Skip to content
// for independent insurance brokers

Every carrier you're appointed with. One AI. Bilingual.

An AI receptionist tuned for P&C and health brokers. It picks up, qualifies across your appointed carriers, writes the lead straight into your agency system, and hands the callback to a licensed producer. English and Spanish. Answering your line in 48 hours.

FCC TCPA · CA AB 2905 · NY GBL § 396-b
Disclosed on every connect
  • ✓ Writes into your AMS
  • ✓ English + Spanish
  • ✓ Disclosure on every call
  • ✓ Live in 48 hours
Sample scenario · not a recording
Carriers
ProgressiveGEICOTravelersState FarmAllstateLiberty MutualNationwideFarmersErie
Disclosure: recorded · consent captured00:49
00:00
Handled · AI
Hi, this is the AI assistant for the agency. This call may be recorded for quality. How can I help?
00:05
Caller · Renewal shopper
Need to renew my auto policy. My current carrier just hiked me 18%.
00:09
Handled · AI
I can help. Three quick questions so a licensed producer can quote you across the carriers we're appointed with.
00:18
Handled · AI
Year, make, model?
00:26
Caller · Renewal shopper
2022 Tacoma, off-road package.
00:31
Handled · AI
ZIP, current carrier, monthly premium?
00:42
Caller · Renewal shopper
33480, current carrier top-4, $217.
00:49
Handled · AI
Got it. Booking a licensed-agent callback at 3:15 — everything you told me is already on their screen.
Written to AMS
Applied Epic · new submissionAuto · Renewal shop
✓ Callback booked · 3:15 PMLead handed to producer
// spec sheet · tuned for the broker

Built for the way your book actually renews.

Generic AI gets carriers, products and disclosure law wrong. Handled doesn't, because it's tuned on your appointed carriers and your state's rules, not a generic library.

01
Appointed-carrier qualification

Your appointed carriers' appetite, one live call

The AI asks three qualifying questions, checks the caller against what your appointed carriers actually want, and hands a licensed producer a clean, complete lead. We load your carrier list when we set it up.

Tuned on
Your appointed carriers
You get
A clean, complete lead
Your book
Loaded on day one
02
Writes into your agency system

The lead lands in the right place, in the right fields

It fills the actual fields, never a wall of notes dumped in a comment box. New submissions land in the right part of your AMS with the right coverage tags on day one.

AMS
Applied Epic · HawkSoft · AMS360 · EZLynx
CRM
GoHighLevel · HubSpot · Salesforce
How
Real fields, not free text
03
Compliance by default

FCC + state disclosures on every connect

It says it's an AI voice the moment it picks up — FCC TCPA (2024), California AB 2905, New York GBL § 396-b. The consent side is done for you; you're not the one reading the statute.

Federal
FCC TCPA — synthetic-voice disclosure
California
AB 2905 — recorded-line notice
New York
GBL § 396-b — two-party consent
04
Qualified before your producers

Filters tire-kickers before the callback lands

The AI asks about the vehicle, the ZIP, who they're with now and what they pay, then books the callback against the rules you set when we build it. Your licensed agents don't burn time on shoppers who were never going to switch.

It asks about
Vehicle · ZIP · current carrier · premium
Callback
Your rules, set when we build it
Handover
Put through live, or a booked slot
05
English and Spanish, both native

Spanish-speaking callers stay in Spanish

A caller switches language mid-sentence and the AI switches with them. No transfer, no second voice, no falling back to English. Portuguese is priced separately for the Florida brokers who ask.

Standard
English and Spanish
On request
Portuguese — priced separately
How it acts
Switches language mid-call
— Not a franchise. Not a course.

We're the boring opposite of an AI franchise.

The FTC banned Air AI for $18M in March 2026 over fake earnings claims. We're the opposite — no licensing fee, no reseller program, no promises about what you'll make. Just an AI receptionist that answers your phone, and a person who sets it up and keeps it tuned.

// public receipts
Who runs it
Florida-licensed · on the public record
Verify on FL Sunbiz
Earnings claims
None. No promises about what you'll make, and no testimonials we can't prove.
Refunds
30 days to get your money back on Line, Starter and Pro
Pricing terms
What callers hear
Every call opens by saying it's an AI — FCC · TCPA · CA AB 2905 · NY GBL § 396-b. The exact words are published.
Read the scripts

// the details most companies leave out · ftc air ai action march 2026

// pricing · for the broker

Industry is the insurance plan — it knows your appointed carriers, writes into your agency system, uses the right disclosure for each state, and we tune it every two weeks on your real submissions.

The phone line

The line that never sleeps.

Three plans · $500 setup · cancel anytime. Website and app prices are public too — see /pricing.

— Starter

Get started.

$249/month

One line for a one-person shop. $500 setup. 30 days to get your money back. Quieter phone? Line is $149/mo for 200 minutes.

  • 500 minutes of calls a month
  • Answers in English or Spanish
  • Books the appointment, then texts you the details
  • Hands the call to you when it needs a person
Most picked— Pro

The pro line.

$549/month

For a phone that rings all day. Every call lands in the software you already use. Tuned every month.

  • 1,500 minutes of calls a month
  • Answers in your own voice · you record a sample at setup
  • Works with Jobber, ServiceTitan, HubSpot and GoHighLevel
  • Tuned every month · we answer you first
  • A report on what your calls turned into
— Industry

Industry tuned.

$1,200/month

For barbershops, insurance offices, dental, legal, real estate and medspas.

  • Everything in Pro
  • No minute limit — talk as long as the calls take
  • Knows your trade's words — the services, the questions people ask
  • Every detail lands in the right field of your software
  • Tuned every two weeks · your own Slack channel

Need more than the phone?

Add a website, an app, or someone to run your social media.

Put your plan together
// common broker questions

What brokers ask before they ship.

Is the AI legal to use for insurance calls?+

Yes — the notice it gives when it picks up satisfies FCC TCPA, CA AB 2905 and NY GBL § 396-b. The exact words are on /compliance.

What if a caller wants to talk to a person?+

Certain words ("agent", "human", "licensed", "emergency", "cancel") put the call through to your phone with a one-line summary. The caller never hears a join.

Will it know my carriers and rates?+

Day one is your carrier list and your rate cards — the AI is tuned on the products you're actually appointed for, not a generic library. Day two is the live tuning call, and it's on your line inside the 48 hours.

Which AMS platforms are supported?+

We set it up for Applied Epic, HawkSoft, AMS360 and EZLynx, plus Salesforce, HubSpot and GoHighLevel for your producers. Any other agency system is priced separately — the way we connect it carries over.

Bilingual — Spanish only?+

Today: English and Spanish. Portuguese on request — Florida brokers have asked. Other languages are priced separately.

Stop missing the call that was already going to buy.

$149 line · $249 starter · $549 pro · $1,200 Industry (insurance) · 30-day money-back