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What is The DBT AI?

DBT AI provides an all-encompassing managed solution for appointment scheduling, tailored specifically for organizations that rely on securing booked meetings. When a lead is captured through a form submission, the AI voice agent quickly places a call, asking qualification questions predetermined by the business, and adeptly arranges meetings for suitable prospects in the organization's calendar. If a lead cannot be reached, the system is equipped to conduct follow-ups through both phone calls and text messages. The service also includes onboarding and configuration, guaranteeing a smooth integration with existing business tools while adapting the agent's capabilities to fit the company's operational flow. This offering is particularly advantageous for teams that prioritize appointments across various industries, such as home services, healthcare, legal, real estate, insurance, mortgage, marketing, and B2B sales. By utilizing this state-of-the-art technology, companies can efficiently handle incoming inquiries, evaluate potential clients, and automate the scheduling and follow-up processes, significantly boosting overall productivity. Furthermore, DBT AI simplifies the entire workflow, enabling teams to concentrate on building client relationships instead of getting bogged down by administrative duties, which ultimately leads to improved customer satisfaction and business growth.

What is Polca?

Polca is an innovative cloud platform that utilizes artificial intelligence to optimize calling and sales processes tailored for life insurance agencies and independent agents. Its virtual assistant, Ava, actively interacts with potential clients by making outbound calls and posing vital screening questions related to the client's state, age group, and desired coverage, which allows for the scheduling of appointments on agents’ calendars or the seamless transfer of qualified leads to live agents for in-depth conversations. Furthermore, Polca includes a powerful power dialer, tools designed for lead and appointment management, structured calling workflows, and extensive reporting features specifically designed for agency teams. The platform can easily integrate into the existing operations of an agency, providing connections to CRM systems and calendars to further streamline workflows. Primarily aimed at phone-driven life insurance sales—including sectors like final expense, mortgage protection, indexed universal life, and veterans life—Polca equips agents with a specialized suite of tools. Notably, Ava prioritizes essential functions like lead qualification and appointment setting, avoiding tasks such as quoting policies, processing applications, or finalizing coverage, which allows agents to focus on closing sales effectively. This distinctive methodology not only enhances agents' productivity but also empowers them to navigate the intricate life insurance landscape with greater ease. By automating preliminary interactions, Polca significantly reduces the time agents spend on administrative tasks.

Media

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Media

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Integrations Supported

GoHighLevel
Google Calendar
Cal.com
Calendly
HubSpot CRM
Pipedrive
Salesforce

Integrations Supported

GoHighLevel
Google Calendar

API Availability

API Availability

Pricing Information

Pricing includes a one-time setup fee followed by per-minute call charges.

Pricing Information

$97/user/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Not specified

Training Options

Online Training

Training Options

Not specified

Company Facts

Organization Name

The DBT AI

Date Founded

2025

Company Location

United States

Company Website

www.thedbt.ai/

Company Facts

Organization Name

POLCA LLC

Date Founded

2026

Company Location

United States

Company Website

polca.ai

Categories and Features

AI Voice Agents

Not specified

Categories and Features

AI Sales Assistants

Not specified

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