The AI Workforce Platform

Built for Insurance.
Ready for Everything Else.

24/7 AI employees that handle outreach, qualify leads, book appointments, and deliver live transfers... so your team can focus on closing.

✓ Setup in Under 30 Minutes ✓ 10,000+ Integrations ✓ No Long-Term Contract
Lead Sources CRM · Social Media · TV
synqAGENT AI Workforce Engine
Booked Appointments
Live Transfers
Qualified Recruits
Retained Clients
89%+
Calls Answered
40%+
More Appointments
25K
Monthly Revenue Impact

Powered by the World's Most Advanced AI Models

Enterprise-Grade AI Infrastructure for Insurance
TCPA Compliant
99.9% Uptime SLA
SOC 2 Type II
Enterprise-Grade API

AI Workforce Roles Across the Insurance Ecosystem

synqAGENT supports agencies, IMOs, carriers, and lead networks with specialized AI agents built for insurance operations

Insurance Agencies
Insurance Agencies
Stop leads from going stale while producers stay focused on closing
  • AI answers and qualifies inbound calls
  • Books appointments automatically
  • Delivers qualified live transfers
Call Centers
Call Centers
Handle call spikes and route qualified buyers instantly
  • AI answers overflow and after-hours calls
  • Intelligent call routing
  • Qualifies prospects before transfer
Tv Lead Networks
TV Lead Networks
Increase transfer value by qualifying prospects before agents engage
  • Screens and verifies inbound TV leads
  • Routes buyers by geography
  • Delivers high-quality live transfers
Medicare Imos
Medicare IMOs
Scale recruiting and lead distribution across your downline
  • AI screens agent applicants
  • Books recruiting calls
  • Supports agent follow-ups
Health Insurance Imos
Health Insurance IMOs
Automate qualification and enrollment workflows
  • Pre-qualifies prospects
  • Routes leads to licensed agents
  • Automates scheduling and follow-up
Insurance Carriers
Insurance Carriers
Extend service capacity and support distribution partners
  • Handles policyholder inquiries
  • Schedules service appointments
  • Supports recruiting initiatives
Insurance Workflow Coverage

How synqAGENT keeps insurance workflows moving

From new lead outreach and appointment setting to customer support, reactivation, and recovery, synqAGENT automates the high-volume conversations that slow insurance teams down so your people can focus on licensed, complex, and revenue-driving work.

Automate the follow-up and routine conversations that slow insurance teams down AI automatically handles lead follow-up, appointment setting, lead qualification, call routing, and routine customer conversations across voice, SMS, and email.
Human teams step in at the right moment When a prospect is qualified, a policyholder needs personal attention, or a conversation becomes revenue-critical, synqAGENT routes the next step to your team.
Keep your insurance operation moving with AI Insurance teams spend less time chasing leads, following up, booking appointments, and prospecting, and more time on the conversations that drive revenue.
synqAGENT handles the repetitive work before your team steps in
New Business Workflows
Outbound

Outbound Lead Qualification

AI follows up with new leads, asks qualifying questions, and identifies who is ready to move now.

Voice SMS Qualification
Booking

Smart Appointment Booking

Qualified prospects are booked automatically or transferred live so opportunities keep moving without manual back-and-forth.

Calendar Live Transfer CRM Update
Policyholder Workflows
Recovery

Lead Reactivation

AI re-engages aged leads and missed opportunities while also supporting payment recovery and lapse-prevention follow-up.

Reactivation Recovery Retention
Inbound

Customer Support

AI handles routine questions, policy servicing, and inbound requests, then routes policyholders to the right next step.

24/7 Routing Service
Speed to lead Reach opportunities while intent is still high, before prospects go cold or choose another provider.
More qualified handoffs AI follows up and qualifies prospects before transferring the right conversations to your team.
Less time on routine calls Automate repetitive conversations so your team can focus on the calls that matter most.

Meet Your AI Workforce

Listen to a few members of the synqAGENT AI Workforce. Choose from 24+ human-like AI agents trained to qualify leads, book appointments, support customers, and automate your insurance operations 24/7.

Ava AI voice agent orb
Ava.ai
Powered by synqAGENT
Dax AI voice agent orb
Dax.ai
Powered by synqAGENT
Aria AI voice agent orb
Aria.ai
Powered by synqAGENT

How synqAGENT Works

Getting started is simple — choose your AI agents, customize the conversations, and go live without a complicated setup process.

1

Choose Your AI Agents

Pick the AI workers your business needs for sales, service, retention, recruiting, or inbound coverage.

2

Customize and Connect

Set the conversations, workflows, calendar, CRM, phone, SMS, email, and app integrations.

3

Go Live and Scale

Start automating conversations, follow-up, appointments, live transfers, and customer support.

Real AI. Real Conversations. Real Results.

Listen as our AI agents engage prospects, qualify intent, book meetings, and complete live transfers to your team.

Powered By

Outbound Qualifier

Calls leads, pre-qualifies interest, and routes qualified prospects to live agents or schedules appointments—so agents focus on high-intent opportunities.

Powered By

Inbound Qualifier

Answers inbound calls, identifies caller intent, and routes qualified leads to the appropriate agent.

Powered By

Client Care Specialist

Calls existing clients to maintain engagement, identify service or coverage needs, and reduce the risk of policy lapses.

Powered By

Retention Specialist

Follows up on lapsed policies, missed payments, identifies recovery opportunities, and routes customers to the appropriate next step—helping retain clients and recover premium.

Powered By

Recruiting Specialist

Conducts outbound outreach to interested insurance agents, assesses interest and qualifications, and routes qualified candidates to the appropriate next step in the recruiting process.

Ready for Results Like This?

The next generation of insurance is powered by AI. Automating prospecting, lead qualification, customer care, and recruiting.

Start Automating Your Agency
Platform Overview

Inside the synqAGENT Platform

The AI workforce built for insurance, with the tools to launch operational agents fast, configure how they work, and manage conversations across the workflows that move agencies forward.

Core AI Workforce

Ready-Made AI Agents for the insurance workflows that matter most

Launch faster with prebuilt agents designed for real insurance operations. synqAGENT gives teams a direct path to deploy an Inbound Agent, Outbound Agent, and Client Care Agent without starting from zero.

  • Pre-structured for high-value operational use cases
  • Helps standardize intake, follow-up, and customer communication
  • Moves teams from setup to deployment faster
Ready-Made AI Agents including Outbound Agent, Inbound Agent, and Client Care Agent
Ready-Made Recruiting Agent
Recruiting

Recruiting Agent built to help agencies grow their team

Recruiting stays visible as its own workforce capability because it supports a different operational need. The Recruiting Agent helps teams follow up with prospects, pre-qualify candidates, and move interviews forward with less manual effort.

  • Automates recruiting follow-up while interest is still high
  • Helps qualify prospects before human handoff
  • Creates a more consistent recruiting process across campaigns
Configuration

AI Agent Design Studio gives teams deeper control without slowing deployment

Configure how agents sound, respond, and operate from one structured environment. Adjust voice, pacing, model selection, and workflow behavior while keeping rollout fast and operationally clean.

  • Fine-tune voice and response behavior by workflow
  • Support different departments without rebuilding the platform
  • Keep deployment flexible for agencies, teams, and enterprise users
AI Agent Design Studio
AI Script Builder
Conversation Builder

Script Builder helps teams shape conversations with more control and consistency

Build the conversation logic behind every agent so greetings, qualification, routing, and follow-up stay aligned across the operation. It gives teams structure without making the experience feel rigid.

  • Guide intake, qualification, and follow-up with repeatable logic
  • Reduce inconsistency across agents, campaigns, and departments
  • Support scale while keeping messaging under control
Operations

Built-in CRM gives teams visibility across every conversation and workflow

Keep contacts, conversation history, status changes, and pipeline movement connected to the agents doing the work so teams can manage activity from one operating system instead of disconnected tools.

  • Connect conversations, activities, and pipeline stages in one place
  • Give teams better operational visibility as agents work leads and accounts
  • Support faster follow-up, cleaner handoff, and more consistent execution
Built-in CRM
Multi-Channel Communication
Channels

Multi-Channel Communication keeps the AI workforce active across every touchpoint

Extend synqAGENT across voice, text, email, web chat, and digital forms so teams can manage communication through one connected platform instead of separate systems for each channel.

  • Support outreach, service, and follow-up across multiple channels
  • Keep conversations more connected across the customer journey
  • Reduce fragmentation between departments and communication tools
Voice

Multilingual AI Voice Agents expand coverage across more markets and conversations

Support more conversations across more markets with AI voice agents designed to communicate naturally in multiple languages while preserving a consistent operating workflow across the platform.

  • Help teams support a broader range of customers and prospects
  • Maintain a more consistent voice experience across multilingual conversations
  • Extend the AI workforce without adding separate tools for language coverage
Multilingual AI Voice Agents
Additional Capability

AI Sales Coach

Improve performance with a separate coaching layer built to help teams strengthen call execution, reinforce best practices, and create more consistency across conversations without changing the core operational AI workforce.

  • Support stronger talk tracks and more consistent call execution
  • Help teams identify coaching opportunities and improve performance over time
  • Position coaching as an additional capability without mixing it into the core platform workflow
Ready-made AI Sales Coaching Agent

Connect with 10,000+ Apps

synqAGENT connects seamlessly to your existing tech stack.

Why Insurance Teams Use synqAGENT

Run a faster, more efficient
insurance operation with AI

Teams and independent agents use synqAGENT to eliminate delays, reduce manual workload, improve consistency, and keep more revenue-producing opportunities from slipping through the cracks.

Speed
1

Faster response times

Teams use synqAGENT because speed directly affects conversion. When response time depends on human availability, opportunities cool off, calls are missed, and momentum gets lost.

Efficiency
2

Higher team efficiency

Teams use synqAGENT because too much valuable time gets consumed by repetitive conversations, follow-up tasks, and routine workflow work that does not require a human touch.

Consistency
3

More consistency

Teams use synqAGENT because manual execution varies too much from one rep, shift, or workflow to the next. AI helps create a more dependable operation across intake, outreach, service, and scheduling.

Opportunity Protection
4

Fewer missed opportunities

Teams use synqAGENT because too many leads, client conversations, and retention opportunities stall when follow-up, qualification, routing, and re-engagement are left to manual processes alone.

Ready to put AI to work in your insurance operation?

Join insurance teams using synqAGENT to grow faster, reduce manual workload, and scale without adding more staff.