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Joined May 2024 | Last Updated February 2025

With the power of conversational AI, it’s never been easier to manage interactions with clients and prospects. Secret Agent Tech Solutions can help you build and integrate your digital employee – your secret agent – to propel your business with AI Calling, Text & Chat.

Features & Quick Stats

Key Features

  • Custom Knowledge Base
  • Customized Responses
  • Inbound & Outbound Capabilities
  • Real-Time Improvement
  • 24/7 Availability Sales
  • CRM
  • Email & Calendar Automations
  • Customer Service

How Phone AI for Insurance Agencies Helps Independent Agents & Brokers

Our AI is capable of handling inbound and outbound calling for sales and service. It is integrated into AgencyZoom and is capable of completing tasks and updating contact profiles. AI Calling: Smart, responsive AI voice services for every customer call. AI Text Messaging: Instant, AI-driven text responses to keep clients engaged. AI Web-Chat: Interactive AI chat support, enriching your online customer service.

Integrations

AgencyZoom, GoHighLevel, Make.com, Knack

AI Capabilities

We use a highly-sophisticated phone AI that is capable of speaking in multiple languages using a variety of voice profiles. All calls are recorded and transcribed. The AI integrates with email and calendars to set appointments and send confirmations.

Partnerships

Accelerated Automations and Elite Agency Training

Subscriber Deals

$250/mo. discount off of our AgencyZoom AI package monthly subscription price