Industry · Insurance
The AI appointment setter for insurance agencies that reaches internet leads while they are still shopping
Internet insurance leads are shared, time-sensitive and expensive. Contact rate is the whole game. SuperCampaign calls within a minute of the lead arriving, confirms what they need covered and when their current policy renews, and books the quote appointment with a licensed agent on the call.
- Calls within 60 seconds of the lead
- Confirms coverage type and renewal date
- Every call logged with transcript
Contact created
lead vendor · quote form
Send SMS
“Riley from Northstar Insurance, calling now”
Wait
60 seconds
- Live
AI call
coverage · renewal · book with agent
no answerbooked Loop counter
retry ×4 · same day
Insurance leads are shared with four other agencies. Contact rate decides who wins.
Shared internet leads go to several agencies at once, and the consumer buys from whoever reaches them first. Most agencies take hours; the lead has a quote from someone else by then.
- average agency response time to a new lead, with fewer than a quarter responding inside five minutes.
- 9.1 hrs
- Source: Industry reporting
- contact rate on exclusive web leads called within five minutes, against 50% or lower for slower follow-up.
- 70 to 85%
- Source: Kadence benchmarks
- more likely to qualify a lead when you call within 5 minutes instead of 30.
- 21×
- Source: Lead Response Management study
Campaigns
Three campaigns insurance agencies run
Each is a published workflow with a full guide. Start from the one that matches where your leads leak.
Speed to lead
Lead-vendor deliveries and quote-form submissions get a text and a call inside a minute, with retries through the day.
- Contact created
- Send SMS
- Wait 60s
- AI call
- Loop ×4
Booked-call confirmation
Quote appointments and policy reviews are confirmed by voice the day before.
- Calendly trigger
- Send SMS
- Wait
- AI call · confirm
Database reactivation
Lapsed quotes and upcoming renewals get a call in the weeks before the renewal date.
- Tag added · renewal
- Send SMS
- AI call
- Add tag
The script
What the setter confirms before booking with a licensed agent
The AI does not quote or advise. It confirms the basics so the licensed agent's appointment is worth both people's time.
1“What are you looking to cover: auto, home, life, or a combination?”
Routes to the right agent and the right appointment length.
2“When does your current policy renew?”
Inside sixty days books now. Further out is tagged and called back closer to the date.
3“Is this for you, or for a business?”
Commercial lines go to a different agent and a longer appointment.
On the call
What an insurance contact call sounds like
Confirm, do not quote. Book with the licensed agent. Under two minutes.
Illustrative transcript. The agent confirms details and books; the licensed agent quotes.
Hi Sarah, this is Riley from Northstar Insurance. You requested an auto quote online a few minutes ago. Do you have a moment?
Sure, quick though.
Two things so I book you with the right agent: is this auto only, or auto and home together, and when does your current policy renew?
Both, and it renews in November.
Perfect timing. Marcus handles bundled quotes and has Tuesday at 10 or Wednesday at 4. Which works?
Tuesday.
You're booked with Marcus on Tuesday at 10. He'll call from this number. I'll text a reminder that morning.
Before you publish
Calling in insurance: what to set before you publish
Insurance is regulated at the state level and calls are often recorded. These are the settings agencies ask about most.
The AI confirms, the licensed agent quotes
Keep the script to confirming coverage type, renewal date and booking. Quotes, advice and binding coverage stay with a licensed person.
Consent and lead vendors
Check the consent language on the vendor's form covers automated calls to the number provided. Keep the lead record with its timestamp.
Recording consent
If your voice provider records, add consent language at the start of the call for two-party-consent states.
Calling window and DNC
Close the call window at 9 pm local time. Scrub aged lists against the Do Not Call Registry before import; the product does not do this for you.
Full detail on what the product enforces and what stays yours: calling compliance.
Setup
Set it up in an afternoon
Point your lead vendor at a webhook, write the confirmation script, publish.
- 1
Connect lead sources
Most lead vendors can post to a webhook or send email that a parsing tool converts to an API call. Your own quote form posts to the API directly.
- 2
Connect Vapi, Twilio and agent calendars
One calendar per licensed agent, or per line of business, so bookings land in the right diary.
- 3
Write the confirmation script
Coverage type, renewal date, personal or commercial, and the booking. Add recording-consent language if you record.
- 4
Draw the campaign
Contact created, send SMS, wait sixty seconds, AI call, loop counter with same-day retries. Close the call window at 9 pm.
- 5
Publish and review the logs
Every call and outcome is logged with the transcript, which is also your compliance record.
FAQ
Questions from insurance agencies
Does the AI give quotes?
No, and it should not. The script confirms what the lead needs and when their policy renews, then books an appointment with a licensed agent who quotes.
Does it work with shared internet leads?
Yes. Speed is the point with shared leads. The campaign starts the moment the vendor posts the lead and calls within a minute, then retries through the day.
Can it handle renewals?
Yes. Tag policies by renewal month, or import a renewal list, and run a reactivation campaign in the weeks before. The agent confirms interest and books a review.
Are calls recorded?
That depends on your voice provider's configuration. If recordings are on, add consent language to the script for states that require it.
Is it compliant for insurance?
The product enforces quiet hours, opt-outs and automatic do-not-call. Consent, licensing rules and state regulations remain yours. The calling compliance page lists both sides.
What does it cost per lead?
SuperCampaign has a free plan. You pay Vapi and Twilio for minutes at their rates; a two-minute contact call is a small fraction of a shared lead's price.
Hear it before you believe it.
Drop your number and our agent will call you in about 30 seconds. Or create a free account and publish your first workflow today.