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 4 AI outbound agents with the following abilities.

• 1) AEP Appointment Scheduler - Reaches out to clients to let them know AEP is coming and schedule appointment.

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

• 3) New Medicare Lead - Contacts leads who were sent in for a Medicare quote to live transfer or schedule call back.

• 4) Sign SOA Reminder - Contacts clients to let them know they still show an outstanding SOA signature needed.

  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.