AI Voice Automation Proposal

Smarter Phone Lines for
Global Insurance PRO

An always-on AI receptionist that answers, qualifies, and books — built for life, health, and Medicare specialists. Never miss another call.

Inbound AI Receptionist
Outbound Medicare Calls
Live in ~2–3 weeks
Built for Nathan
Why insurance agencies need AI on the phone

Medicare prospects call when they're ready — often outside business hours, often with the same handful of questions. Missed calls become missed policies. This system handles the volume so your licensed agents only get warm, pre-qualified conversations.

📞

24/7 Coverage

Pick up every call — including weekends, evenings, and during AEP rush periods when call volume spikes.

🎯

Pre-Qualified Leads

Filter prospects by age, eligibility, and intent before a licensed agent ever picks up. No more wasted minutes.

📅

Calendar-Ready

Appointments booked directly into your calendar — with confirmation texts and reminders sent automatically.

Service 01 · Inbound
AI Call Automation — Advanced Package
Advanced Up to 4 flows · 5 steps each

Inbound AI Receptionist

Answers, qualifies, transfers, and books — all without human pickup.

$2,500 $1,750 SAVE $750

What's included

💬
Customer Service (FAQs) Trained on your plans, carriers, eligibility rules, and common Medicare questions.
📅
Appointment Scheduling Books directly into your calendar with SMS confirmation and reminders.
↗
Smart Call Transfer Routes to the right licensed agent based on schedule and call type.
✓
Pre-Qualification Verifies age, ZIP code, current coverage, and intent before transferring.
🔀
Up to 4 Conversation Flows Separate scripts for new leads, existing clients, agent recruiting, and more.
📊
Call Logs & Transcripts Every conversation recorded, transcribed, and searchable in your dashboard.

How a typical inbound call flows

1
Caller dials in AI greets in your brand voice
→
2
Identifies intent FAQ, quote, existing client, etc.
→
3
Pre-qualifies Age · ZIP · coverage · timing
→
4
Books or transfers Calendar slot or live agent
→
5
Confirms & logs SMS sent · CRM updated
Service 02 · Outbound
AI Call Automation — Standard Package
Standard 1 flow · up to 5 steps

Outbound Medicare Calls

Automated outreach for Medicare adjustments and policy follow-ups.

$1,250 FREE 100% OFF · BUNDLED

What's included

📋
Medicare Call Adjustment Reaches out to existing clients before annual enrollment to review their plan.
🔄
Automated Follow-ups Re-engages cold leads and post-quote prospects automatically.
🧭
1 Conversation Flow One outbound script with up to 5 conversational steps.
📈
Performance Reporting Connect rates, opt-outs, and appointment conversions tracked weekly.

Typical outbound flow

1
List loaded From CRM or upload
→
2
AI dials Compliant calling windows
→
3
Delivers script Adjusts based on response
→
4
Captures intent Interested · not now · DNC
→
5
Hands off Books call or routes to agent
Investment Summary
Your proposal at a glance
Inbound AI
$1,750
Advanced Package
Outbound AI
FREE
Bundled with inbound ✓
Project Total
$1,750
One-time setup
AI Call Automation (Inbound) — Advanced $2,500.00
↳ Discount applied −$750.00
AI Call Automation (Outbound) — Standard $1,250.00
↳ Discount applied (100%) −$1,250.00
Project Total $1,750.00
💳 To get started, a 60% deposit ($1,050) is required upfront. The remaining $700 balance is due upon launch of the AI system.
⏱
Estimated launch: ~2–3 weeks

Starting from the date the deposit is received and discovery materials (FAQs, scripts, calendar access) are submitted.

🔧
Optional

Monthly Maintenance

Starting from the third month of service

$200 / month

Included

  • ✓ Standard adjustments to existing automations
  • ✓ AI model technology consumption costs

Not included

  • ✕ Telephony / phone line costs (contracted separately)
  • ✕ Zoho One subscription (contracted separately)

Ready to put your phones on autopilot, Nathan?

Stop letting after-hours calls walk away to the next agent. Let's get Global Insurance PRO covered around the clock.

🥰 YES! LET'S BUILD IT

Clicking this button will open your secure portal to confirm the proposal