InsuredMine CRM | Optimize and Grow Your Insurance Agency

Voice Agents – Outgoing call script Templates

Release Date:- 13 February, 2026

We have introduced a new enhancement under the AI Voice Agent module, Outbound call section, a new option called Script template has been added. Using this feature, agents can create messages based on business needs and send them manually to specific clients.

Use Case: This enhancement allows agents to create customized outbound call scripts using the new Script Template option. Agents can send messages for renewal reminders, cross-sell or upsell opportunities, policy updates, important service notifications, and more.

This ensures consistent communication, improves message personalization, and helps agencies effectively manage targeted outreach efforts.

To view the enhancement:

  • Navigate to AI Voice Agent.
  • Click on Outbound.
  • As shown below, a new option, Script Template, has been added.
  • Click on Scripts.
  • An AI Voice Agent Scripts pop-up appears.
  • As shown below, based on the available categories, you can select and send messages to clients.

To send a Message:

  • Click on View Script. Select the preferred template from the options (e.g., Renewal).
  • Click on View Script.
  • A Renewal Scripts pop-up appears.
  • Based on your requirement, select the preferred Renewal script template.
  • Click on Use Script.
  • An Add AI Voice Agent pop-up appears.
  • Enter the Agent Name.
  • Click on Save.
  • A success message appears: “Agent Created Successfully.”
  • As shown below, the created template is displayed. 
  • You can preview, edit, or delete it as per your preference.

 

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