Redefining insurance lead generation through AI.
Call RouteAi is an AI-powered lead generation and marketing company built specifically for insurance professionals. We combine digital advertising, artificial intelligence, automation, lead routing, live transfers and CRM technology into one connected approach.
Modern lead generation, built for scale.
Traditional lead generation can be fragmented. Call RouteAi was built around a different approach — bringing every part of the process into one technology-driven ecosystem.
Fragmented and manual.
- Disconnected platforms that don't talk to each other
- Manual processes eating selling time
- Delayed follow-ups after the moment of interest
- Inconsistent data quality between sources
One connected ecosystem.
- Acquisition, processing and delivery in one workflow
- Automation handling the repetitive steps
- Opportunities routed the moment they qualify
- Activity and reporting centralized in CRM
- Marketing +
- AI +
- Automation +
- Lead Routing +
- CRM
Generate opportunities. Route them intelligently. Give insurance professionals more time to sell.
We help independent agents, agencies, call centers and distribution organizations access consistent opportunities through systems designed around speed, organization and scalable operations.
Built for insurance, not adapted to it.
Everything from the campaign structure to the routing rules is shaped around how insurance teams actually sell.
Vertical specialization
Focused on Final Expense, Medicare and Mortgage Protection rather than every industry at once.
AI in the workflow
Artificial intelligence and automation are built into the lead-generation process, not bolted on after.
Exclusive delivery
Exclusive delivery positioning for applicable campaigns, so opportunities aren't spread thin.
Configurable routing
Rules set around state, product, agent availability and delivery type to match your operation.
Transparent reporting
Performance tracking and reporting so you can see what campaigns are actually producing.
Designed to scale
Solutions that work for an individual agent and stretch to larger organizations.
AI is more than part of our name.
It's the direction behind the entire Call RouteAi ecosystem. Our systems are designed to automate repetitive processes wherever technology can improve organization, speed and scalability — from lead acquisition and processing through to routing and CRM management.
Let's build your lead flow.
Tell us your target products, states, preferred delivery format and volume requirements, and we'll walk you through the campaign structure available for your organization.