Autonomous outbound for insurance — it works every deal you're letting slip.
Revenue Recall ships with a policy pipeline, the terminology, objections, and follow-up plays that match how insurance actually sells — then runs them across email, SMS, and the phone, following up until they reply. Agencies — quotes, policies and renewals.
Your pipeline, day one
No setup — the Insurance workspace lands with these stages, win-probabilities, and a prospect/policy model already wired into the forecast.
Recovers slipping deals
It scores every policy going cold across your 4 working stages, ranks by recoverable annual premium, and works them back.
Every channel they answer
Email, SMS, and a power dialer with AI call prep — tuned to the cadence and timing your buyers actually respond to.
Handles the objections
It knows the real insurance objections — "happy with my current carrier", "found it cheaper elsewhere" — and answers them in your voice.
It answers the objections you actually hear
“cheaper premiums usually mean thinner coverage, so what's the thing you'd be gutted to lose if it wasn't covered?”
“gaps in coverage are the expensive kind, so when's your current policy up for renewal?”
“claims are where it really counts, and it's fair to ask, want me to walk you through how yours would actually pay out?”
Messages that sound like you, not a bot
“hi dana — your policy renews next month. want me to shop it around so you're not overpaying? no obligation either way.”
“found a plan with better coverage for less than you're paying now. worth two minutes to look?”
Done-for-you insurance playbooks
Named cadences built for how this vertical actually prospects — enroll a policy and the steps work themselves, in your voice.
Renewal Win-Back
Shop a policy before renewal and keep or win the account.
3 steps · email · sms · call · 7 days
Hear it work a insurance deal
Tap a rep — the line is generated live on your device by the same voice that makes the calls. No signup, nothing uploaded.
Morning! It's Nova following up on your quote. It expires Friday, but I can lock today's pricing for you right now if you're still interested. Want me to hold it?
Tap a voice. The audio is generated live on your device — nothing uploaded.
Put your insurance pipeline on autopilot.
Start free. The system maps your pipeline, learns your voice, and starts recovering revenue the same day.
Start free