Jessica answers every call in English and Spanish, books appointments, follows up on renewals, and manages your pipeline — so you focus on selling policies, not chasing paperwork.
You need someone answering phones, following up on renewals, and keeping your pipeline moving. Here's what that costs.
Same output. 60% less cost. No sick days. No training. No drama.
Not just a phone bot — a complete AI system built for insurance agents.
Jessica answers every call in English and Spanish. Books appointments, takes messages, answers questions. Most callers can't tell the difference.
Automatic tracking of upcoming renewals. Clients get reminders via call, text, and email before policies expire. Nothing slips through the cracks.
AI flags clients with coverage gaps — life but no home, auto but no umbrella. Triggers outreach so you grow revenue from existing clients.
Personalized birthday videos, anniversary messages, and holiday greetings. Each one uses the client's name. Builds relationships at scale.
Automated referral requests triggered after positive interactions. Happy clients become your best lead source without you lifting a finger.
Full HubSpot setup with insurance-specific fields. Every call logged, every follow-up tracked, every lead scored. Your whole business at a glance.
No demo form. No sales pitch. Just call and hear your AI receptionist in action.
(831) 275-6979Available 24/7 · English & Spanish
Pick a time that works for you. 15 minutes, no commitment.
We don't hand you software and say good luck. We build, run, and optimize your entire AI system.
You don't touch the tech. We set up, maintain, and optimize all 20+ automations. You just show up to the meetings that land on your calendar.
Jessica speaks English and Spanish fluently. In California, Texas, and Florida, that's not a nice-to-have — it's how you serve your community.
We're based right here. Coffee meetings, in-person setup, local support. Not an overseas call center — a team you can actually meet.
No 6-month implementation. Your complete system — voice AI, CRM, workflows, automations — deployed in 14 days.
We learn your agency — carriers, clients, services, workflow. 15 minutes, no commitment.
We configure Jessica, set up your CRM, build workflows, and customize everything for your agency.
Jessica starts answering calls. Renewals get tracked. Follow-ups go out. You review and approve.
We analyze results, refine messaging, and scale outreach. Monthly reports show pipeline growth.
Everything included. No surprises. No per-minute fees.
I built EZAI Solutions because I saw independent insurance agents drowning in admin work — missed calls, forgotten renewals, follow-ups that never happen — while the big agencies had full teams to handle everything.
You shouldn't need a 10-person office to run a great agency. So I built the AI system that gives you the same capabilities — a receptionist who never sleeps, a renewal tracker that never forgets, and outreach that runs while you're writing policies.
Based in Monterey County, California. I work directly with every client — no outsourced support, no ticket queues. Just a real person making sure your system runs.
Jessica sounds natural and conversational — most callers can't tell the difference. She handles scheduling, basic questions, and routing. If asked directly, she's transparent about being an AI assistant. Any call can be transferred to you at any time.
Yes. We set up HubSpot with custom fields for your carriers, policy types, and renewal dates. If you already use a CRM, we work alongside it or help you migrate. The system integrates with your calendar, email, and phone.
Setup takes 2 weeks. Jessica starts answering calls on day one of go-live. Renewal reminders and follow-up sequences begin immediately. Most agents see measurable pipeline improvement within 30 days.
Absolutely. Jessica is fully bilingual in English and Spanish — she detects the caller's language and responds accordingly. Essential for agents serving Hispanic communities in California, Texas, and Florida.
30 days notice, no long-term contract, no penalties. Your CRM data and contacts belong to you. We export everything if you decide to move on.
Yes. Jessica discloses her AI nature when required by law. All calls comply with TCPA regulations. She never provides insurance advice, quotes, or claims guidance — she schedules, routes, and follows up. Licensed agents handle all policy conversations.
She takes a detailed message and texts you immediately with the caller's name, number, and reason for calling. You can also set up rules to transfer specific call types directly to your cell phone or a team member.
Call Jessica to hear the system in action, or email us to schedule a walkthrough.