Qualify Inbound Insurance Leads Before They Hit Your Sales Queue

You want to: Identify serious prospects, validate eligibility, and prioritize high-quality leads for your agents.

Your AI agent can: Call new leads after a quote request, confirm interest and fit, and route eligible customers to the right rep or next step.

Contact Sales

Industry: Insurance

Business Goal: Sales Acceleration

Call Direction: Outbound

Agent Type: Qualification Agent

What can this AI Agent help you achieve?

Reduce sales team waste

Only work leads that meet criteria

Increase speed-to-contact

Respond to quote requests immediately

Boost conversion rates

Reach the right people before competitors do

Use the agent when:

Website or landing pages generate inbound quote requests
Sales agents complain about low-quality leads
You want to respond fast but not manually call every form submission

What you need:

Intake questions that determine fit (e.g., income, household size, coverage type)
CRM or webform submission as a trigger
Escalation or routing rules for qualified leads

How to set it up:

Trigger it:

After [Quote Form Submission]
When [Lead Source] = Inbound
If [Coverage Type] = [Target Products]

What it says (Sample dialogue)

“Hi [Customer First Name], thanks for requesting a quote from [Company Name]. I’d love to ask a few quick questions so we can match you with the right coverage — do you have a moment?”

What it does next:

If qualified → tag as [Positive Outcome Tag], notify [Assigned Rep]
If not a fit → tag as [Negative Outcome Tag]
If undecided → offer [Follow-Up Action] via [Follow-Up Method]

Setup prompt template

Setup Prompt Template

Objective:

Call inbound leads after [Quote Request Submission] to qualify for [Coverage Type] and escalate those who meet criteria.

Scope:

Ask only pre-approved questions related to coverage fit and eligibility
Do not confirm pricing or product details — just route based on interest and fit

Tone and Style:

Friendly, trustworthy, and professional
Clear and confident — like an intake rep at a top brokerage

Key Phrases to Use:

“Let’s get a few quick details so we can match you with the right product.”
“I’ll pass this along to the right advisor if everything fits.”
“This will only take a minute.”

Phrases to Avoid:

Don’t offer quotes or policy terms
Don’t imply they’re approved or accepted for a policy

Required Actions:

Greet with [Customer First Name]
Ask the following screening questions: (Add your questions, for example:)
– What type of coverage are you looking for (home, auto, life)?
– How many people are in your household?
– Do you currently have coverage?
– What’s your estimated household income or monthly budget?
If qualified → tag as [Positive Outcome Tag], notify [Assigned Rep]
If not a fit → tag as [Negative Outcome Tag]
If unclear → offer [Follow-Up Action] or escalate for review