Every missed call is a policy your competitor writes. XPI answers your phones 24/7, books appointments on your calendar, and follows up with every lead, so you can spend your time closing.
Answers every call in your agency’s name, day or night, in English and Spanish (24/7 & High Volume plans). It collects the caller’s name, number, and need, books the appointment, and texts you a summary — set up to gather info and schedule, never to give plan advice or quote rates, so you stay in control of compliance-sensitive conversations.
A fast, mobile-first site built around the words your prospects search, like “Medicare agent near me” or “health insurance help.” Every page leads visitors to call or book.
Every lead from your phone, website, and TapCards lands in one pipeline. Automated texts and emails follow up with quote requests, send reminders, and stay in touch between renewals.
Hand it out at seminars and client meetings. One tap saves your contact info, books an appointment, or leaves a Google review — and adds that person to your CRM.
Rated 5.0 on Google by the businesses we serve.
24/7 AI receptionist (400 talk minutes), an 8-page website, CRM with automated follow-up, and TapCard + CounterConnect. You get the whole front office for the price of the receptionist alone.
No. XPI Voice collects the caller’s details, answers basic questions about your agency (hours, location, products), and books time with a licensed agent. Plan-specific advice stays with you.
Yes — Spanish and English are included on the 24/7 and High Volume plans.
It depends on your current setup. On your audit call we’ll pick the best option — forwarding your existing number so nothing changes for your clients, or a dedicated XPI Voice line.
Most agencies go live in about 1–2 weeks. If enrollment season is close, tell us on your audit call and we’ll prioritize your build.
Book your free 20-minute audit. We’ll show you exactly how many leads you’re losing and how to capture them — no obligation.
Book my free agency audit