Skip to main content
LyraTalk
Insurance & Financial

Turn Every Inquiry Into a Quoted Opportunity

AI agent that captures quote requests, qualifies commercial leads, and routes by line of business — integrated with HubSpot and Salesforce.

Insurance & Financial

See it live in action:

Powered byLyraTalk logo
Voice avatar
00:00
Challenges

The Problem We Solve

  • Quote Request Volume

    Your team handles 30 calls a day. You're getting 60. Half go to voicemail and never call back.

  • Commercial Lead Screening

    Commercial accounts are 10x the premium but get the same intake process as personal lines.

  • Multi-Line Routing

    Auto, home, life, commercial, health — each needs different intake questions and agents.

  • Renewal Follow-Up Gaps

    Renewals are easy revenue, but follow-up calls fall off when busy with new business.

What we do

What LyraTalk Does for Insurance & Financial

Captures quote requests with detailed coverage needs

Qualifies personal vs. commercial leads

Routes by line of business

Priority flagging for high-value commercial

Coverage and claims FAQ handling

Policy renewal reminders and outbound follow-up

Claims intake with incident documentation

Agent scheduling for complex consultations

Cross-sell detection (auto client needing home)

CRM sync with lead score and context

Proof in the numbers

Performance Metrics

$128K/mo

Premium Influenced

67%

Commercial Flagged

94/mo

Quotes Captured

93%

Routing Accuracy

78%

Qualification Rate

+12%

Renewal Retention

16hrs/wk

Agent Time Saved

4.1x

ROI

Integrations

Integrations

Open Dental
Eaglesoft
Dentrix
Athena
HubSpot
MyTime

Your Front Desk - Fully Automated

Stop missing calls. Start capturing every opportunity.

LyraTalk mobile assistant UI
@oliviahye

I started using LyraTalk two months ago! It helped me increase my bookings 1.3x times.

@oliviahye

@jiashui

Since using LyraTalk, my customer satisfaction has soared! It's like having a super-efficient assistant.

@jiashui

@mioysifev

Since using LyraTalk, my clinic's efficiency has skyrocketed! It's like having a dedicated assistant.

@mioysifev