Your Agency's New 24/7 Front Desk - Answering Every Call, Booking Appointments, Calling Leads, and Handling Customer Service
Your Agency's New Front Desk - Answering Every Call, Booking Every Appointment 24/7
LOANNE is a Voice AI assistant built specifically for insurance agencies. She handles inbound calls, follows up with leads, and books appointments for you - so you can focus on what you do best: growing your agency.
Why Agencies Use Loanne
Every Missed Call Is a Missed Sale
Here's a reality most agents don't talk about:
A lead submits a quote request at 7:42 PM. You're at dinner. They move on.
A prospect calls your office at 9:15 AM. You're on another call. They hang up and try your competitor.
A client calls about their renewal. No one picks up.
They start shopping around.
You're not losing business because you're bad at your job. You're losing business because you can't physically be available every hour of every day. That's the problem LOANNE solves.
your VOICE ai assistAnt
Think of LOANNE as Your Always-On LOA
LOANNE stands for Licensed Office Assistant, powered by Voice AI.
She's not a generic call bot. She's purpose-built for insurance agency workflows. She knows the questions to ask, the right way to qualify a lead, and how to get a prospect booked on your calendar - whether it's 10 AM or 10 PM.
LOANNE integrates with Agent CRM and GoHighLevel, which means every call she handles flows directly into your pipeline. No data entry. No missed follow-ups. No dropped leads.
Ready to experience these results in your agency?
Book a LOANNE demo and let us show you how these scenarios can become a reality for your business.
Our case study
We Use LOANNE in Our Own Business. Here's What Happened.
Before we offered LOANNE to any agent, we deployed it in Agent CRM's own support operations.
We didn't just build this for insurance agents. We built it for ourselves first, refined it through real use, and then brought it to the market. You're getting a solution that's already proven - not a beta experiment.
LOANNE answered every inbound support call within one ring - 24 hours a day
The majority of routine inquiries were resolved without human involvement
When complex calls came in, LOANNE transferred them with full context - no caller had to repeat themselves
Our support team shifted from reactive call-answering to proactive customer success
Two Plans - Both Built for Insurance Agencies
Choose the plan that matches where your agency is today. Both include CRM integration, unlimited minutes, and no setup fee.
Plans are month-to-month. No long-term contracts. No per-minute charges.
Essential Plan
Best for: Solo agents and small agencies ready to automate their front desk and speed-to-lead process.
Inbound call answering (24/7)
Caller greeting & qualification
Appointment booking & calendar integration
Call transcripts saved to CRM
CRM integration (Agent CRM / GoHighLevel)
Unlimited minutes
No setup fee
Full setup & onboarding
Speed-to-Lead outbound sequence
Appointment Reminder outbound sequence
Renewal Reminder outbound sequence
Custom verbiage edits (limited)
Unlimited custom sequence creation
Unlimited script & verbiage edits
Priority support & optimization calls
$297/month
Pro Plan
Best for: Growing agencies who want full customization - unlimited sequences, unlimited edits, and maximum flexibility.
Inbound call answering (24/7)
Caller greeting & qualification
Appointment booking & calendar integration
Call transcripts saved to CRM
CRM integration (Agent CRM / GoHighLevel)
Unlimited minutes
No setup fee
Full setup & onboarding
Speed-to-Lead outbound sequence
Appointment Reminder outbound sequence
Renewal Reminder outbound sequence
Custom verbiage edits (limited)
Unlimited custom sequence creation
Unlimited script & verbiage edits
Priority support & optimization calls
$497/month
What to expect
Three Outbound Sequences That Are Ready to Run on Day One
Both plans include three pre-built outbound call sequences. These are not generic templates — they are built around the way insurance agencies actually sell and retain clients.
1. Speed-to-Lead Sequence
When a new lead comes in from your website, a Facebook ad, or any other source, LOANNE calls them within seconds. She introduces herself on behalf of your agency, asks a few qualifying questions, and books the appointment while the prospect is still warm. This sequence alone can dramatically increase your contact rate - the first agent to respond wins the sale the majority of the time.
LOANNE calls new leads in seconds, so you are always first to respond and win the deal.
Qualifies prospects and books instantly, turning more leads into appointments.
2. Appointment Reminder Sequence
No-shows kill productivity. LOANNE automatically calls scheduled prospects and clients before their appointment to confirm, answer simple questions, and reschedule if needed. Your pipeline stays clean and your calendar stays full.
Calls prospects before appointments to confirm, answer questions, and reduce no-shows.
Keeps your calendar full by rescheduling and maintaining a clean pipeline.
3. Renewal Reminder Sequence
LOANNE proactively calls your clients before their policy renews. She confirms their coverage is still a good fit, answers basic questions, and schedules a policy review with you if needed. This keeps retention high and creates natural cross-sell opportunities without requiring any manual effort on your part.
Calls clients before renewal to confirm coverage and answer basic questions.
Boosts retention and creates cross-sell opportunities by booking policy reviews automatically.
Choose the plan that matches where your agency is today. Both include CRM integration, unlimited minutes, and no setup fee. Plans are month-to-month. No long-term contracts. No per-minute charges.
Common Questions, Answered Honestly
Will callers know they're talking to AI?
Some will. LOANNE speaks naturally and handles conversations well, but we don't try to deceive anyone. In practice, most callers are focused on getting their question answered or their appointment booked - and LOANNE does that reliably. The experience is professional and helpful, which is what matters most.
Is LOANNE a licensed insurance agent?
No, and she doesn't need to be for the work she handles. LOANNE qualifies leads, books appointments, answers common questions, and handles follow-up. Any situation that requires licensed advice or a coverage decision gets routed to you. LOANNE is your front desk, not your producer.
What if a call goes off-script?
LOANNE is trained to handle the most common insurance conversations. When a caller goes outside her scope, she politely lets them know a team member will follow up and flags the call for your attention. You'll have the transcript, so you know exactly what was discussed.
How long does setup take?
Our team handles the full setup. You'll be live with your inbound call handling and three outbound sequences ready to deploy. For the Essentials plan, setup is straightforward and quick. Pro plan subscribers get additional time with our team to configure custom sequences and scripts.
Ready to Add a 24/7 AI-Powered Front Desk to Your Agency?
Book a free demo call. We'll show you LOANNE in action, walk through both plans, and help you figure out which one fits your agency. No pressure, no obligation.
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