Automate. Elevate. Repeat.
Agency Automation
Streamline your client communications—with zero human effort. Agency Automation empowers AI‑powered voice calls, Zoom presentations, and script‑driven follow‑up to deliver fast, consistent, and cost‑effective messaging at scale.
Features
Scripted Voice Outreach
Let AI deliver dynamic, personalized phone calls using your own scripts—no live agent needed.
Live Zoom and Presentation Automation
Deploy AI that can host real-time presentations, walk through slides, and respond to audience cues.
CRM and Workflow Integration
Seamlessly connect with your existing systems for call logs, follow‑ups, and analytics, ensuring a smooth workflow.
Analytics and Performance Reporting
Track key metrics—call volume, completion rate, average duration—and uncover ROI insights in dashboard form.
How It Works
(3-Step Process)
Upload Your Script:
Share your existing call outline or presentation
Activate The AI Agent:
No dialing or additional hiring necessary
Review Data and Optimize:
Access real-time dashboards and refine messaging for better engagement.
Join Our No-Cost Pilot Program
Take part in the artificial intelligence breakthrough that is revolutionizing healthcare and insurance today.
Pilot 10–20 calls or one presentation at zero cost
No install required—fully web-based
Custom scripts and onboarding included
Pilot report detailing performance and gains
Explore Every Use Case Possible
Insurance Agent Outreach and Policy Renewals
Automate reminder calls for upcoming renewals, policy updates, and cross-sell offers. Deliver consistent, compliant messaging without tying up agent time.
Agency Follow-Up & Lead Conversion
Send scripted follow-up calls to leads immediately after form submissions, event attendance, or sales demos. Maximize your conversion window with no manual effort.
Financial Services Client Updates
Automate communications around account changes, quarterly reviews, or policy revisions. Ensure accurate and secure delivery with full audit logs.
Education & Onboarding Webinars
Let AI host Zoom onboarding sessions, walk through product presentations, and answer scripted FAQs—at scale and on-demand.
Healthcare Appointment Reminders
Send HIPAA-safe reminders, pre-visit instructions, or post-visit follow-ups using a voice interface customized to your practice or system.
Client Retention & Re-Engagement
Proactively check in with inactive accounts, deliver personalized win-back messages, and gauge interest using natural voice prompts.
About Us
Agency Automation combines AI-driven software with deep sales experience to streamline communication workflows and reduce labor. We’re building a future in which automation empowers consistent messaging, frees human teams for high value tasks, and delivers measurable ROI.
Learn more about our founding team below.
