Dashboard
Recent Calls
Call Queue Preview
Outcome Breakdown
Callbacks Due
Top Plans Rec'd
Analytics
Your complete performance breakdown
Call Outcome Funnel
Where Prospects Drop Off
Tracks primary reason when a sale wasn't made
Plans Recommended
Pipeline Health
Attempt Analysis
How many attempts it takes to reach prospects
Sales by Plan Type
Lead Source Performance
Revenue & Commission
Prospect Demographics
AI Training Impact
How your training library is building over time
Activity Over Time
AI Performance Insights
Automatically generated based on your current data
Call Queue
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⚖
Legal reminder: Only call leads who gave written AI/automated call consent. Call hours: 8am–9pm prospect's local time. Leads auto-skip after 2 no-answers.
Call Log
Complete history of every call
| Date/Time | Name | Phone | Outcome | Plan | Attempt | Notes |
|---|
AI Caller
Built-in AI engine using your exact scripts
Test Your AI Script (Simulator)
Pick a lead from your queue, then click "Start AI Call" to simulate exactly how the AI will handle that call. The AI uses your scripts, handles objections, recommends a plan, and tries to close. You type as the prospect to test it.
Live Outbound Calling Setup
To have the AI make real phone calls, you need one thing beyond this app: a SIP trunk (your phone line). This is the only part you can't avoid — the phone network is not something anyone can self-host. Here's what to do:
Option A — Telnyx (Recommended)
telnyx.com → free accountBuy local number: ~$1/month
Calls: ~$0.001/minute
You own your number — port out anytime
→ telnyx.com
Option B — Twilio (Easier setup)
twilio.com → free trialBuy local number: ~$1.15/month
Calls: ~$0.013/minute
More expensive but simpler
→ twilio.com
# Once you have Telnyx set up, run the AI caller from Terminal:
# (Full server code — ask me to generate this for you)
node ai-caller-server.js --leads leads.csv --script script.txt
AI Call Stats
AI Simulations
0
Avg Messages
0
Objections Tested
0
Script Version
1
Call Analysis & AI Training
Upload your calls — AI analyzes, scores, and trains itself on what works
🎯
How this trains your AI: Every call you analyze gets saved to your Training Library. Before every automated call, the AI reads your best calls and mimics your exact style, timing, and objection handling. The more calls you analyze, the better your AI performs.
Step 1 — Get Your Transcript
💡
Use Otter.ai (free) or Rev Call Recorder (free) to transcribe your call recording, then paste the text here.
🎙
No analysis yet
Paste a transcript or upload a recording on the left, then click Analyze
Training Library — 0 calls saved
⭐
These are your best calls saved as AI training examples. The AI reads these before every automated call to match your style. Star a call to mark it as a top example — those get priority in training.
📚
No calls in library yet
Analyze a call and save it to start training your AI
All Leads
0 leads
| # | Name | Phone | Age | State | Status | Rec. Plan | Calls | Actions |
|---|
Insurance Plan Analyzer
Instant plan recommendation for any prospect
ℹ
How the Monthly Budget works: This tells the plan engine what the prospect can afford per month. It uses this to rule out expensive plans — for example if someone says $30/month, Term Life is the only realistic option. If they say $150+/month, IUL and Whole Life become viable. You won't always know the exact number before the call — use the slider as an estimate and update it when they tell you their real number during the financial inventory section of your script.
Prospect Profile
$25 (bare min)$75$125$175$225$300+
Drag slider or type exact amount. Ask during financial inventory: "What monthly budget are you comfortable with?"
←
Fill in the prospect profile to see personalized plan recommendations.
Scripts & Objections
Edit your scripts here — includes smart option picker & name protection
⚡
Smart Script Format: Wrap alternative versions of anything with
[[OPTION_START]] ... [[OPTION_BREAK]] ... [[OPTION_END]] — the AI picks ONE randomly per call and never uses both. Use [FIRST_NAME], [YOUR_NAME], [AGENCY] as placeholders. Fake names in your script are stripped automatically.Preview — What AI Actually Gets
Settings
Your info, call rules, and AI configuration
Your Information
Calling Rules
AI Configuration
🔑
Anthropic API Key required for the AI Simulator, Call Analyzer, and Notes Assistant. Get your free key at platform.anthropic.com → sign up → API Keys → Create Key → add $5 credit minimum. Your key is stored only on your device — never sent anywhere except directly to Anthropic.
Go to platform.anthropic.com → Sign up free → API Keys → Create Key → Billing → Add $5 credit
Data Management
💡 Do a Full Backup regularly — it saves ALL your leads, call logs, scripts, and training library to a file on your Mac. If you ever switch devices or clear your browser, restore from that file and nothing is lost.
Sales Tracker
Your complete sales record
Click any cell to edit directly
| # | Sale Made | Phone Number | Insurance Plan | Amount Made ($) | Date | Notes |
|---|
0 rows
Total earned: $0
AI Notes Assistant — paste call notes, AI fills the row
Paste your call notes or a summary below. The AI reads them and suggests exactly what to put in each column.
Setup Guide
Everything you need to make AI calls run 24/7
✅
This app is 100% yours. Download the HTML file, open it in any browser, and it works. No accounts, no subscriptions, no monthly fees. Everything stores in your browser. The steps below add real phone calling on top.
Legal — Do This Before Any Call Goes Out
⚠
TCPA Law: Written AI call consent required from every lead before automated calls. Violations = up to $1,500 per call. This is not optional.
1. Hire a TCPA attorney for 1-hour consult (~$300) — search "TCPA attorney Minnesota"
2. Add to every lead form: "By submitting you consent to AI-automated calls from [Your Name/Agency]"
3. Scrub leads at dncscrub.com before every batch (~$15/month)
4. AI must say "I am an AI" on every call — it's already in your system prompt
5. Calling hours: 8am–9pm prospect's local time only
6. Provide easy opt-out — the AI handles this automatically
2. Add to every lead form: "By submitting you consent to AI-automated calls from [Your Name/Agency]"
3. Scrub leads at dncscrub.com before every batch (~$15/month)
4. AI must say "I am an AI" on every call — it's already in your system prompt
5. Calling hours: 8am–9pm prospect's local time only
6. Provide easy opt-out — the AI handles this automatically
Mac Setup — Open Terminal (Cmd+Space → Terminal → Enter)
Step 1 — Install Homebrew (Mac package manager — do once)
/bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)"
Step 2 — Install Node.js (runs the call server)
brew install node
Step 3 — Install the call server dependencies
mkdir insureai-server && cd insureai-server
npm init -y
npm install express ws @anthropic-ai/sdk twilio dotenv
Step 4 — Get a Telnyx account (your phone line)
1. Go to telnyx.com → Create free account → Add $20 credit
2. Numbers → Buy a number → choose your area code (507 for Rochester MN)
3. SIP Trunks → Create trunk → connect your number
4. Copy your API key → you'll paste it into the .env file
Cost: ~$1/month for number + $0.001/min for calls
2. Numbers → Buy a number → choose your area code (507 for Rochester MN)
3. SIP Trunks → Create trunk → connect your number
4. Copy your API key → you'll paste it into the .env file
Cost: ~$1/month for number + $0.001/min for calls
Step 5 — Create your .env file
TELNYX_API_KEY=your_key_here
TELNYX_NUMBER=+15075550100
ANTHROPIC_API_KEY=your_claude_api_key
PORT=3000
Step 6 — Ask me to generate the full server code — type "build me the AI call server code" and I'll write the complete Node.js server that connects Telnyx + Claude + your scripts to make real calls.
Access from Your Phone
Right now: Open the downloaded InsureAI.html file in Safari on your iPhone — it's fully mobile responsive.
From anywhere (any device):
1. Go to github.com → Create free account
2. New repository → name it "insureai" → upload your HTML file
3. Settings → Pages → Source: main branch → Save
4. Your app is now at: yourusername.github.io/insureai
5. Bookmark that URL on every device — works on phone, tablet, any computer
From anywhere (any device):
1. Go to github.com → Create free account
2. New repository → name it "insureai" → upload your HTML file
3. Settings → Pages → Source: main branch → Save
4. Your app is now at: yourusername.github.io/insureai
5. Bookmark that URL on every device — works on phone, tablet, any computer
Complete Cost Breakdown
| Item | What it does | Monthly Cost | Who owns it |
|---|---|---|---|
| This App (InsureAI) | Everything in this dashboard | Free forever | ✅ 100% you |
| Claude AI (built in) | AI conversation brain | Free in simulator | ✅ 100% you |
| Node.js server | Orchestrates calls | Free | ✅ 100% you |
| Telnyx phone number | Your caller ID | ~$1/mo | You own the number |
| Telnyx call minutes | Phone network connection | ~$0.001/min | Unavoidable (like a phone bill) |
| Claude API (live calls) | AI responses during calls | ~$0.01/min | You control it |
| DNC Scrubbing | Legal compliance | ~$15/mo | Required by law |
| Total | ~$16–30/mo | vs $200–300/mo with Vapi + GHL |