Plan
Choose an approved outreach flow and assign every contact to the right licensed team member.
AI-powered outreach for insurance teams
Every conversation should lead somewhere human.
Handshake turns carefully planned campaigns into compliant, AI-guided conversations—and qualified interest into a verified warm handoff.
Purpose-built for controlled, reviewable outreach
Conversation live02:14
AI
Handshake agent
“I can connect you with Maya now. She already has the details we discussed.”
M
ConnectedWarm transfer readyMaya Chen · Licensed advisor
One clear path
From a contact list to a real conversation.
Handshake gives operations teams one place to plan, launch, and understand outreach—while licensed team members focus on the people ready to talk.
Connect
AI-guided conversations follow your campaign context, disclosures, and routing rules.
Handoff
Qualified customers reach a real person through a verified warm transfer—without losing context.
Guardrails before growth
Automation your team can answer for.
Every campaign runs through explicit controls before a call is placed. If a required provider, credential, or safety check fails, Handshake stops and tells you why.
- Agency approval before activation
- Pre-dial eligibility checks
- Organization-level suppression
- No transcript or call recording stored
Campaign readiness4 / 4
Agency approved Verified
Routing assigned 12 members
Contact policy checked 2,418 eligible
Disclosure flow selected Coverage review
Ready to launchReview campaign
Make outreach feel personal again