This bundle of AI voice agents through Thoughtly AI consists of AI voice agents as SaaS. We send you an onboarding form post-purchase, which we have you complete and then once we receive it, we begin your custom buildout. Typically, expect 2-3 business days per bundle average, although some are sooner. When we have them completed, we will notify you by email with instructions and training.

• We customize our AI agents with your preference of name, gender, language, accent, and live transfer numbers or calendars (Calendly or Secret Agent Calendar).

  • You receive 6 AI outbound agents with the following commercial abilities.

  • 1) New Lead Sales - Reaches out to the business owner and qualifies before live transfer or schedule call.

  • 2) Cross-Sell Commercial Sales - Touches base with clients to ask if interested in commercial insurance.

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

  • 4) Claim Follow Up - Contacts clients to ask how their claim experience was, if negative, transfer to resolve.

  • 5) New Client Follow Up - Contacts clients to check in with them and if need transfers or schedules call back

  • 6) Late Payment - Contacts client to let them know there is a potential late payment on their policy.

• We will integrate it within your Secret Agent 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.