Voice AI: Outbound AI Calls for Practices & Insurance Agencies | SMBIZ

The calls your front desk never gets to, made by AI.

Voice AI calls your patientsclients to confirm, return missed calls, rebook and bring people back for their next visitset up renewal reviews. Every answer lands in your calendar and CRM.

Today's calls · Your PracticeYour Agency

  1. Maria L.Visit reminderScheduled
  2. Daniel R.Missed-call callbackScheduled
  3. Aisha K.Missed visitScheduled
  4. Tom W.Annual check-up dueScheduled
  1. James P.Renewal coming upScheduled
  2. Lina M.Missed-call callbackScheduled
  3. Carlos D.Home quote requestScheduled
  4. Grace H.Annual coverage reviewScheduled

Example names. Calls go only to contacts who agreed to hear from you.

Two directions

One answers. One calls out.

InboundAI receptionistAnswers every call, day or night, and books or routes the caller.See the receptionist →
OutboundVoice AIMakes the calls your team would make if they had time, from the same calendar and CRM.You're here

The calls it makes

Short, polite calls in your practice'sagency's name.

Hi Maria, this is the virtual assistant calling for Your Practice. I'm confirming your visit with Dr. Patel tomorrow at 10:30. Can you still make it?

Actually, could we do later in the week?

Of course. I have Thursday at 2:30 or Friday at 9:00.

Thursday works.

Done. You're booked Thursday at 2:30, and I'll text you the details.

Rescheduled · calendar updated · text sent

Hi James, this is the virtual assistant calling for Your Agency. Your auto policy renews on the 14th. Would you like a quick review with Sarah before then?

Yes, my son just started driving.

Thanks, I'll note that for Sarah. She has Wednesday at 11 or Thursday at 3.

Wednesday at 11.

You're set for Wednesday at 11. I'll text you a reminder.

Review booked · note added: new driver

Example conversations. Scripts are written with you during setup.

After every call

Nothing to write down. It's already in the system.

They confirmMarked confirmedThe appointment shows as confirmed on your calendar.
They want a new timeRebookedA new slot is booked from your real availability.
They want a personTask for your teamWith a short summary, so nobody asks twice.
No answerText follow-upA short text with a link to book or call back.

Done the right way

Calls people are glad to get.

The FCC ruled in 2024 that AI-generated voices count as artificial voices under the TCPA, so these calls need the person's consent. We build that in. Read the FCC ruling ↗

This isn't legal advice. Check your own obligations with your counsel.

  • Consent firstOnly calls contacts who agreed to hear from you.
  • Says it's AIEvery call opens as the virtual assistant for your business.
  • Easy opt-out"Please don't call" is honored and saved on the record.
  • Your hoursCalls go out only in the windows you set.
  • No adviceMedical or coverage questions go to your team.
  • Private voicemailsNo visit or policy details left on a voicemail.

Set up for you

We write the scripts and switch it on.

Tell us which calls you want made, when and by whose name. We connect Voice AI to your calendar, CRM and automations and test it with you before the first real call.

Questions

About Voice AI.

An AI voice that makes outbound calls for your practice or agency: visit or renewal reminders, missed-call callbacks, rebooking and recall or review calls. Answers are saved to your calendar and CRM.

The AI receptionist answers incoming calls. Voice AI makes outgoing calls. Both use the same calendar and contact records, so they work together.

In the US, the FCC ruled in February 2024 that AI-generated voices are artificial voices under the TCPA, so these calls generally need the person's prior consent. SMBIZ calls only contacts who agreed to hear from you, says it's an AI assistant and honors opt-outs. Check your own obligations with your counsel.

Yes. Every call opens by saying it's the virtual assistant calling for your practice or agency.

Voice AI creates a task for your team with a short summary of the call, so someone can call back without asking the same questions again.

It can leave a short voicemail with no private details and send a text with a link to book or call back.

Free quote

Get Voice AI set up for you.

Tell us where your business is today, whether you opened last month or run several locations, and we'll send you a clear recommendation and quote within one business day.

  • The plan or custom build that fits
  • Your monthly price and setup cost, in writing
  • What we'll connect it to
  • Your go-live timeline

Get your free quote

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