AI Outbound & Inbound Calling for Insurance
AI voice agents for insurance teams that call aggregator leads in under 60 seconds, work policy renewal lists at scale, and turn after-hours inbound calls into live transfers to your licensed agents. Built with TCPA, CMS Medicare TPMO and state DOI rules in mind, so your compliance team stays in control from the first ring.
Or call (855) 525-4843
Claim Your Free $1,000 AI Calling Setup
In 30 minutes we build a working inbound and outbound AI calling system for your business, live, and show you exactly what it would do for you.
- ✓Your AI agent, built live
- ✓Inbound + outbound call flows
- ✓Bigly MCP walkthrough
- ✓Live test call to your phone
- ✓Lead + script analysis
- ✓No obligation
30 minutes · Free ($1,000 value) · No obligation. Prefer to talk now? Call (855) 525-4843
We Build Your AI Calling System Live, For Free
This isn't a slide deck. In one 30-minute session our team sets up a real, professional calling system for your business and shows you the results while you watch.
We map your calls
Who you call, who calls you, what a good call sounds like, and where leads leak today. Inbound, outbound, or both.
1We build it live
Your AI agent, script and call flows set up for your business, plus the Bigly MCP so you can run campaigns from the AI tools you already use.
2You hear it work
A live call to your own phone, an analysis of your setup, and a straight answer on what it would do for your numbers.
3Included free
- Custom AI voice agent
- Outbound call flow
- Inbound call flow
- Script + objection handling
- Bigly MCP walkthrough
- Live test call
- Lead + call analysis
- TCPA compliance check
Like what you see? Your setup stays live when you choose any of our 5 plans. If not, no hard feelings.
Market Verticals
Voice AI for insurance agents, set up for each line of business. Compliance language, qualification flow and rate logic adapt to the vertical, not the other way around.
Life Insurance
Qualify high-intent applicants, confirm basic eligibility, capture coverage goals, and route serious prospects to the right licensed agent.
Health and ACA
Handle open enrollment spikes, qualify inbound and outbound interest, and route consumers based on plan type, location, and urgency.
Medicare
Support T65, Medicare Advantage and Part D calls to consumers who asked to be contacted, with structured qualification, call recording and licensed-agent handoff.
Auto and Home
Respond quickly to bundled coverage inquiries, verify basic details, and route quote-ready prospects before they lose interest.
Commercial
Qualify business owners by industry, risk profile, coverage need, and urgency before sending the conversation to the right producer.
Final Expense
Filter high-volume final expense leads, identify serious intent, and connect qualified prospects to licensed agents while reducing wasted dialing time.
Property and Casualty
Support P&C lead response, renewal outreach, and quote routing for auto, home, renters, landlord, and small commercial coverage lines.
Eliminate The Inefficiency Tax
Dead-End Lead Lists
Insurance teams spend too much time calling leads that never answer, are not eligible, or have already moved on. Bigly filters for intent at scale so human agents spend more time with people who are ready to talk.
Crawl-Speed Lead Response
Insurance buyers often submit the same request to multiple providers. Bigly helps your team respond quickly, qualify the lead, and route the right conversation before a competitor gets there first.
Renewal Leakage
Policyholders can slip away during renewal windows, missed-payment cycles, or coverage changes. Bigly automates reminder calls, confirms intent, and escalates renewal conversations before the opportunity disappears.
Precision Performance Comparison
AI voice operations vs. traditional insurance call center workflows
| Core Metric | Bigly Sales AI Voice Platform | Traditional Call Center Workflow |
|---|---|---|
| Daily Call Capacity | Scales with campaign volume | Limited by available headcount |
| Speed-to-Lead | Calls new leads in under 60 seconds | Delayed by queue size and staffing |
| Data Integration | CRM, API, transcripts, recordings, and dispositions | Manual notes, delayed updates, or spreadsheet uploads |
| Training Requirements | Workflow and script logic configured once, then improved over time | Repeated onboarding, coaching, and QA cycles |
| Compliance Logging | Call records, opt-outs, dispositions, and audit trails captured in workflow | Fragmented logs and manual review processes |
How Bigly Sales Works for Insurance Teams
Bigly Sales fits into your existing insurance workflow without replacing your CRM, your agents, or your compliance process. Here is how a typical deployment works from lead arrival to a live conversation.
Lead arrives and AI dials within seconds
A new lead enters your system from an aggregator, web form, inbound call queue, or referral partner. Bigly calls the lead right away. It is not a prerecorded message. It is a live conversational AI that speaks your script, adapts to what the prospect says, and handles objections in real time.
AI qualifies using your exact criteria
The AI asks your qualification questions, such as coverage type, household size, income bracket, age, current coverage status, or any other criteria your team uses. Responses are captured and scored against your routing logic. Your approved compliance language, including any required CMS TPMO disclaimer, is read on every call.
Qualified prospects transfer live to your agent
When a prospect qualifies, Bigly triggers a warm transfer to the next available licensed agent. The agent receives a live summary of the qualification answers before the call connects, so they enter the conversation already prepared. No cold re-introduction. No repeated questions. Just a warm handoff to a conversation already in progress.
Full call data sent to your CRM automatically
After every call, qualified or not, Bigly pushes the complete call record to your CRM. That includes disposition, transcript, recording link, and every qualification answer. Unqualified leads are tagged and suppressed from future outreach. Your team no longer types up call notes by hand.
No rip-and-replace required. Bigly connects to your existing lead sources, CRM, and dialer infrastructure via API and webhook. Most insurance teams go live within 24 hours.
Watch
Hear it before you buy it
This is a real Bigly Sales agent working a live call, not a scripted demo reel. Listen to the pacing, the pauses and how it handles an interruption.
Insurance buyers decide in the first few seconds whether they are talking to a person or a robocall. Judge the voice yourself.
Questions People Ask Before They Call Us
Real questions from search, answered directly.
What tools allow insurance companies to qualify leads through voice calls without manual dialing?
An AI voice agent replaces the manual dial entirely: the moment an aggregator, web or referral lead lands in your CRM, the agent calls it, confirms the coverage type, household details and timeline, scores the answers against your rules and transfers qualified prospects live to a licensed agent. Bigly Sales runs this as a managed service for life, health, Medicare, P&C and commercial lines, with TCPA, state calling windows and CMS TPMO requirements enforced on every dial.
What are the most reliable AI voice agents for insurance companies?
Reliability in insurance means three things: the call rings as a real call rather than "Spam Likely", the agent stays inside TCPA, state and CMS rules on every dial, and qualified prospects reach a licensed agent without repeating themselves. Bigly Sales registers and monitors every number it dials from, enforces the rules at the system level, and warm-transfers with the qualification summary on the agent's screen. Insurance teams on Bigly report higher profitability and lower cost than the calling floors they replaced; hear them in the client stories.
Do you provide live transfer life insurance leads?
Bigly Sales is not a lead vendor. It is the system that turns the leads you already buy or generate into live transfers. The AI calls each life insurance lead within seconds, confirms age, coverage goal and health basics you specify, and transfers interested, qualified applicants live to your licensed agent. You keep control of lead sourcing and consent, and every transfer arrives with the answers on screen.
Which call centers provide aged life insurance leads with TCPA compliance?
Aged leads are a sourcing question and a compliance question at once: the lead vendor must have captured consent that still covers your call, and the caller should confirm it before dialing. Bigly Sales does not sell aged leads, but it is built to work them safely: it validates consent tokens such as TrustedForm before the first dial, screens Do Not Call lists, applies state windows and attempt caps, and works the aged list with a scripted re-engagement conversation that transfers live to your agents. Ask your lead vendor for the consent record, and Bigly checks the rest before every dial.
Is Bigly a commercial insurance lead caller?
Yes. For commercial lines the AI qualifies business owners on industry, employee count, current coverage, renewal date and urgency, then routes the conversation to the right producer. It works both new inbound inquiries and renewal or cross-sell lists, and records every answer to the CRM so the producer starts the call informed.
Insurance calling questions answered
Common questions from insurance teams evaluating AI voice automation for lead qualification and workflow automation.
How does AI voice calling work for insurance agents?
Bigly Sales deploys a conversational AI voice agent that calls leads using your exact scripts, qualification questions, and compliance language. When a new lead enters your system, the AI initiates an outbound call in seconds (or answers on the first ring when the lead calls in), asks structured questions, captures responses in real time, and routes qualified prospects to a licensed agent via live warm transfer. Every call, including the transcript, recording, and disposition, is automatically logged to your CRM.
How fast does Bigly Sales respond to new insurance leads?
Bigly initiates outbound AI calls within seconds of a new lead entering the system, and answers inbound calls on the first ring. Lead response speed is one of the strongest predictors of conversion in insurance. A lead called within the first minute is far more likely to still be shopping than one called hours later.
Which insurance verticals does Bigly Sales support?
Bigly supports all major personal and commercial lines. Life insurance, health and ACA, Medicare Advantage and Part D, auto and home, commercial lines, final expense, and property and casualty. Each vertical uses pre-configured qualification logic and compliance language tuned to that specific line of business so you do not need to build call scripts from scratch.
What happens when a lead qualifies?
When a prospect meets your qualification criteria, Bigly AI triggers a live warm transfer to an available licensed agent in real time. The receiving agent sees the full qualification summary before the call connects. If no agent is available, the system schedules a callback and immediately sends the complete transcript and call recording to your CRM so your agent has full context before the follow-up.
Can Bigly Sales integrate with my insurance CRM or lead management system?
Yes. Bigly connects to most major CRM and lead management platforms via API and webhook integrations. After every call, the platform automatically pushes call disposition, qualification answers, recording link, and transcript back to your system of record. This eliminates manual data entry and gives your agents complete call intelligence before every follow-up conversation.
Building a compliant calling program? Review the FTC guidance on complying with the Telemarketing Sales Rule alongside your own consent and list sourcing practices.
Stop Dialing Blindly
Use Bigly Sales to qualify insurance leads, enforce workflow rules, route live opportunities, and give your team cleaner data after every call.
