This bundle has all 12 of the AI voice agents, (4 from each of the 3 bundles), all built into one robust package, saving money and preparing you for the AI sales and support service. In this bundle, you are going to get the following AI voice agents with LYNC CRM integrations.

Medicare Agent Bundle

• 1) AEP Appointment Scheduler - Reaches out to clients to let them know AEP is coming and schedule appointment.

• 2) Contacted Not Quoted - Contacts leads whom you spoke with before but never quoted.

• 3) New Medicare Lead - Contacts leads who were sent in for a Medicare quote to live transfer or schedule call back.

• 4) Sign SOA Reminder - Contacts clients to let them know they still show an outstanding SOA signature needed.

Life Agent Bundle

• 1) Cross-Sell Life - Reaches out to clients to offer them life insurance bundled with current policies.

• 2) Contacted Not Quoted - Touches base with leads about life who prior did not become clients.

• 3) Life Missed Payment - Contacts clients to let them know they have a potential late life payment.

• 4) Cancelled Policy Notice - Contacts clients and lets them know they have recently had a life policy cancelled.

Health Agent Bundle

• 1) New Health Lead - Reaches out to new leads to qualify interested parties for health insurance quote.

• 2) Contacted Not Quoted - Contacts leads whom you spoke with before but never quoted.

• 3) Annual Policy Review - Contacts clients to let them know annual renewal is coming so schedule review.

• 4) Cross-Offer Health - Contacts clients to let them know you offer health insurance and schedule review.

• We will integrate it within your LYNC CRM account for the following expectations.

  • We import post-call the summary, call recording URL, and call response tags for each agent. These can be put into the same integration or separate depending on your need.

  • Any questions or concerns, please send to [email protected] and allow 1 business day to respond.

• 3-Day Free Trial: This is the actual build time for your agents. This is not an actual free trial. All sales final. No refunds on AI voice agent services or creation fees.