Here's Exactly What LOANNE Says — And How She Handles Every Call
LOANNE isn't a generic voicemail or a robotic phone tree. She's a fully trained, warm, and professional Voice AI who represents your agency the right way — on every call, at every hour.
See exactly how LOANNE plugs into your agency. No pressure. No obligation.
Built For Your Book
She's Trained on Your Insurance Products — Not Some Generic Script
LOANNE isn't a one-size-fits-all bot. Before she ever answers a single call for your agency, she's trained on:
- Your specific insurance products
- Your agency's greeting and brand voice
- The qualifying questions that matter most for your book of business
- How to be warm, encouraging, and kind — because that's what your clients deserve
The result? A caller experience that feels like a real, knowledgeable team member — not an automated system.
"She's a great representation of your business — and she is a complete AI solution."
The Call Flow
What Happens on Every Single Call
Here's exactly how LOANNE handles an inbound call from start to finish:
Greet the Caller
LOANNE answers within one ring and greets the caller exactly the way you want your agency to be represented. Professional. Warm. On-brand. Every time.
Ask the Right Questions
She asks smart qualifying questions to understand why the caller is reaching out — whether it's a new quote request, a billing question, a policy change, or just a general inquiry.
Route the Call (Based on Time of Day)
During business hours: LOANNE transfers the caller directly to you or your team — live, in real time. Outside business hours: LOANNE takes a complete message, lets the caller know someone will follow up, and keeps them at ease.
Notify You Immediately
The moment the call ends, you receive an instant notification with a full call transcript sent directly to your email. You know exactly what was discussed before you ever call back.
Drop Everything Into Your CRM
Every call note, every piece of caller information, every transcript is automatically saved into your CRM — tied to the correct contact record by phone number. No manual data entry. No sticky notes. No 'which Mary Smith was that?' moments.
CRM Integration
LOANNE Knows Your Clients — Because She's Plugged Into Your CRM
LOANNE is fully integrated with Agent CRM and GoHighLevel. That means:
Auto-matched contact records
LOANNE identifies callers by phone number and ties every note to the right contact automatically.
Full transcripts saved to CRM
Every call, logged and searchable. Nothing gets lost.
Instant email notifications
You're notified immediately after every call with a complete summary.
Zero manual data entry
LOANNE does the work so your team doesn't have to.
Whether it's a new lead or a 5-year client calling about their renewal — LOANNE knows who they are and handles the call accordingly.
Capabilities
She Can Handle More Than You Think
Beyond routing calls and taking messages, LOANNE is trained to answer common customer questions directly — so callers get real help, even when you're unavailable.
Any situation requiring licensed advice or a coverage decision is routed directly to a licensed agent on your team.
Proven In The Field
Built for Insurance. Tested in the Real World.
LOANNE was deployed inside Agent CRM's own operations before it was ever offered to an agent. We used it ourselves, refined it through real calls, and only brought it to market once it was proven.
Built exclusively for insurance agencies
Not a generic AI tool repurposed for insurance. LOANNE was designed from the ground up for how agencies actually operate.
Transparent by design
If a caller asks whether they're talking to an AI, LOANNE will tell them. We don't believe in deception — and neither should your agency.
Plug in and go
You don't need to learn how any of this works. Our team sets everything up. You just start getting your calls answered.
FAQ
"But What If..."
But what if the caller goes off-script?
LOANNE handles the most common insurance conversations with ease. When a call goes outside her training, she politely lets the caller know a team member will follow up — and immediately flags it for your attention with a full transcript.
But what if my client realizes it's AI?
If asked directly, LOANNE will confirm she's an AI. But here's the reality: most callers care about one thing — that someone answered the phone and helped them. LOANNE does that better than voicemail ever could.
But what about the setup — is it complicated?
Not for you. Our team handles the full setup, training, and CRM integration. You don't need to understand how it works under the hood. You just plug in and go.
Book Your Demo
See LOANNE in Action — Book Your Free Demo Call
We'll walk you through exactly how LOANNE works, show you a live demo, explain how she'll plug into your CRM, and help you pick the right plan for your agency. The whole thing takes less than 30 minutes.