Real estate brokerages
Maya · AI client conciergeAnswers every buyer and seller, then books them with your agents.
Books buyer consultations and listing appointments
Insurance agencies · live demo
AI appointment setter for insurance agencies
Quote requests go cold in minutes. Your AI agent answers every one in seconds, learns what coverage they need and books a review with one of your licensed agents.
For independent agencies and producers
What your AI sales agent does
It books coverage reviews with licensed agents, and works every lead until there is one.
Every day, on every lead
- Answers quote requests from your site, ads and phone line in seconds
- Learns the lines they need, their state and when their policy renews
- Books coverage reviews with your licensed agents
- Follows up on leads who went quiet, renewal after renewal
- Calls back at the time the shopper asked for
- Logs every conversation, with the recording, summary and next step
What it never does
- Quotes a premium or promises a saving
- Says whether something is covered, or advises on limits and deductibles
- Binds, changes or cancels a policy
- Pretends to be licensed, or to be a person: it says it is an A.I. when asked
From inquiry to meeting
One lead, start to finish
Someone requests a quote on your site: auto and home.
Grace calls. No answer. Voicemail.
Calls again. They pick up. Renewal next month. “Call me Thursday.”
Calls back on time. Explains what a review covers. No prices.
Review booked with a licensed agent, Friday 10:00. Invite sent.
Your CRM has the summary: lines, state, renewal date.
Your agent shows up. The client is expecting them.
Results
What your agent gets you, from day one
6%of leads worked become a booked meeting: new pipeline from the list you already have
17%of conversations end in a meeting on your calendar
3×the calls a person makes in a day, every working day, no ramp-up, no churn
24/7on, and picks up in seconds: inbound and web around the clock, outbound in each lead's calling hours
Integrations
Works with your stack
- HubSpot
- Google Calendar
- Cal.com
- Calendly
- Google Meet
- Gmail
- Slack
- Apollo
- Phone
- Website
- CSV
Frequently asked questions
What other clients wanted to know
What is an AI appointment setter for insurance?
An A.I. that answers quote requests by phone and on your website, learns what coverage the shopper needs and books a review with one of your licensed agents.
Can it work old leads and renewals?
Yes. It calls through a list, leaves a voicemail when no one answers and follows up over several days until the lead responds or says no.
Does it give quotes?
No. Quotes, coverage advice and policy changes stay with your licensed agents. It gathers what they need and books the review.
Does it respect do-not-call?
Yes. Anyone who asks to stop is taken off the list right away.
Will people know it is an A.I.?
Yes. It says it is an A.I. as soon as anyone asks. Almost nobody minds: under 1% of the leads it works ask for a person instead, and when someone does, it offers a short call with someone on your team.
How much work is it to set up, and to oversee?
None on your side. We build the agent on your offering, your rules and your calendar, connect your CRM and your leads, and we operate it. It logs every call, keeps your records and tasks current and rebooks no-shows on its own. You take the meetings; anything it could not answer reaches you as a note, not a to-do.
How is Recurra different from other AI sales agents?
Recurra doesn't just make calls. Our agents combine industry-trained sales intelligence with natural, humanlike conversations to autonomously manage the entire sales outreach workflow: choosing the right channels, following up, engaging prospects and booking meetings. Voice is at the core, but the agent owns the entire process.
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Turn every quote request into a policy.
Every quote request answered in seconds and booked with a licensed agent. We set it up and run it for you.