What does an AI appointment setter do for a life insurance agency?
It makes the first call so your agents only spend time with people who agreed to a meeting. Most agencies buy more leads than their reps can call well. Fresh leads wait until someone is free, and aged leads never get called at all. Ava works that list: she dials, qualifies, handles the first objection, and puts a time on the calendar.
Every call is recorded, transcribed and summarized, so the agent walks into the appointment already knowing the lead's state, what they want covered and who it's for.
What does Ava actually say on the call?
She runs an appointment-setting conversation under your agency's name, not a sales pitch. She confirms the lead's state, coverage need and age band, handles common pushback like “I already have insurance,” and offers a specific time with one of your agents.
She never quotes prices, never takes applications and never binds coverage. Setting the appointment is the whole job. The licensed conversation belongs to your agent.
Which leads can Ava work?
Any lead your agency has consent to call. Fresh form fills can be called within minutes. Aged leads that sat for months get a real attempt instead of none. Inbound callbacks are answered around the clock, and Ava can reschedule on the same call.
You call your own opted-in leads. Polca enforces the guardrails: DNC and opt-outs are honored across AI and human dialing.
What happens when a lead wants to talk right now?
Ava live-transfers the call to one of your reps while the lead is still on the line. If nobody picks up, the appointment she booked stays on the calendar as a backup.
How much does an AI appointment setter cost?
The AI Appointment Setter seat is $1,997 per seat per month, and it includes the branded power dialer and the full agency platform. AI minutes are bundled, so there's no overage bill at the end of a busy month.
Plans are month-to-month. Agency setup (caller-ID brand registration, number provisioning and onboarding) is quoted per agency and can be waived in exchange for a seat commitment.
How fast can an agency go live?
Days, not months. The slow part is registering your agency's brand and numbers with the carriers so your name shows up on caller ID. Polca handles that and you watch the status. Most agencies are power-dialing in week one, and AI dialing starts as soon as the numbers clear.
Is AI appointment setting compliant?
Polca is built for it. Calls are SHAKEN-attested and go through an authorized carrier network, opt-outs and DNC are enforced on every dial, and every call is recorded. Compliance is shared: your agency warrants consent on its lead sources, and the Calling & AI Voice terms spell out who is responsible for what.
Built inside a working agency.
Polca runs inside a life insurance agency that does about 65,000 outbound AI minutes a month. You can hear unedited booked calls on the homepage.
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