2 integrations
Insurance Advisor
Reception agent for an insurance or financial firm that handles inquiries and routing.
Conversational AI for finance
AI voice agents for finance, insurance, and collections
Financial conversations are repetitive but sensitive. We build voice agents on ElevenLabs that collect quote details, make respectful collections calls, and service accounts — with the guardrails these workflows require.
Quote intake, payment reminders, and account questions are high-volume and rule-bound — a good fit for conversational AI, provided it is built carefully. We design finance agents that follow your scripts and compliance rules, collect or deliver exactly the right information, and escalate anything that needs a licensed human.
Where the time goes today
- Quote and intake calls take time but follow the same script
- Receivables outreach is uncomfortable and inconsistent
- Routine account questions tie up specialized staff
- Compliance requirements make ad-hoc calling risky
Voice agents we build for finance, insurance & collections
2 integrations
Insurance Quote Intake
Collects details for auto, home, life, or health insurance quotes.
1 integration
Accounts Receivable Specialist
Makes respectful outbound calls to customers with overdue invoices.
2 integrations
Collections / Payment Recovery Agent
Contacts past-due accounts and arranges payments, built to follow FDCPA rules.
1 integration
Accounting / Tax Firm Receptionist
Handles appointments, tax-deadline questions, and document follow-ups for CPA firms.
2 integrations
Utility / Telecom Customer Intake
Handles account inquiries, new-service signups, moves, and billing questions.
What you get
Faster, consistent quote and intake capture
Respectful, compliant receivables and collections outreach
Routine account questions handled without specialists
Clear escalation for anything requiring a licensed human
Connected to your systems
Connects to your CRM, billing, and policy systems. We design data handling, scripting, and disclosures around your compliance requirements and keep licensed work with your team.
Built on ElevenLabs Agents
ElevenLabs provides natural, low-latency speech and turn-taking. Tier-1.io builds the conversation design, integrations, guardrails, and human handoff around it. See how we build conversational AI.
Questions
Can collections calls be FDCPA-compliant?
We build collections agents to follow the disclosures, timing, and conduct rules you specify, with opt-out handling and logging. You remain responsible for compliance; we design the guardrails to support it and review them with you before launch.
Will it give financial or insurance advice?
No. These agents handle intake, servicing, and routing. Anything requiring a licensed professional is escalated to your staff by design.
How is sensitive data handled?
We scope exactly what the agent can access and store, limit it to the task, and design the integration around your data-handling and compliance requirements.
Voice agents for other industries
Have one workflow that should be easier?
Send us the messy version. We will help you figure out whether AI, automation, better process, or no change at all is the right answer.