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 sales abilities.

  • 1) Cross-Sell Home - Contacts clients to determine interest in bundling home insurance.

  • 2) Cross-Sell Auto - Contacts clients to determine interest in bundling auto insurance.

  • 3) Cross-Sell Life - Contacts clients to determine interest in bundling life insurance.

  • 4) Cross-Sell Renters - Contacts clients to determine interest in bundling renters insurance.

  • 5) Cross-Sell Specialty - Contacts clients to determine interest in bundling specialty insurance.

  • 6) Cross-Sell Umbrella - Contacts clients to determine interest in bundling umbrella insurance.

• 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.