Bindloops Voice
A softphone that helps you sell while you talk.
Most CRMs just log that you made a call. Bindloops Voice is your AI sales partner riding shotgun during the call: real-time transcription, sentiment thermometer, objection handlers suggested on screen the moment they're needed, and a quality coach summary after you hang up. And when you can't pick up, Sofía, your AI voice receptionist, answers for you, 24/7.
The copilot listens to the call and suggests the next move live.
Built right, not built fast.
Native WebRTC softphone
Place and receive calls directly from your browser using Twilio. Per-agent number, area-code matching, branded caller ID, no Twilio account juggling.
Live AI Copilot on screen
As you talk, Claude streams suggestions: "She mentioned worry about premiums, pivot to IUL flexibility." Or: "He sounds tired, close softly, propose Tuesday callback."
Sofía, AI voice receptionist
Calls you can't take don't go to voicemail, they go to Sofía. She answers with your agency's name, handles the conversation naturally, captures the reason for the call, and logs it to the CRM. 24/7.
Auto-transcription + summary
Every call is transcribed in real time and saved searchable. Post-call summary lists key objections, agreed next steps, and follow-up actions.
HIPAA-compliant recording
Recordings stored encrypted with configurable retention (default 90 days, configurable per-tenant). Auto-pause when reading SSN. Full audit log.
Quality coach scoring
After the call, AI scores you on rapport, discovery, objection handling, and close. Trends shown weekly. Improvement, measured.
What changes for you on day one.
Reads from a script. Freezes on objections. Forgets to ask discovery questions. Manager replays calls manually to coach.
AI Copilot suggests next move live. Sentiment thermometer flags when to slow down. Post-call coach scorecard. Improves weekly without manager time.
Knows what to say but forgets to log details. Call notes happen on scratch paper that disappears.
Auto-transcription captures everything. Summary lists action items automatically. Calls become CRM activity in real time, zero typing.
Cherry-picks 5 random calls per week to listen. Coaches based on gut feeling.
AI scores 100% of calls on 4 dimensions. Manager sees a weekly heatmap and picks the 2 calls that need attention.
The boring details that compound.
| # | Other tools | Bindloops |
|---|---|---|
| 1 | Plain Twilio + your CRM = you place calls but Twilio doesn't know who you're calling, your CRM doesn't know what was said. | Unified: the dialer knows the contact, the transcript saves to the contact's timeline, the AI knows the deal context. |
| 2 | Gong / Chorus = $250/seat/month, built for B2B SaaS sales. Doesn't understand insurance products or compliance. | Built for insurance specifically. Knows IUL vs Whole Life vs Term. Compliance-aware (auto-pause on SSN). Priced for solo agents. |
| 3 | Generic AI dialers don't integrate with policy data, can't recommend upsells based on coverage gaps. | AI Copilot knows the prospect's existing policies. "They have $250k term, suggest reviewing their IUL options." |
What you ship with on day 1.
Frequently asked questions
Do I need a Twilio account?
No. Bindloops Voice includes a browser WebRTC softphone with a per-agent number on Twilio, already configured. You place and receive calls with branded caller ID and area-code matching, with no Twilio account to manage and nothing to install.
What does the AI copilot do during a call?
Bindloops' AI copilot transcribes the call live, shows a sentiment thermometer, and suggests objection handling on screen at the right moment. After you hang up, it generates a summary and a quality scorecard (rapport, discovery, objections, close) saved to the contact.
Who answers calls I can't take?
Sofía, Bindloops' AI voice receptionist, answers the calls you can't take, 24/7. She greets callers with your agency's name, handles the conversation naturally, captures the reason for the call, and logs it to the CRM. Calls stop going to voicemail.
Ready to close the loop?
1-on-1 onboarding and we help you migrate your current CRM in a day. The first month is charged up front. 30-day guarantee: if it is not for you, we refund everything.