Let your licensed agents focus on qualified, consented prospects.

Soyfer.AI can contact approved leads, confirm basic interest and eligibility information, then transfer willing prospects to an available licensed producer or schedule an appointment.

No outbound access on Free accounts · Business verification required

LIVE CALL 02:14

New policy inquiry

“I requested information about coverage for my family and can speak with an agent now.”

Qualified opportunity
Consent confirmed · Coverage interest · State captured · Ready for licensed agent

How the conversation moves forward

1. Start naturally

The AI introduces the reason for the call, confirms it is a good time, and earns permission to continue.

2. Qualify

It asks the exact questions you approve and captures complete answers.

3. Confirm interest

The prospect confirms they are willing to speak with a licensed or authorized human.

4. Check availability

Soyfer.AI rings the right person or team using your hours and routing rules.

5. Brief your closer

The human hears a private summary and decides whether to accept the conversation.

6. Transfer or schedule

The call connects immediately, or the assistant books a better time.

Qualify before your phone rings

Suggested intake includes lead-source consent confirmation, state, age range, coverage interest, reason for coverage, general timing, preferred appointment, and willingness to speak with a licensed agent. The AI must not recommend policies, quote binding coverage, or present itself as a licensed producer.

Consent-first outreach

Restrict campaigns to approved lead sources and preserve consent and suppression records.

Basic intake

Capture state, age range, coverage goal, timing, and interest without providing licensed advice.

Licensed handoff

Transfer only to appropriately assigned licensed personnel based on state and availability.

Appointment fallback

Schedule a consultation when no licensed producer is immediately available.

Renewal and service routing

Handle non-advisory reminders and direct policy service requests to the correct team.

Audit visibility

Track disclosures, opt-outs, transfers, booked appointments, and campaign outcomes.

Measure what becomes revenue

Track conversations started, contacts reached, qualified opportunities, transfers offered, transfers accepted, meetings booked, follow-ups required, and estimated pipeline value.

Let AI handle the opening. Let your people handle the opportunity.

Join early access for Soyfer.AI qualification, appointment setting, and live transfer.

Soyfer.AI

AI qualification and live transfer · Early Access