Insurance agents:

Never Lose a Lead Again: LOANNE.AI

Your 24/7 Virtual Receptionist

Say goodbye to after-hours mayhem. LOANNE.AI jumps on every call, runs smart screening questions, and routes serious buyers to you—so you’re always talking to the right leads at the right time. No opportunity ever slips through the cracks.

your VOICE ai assistAnt

10 Ways LOANNE Saves Time and Grows Your Business

Voice AI is changing the game for agents by handling routine service calls, instantly following up with leads, and keeping clients happy and engaged. The result? You save hours of time, book more appointments, and boost client retention without adding to your workload. In an industry where speed and personalization matter, LOANNE ensures you’re always responsive, consistent, and one step ahead.

1. Instant Lead Response & Appointment Booking:

LOANNE immediately calls new web leads the moment they come in – even at 3 AM – so you’re first to follow up. Striking while the iron is hot means more conversions: responding within 5 minutes makes you 10× more likely to connect with a lead than waiting 10 minutes. In fact, the vendor who responds first often wins 35–50% of the sales. LOANNE greets the prospect, delivers your pitch flawlessly, and can book an appointment on your calendar right on that first call. No more leads slipping through the cracks or growing cold while they wait for a callback.

2. Never Miss a Follow-Up Call:

How many times have you thought “I should call that lead back” and then got too busy? LOANNE has you covered. She can be programmed to automatically follow up with prospects and former clients on a set schedule. Whether it’s a lead who requested a quote last week or a client up for renewal in 3 months, LOANNE will reach out with a friendly, personalized call. Every follow-up is done on time, which means more prospects re-engaged and more deals closed – all while you focus on the hottest opportunities in front of you.

3. Appointment Reminders & No-Show Reduction:

Tired of no-shows wasting your time? LOANNE will call your scheduled clients a day or an hour before the meeting to remind and confirm their appointment. She’ll politely verify they have the time and information they need, and even reschedule if necessary. This professional touch greatly reduces no-shows and last-minute cancellations. Your clients feel taken care of, and you’ll walk into every meeting knowing it’s confirmed. Fewer no-shows = more productive days for you.

4. Virtual Receptionist for Inbound Calls 24/7:

Don’t let incoming calls interrupt your focus or go unanswered. With the optional inbound feature, LOANNE can answer your phone just like a live receptionist. She’ll greet the caller in a friendly tone, identify your business, and help with common requests. For example, if a client calls with a billing question or policy inquiry, LOANNE can pull up their info, provide an answer or status update, and ensure they feel heard. If it’s something complex or an important client, LOANNE will warm-transfer the call to you or take a message. You’ll never miss an important call, and routine inquiries get handled seamlessly without pulling you away from other work.

5. Policy Renewal & Cross-Sell Calls:

One of the best ways to grow revenue is by nurturing your existing book of business. LOANNE excels at proactive client outreach. She can call your clients when their policies are up for renewal to review coverage, suggest updates, or even collect initial information for a quote. During the call, she can smoothly introduce cross-sell opportunities – for instance, asking a home insurance client if they’d like a quick auto quote. All of this happens automatically, ensuring no client is forgotten. You get more renewals locked in and more cross-sales, while your clients get a high-touch experience without you personally spending hours on the phone.

6. New Client Welcome & Onboarding:

First impressions matter. LOANNE can call new clients shortly after they sign up to welcome them aboard and walk them through what to expect next. She might recap their policy details, answer FAQs about billing or claims, and remind them how to contact you if needed. This friendly welcome call (which feels very personal, even though it’s automated) sets the tone for great service. It also saves you the time of making these routine orientation calls yourself, while ensuring every client gets a consistent, thorough introduction to your agency.

7. Reactivating Cold or Lost Leads:

Every agency has old leads that didn’t convert on the first pass – LOANNE turns these “lost” opportunities into a goldmine. She can be tasked with reactivation campaigns, calling through your aged leads list with a tailored script (e.g. “Hi [Name], this is [Agency Name] checking in – we have some new insurance programs that might interest you,” etc.). By re-engaging them proactively, LOANNE sparks new conversations and identifies who’s back in the market. All of this happens hands-free for you. Agents using AI for reactivation are seeing dormant leads turning into appointments and sales, essentially free revenue from contacts you already paid for.

8. Handling FAQs and Routine Queries:

How often do you answer the same 5 questions from clients? (“What’s my payment due date?” “Can you send my ID cards?” “How do I file a claim?” etc.) LOANNE can handle these frequently asked questions with ease. She’s trained on your business’s common Q&A, so when a client calls with a simple question, they get an immediate, accurate answer from LOANNE. For example, “Sure, I can help you with that claim. Were you in an accident? Let me gather a few details...” – LOANNE can even start a basic claim intake process. By triaging and addressing routine inquiries, your clients get instant service and your team only deals with the exceptions or more nuanced cases. It’s like cloning your top service rep to be available 24/7.

9. After-Hours and Overflow Coverage:

With LOANNE on duty, you no longer need to worry about calls outside of business hours or when you’re tied up. She can cover your office phones after 5 PM, on weekends, or whenever you’re busy. If a prospect calls at dinner time, LOANNE answers and engages them rather than sending them to voicemail (which often leads to a lost lead). If multiple people call at once, LOANNE can handle them simultaneously – something a single receptionist could never do. This means your agency is effectively “open” and responsive at all hours. Many customers will be impressed by the quick service, and you’ll capture opportunities your competitors will miss.

10. Consistent Outreach for Client Retention:

Keeping in touch with clients is key to retention, but it often falls by the wayside. LOANNE can be scheduled for periodic check-in calls with your clients – for instance, a quick annual review call, or a simple “Hi, this is [Your Agency], we’re just checking to see if you have any questions or changes in your insurance needs.” These calls demonstrate that you care and keep your relationship strong. LOANNE can gather any feedback or changes (like a new address or a new car purchase) and pass the info to you. This consistent, personal touch at scale means happier customers who stay with you longer and refer more business.

Ready to Reclaim Your Time and Supercharge Your Growth?

These are just a glimpse of what’s possible with LOANNE. Every repetitive phone task in your agency – from prospecting to servicing – can be accelerated with voice AI. The bottom line is simple: you get to spend your time on high-value activities (selling, meeting clients, strategizing) while LOANNE handles the rest. It’s like adding an elite team member who does the work of an entire call center at a fraction of the cost.

What to expect

How LOANNE’s Voice AI Works

LOANNE might feel like magic, but there’s powerful technology behind the scenes making it happen. Here’s a plain-English look at how voice AI works for you:

Conversational Intelligence:

LOANNE isn’t a robot reading a script – she’s an intelligent virtual agent. When she calls or answers the phone, she speaks in a warm, natural-sounding voice. On the call, she’s listening to the other person’s words and tone. Thanks to advanced natural language processing, LOANNE can understand what people are saying (their questions, answers, objections) and respond appropriately.

  • LOANNE has been trained on insurance dialogues, so she recognizes industry terms and context.

  • She can identify objections and smoothly reply to handle it.

Custom Trained on Your Business:

Out of the box, LOANNE comes with insurance-specific conversation skills. But what really makes her powerful is customization. We work with you to train LOANNE with your specific scripts, FAQs, and branding. This means she remembers details within a call and across calls. She can say, “As I mentioned earlier, your policy’s deductible is $500,” because she actually keeps track. By training her with full context, you ensure she sounds just like your best agent, following the exact process you want.

  • LOANNE comes with insurance-specific conversation skills

  • There’s no limit – LOANNE can handle long-form scripts and rich context

Integrated with Your Systems:

LOANNE doesn’t operate in a silo – she’s fully integrated with Agent CRM (and can connect to others). This integration is a game-changer. It means LOANNE knows your leads and clients by name, can log call outcomes, and can even update your CRM for you. If LOANNE books an appointment, it goes straight onto your Agent CRM calendar and pipeline. If a call results in a warm lead that needs a follow-up, LOANNE can trigger a notification or task for you. All call recordings and transcripts can be saved to the contact’s record for compliance and review.

  • Fully integrated with Agent CRM and can connect with other CRM's

  • Using LOANNE feels seamless, because she operates in your existing workflow and systems

Always Improving:

LOANNE uses AI, which means she learns and improves over time. We monitor her calls (with your permission) during the setup phase and help refine her responses. If she ever encounters a question she couldn’t answer, we’ll know and can train her for next time. You might even help us expand her knowledge – for example, if you start selling a new type of policy and get new questions, we can quickly feed that info to LOANNE. After that, she’s virtually running on autopilot, with periodic check-ins for optimization.

  • LOANNE learns over time and every interaction makes her smarter

  • LOANNE becomes increasingly tailored to your agency’s style and needs over the first few weeks

Ready to Reclaim Your Time and Supercharge Your Growth?

These are just a glimpse of what’s possible with LOANNE. Every repetitive phone task in your agency – from prospecting to servicing – can be accelerated with voice AI. The bottom line is simple: you get to spend your time on high-value activities (selling, meeting clients, strategizing) while LOANNE handles the rest. It’s like adding an elite team member who does the work of an entire call center at a fraction of the cost.

Keeping it real

Understanding The Limitations of LOANNE.AI

It’s important to know what Voice AI can and can’t do. LOANNE is cutting-edge, but we

want you to have a realistic picture:

1. She's not a licensed agent:

LOANNE can handle conversations and gather information, but she isn’t (and legally can’t be) a licensed insurance producer. That means while she can educate, qualify, and even quote general rates, she won’t bind coverage or give personalized policy recommendations beyond her script. Complex insurance advice and final decisions are still for you or your team. In practice, LOANNE will seamlessly hand off the call to you when it reaches the point that requires a human agent’s expertise.

2. Complex scenarios may need a human touch:

LOANNE excels at routine conversations and common scenarios. However, if a caller goes way off script or has an unusual situation, LOANNE might not have an answer. In those cases, she will politely say she’ll have a team member follow up, and she’ll flag the call for your attention (or transfer live if possible). This safety net ensures that no caller is left frustrated – there’s always a path to a human. Over time, as we notice new patterns, we can teach LOANNE how to handle them. But you should expect the occasional edge case that requires you to step in. It’s a partnership between you and the AI.

3. Not a gimmick – but not infallible:

We’ve trained LOANNE to be as accurate and helpful as possible, and she truly is a “digital team member” built to scale your service without sacrificing connection. That said, she is still a computer program. Very heavy accents, poor phone connections, or slang can sometimes trip her up (just like it would a new human rep). And while she’s designed to hold natural conversations, some people will recognize they’re talking to an AI. Our goal isn’t to fool anyone – it’s to provide value. In our experience, callers are usually surprised and impressed by how well LOANNE can help them. As long as they get their answer or appointment, they walk away happy. We just want you to be aware that LOANNE’s voice, while pleasant, is still synthetic. The technology improves every day, but we’re not going to claim it’s 100% perfect or human. We can claim that in testing, the benefit she provides far outweighs any minor hiccups (we’ve been thrilled with the results internally).

What are you missing out on by NOT using LOANNE?

In a nutshell: time, money, and peace of mind. If you choose to ignore Voice AI, you’ll continue juggling every phone call yourself – meaning slower responses to leads (and likely lost sales to faster competitors), less time for strategic work as you drown in small tasks, and potential burnout from being glued to the phone. Meanwhile, savvy agents leveraging LOANNE are freeing up hours in their day and delighting customers with quick, round-the-clock service. Every day without an AI assistant is a day your competition can get ahead by working smarter. Don’t let “business as usual” hold you back from growth – the future of client communication is here, and it’s voice AI. Embracing it now could be the edge that sets you apart in a crowded market.

Real results

How Agent CRM Uses LOANNE for Support (Our Case Study)

We know adopting a new technology can feel like a leap – that’s why we’ve taken that leap ourselves first. At Agent CRM, we’ve been using the LOANNE voice AI system internally to handle all incoming support calls for our own software business. In other words, before we ever offered this to you, we battle-tested LOANNE in our own company to make sure she delivers. Here’s what happened:

  • Immediate, 24/7 Support: We hooked up LOANNE to our main support line. Now, when our customers call with a question, LOANNE answers within one ring. No hold music, no voicemail – they get help instantly. She greets them (“Thank you for calling Agent CRM, how can I help you today?”) and starts resolving their issues or answering questions right away. Our human support reps now rarely have to answer basic “How do I do X?” questions – LOANNE has taken that off their plate.

  • High First-Call Resolution: Amazingly, LOANNE is able to fully resolve the majority of routine inquiries without any human involvement. She can walk users through steps in the software, provide status updates, and troubleshoot common issues. For example, if someone calls asking how to reset their password or import contacts, LOANNE gives them the instructions right there on the call. We’ve seen faster call resolution times and fewer callbacks. Customers hang up with their problem solved, often not even realizing an AI handled it.

  • Seamless Human Handoff when Needed: Of course, some calls are more complex. If LOANNE detects that a caller’s issue is beyond her scope (or if the caller specifically asks for a human), she immediately routes the call to our live team or creates a ticket for follow-up. This handoff is smooth – the customer doesn’t have to repeat themselves, because LOANNE passes along context of the conversation to the human rep. Our team can jump in already knowing the situation. This hybrid approach has kept our customer satisfaction high. People appreciate that they get an answer right away, and if it needs a human touch, it happens seamlessly in the same call.

  • Team Focus & Efficiency: Since deploying LOANNE, our support team has been able to focus on the tougher cases and proactive outreach, instead of being tied up on the phone all day. No more constant interruptions. One unexpected benefit: our hold times and email backlog dropped significantly, because LOANNE was handling the front-line questions. It’s like we added a handful of high-quality support agents, except we didn’t have to hire (or train) anyone – LOANNE took on the workload. This has saved us thousands of dollars in staffing costs and allowed our human team to be more proactive and creative in helping customers succeed.

  • Confidence in the Tech: Using LOANNE internally has given us huge confidence in what we’re offering you. We’ve iterated and improved the AI using real-world calls from our business. We’ve seen it succeed day in and day out. So when we say “LOANNE is ready to help your insurance agency,” it’s not just theory – we know it, because she’s already doing it for us. Any kinks that early versions of the tech had have been ironed out through months of our own usage. Now, you get a voice AI that’s truly enterprise-ready for insurance, backed by our firsthand experience and refinement.

In short, LOANNE has been a game-changer for Agent CRM’s support operations. It’s the kind of reliable, innovative solution that we feel comfortable staking our reputation on – because we use it ourselves. We can’t wait to see the similar efficiency and growth it brings to your business once you start using LOANNE.

Pricing & packages

Unlock Your Voice AI Power Assistent With LOANNE.AI

We’ve made getting started with LOANNE simple and scalable. LOANNE is $497 per month for the core service, which includes everything you need for outbound voice AI in your agency. There are no long-term contracts – it’s a month-to-month investment in dramatically improving your business’s productivity. Here’s a breakdown of what’s included and the options available:

Basic Option: LOANNE INBOUND - Your 24/7 AI Receptionist

$79.00

per Month + $0.25 per minute

Here’s everything you get:

  • LOANNE becomes your full-time virtual receptionist

  • She answers all of your incoming calls from clients and prospects around the clock

  • She’ll answer common questions, route calls, and capture messages

  • This add-on is perfect for agents who want to deliver instant response to callers and never miss a call, even after hours.

  • The inbound-only plan will email you the transcript of the call. There is no integration with your CRM, so there will be no booking of appointments or saving contacts to your database.

Premium Option: LOANNE Full Service Plan

$497.00

per Month (UNLIMITED minutes included)

Here’s everything you get:

  • This plan includes the 24/7 inbound Voice AI receptionist and gives you unlimited outbound calling by your AI assistant.

  • LOANNE will make as many calls as needed to your leads and clients (all minutes are included with your plan, no per-minute charges)

  • All core features are included: appointment booking, lead qualification dialogues, follow-up sequences, and more.

  • Included in this plan is the full integration with Agent CRM – meaning LOANNE’s calls, notes, and appointments flow right into your CRM.

  • BONUS: You’ll get our white-glove setup service where we help you train LOANNE on your scripts and ensure she’s ready to speak in your agency’s voice.

For both plans

Ongoing Support and Updates

We don’t just give you the AI and leave you to it – our success team will work with you to monitor LOANNE’s performance and make tweaks or improvements as needed. Your subscription includes all improvements to the LOANNE platform, so as the AI gets even smarter and new features roll out, you benefit automatically.

Think about it: for $497 a month (roughly the commission on one average policy sale), you could have an AI assistant taking care of hundreds of calls for you. Many agents spend more than that on coffee or gas in a month driving to appointments – LOANNE will easily pay for herself by converting just a handful of extra leads or saving you from one lost client. It’s an investment that literally creates more opportunities and time for you.

Ready to Transform Your Agency with AI? Schedule Your Demo Now!

You’ve seen how Voice AI can elevate your insurance business – now it’s time to experience it firsthand. The agencies that embrace tools like LOANNE today are going to be the ones miles ahead tomorrow. Don’t get left behind. We invite you to hop on a free, no-obligation call with our team. We’ll listen to your needs, show you LOANNE in action (you can even talk to her live!), and answer any questions you have.

Reach out today, and let’s bring the power of voice AI to your insurance business.

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