Release Date:- December 16th 2025
We are excited to introduce a new enhancement in InsuredMine’s Workflow Automation: Voice Agent.
This addition enables users to incorporate automated outbound voice calls as part of their workflow sequences, expanding communication capabilities beyond email, text, and other existing channels.
What’s New?
With the new Voice Agent option, users can now configure automated voice calls within workflows, enabling seamless communication for various scenarios.
This enhancement allows you to automate multiple types of communication—such as welcome calls, birthday greetings, cross-sell messages, appointment reminders, renewal reminders, and more—through outgoing voice calls.
Use Case: This feature ensures that the agency can set up automated workflows in the Engagement module so that these voice messages are delivered automatically at the right time. This helps the agency maintain timely and consistent communication while saving time and ensuring clients receive important updates without manual effort.
Note: This feature is currently available only for Twilio users.
To view the enhancement:
- Navigate to Engagement.
- From Automation, Click on Create.
- You are redirected to the Engagement > Workflow page.
- Select the workflow you want to trigger (e.g., Say Happy Birthday).
- Click Customize.
- You are redirected to the Engagement > Workflow >Select page.
- As shown below,check the box voice Agent in Select the mode to send the Workflow.
- Fill in the required details.
- Fields marked with a red asterisk (*) are mandatory.
- Fields marked with a red asterisk (*) are mandatory.
- Click Begin.
- You are redirected to the Engagement > Workflow >Select >Name page.
- Click Next.
- You can also select the Agents from whom you want to trigger this workflow automation.
- A success message — “Your Automation has been started” — appears.
Note: The Analytics section provides agencies with measurable insights into how the new Voice Agent communication mode and workflow automations are performing. It helps teams monitor effectiveness, identify trends, and optimize client engagement strategies.
