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Inbound calls for licensed insurance agents

Consumers call. You close.

High-intent inbound callers to licensed, funded agents in real time — browser softphone, prepaid billing, full auditability.

Built for agents who sell on the phone — not platforms that sell your time back.

Buyers call you. AgentAid delivers that high-intent flow with modern infrastructure — routing, billing, CRM, and softphone in one place.

Stop chasing cold leads

Every call is consumer-initiated — someone saw an ad and picked up the phone. You talk to buyers, not skeptics.

OnlineSoftphone

No hardware. No app store.

Open Chrome, go online, and take calls through a browser softphone. No desk phone. No downloads.

BalanceLive

$75.00

Per-call debitLedger settled

Transparent prepaid billing

Fund your balance, pay per connected call, and see every debit in a full ledger — no surprise invoices.

From signup to first policy without the stops.

Consumer-initiated inbound only. Pay per connected call — prepaid. No cold calling. No hardware. No guesswork.

Create your agent account

Sign up with your NPN and get approved. Enable call types and licensed states per vertical.

Fund & go online

Add prepaid balance, hit Go Online, and register your browser softphone when you are ready.

Answer, capture, close

Take inbound calls in-browser, capture lead details live, and follow up from Sales CRM.

Audit every outcome

Routing, holds, and settlements leave a clear trail — so what you see is what happened.

Platform

See what inbound can really earn you.

Dial in your cost per connected call, daily volume, closes, and average commission — and watch net earnings update in real time.

Routing, prepaid ledger, softphone, and CRM stay in one workspace — so the math you model is the operation you run.

Cost per connected call

what you pay when a call connects

$15

$5$40

Calls per day

inbound volume you take online

20

560

Closes per day

policies you write from those calls

5

020

Avg. commission per close

what you earn when a lead converts

$140

$50$500

+$400/day

estimated net after call costs

Daily revenue

$700

Call spend

$300

Monthly net

$8,800

25% close rate · 22 selling days / month · illustrative only

The AgentAid advantage

Four verticals live today on one platform. Enable the lines you want — each with its own state rules — while routing stays vertical-agnostic as you grow.

Live

Final Expense

English & Spanish · TV & short-form inbound

Medicare Advantage
Hospital Indemnity
Spanish lines
Live

Medicare

Medicare, hospital indemnity & Spanish lines

U65ES
Live

ACA / Health

U65 health inbound · Spanish ACA

FLTXCANY
Live

Auto Insurance

Licensed-state inbound routing

Frequently Asked Questions

Do I need a desk phone or special hardware?

No. AgentAid is 100% browser-based. A modern browser, headset, and stable internet connection are all you need.

How does billing work?

You prepay balance upfront. When a connected call ends, the platform debits your account at the campaign rate. If balance drops below the minimum, you are automatically set offline.

Who receives calls?

Only approved agents who are online, have the matching call type enabled for the caller's state, are funded above the minimum balance, and under their daily cap. Routing picks the highest-balance eligible agent.

How is AgentAid different from other inbound platforms?

Same category — consumer-initiated inbound calls for insurance agents — but AgentAid is infrastructure you own: auditable routing, prepaid ledger, browser softphone, and CRM in one platform built for white-label scale.

Turn on inbound.
Turn off cold calling.

Create your agent account, get approved, fund your balance, and go online when you are ready to sell.