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Every enquiry lined up with your licensed team, fast

Your AI agent calls each new enquiry in about 2 minutes, collects the basics, and lines up a call with your adviser. It never gives advice.

The problem

Why fast follow-up matters here

Comparison and quote leads go to several providers at once, and the first to call has a clear advantage.

In a regulated industry, the first call has to be careful. Your AI agent only collects information and hands every question that needs a licence to your people.

How it works

What your AI agent does

The lead page asks

  1. Type of cover or loan
  2. Current provider
  3. Rough amount
  4. Renewal date
  5. Postcode

The AI call asks

  • What matters most to them
  • Any recent changes in their situation
  • Who else is covered
  • Renewal timing
  • Best time for an adviser to call

The result

A call with your licensed adviser, with the basics already collected.

Plus a scored summary (hot, warm or nurture) after every call.

Example

How it plays out

Illustrative example

Priya compares business insurance options online and leaves her details with three providers.

  1. Priya taps: business insurance, current provider, rough premium, renewal next month, her postcode.
  2. The AI calls within about 2 minutes, notes that she recently hired two staff and wants the renewal sorted before the end of the month. It doesn't give any advice.
  3. The adviser calls Priya the same afternoon with her details already in hand, ahead of the other providers.

Names and details are made up to show how the system works.

Pricing

Plans that fit your volume

The 2-Minute Callback System is $790 a month plus $1,990 setup (free for our first 5 founding businesses), with 600 call minutes included and a results guarantee. Just want your missed calls answered? Never Miss a Call is $99 a month with a 14-day free trial. All prices exclude GST, with no lock-in contracts.

See all plans and pricing · Read the Yeeld case study

Questions

Common questions

Does the AI give financial or insurance advice?

Never. It collects information and lines up a call with your licensed team. Any question that needs advice is passed to your adviser.

Can it handle renewals?

Yes. Renewal reminder calls can go out ahead of renewal dates to existing clients who have agreed to be contacted.

Is it compliant with calling rules?

It only calls people who enquired or are existing clients, within permitted calling hours, and it says the call is recorded. Check any industry-specific rules with your compliance contact.

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