Incoming call
01A caller gets voicemail
Your team is helping someone else, or it's after hours. The agent can answer and take down what they need.
For independent insurance agencies
Answer missed calls.
Reach new leads fast.
When your team can't pick up, an AI voice agent can. It can also call new ad leads as soon as they come in, follow up for you, book appointments, and update your CRM.
Your team stays in charge of every insurance decision.
VISION GROWTH VOICE SYSTEM Ready to answerCall routeLIVE VIEW
The agent answers when nobody picks up.
Agency controls
Your team gets the first chance to answer.
Tap a call type to see the path.
Scroll to see the whole system
Answer missed callsCall new ad leadsFollow upBook appointmentsUpdate your CRM
When calls come in
Your team can't be on every call.
Calls come in when your team is busy or the office is closed. New leads from ads come in while everyone is working. Follow-up gets pushed to tomorrow.
New ad lead
02Someone fills out a form
The agent can call as soon as the lead comes in, or after a wait time you choose.
Follow-up call
03Someone hasn't replied
The agent can call again for you and note what happened in your CRM.
One voice agent, two directions
It picks up.
It reaches out.
We set it up around your phone line, lead forms, calendar, and CRM. You choose when it answers and when it calls.
01 Inbound
Answer when no one picks up.
Your team gets the first chance. If no one can pick up, the agent answers and records what the caller needs.
02 Outbound
Call new leads and follow up.
The agent can call a new ad lead as soon as they come in. You can choose a later time. It can also follow up for you.
After the call
A booked time.
A clear note.
Your team takes it from there.
The agent can book a time on your calendar and add the call details to your CRM. Your staff sees what the person said and decides what to do next.
See how it could work for your agency Example calendar entry ···
Call bookedTime added to your team's calendar
✓ Example CRM note ···
Hear it for yourself
Talk to the
voice agent.
Ask how we handle missed calls, new ad leads, follow-up, bookings, or CRM updates. This demo answers questions about our service. It isn't connected to your agency's phone line or CRM.
Try asking: "Can you call a new ad lead right away?"
See it in your agency
Let's talk through your calls.
Pick a time. We'll talk through your calls, ad leads, follow-up, calendar, and CRM, then show you what the agent could do for your agency.
Book a demo with Vision Growth
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