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Property tax consultants · live demo
AI sales agent for property tax consultants
Appeal season is short. Your AI agent answers every property owner who asks, gathers the property details your consultants need and books the assessment review before the deadline.
For property tax consultants and valuation firms
What your AI sales agent does
It books assessment reviews with your consultants, and works every lead until there is one.
Every day, on every lead
- Answers owners of commercial, industrial and multi-unit property
- Gathers the property type, location, tax bill, size and age
- Explains your review and your fee basis the way you state them
- Books reviews with your valuation consultants before the deadline
- Follows up with owners who went quiet
- Logs every conversation, with the recording, summary and next step
What it never does
- Estimates a value or a saving
- Says whether an assessment is too high, or whether to appeal
- Gives legal advice
- Pretends to be a person: it says it is an A.I. when asked
From inquiry to meeting
One lead, start to finish
A warehouse owner asks about their tax bill on your site.
Claire calls. No answer. Voicemail.
Calls again. They pick up. Property, size and bill noted. “Call me Thursday.”
Calls back on time. Explains the review and your fee basis.
Assessment review booked with a consultant, Friday 10:00. Invite sent.
Your CRM has the summary: property, location, tax bill.
Your consultant shows up. The owner 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 does an AI sales agent do for a property tax firm?
It answers property owners by phone and on your website, gathers the details your consultants need for a review and books the review on their calendar.
Can it work a mailing list before the appeal deadline?
Yes. It calls through the list, leaves a voicemail when no one answers and follows up until the owner responds or says no.
Will it tell an owner how much they could save?
No. Values, savings and whether to appeal stay with your consultants.
Does it work with HubSpot?
Yes. It books on your HubSpot meeting link and logs every call in your HubSpot.
Will owners 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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Sign more appeals before the deadline.
Every owner who asks is called and booked with your consultants before the deadline. We set it up and run it for you.