auto policy, Voxiplan can mention their home policy renewal coming up and book a review. Turn service calls into revenue opportunities.
Platform features
Everything you need, nothing you don't
A focused toolkit for answering, booking, routing, reminders, and follow-up, without the operational clutter of generic call center software.
AI phone answering
Natural voice AI answers every prospect and client call with warmth and professionalism, 24/7.
Lead qualification & scoring
Custom qualifying questions with automatic lead scoring — Hot, Warm, or Info-only — so agents prioritize the best opportunities.
Direct calendar booking
Consultations booked straight into your agent's calendar — right type, right duration, right specialist.
Smart lead routing
Route by policy type, agent specialty, territory, or availability. Every lead reaches the right person.
Scheduling rules
Different durations for new consultations vs. renewals vs. claims. Buffer times and max bookings enforced.
30+ languages
Auto-detect caller language and respond naturally. Serve diverse communities without hiring bilingual staff.
Instant lead alerts
Hot leads trigger instant SMS and email alerts. Warm leads get a daily summary. You decide the thresholds.
Multi-agent support
Each agent gets their own schedule, specialties, and lead routing. Scale from solo agent to full agency.
Payment collection
Collect consultation deposits or binding fees at booking time via Stripe integration.
Agency knowledge base
Products, carriers, coverage details, and FAQs — the AI answers with confidence so prospects stay engaged.
SMS & website chat
Two-way texting and website chat using the same AI, same lead qualification, same booking logic.
Call transcripts & lead profiles
Full transcripts, recordings, and structured lead profiles for every call — searchable and exportable.
Works with your stack
Integrates with tools you already use
Connect calendars, automations, communication tools, and payments so every booked conversation lands in the systems your team already trusts.
Google Calendar
Real-time sync with your Google calendar to find availabilities, schedule and edit appointments automatically.
View integration
Outlook Calendar
Connect Voxiplan with your Outlook Calendar to manage availabilities and sync appointments instantly.
View integration
Office 365
Connect Voxiplan to Office 365 Calendar to streamline scheduling and keep your availability accurate.
View integration
Exchange Calendar
Connect Voxiplan with your Microsoft Exchange calendar for a robust seamless 2-way-sync.
View integration
iCloud Calendar
Connect Voxiplan with your iCloud / Apple Calendar for real-time updates and seamless availability management.
View integration
Stripe
Collect deposits or full payments at booking time with Stripe so confirmed appointments are paid before the service starts.
View integration
Google Meet
Automatically generate Google Meet links for virtual appointments so customers receive the meeting details right when they book.
View integration
Zoom
Automatically generate Zoom meeting links for virtual appointments so customers receive the right conference details as soon as they book.
View integration
Frequently asked questions
The most common questions insurance agencies teams ask before switching to AI phone answering and scheduling.
You define the qualifying questions during setup — policy type, timeline, budget, existing coverage, decision-maker status. During each call, Voxiplan asks these questions conversationally, then scores the lead as Hot (ready to buy, clear timeline), Warm (interested but exploring), or Info-only (just browsing). Hot leads get booked immediately. You get structured lead profiles with every detail captured.
Stop losing leads to voicemail and competitors
Get the only insurance AI answering service that qualifies leads on the call, scores them, and books consultations directly into your agents' calendars. Not a message. A qualified prospect on your calendar.
Start free trial
No credit card required.