At Agent CRM, we’re constantly testing tools and technology so you don’t have to waste time (or money) on features that don’t serve your business. When HighLevel announced its Voice AI functionality, we were excited to see how it could help insurance agents.
But after extensive testing and real-world trials, we reached a clear conclusion:
HighLevel’s Voice AI is not built for insurance sales.
In fact, we believe it creates more problems than it solves.
Here’s why we don’t recommend HighLevel Voice AI for insurance agents — and what we’re doing about it.
1. It Only Works for Inbound Calls (Not Outbound Follow-Up)
The first dealbreaker? HighLevel’s Voice AI is inbound-only.
That means:
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You can’t use it to follow up with leads
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You can’t use it for outbound appointment confirmation
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You can’t use it for proactive reactivation or warm-up campaigns
In telesales and insurance, timing matters. When a lead fills out a form or clicks on your ad, you want to reach out first — not wait for them to call you.
Inbound-only AI doesn’t solve the biggest problem in insurance sales: lead response time. If your system can’t call back instantly, you’re already behind.
2. 500-Character Limit for AI Prompting
Insurance conversations aren’t simple. They often involve:
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Contextual policy details
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Pre-screening questions
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Nuanced objections
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Qualification follow-ups
But HighLevel’s AI tool only allows 500 characters for the prompt.
That’s barely enough to explain who you are — let alone give your AI assistant the context it needs to hold a conversation, book an appointment, or escalate the lead to you.
This limitation isn’t just inconvenient — it’s sales-killing.
In a real insurance conversation, you need flexibility. You need an AI that can access context, interpret intent, and respond with logic, not canned scripts.
3. All Inbound Calls Are Limited to 5 Minutes (Then Disconnected)
This might be the most frustrating limitation of all.
Even if your AI is doing a great job handling a call… it gets cut off at the five-minute mark. Automatically.
Here’s what that means:
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The AI might be walking the lead through options… click, gone.
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The lead might be just about to book an appointment… click, gone.
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The call might be escalating to a human rep… click, too late.
Five minutes is not enough time for most insurance-related calls — especially if your AI needs to pause, think, or repeat itself.
This limitation leaves both the agent and the prospect frustrated and confused.
Bottom Line: HighLevel Voice AI Wasn’t Built for Insurance Agents
We don’t want to knock innovation. We love HighLevel for many things.
But Voice AI — as it exists today — is not a reliable or scalable solution for insurance professionals.
When follow-up speed, accurate qualification, and seamless handoffs are the difference between a closed deal and a lost lead, these restrictions are just too risky.
So What Are We Doing Instead?
We’re building LOAnne.ai — our own Voice AI solution, designed from the ground up for insurance agents.
Here’s what we’re working on:
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✅ Inbound AND outbound calls
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✅ No time limits on calls
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✅ Long-form prompt capability so you can train your AI with real scripts and full context
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✅ Lead qualification, appointment booking, and handoff logic built specifically for insurance verticals
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✅ Full integration with Agent CRM pipelines, workflows, and automations
LOAnne is not a gimmick. She’s your digital team member, built to help you scale without sacrificing connection.
Stay Tuned
We’re not launching LOAnne.ai until it meets our standard of excellence.
But make no mistake: She’s coming.
And when she’s ready, you’ll be the first to know.
Final Thoughts
If you’re using Agent CRM, you already have the best system for lead management, automation, and follow-up.
And soon, you’ll have the smartest voice assistant on the market, too.
Want to learn more or get early access to LOAnne.ai?
👉 Start your free trial of Agent CRM
👉 Or reach out to our team and ask how LOAnne can support your agency when she goes live
