Let customers request quotes by phone with a voice AI agent that collects applicant details, retrieves options, and routes buyers to licensed agents.
Build a voice AI agent that walks callers through the insurance quote and purchase process with Telnyx. This agent collects applicant information, retrieves real-time quotes from your rating engine, explains high-level plan options, and routes customers to a licensed agent when they are ready to finalize.
The quote agent handles the repetitive part of the sales funnel: gathering driver details for auto insurance, property information for homeowners coverage, or business details for commercial policies. It can answer approved FAQs, compare plan options at a high level, and transfer the customer when licensing, underwriting, or negotiation requires a human.
There is no exact Mission Control quote and purchase template today. Insurance Verification Caller is related to insurance workflows, but it verifies existing benefits rather than quoting or binding new policies.
Collects the information needed for a quote, such as contact details, coverage type, risk information, and preferred start date.
Connects to your quoting or rating system through webhooks to retrieve eligible options.
Transfers callers to a licensed agent when they are ready to buy or ask regulated coverage questions.
Creates or updates lead records with quote context so sales teams can follow up quickly.
Use this workflow to build a custom quote assistant in Mission Control.
5-7 minutes
A Telnyx account, a phone number, and access to your quote, CRM, or rating system.
Open Mission Control, go to AI Assistants, and create a new assistant from Blank.
Define the questions the assistant should ask for each product line and where it must transfer to a licensed agent.
Add webhook tools for rating, CRM lookup, lead creation, and agent transfer.
Select the voice provider, voice, and transcription model for your quote flow.
Assign a Telnyx number and test quote, transfer, and out-of-scope scenarios.
Use the assistant for intake, status, and approved explanations, then transfer when advice or purchase completion requires a licensed person.
Use the assistant for intake, status, and approved explanations, then transfer when advice or purchase completion requires a licensed person.
Use different instructions or routing for auto, home, life, commercial, or specialty insurance.
Use different instructions or routing for auto, home, life, commercial, or specialty insurance.
Write quote details to your CRM so human agents do not need to repeat the intake process.
Write quote details to your CRM so human agents do not need to repeat the intake process.
