Coming Summer 2026

Your leads called.
Before you woke up.

The CanvasrIQ AI Voice Agent calls, qualifies, and books appointments from your lead list automatically. You show up to conversations that are already warm.

Read the Whitepaper See how it works
The problem

Most agents give up before
the prospect ever picks up.

The data on outbound prospecting is unambiguous. The agents who win are not the ones with the best product knowledge — they are the ones who make contact first and follow up consistently. For a solo producer working hundreds of leads, that kind of persistence is nearly impossible to sustain manually.

The CanvasrIQ Voice Agent was built to close that gap. It handles the high-volume, repetitive work of initial contact and qualification so you can focus on the conversations that actually generate revenue.

80%
of sales require 5 or more follow-up attempts
44%
of agents quit after a single follow-up attempt
6 hrs
average weekly time lost to manual prospecting per agent
3x
more appointments booked with consistent follow-up
What it does

Three things agents spend
too much time doing. Automated.

The Voice Agent handles the front end of your pipeline so your time is spent where it matters.

Outbound calling
The Voice Agent places outbound calls to your leads within compliant hours, introduces itself on behalf of your agency, and engages prospects in a natural two-way conversation. No voicemail scripts, no manual dialing, no time lost on unanswered calls.
Lead qualification
During each call, the Voice Agent assesses interest level, gathers basic qualification information, handles common objections, and determines whether the prospect is worth scheduling. You receive qualified contacts, not raw leads.
Appointment booking
When a prospect indicates genuine interest, the Voice Agent books the appointment directly into your calendar through your integrated scheduling platform. You receive a notification with the booking details and a full call transcript before the meeting.
How it works

From lead list to booked
appointment, automatically.

01
Leads sync directly from CanvasrIQ
Your lead list flows into the Voice Agent automatically. No manual imports, no CSV uploads. New leads are picked up in real time as you add them to your pipeline.
02
The Voice Agent places outbound calls
Working within compliant calling hours, the Voice Agent contacts prospects from your list. It identifies itself as calling on behalf of your agency and opens a natural qualification conversation.
03
Prospects are qualified in real time
The Voice Agent asks qualification questions, gauges interest, handles objections, and captures key information about each prospect's situation and coverage needs during the call.
04
Interested prospects get booked
When a prospect is ready to talk, the Voice Agent confirms an appointment time and adds it to your calendar automatically. You receive a notification with the full call transcript and prospect summary.
05
You close the business
You enter the conversation fully briefed, with a qualified prospect who has already agreed to speak with you. The groundwork is done. Your job is to close.
06
Every call is logged and available for review
Complete recordings, transcripts, and outcomes are stored and accessible from your dashboard. Full visibility into every call for quality assurance, coaching, and compliance purposes.
Compliance architecture

Built for a regulated industry
from the ground up.

Compliance is not a feature we added after the fact. It is the foundation the Voice Agent was built on. Every call placed through the platform operates within a framework designed to protect both the agent and the prospect.

✓
TCPA compliant calling
All outbound activity adheres to Telephone Consumer Protection Act requirements, including calling hour restrictions, identification requirements, and applicable consent standards.
✓
DNC registry scrubbing
Every number is checked against the National Do Not Call Registry before each call attempt. No manual list maintenance required on your end.
✓
Consent-based outreach framework
The platform operates within a consent-based outreach framework designed to ensure calls are directed only to contacts where an appropriate basis for outreach exists.
✓
Full call recording and transcripts
Every conversation is recorded and a full transcript is generated. Complete records are available for review, quality assurance, coaching, and compliance audit purposes.
✓
Automatic appointment booking
Qualified prospects are moved directly into your calendar through an integrated booking flow with no manual intervention required from you.
✓
Real-time lead sync
Operates directly from your CanvasrIQ lead list with no manual imports, reducing data handling risk and keeping all records current.
✓
Missed call follow-up
Prospects who do not answer are re-engaged automatically at compliant intervals, maximizing contact rates without manual effort or excessive call frequency.
✓
Audit-ready activity logging
All system activity is logged with timestamps, outcomes, and disposition data, providing a complete and verifiable record of every interaction for compliance review.
✓
State-level compliance configuration
Calling rules, hours, and consent requirements vary by state. The platform supports configuration aligned to the regulatory environment of each agent's licensed states.

Important: The Voice Agent's compliance features are designed to support your compliance efforts. They do not substitute for your own legal analysis and compliance program. You remain solely responsible for ensuring all outreach activity complies with applicable law in every jurisdiction where you conduct outreach. We strongly recommend consulting with qualified legal counsel before activating the module. See our Terms of Service for full compliance obligations.

Integration

Fits into your existing
workflow without friction.

Lead sync
Connected directly to your CanvasrIQ pipeline
The Voice Agent reads from your existing CanvasrIQ lead list in real time. There is no separate platform to manage, no data to manually transfer, and no lead records to maintain in two places.
Calendar booking
Appointments land directly in your calendar
When a prospect confirms an appointment time, the booking goes directly into your integrated scheduling platform. You receive a notification with the appointment details and the full call transcript.
Call records
Every call logged with full transcript
Complete recordings and transcripts are stored in your Voice Agent dashboard, associated with the corresponding lead record. Review every conversation from a single interface.
Analytics
Full visibility into calling activity
Track contact rates, qualification rates, appointment booking rates, and outcome distributions across your campaigns. See which segments of your lead list are converting and optimize accordingly.
Who it's for

Built for agents who prospect
at serious volume.

Independent producers
You are running your entire sales process alone. The Voice Agent gives you the follow-up capacity of a full outbound team without the overhead. Work a lead list that would be unmanageable manually.
LifeHealthCommercialLTC
Agency owners
Give every producer on your team a consistent, compliant prospecting infrastructure. Standardize your outreach process, increase appointment volume across the agency, and track activity from a single dashboard.
Multi-lineGroup BenefitsTeam seats
High-volume producers
If you are working 200 or more leads per month manually, you are leaving appointments on the table. The Voice Agent covers your full list consistently, with up to five follow-up attempts per lead, without adding hours to your week.
All linesHigh volumeRainmaker+
Learn more

Ready to see the full
picture?

Download the Voice Agent whitepaper for a complete overview of capabilities, compliance architecture, and the business case for AI-assisted prospecting.

Read the Whitepaper