Wayden

Voice Agent

Never miss another call. Never lose another lead.

24/7 AI voice agent that answers questions, qualifies leads, and issues COIs — in 30 seconds.

Book a Demo
0
missed calls
30 sec
COI generation
24/7/365
availability

Features

Everything you need, nothing you don't

Natural EN/ES Conversation

Handles calls in English and Spanish with natural, context-aware conversation — not a phone tree.

Lead Qualification & Scoring

Asks the right questions, scores the lead, and routes hot prospects to a producer with full context.

COI Instant Generation

Issues Certificates of Insurance in under 30 seconds, verified against your AMS policy data.

After-Hours Coverage

Handles all calls nights, weekends, and holidays — so you never lose a lead to voicemail again.

Warm Transfer

When a call needs a human, it warm-transfers with a live brief — caller intent, what was discussed, what's needed.

Call Summary + AMS Logging

Every call is summarized and logged to your AMS automatically — no manual notes ever.

How It Works

How Voice Agent learns your agency

Week 1

Confirm

Every action requires your approval. Voice Agent learns your preferences from every decision you make.

Weeks 2–4

Feedback

When something's wrong, just tell it. "Don't use that carrier for restaurants." It updates instantly and never repeats the mistake.

Month 2+

Autonomous

Voice Agent handles 95% on its own. You review weekly reports and only step in for exceptions.

Integrates with your existing stack

Applied EpicAMS360HawkSoftEZLynxTwilioAny phone system

Ready to see it in action?

Book a 15-minute walkthrough. No commitment required.

Request a demo

Call Breakdown

What your Voice Agent handles

70% of inbound calls resolved automatically. Every type, every hour.

Policy Status—Instant AMS lookup, 30-second answer
25%
COI Requests—Auto-generate ACORD 25, email in 30 seconds
20%
Billing—Billing data lookup and explanation
15%
Claims FNOL—Structured intake, auto-submit to carrier
10%
Quote Requests—Qualify lead, book appointment or AI-quote simple lines
15%
Endorsements—Auto-generate change request
10%
Human Escalation—Confidence <80% — warm transfer with full context
5%

ROI

70% auto-resolved. $2,800/mo savings vs receptionist.

TCPA Compliant

AI disclosure on every call. TCPA compliant from day one.

Live Demo

See a real conversation

A client calls to request a COI. From answer to delivery in under a minute.

AI

AI Agent

Thank you for calling Acme Insurance. How can I help you today?
C

Caller

Hi, I need a COI sent to a job site by tomorrow morning.
AI

AI Agent

Of course! Let me pull up your account... I see your GL policy with Hartford. Who should I send the COI to?
C

Caller

Send it to Johnson Construction, 123 Main St, Dallas TX.
AI

AI Agent

Got it. I'm generating your Certificate of Insurance now... Done! I've emailed the COI to Johnson Construction. You'll also receive a copy. Is there anything else?
C

Caller

That's it, thanks!
AI

AI Agent

You're welcome! Have a great day.
Total call time: 45 seconds
COI issued and emailed automatically
Call logged to AMS: Applied Epic

Traditional process: 10–20 minutes. With Wayden: 45 seconds.