Matic's AI phone agent collects quote details so staff can focus on selling
In plain words
Insurance marketplace Matic uses Retell to collect caller details before handing to licensed agents.
What happened: Half of the repetitive work is automated, and collecting details dropped from 9 minutes to about 6.
Source: retellai.com ↗
How to do it yourself
Our suggested steps. The company didn't publish theirs.
- 1
List the questions your agents ask before quoting.
- 2
Write down the facts the agent needs: hours, prices, policies, when to hand off.
- 3
Set up Retell AI voice agent, connect your calendar/CRM and paste the prompt below.
- 4
Call it 20 times yourself as different customers and fix the script.
- 5
Start with after-hours or overflow calls, then widen once it's reliable.
The instructions to give the AI
Paste this into Retell AI (the free plan is fine), swap the [brackets] for your details, and test it on a few real examples.
This is one part of the setup. It won't connect to your phone, inbox or other apps on its own; the steps above cover that.
Agent instructions (prompt)
You help callers get an insurance quote with [company]. Collect: name, address, home details [list], current insurer and renewal date. Confirm each answer back. Then say you're connecting them to a licensed agent and transfer. Don't quote prices yourself.
[Highlighted] = replace with your own details before you run it.
What you should get back: "Got it — 3-bed, built 1998, renewal in June. Connecting you to a licensed agent now."
Written by Quickly and Good, inspired by this case.
More detail: tools, prices and what you'll need
The company used: Retell AI voice agent
You could use: Retell AI voice agent
- Retell AI
Phone voice agents that answer and make calls, book appointments and transfer.
Pay as you go, $0.07-$0.31/min; $10 free credit · Official site ↗
Prices from each tool's own pricing page, checked Oct 2026.
What you'll need
- ☐A phone number the agent can answer (from the voice platform or Twilio)
- ☐A voice-agent platform (e.g. Retell AI, Vapi or Synthflow)
- ☐Connection to your calendar or job system so it can actually book
- ☐A knowledge base: services, prices, hours, service area, FAQs
- ☐The agent instructions (prompt) and a call script
- ☐20+ test calls, including angry, confused and off-topic callers
- ☐Transfer to a human for emergencies and anything it is unsure about
- ☐Call-recording/AI disclosure that meets local rules
Can I do this myself?
Possible if you are comfortable wiring tools together and testing for a week or two. If not, hire a builder: most owners do.
Similar cases
Kmart and Officeworks shopping agents make shoppers up to 3 times more likely to buy
Shoppers who use the agents are up to 3 times more likely to buy (Google's figure).
Swiggy lets AI assistants like ChatGPT and Claude order food and groceries
People can now order Swiggy deliveries by asking an AI assistant.
SaaStr's 3-person team closed $2.7M from old leads with an AI outreach agent
$2.7M in closed sales and $3.5M more in progress. 72% opened the emails and 10%+ replied.