Every quote request answered, verified, and handed to a licensed agent
ZenTalk collects quote details from your website day and night, checks that the phone number and email are real, and books the call with your agent. Your producers follow up by phone and text from the browser, with every call recorded.
ZenTalk gives an insurance agency an AI chat and voice agent that takes quote requests from your website at any hour. It gathers the details your agents need, verifies the phone number and email on the spot, and books a call with a licensed agent. Your team calls and texts prospects from a browser dialer on your business number, with calls recorded and transcribed. The AI does not bind coverage or give binding quotes. Your licensed agents do that.
What gets in the way today
Quote requests go cold in hours
A shopper comparing auto or home policies fills out three agency forms in one evening. The agency that calls first usually wins, and the form on your site just sits in an inbox until morning.
Bad numbers waste your producers' day
Typos, fake numbers, and disconnected lines fill the call list. Producers dial through dead leads while real prospects wait, and paid lead spend goes nowhere.
Follow up lives in personal phones
Agents call and text prospects from their own cell phones. When someone leaves or a client disputes what was said, the agency has no record of the conversation.
How it works for insurance agencies
- 1
The shopper asks for a quote
A visitor on your auto insurance page starts a chat late in the evening, or calls your agency number. The AI answers in chat or by voice in the language they write or speak.
- 2
The AI gathers the details
It asks the questions you set, such as line of coverage, current carrier, renewal date, ZIP code, and the best time to call. It makes clear that a licensed agent will prepare the actual quote.
- 3
Contact details are verified
ZenTalk checks the phone number for carrier and line type and confirms the mailbox exists. If the number will not work, the AI asks again before the chat ends.
- 4
A call with an agent is booked
The AI books a phone or video appointment with the right producer, sends a confirmation, and sends reminders at 24 hours and 30 minutes before the call.
- 5
Your agent follows up and it is all on record
The producer calls from the browser dialer on your agency number, texts once the number is approved for messaging, and the recording and transcript land on the contact thread.
The parts of ZenTalk you will use most
Phone and email verification
Every number a shopper gives is checked for carrier and line type, and every email is checked for a real mailbox and common typos, before it reaches your producers.
Learn moreA browser dialer for producers
Producers call and answer from your agency number in the dashboard, with no desk phone. Once your number is approved, texts sit in the same thread as the calls.
Learn moreCalls answered after hours
The AI voice agent picks up when the office is closed, takes the quote details, and books a callback. Calls are recorded and transcribed so the agent knows the story before dialing.
Learn moreAI quote intake on your site
The AI asks your intake questions, answers general questions about the lines you write, and hands the chat to a licensed agent the moment someone wants real numbers.
Learn moreAppointments with reminders
Shoppers pick a time with a producer from the chat, then get a confirmation and reminders, which means fewer missed quote calls.
Learn moreSee which ads bring real buyers
Insights ties each conversation back to the keyword and the agent behind it, joins your Google Ads spend, and helps you block junk traffic that wastes the lead budget.
Learn moreWhere ZenTalk fits, and where it does not
ZenTalk is not an agency management system or a comparative rating tool. Keep policies, carrier quotes, and commissions in the systems your agency already uses.
The AI does not bind coverage, quote premiums, or give advice on which policy someone should buy. It collects details and books time with a licensed agent.
Recording calls and texting prospects comes with consent and messaging rules. ZenTalk records calls and requires an approved number for texting, but meeting your own legal obligations is up to your agency.
If your agency pays for leads and loses them to slow callbacks and bad numbers, ZenTalk fixes the front of the funnel. It answers quote requests at any hour, verifies the contact, books the call, and gives producers a recorded dialer. Your licensed agents still write the quote and bind the policy.
Similar industries
Common questions
Can the AI give a shopper an insurance quote?
No. The AI collects the details your agents need, explains your process, and books a call or hands the chat to a licensed agent. It does not quote premiums, bind coverage, or recommend a policy. You decide in its instructions how it describes the lines you write.
Are producer calls recorded?
Yes. Calls from the dialer are recorded with a 30 day retention window and can be transcribed, then saved to the contact thread. That gives you a record of what was said on each call. Telling callers about recording, where your rules require it, is your agency's responsibility.
How does lead verification work?
When a visitor gives a phone number, ZenTalk confirms it is real and reachable and shows the carrier and line type. Email addresses are checked for a real mailbox, with typos caught. If a contact will not work, the AI asks for it again in the chat.
Can producers text prospects from ZenTalk?
Yes, once your business number is approved for messaging. Texts and calls sit in the same conversation, so anyone on the team can pick up the follow up with full context. Calls and texts both draw from one prepaid wallet.
Does ZenTalk replace our agency management system?
No. ZenTalk handles website chat, calls, texts, verification, and booking. Policies, carrier submissions, renewals, and commissions stay in the agency management system and carrier portals you already use.
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