Insurance Solutions

Handle Insurance Inquiries Like a Pro

Handle insurance inquiries, schedule consultations, collect client details, route urgent matters, and manage bookings effortlessly. Never miss a potential policy sale.

Handle Insurance Inquiries Like a Pro

Intelligent Call Management, Simplified

Every missed call represents lost revenue and disappointed customers. Our AI-powered agent answers calls instantly, qualifies leads in real-time, and schedules appointments—all while your team focuses on delivering exceptional service.

Whether it's peak hours, after-hours, or holidays, our system works tirelessly to ensure no opportunity slips away. Get actionable insights about every interaction and take control of your customer communication strategy.

Why heyliai Works

Human-Like Conversations: Advanced speech recognition and natural language understanding that feels authentic and builds trust

Seamless Integration: Connects directly with your existing phone system and CRM—no hardware changes, setup in minutes

Enterprise-Grade AI: Real-time call interception, intelligent routing, and automatic CRM logging that never misses an opportunity

Benefits

Why Insurance Agencies Choose HeyLi.ai

Transform your client acquisition and service with intelligent automation.

Capture 100% of Inquiries

Never miss a call, even during peak hours or after business hours.

Qualify Leads Automatically

Collect essential information like coverage needs, budget, and timeline before routing to agents.

Increase Conversion Rates

Immediate response and follow-up significantly improve lead-to-policy conversion.

24/7 Availability

Capture leads around the clock, even when your office is closed.

Seamless CRM Integration

Automatically log all interactions and client data into your existing CRM system.

Cost-Effective Solution

Fraction of the cost of hiring additional staff or call center services.

Powered by Advanced AI Technology

Enterprise-grade features designed for insurance agencies that can't afford to miss a single client call.

Real-Time Call Interception

Our intelligent routing system detects when your agents don't answer and patches the AI agent into the live call—seamlessly and without the caller noticing.

Advanced Speech Recognition

Industry-leading natural language processing understands insurance inquiries, coverage questions, and context. Your AI agent knows when to schedule consultations, answer FAQs, or route urgent calls to agents.

CRM & Calendar Integration

Automatically syncs appointments to your existing calendar systems and logs all client details into your CRM—Salesforce, HubSpot, Zoho, and more.

Multilingual Support

Serve diverse client bases with AI voice support in English, Spanish, French, Mandarin, and 20+ additional languages. Automatically detects and responds in the caller's language.

See HeyLi.ai in Action

Watch how a missed call becomes a scheduled insurance consultation in seconds.

1

The Call Comes In

It's 7:00 PM on a weekday. A potential client needs insurance coverage and calls, expecting voicemail—or worse, no answer at all.

2

AI Intercepts Instantly

HeyLi.ai answers quickly: "Thank you for calling Premier Insurance. This is Sarah, your virtual assistant. How can I help you today?" The caller doesn't realize they're talking to an AI—it sounds completely natural.

3

Human-Like Conversation

The AI listens, understands their insurance needs, collects coverage requirements and contact information, checks agent availability, and offers: "I can schedule a consultation for tomorrow at 10:00 AM or 3:00 PM. Which works better for you?"

4

Consultation Scheduled & Lead Captured

Client chooses 10:00 AM. The AI confirms, sends an SMS confirmation, adds the consultation to your calendar, assigns the lead to the right agent, and logs all details in your CRM—including coverage needs, contact information, and preferred communication method.

✓ Lead captured. Revenue saved. Zero human effort.

This scenario repeats dozens of times per week for our clients—turning would-be lost calls into paying customers.

What Happens in Your Consultation

We'll show you the benefits, understand your unique needs, and design a tailored AI solution for your HVAC business.

  • Analysis of your current call volume and workflow
  • Discussion of your specific business challenges and goals
  • Custom solution design tailored to your HVAC operations
  • Clear pricing and implementation plan for your business

10 000+

Calls handled monthly

50+

Happy customers

99.9%

Uptime

50+

CRM integrations

Calculate Your Lost Revenue

Every missed call costs you money. See your ROI in minutes, not months.

⚠ If you miss just 5 calls per week at $1,000 average policy value, that's $260,000 in lost revenue annually.

The Problem

  • 30-40% of calls to insurance agencies go unanswered during peak hours
  • 85% of callers won't leave voicemail—they'll call your competitor instead
  • After-hours calls represent 100% lost opportunity without automation
  • Hiring additional staff costs $35,000-$50,000 per year per receptionist

The HeyLi.ai Solution

  • Capture more incoming calls with AI voice-agent interception
  • Increase lead conversion and consultation bookings significantly
  • Quick and easy setup—no hardware changes required
  • Fraction of the cost of hiring staff—transparent, usage-based pricing

Proven Results:

45%+ Increase in Bookings

Our clients see measurable improvements in lead capture and consultation bookings within weeks of deployment

Trusted by service businesses nationwide

Join hundreds of companies across industries who never miss another important call with HeyLi.ai

Dr. Sarah Johnson

BrightSmile Dental Clinic

HeyLi.ai transformed our patient scheduling. We went from missing 20+ appointment calls per week to zero. Our booking rate increased 45% just from captured after-hours calls.

Mike Rodriguez

Rodriguez HVAC Services

The AI understands emergency repairs perfectly. It knows when to dispatch immediately for heating failures vs scheduling routine maintenance. Game changer for our service team.

Jennifer Chen

SolarTech Solutions

Integration with our CRM was seamless. Every solar consultation inquiry gets logged automatically with customer details and interest level. Our sales team loves the organized leads.

David Thompson

Elite Real Estate Group

Finally, 24/7 lead capture without paying overtime! The AI handles property inquiries professionally and books showings automatically. Never miss a potential buyer again.

Dr. Carlos Martinez

Martinez Family Medicine

During flu season, our phones were ringing non-stop. HeyLi.ai captured every patient call while our staff focused on current appointments. Doubled our daily bookings.

Lisa Park

Park Insurance Brokers

The setup was incredibly easy. Within 2 hours, we had insurance-trained AI handling our overflow calls. Clients can't tell it's not human - the conversations are so natural.

Robert Williams

Williams Legal Associates

Best investment we've made. The AI screens potential clients, collects case details, and schedules consultations. Reduced our administrative workload by 40%.

Amanda Foster

Foster Home Services

Emergency service calls at 2 AM used to wake up our dispatcher. Now HeyLi.ai handles them perfectly, schedules urgent repairs, and sends all details to our team.

Steve Anderson

Sunshine Solar Co.

The AI's solar knowledge is impressive. It qualifies leads, explains financing options, and books consultations. Our conversion rate improved by 35%.

Maria Gonzalez

Gonzalez Dental Care

Patient satisfaction improved dramatically. People love getting immediate responses to their dental emergencies, even at midnight. Our Google reviews went from 4.2 to 4.8 stars.

Dr. Sarah Johnson

BrightSmile Dental Clinic

HeyLi.ai transformed our patient scheduling. We went from missing 20+ appointment calls per week to zero. Our booking rate increased 45% just from captured after-hours calls.

Mike Rodriguez

Rodriguez HVAC Services

The AI understands emergency repairs perfectly. It knows when to dispatch immediately for heating failures vs scheduling routine maintenance. Game changer for our service team.

Jennifer Chen

SolarTech Solutions

Integration with our CRM was seamless. Every solar consultation inquiry gets logged automatically with customer details and interest level. Our sales team loves the organized leads.

David Thompson

Elite Real Estate Group

Finally, 24/7 lead capture without paying overtime! The AI handles property inquiries professionally and books showings automatically. Never miss a potential buyer again.

Dr. Carlos Martinez

Martinez Family Medicine

During flu season, our phones were ringing non-stop. HeyLi.ai captured every patient call while our staff focused on current appointments. Doubled our daily bookings.

Lisa Park

Park Insurance Brokers

The setup was incredibly easy. Within 2 hours, we had insurance-trained AI handling our overflow calls. Clients can't tell it's not human - the conversations are so natural.

Robert Williams

Williams Legal Associates

Best investment we've made. The AI screens potential clients, collects case details, and schedules consultations. Reduced our administrative workload by 40%.

Amanda Foster

Foster Home Services

Emergency service calls at 2 AM used to wake up our dispatcher. Now HeyLi.ai handles them perfectly, schedules urgent repairs, and sends all details to our team.

Steve Anderson

Sunshine Solar Co.

The AI's solar knowledge is impressive. It qualifies leads, explains financing options, and books consultations. Our conversion rate improved by 35%.

Maria Gonzalez

Gonzalez Dental Care

Patient satisfaction improved dramatically. People love getting immediate responses to their dental emergencies, even at midnight. Our Google reviews went from 4.2 to 4.8 stars.

Dr. Sarah Johnson

BrightSmile Dental Clinic

HeyLi.ai transformed our patient scheduling. We went from missing 20+ appointment calls per week to zero. Our booking rate increased 45% just from captured after-hours calls.

Mike Rodriguez

Rodriguez HVAC Services

The AI understands emergency repairs perfectly. It knows when to dispatch immediately for heating failures vs scheduling routine maintenance. Game changer for our service team.

Jennifer Chen

SolarTech Solutions

Integration with our CRM was seamless. Every solar consultation inquiry gets logged automatically with customer details and interest level. Our sales team loves the organized leads.

David Thompson

Elite Real Estate Group

Finally, 24/7 lead capture without paying overtime! The AI handles property inquiries professionally and books showings automatically. Never miss a potential buyer again.

Dr. Carlos Martinez

Martinez Family Medicine

During flu season, our phones were ringing non-stop. HeyLi.ai captured every patient call while our staff focused on current appointments. Doubled our daily bookings.

Lisa Park

Park Insurance Brokers

The setup was incredibly easy. Within 2 hours, we had insurance-trained AI handling our overflow calls. Clients can't tell it's not human - the conversations are so natural.

Robert Williams

Williams Legal Associates

Best investment we've made. The AI screens potential clients, collects case details, and schedules consultations. Reduced our administrative workload by 40%.

Amanda Foster

Foster Home Services

Emergency service calls at 2 AM used to wake up our dispatcher. Now HeyLi.ai handles them perfectly, schedules urgent repairs, and sends all details to our team.

Steve Anderson

Sunshine Solar Co.

The AI's solar knowledge is impressive. It qualifies leads, explains financing options, and books consultations. Our conversion rate improved by 35%.

Maria Gonzalez

Gonzalez Dental Care

Patient satisfaction improved dramatically. People love getting immediate responses to their dental emergencies, even at midnight. Our Google reviews went from 4.2 to 4.8 stars.

Dr. Sarah Johnson

BrightSmile Dental Clinic

HeyLi.ai transformed our patient scheduling. We went from missing 20+ appointment calls per week to zero. Our booking rate increased 45% just from captured after-hours calls.

Mike Rodriguez

Rodriguez HVAC Services

The AI understands emergency repairs perfectly. It knows when to dispatch immediately for heating failures vs scheduling routine maintenance. Game changer for our service team.

Jennifer Chen

SolarTech Solutions

Integration with our CRM was seamless. Every solar consultation inquiry gets logged automatically with customer details and interest level. Our sales team loves the organized leads.

David Thompson

Elite Real Estate Group

Finally, 24/7 lead capture without paying overtime! The AI handles property inquiries professionally and books showings automatically. Never miss a potential buyer again.

Dr. Carlos Martinez

Martinez Family Medicine

During flu season, our phones were ringing non-stop. HeyLi.ai captured every patient call while our staff focused on current appointments. Doubled our daily bookings.

Lisa Park

Park Insurance Brokers

The setup was incredibly easy. Within 2 hours, we had insurance-trained AI handling our overflow calls. Clients can't tell it's not human - the conversations are so natural.

Robert Williams

Williams Legal Associates

Best investment we've made. The AI screens potential clients, collects case details, and schedules consultations. Reduced our administrative workload by 40%.

Amanda Foster

Foster Home Services

Emergency service calls at 2 AM used to wake up our dispatcher. Now HeyLi.ai handles them perfectly, schedules urgent repairs, and sends all details to our team.

Steve Anderson

Sunshine Solar Co.

The AI's solar knowledge is impressive. It qualifies leads, explains financing options, and books consultations. Our conversion rate improved by 35%.

Maria Gonzalez

Gonzalez Dental Care

Patient satisfaction improved dramatically. People love getting immediate responses to their dental emergencies, even at midnight. Our Google reviews went from 4.2 to 4.8 stars.

Frequently Asked Questions

  • HeyLi.ai can answer common questions about coverage options, policy types, and general information. For complex inquiries or policy sales, it collects essential information and routes the call to the appropriate insurance agent.

  • Yes, the AI can identify urgent claims, collect initial claim information, and route them to the appropriate claims department. It ensures urgent matters get immediate attention while routine inquiries are handled efficiently.

  • Yes! HeyLi.ai integrates with popular insurance CRMs and can sync client data, consultation schedules, and policy information with your existing systems.

  • The AI can immediately transfer calls to available agents. If no agent is available, it captures all necessary information and ensures an agent follows up promptly.

  • Setup typically takes 15-30 minutes. We'll customize the AI to match your agency's specific needs, coverage types, and agent structure.

  • Absolutely! Every HeyLi.ai agent is customized for your insurance agency. We'll work with you to ensure the AI reflects your brand, coverage options, and specific workflows.

Never Miss Another Insurance Lead

Join insurance agencies that trust HeyLi.ai to handle their calls professionally. Our AI agents work 24/7 to capture leads and schedule consultations while you focus on closing policies.

Heyli.ai – AI Agents that Answer Calls, Book Appointments, and Support Your Business — 24/7.