Meet Katie. She Calls and Texts So You Don't Have To.
Katie is a conversational AI voice and SMS agent built into your CRM. She answers missed calls, dials new leads in under a minute, follows up over text, and books appointments around the clock — so no lead ever goes cold.
Katie
On a call — speed-to-lead
Hi James, this is Katie with David's office about the quote you just requested. Quick question — are you looking to cover final expenses or income protection?
Final expenses, mostly. Whatever's affordable.
Got it. David specializes in exactly that. He has time tomorrow at 11 AM or 3 PM — which works better?
Appointment booked · 11:00 AM
Confirmation texted · calendar synced · notes logged
The Receptionist, ISA, and Setter You Never Have to Hire
Katie covers the work that usually takes a team — at a fraction of the cost, without sick days or turnover.
Answers Missed Calls
When you can't pick up, Katie answers in a natural voice, collects the caller's details, and books the appointment live — instead of sending them to voicemail or a competitor.
Calls New Leads in 60 Seconds
The instant a lead submits a form, Katie dials with a local-presence number, qualifies them, answers questions, and gets them on your calendar before they cool off.
Texts Back in Your Voice
Katie replies to inbound texts with coverage-aware, human-sounding messages that qualify the lead, handle objections, and keep the conversation moving toward a booking.
Books, Confirms & Logs
Every booking lands on your calendar with a confirmation text and contact card to the lead, plus structured post-call notes written straight to the lead profile.
Three Ways Katie Fills Your Calendar
Each one runs automatically in the background. You just show up to the appointments she books.
Speed-to-Lead
Strike while the lead is hot
Studies show contacting a lead in the first minute dramatically lifts conversion. Katie calls within 60 seconds of submission and retries up to three times across the day — so you win the leads your competition lets sit.
Appointment Reminders
Cut your no-show rate
Before each appointment, Katie calls to confirm, reschedule, or cancel — and the text reminder still fires as a backup. Fewer empty calendar slots, more conversations that actually happen.
Re-Engagement
Revive leads gone quiet
Leads that have sat untouched for a week aren't dead — they're forgotten. Katie automatically works your stale pipeline with re-engagement calls, surfacing the prospects worth another shot.
From Trigger to Booked in One Pass
Lead comes in
A form submission, missed call, or stale lead triggers Katie automatically.
Katie dials with local presence
She calls from a number matching the lead's area code for higher pickup rates.
She qualifies & books
Katie has a natural, coverage-aware conversation and books the appointment live.
You get the handoff
Confirmation text sent, calendar updated, structured notes logged, and you're notified.
Smart Enough to Sound Real. Safe Enough to Trust.
Katie is built on enterprise voice infrastructure with guardrails that protect your reputation and keep you compliant.
Local-presence dialing
Calls from a number that matches the lead's area code for higher answer rates.
Coverage-aware scripts
Katie adapts to final expense, IUL, mortgage protection, real estate, and more.
Quiet-hours aware
Calls only within the lead's local 8 AM-9 PM window. No 6 AM wake-up calls.
STOP & opt-out safe
Honors STOP instantly and pauses outreach the moment a lead opts out.
You're always in control
Toggle Katie on or off globally, per type, or per individual lead.
Hands the warm ones to you
When a lead jumps in or you take over, Katie steps back automatically.
Never Miss Another Lead
Katie comes built into every Orvyn plan with AI voice. Start your free pilot and let her start booking.