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AI Agents for Insurance Agencies & Brokers

Scale Outreach. Nurture Clients. Stay Compliant.

Whether you’re preparing for AEP, managing your Book of Business, or working leads from your IMO or FMO, speed and consistency matter. Our AI Agents act as digital employees, calling, nurturing, and supporting your clients so you can focus on closing sales and growing your agency.

The Problem Agents & Brokers Face

Running an agency means juggling endless responsibilities:

  • Purchased leads that go cold before you can reach them.
  • Upline leads that sit untouched because your downline agents don’t have time.
  • Monthly client touchpoints falling through the cracks, opening the door for customers to call carriers directly (a compliance risk that could even cost you your license).
  • Hiring call center workers or admin staff that drain budgets but still miss calls, give inconsistent messaging, and can’t scale.
  • AEP campaigns that overwhelm your team when every hour counts.

Traditional outreach methods simply don’t scale in today’s market.

The AI Agent Solution

Imagine adding a digital downline team member that never sleeps, never misses a call, and never forgets to follow up. That is what our AI Agents deliver:

  • 24/7 Lead Outreach: Call and qualify every lead, whether purchased or provided by your IMO or FMO.
  • AEP Campaign Support: Reach thousands of Medicare prospects in days, not months.
  • Book of Business Nurturing: Automated monthly check-ins keep your clients engaged and aligned with you, not the carriers.
  • Customer Support & FAQs: Reduce the time your licensed agents spend on routine questions.
  • Live Transfers: Hot prospects are instantly routed to a licensed agent who is ready to close.

All conversations are logged, summarized, and delivered to you, so you stay in control.

Proof in Action

A mid-sized insurance agency with 13,000 leads thought they needed to hire 6–10 workers and spend 3 months just to make the first round of calls. Instead, we deployed an AI Voice Agent.

13,000 reached in 2 weeks

Months of dialing compressed into days—no leads left to go cold.

Real-time live transfers

Hot prospects routed instantly to licensed agents ready to quote.

Significant payroll savings

Replaced new hires with a digital workforce—lower cost, higher output.

Time to First Round of Calls

Traditional: ~3 months AI Voice Agent: ~2 weeks
Traditional process With AI Voice Agent

Immediate Live Transfers

Prospects ready to quote are connected to licensed agents in real time—no voicemail tag, no delays.

Cost to Execute Outreach

The owners gained clarity, confidence, and immediate opportunities to close—without the overhead.

Why Agencies & Brokers Choose ARK Global Partners

  • Deep experience building AI Agents for real business use cases

  • Industry-specific knowledge of AEP, compliance, and lead management

  • Proven results with agencies and brokers across the U.S.

  • We do not sell hype. We deliver digital employees that drive measurable results.

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