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AI Voice Agents Inbound and outbound Billed per minute

Qualify every lead before a licensed agent picks up.

An AI qualifier built into the AgentTech Dialer asks your questions, checks eligibility, and warm-transfers ready prospects with the transcript attached. It also places the reminders, follow-ups, and callbacks that keep the pipeline moving, inside your calling windows.

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Licensed agents should be selling. Let the AI do the asking, the checking, and the chasing, and hand off when the prospect is ready.

Asks your questions, saves the answers as fields

Every campaign gets its own question set. The answers land on the contact record, not in a note.

Per-campaign scripts
A Medicare line asks about Parts A and B; a final expense line asks about age and coverage.
Structured capture
Answers become CRM fields that drive routing, reporting, and automations.
Eligibility checks
State, age, and coverage rules decide who qualifies before a human is involved.
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The agent starts the conversation, not the intake

Ready prospects are bridged to an available licensed agent with the transcript already on screen.

Queue rules honored
State licensing, skills, priority, and call caps decide who gets the transfer.
Full briefing
Transcript and captured answers appear on the agent's screen before the bridge.
Nobody available?
The AI books a callback instead of dropping the lead.
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Reminders, follow-ups, and re-engagement

Outbound calls placed automatically on the cadence you set.

Appointment reminders
Confirms, reschedules, and updates the calendar.
Unfinished applications
Follows up on the enrollment that stalled at the last step.
Aged leads
Re-engages the lists your agents will never get back to.
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Non-qualifiers handled without a licensed agent

Callers who do not fit the campaign get a clear answer, a disposition, and a place in the CRM.

Reason recorded
The disqualification reason is a disposition your reports can count.
Kept for later
The contact stays in the CRM for future campaigns and automations.
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Scored like every other call

Calling windows, consent, DNC, and disclosures are enforced by the dialer, so the AI follows them.

Recorded and transcribed
Every qualification call is on the contact timeline.
Scored
The compliance engine reviews AI calls in the same queue as human calls.
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An inbound lead, qualified and transferred.

The whole sequence happens inside the dialer, on the contact record, under the compliance engine.

  1. AnswerThe AI picks up the publisher or campaign line in seconds.
  2. AskYour qualifying questions, in your order, with follow-ups when answers are unclear.
  3. CheckState, age, coverage, and eligibility rules decide the path.
  4. FindQueue rules pick an available licensed agent by state and skill.
  5. BriefTranscript and answers land on the agent's screen.
  6. BridgeWarm transfer, or a booked callback if nobody is free.

What changes on the floor.

The first ninety seconds of every call, the part that decides whether it was worth taking, no longer costs a licensed agent's time.

  • Agents take transfers that already qualified, with the answers in front of them.
  • Publisher and marketplace lines are answered instantly, so paid calls are never abandoned in a hold queue.
  • Disqualification reasons show up in reports by publisher, campaign, and state.
  • Reminders and follow-ups happen on schedule whether or not the floor is busy.

From early adopters

60%
Faster lead qualification.
Up to 80%
Fewer abandoned calls.
Per minute
AI voice billed from the prepaid wallet; unlocked on every $50 seat.

The other roles

Overview

AI Voice Agents

Receptionist, qualifier, outbound, and training agent on one platform.

Overview Inbound

AI Receptionist

24/7 answering, intent and state routing, appointment booking, after-hours messages.

See the receptionist Training

AI Mock Calls

Realistic practice calls aimed at each agent's gaps. $0.15 per minute.

See the training agent

FAQs

Questions about AI lead qualification

What questions can the AI qualifier ask?

Whatever your campaign needs: age or date of birth, ZIP code and state, current coverage and carrier, Medicare Parts A and B status, household size, income band for ACA, timing, and interest. Each voice-agent profile has its own question set, and the answers are saved as fields on the contact.

What happens to a lead that does not qualify?

The AI closes the call politely, records the reason as a disposition, and can offer a resource or a callback. Your licensed agents never spend a minute on it, and the contact stays in the CRM for future campaigns.

How does the warm transfer work?

When the prospect qualifies, the AI finds an available licensed agent through the same queue rules your inbound calls use, briefs the agent with the transcript and captured answers on their screen, and bridges the call. If nobody is available, it books a callback instead of dropping the lead.

Can it make outbound calls?

Yes. Appointment reminders, unfinished-application follow-ups, aged-lead re-engagement, and callback requests can all be placed by the AI on a cadence you set, inside the calling windows and consent rules the dialer already enforces.

Is it TCPA safe?

The AI places and receives calls through the dialer, so calling windows, consent records, internal DNC, and recording disclosures are enforced the same way they are for human agents. Every call is recorded, transcribed, and compliance-scored.

How is it priced?

Unlocked on every $50 seat with no add-on tier, and billed by the minute of AI voice from your prepaid wallet, alongside VoIP minutes.

Something else? Contact us

Put the qualifier on one campaign.

Start with a single publisher line or an aged-lead list and watch the transfers arrive briefed.

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