Dashboard
Recent Calls
Call Queue Preview
Outcome Breakdown
Callbacks Due
Top Plans Rec'd
Call Queue
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Legal reminder: Only call leads who gave written AI/automated call consent. Call hours: 8am–9pm prospect's local time. Leads auto-skip after 2 no-answers.
Call Log
Complete history of every call
| Date/Time | Name | Phone | Outcome | Plan | Attempt | Notes |
|---|
AI Caller — Your Vapi Replacement
Built-in AI engine using your exact scripts
✅
What this replaces Vapi with:
AI Brain → Claude (built in, no extra cost)
Speech-to-Text → Browser Web Speech API (free)
Text-to-Speech → Browser Voice Synthesis (free)
Call Logic → This app (yours, free)
Phone Network → Telnyx SIP (~$0.001/min — unavoidable)
AI Brain → Claude (built in, no extra cost)
Speech-to-Text → Browser Web Speech API (free)
Text-to-Speech → Browser Voice Synthesis (free)
Call Logic → This app (yours, free)
Phone Network → Telnyx SIP (~$0.001/min — unavoidable)
💰
Cost comparison:
Vapi: $0.05–0.10 per minute
This system: ~$0.011 per minute
Savings on 1,000 calls (avg 5 min): ~$200–450/mo
You own the AI. Vapi owns theirs.
Vapi: $0.05–0.10 per minute
This system: ~$0.011 per minute
Savings on 1,000 calls (avg 5 min): ~$200–450/mo
You own the AI. Vapi owns theirs.
Test Your AI Script (Simulator)
Pick a lead from your queue, then click "Start AI Call" to simulate exactly how the AI will handle that call. The AI uses your scripts, handles objections, recommends a plan, and tries to close. You type as the prospect to test it.
Live Outbound Calling Setup
To have the AI make real phone calls, you need one thing beyond this app: a SIP trunk (your phone line). This is the only part you can't avoid — the phone network is not something anyone can self-host. Here's what to do:
Option A — Telnyx (Recommended)
telnyx.com → free accountBuy local number: ~$1/month
Calls: ~$0.001/minute
You own your number — port out anytime
→ telnyx.com
Option B — Twilio (Easier setup)
twilio.com → free trialBuy local number: ~$1.15/month
Calls: ~$0.013/minute
More expensive but simpler
→ twilio.com
# Once you have Telnyx set up, run the AI caller from Terminal:
# (Full server code — ask me to generate this for you)
node ai-caller-server.js --leads leads.csv --script script.txt
AI Call Stats
AI Simulations
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Avg Messages
0
Objections Tested
0
Script Version
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All Leads
0 leads
| # | Name | Phone | Age | State | Status | Rec. Plan | Calls | Actions |
|---|
Insurance Plan Analyzer
Instant plan recommendation for any prospect
Prospect Profile
←
Fill in the prospect profile to see personalized plan recommendations.
Scripts & Objections
Edit your scripts here — includes smart option picker & name protection
⚡
Smart Script Format: Wrap alternative versions of anything with
[[OPTION_START]] ... [[OPTION_BREAK]] ... [[OPTION_END]] — the AI picks ONE randomly per call and never uses both. Use [FIRST_NAME], [YOUR_NAME], [AGENCY] as placeholders. Fake names in your script are stripped automatically.Preview — What AI Actually Gets
Settings
Your info, call rules, and AI configuration
Your Information
Calling Rules
AI Configuration
ℹ
The AI simulator uses Claude built into this app at no extra cost. For live phone calls, you'll connect Telnyx. The AI behavior is controlled entirely by your scripts in the Scripts page.
Data Management
Setup Guide
Everything you need to make AI calls run 24/7
✅
This app is 100% yours. Download the HTML file, open it in any browser, and it works. No accounts, no subscriptions, no monthly fees. Everything stores in your browser. The steps below add real phone calling on top.
Legal — Do This Before Any Call Goes Out
⚠
TCPA Law: Written AI call consent required from every lead before automated calls. Violations = up to $1,500 per call. This is not optional.
1. Hire a TCPA attorney for 1-hour consult (~$300) — search "TCPA attorney Minnesota"
2. Add to every lead form: "By submitting you consent to AI-automated calls from [Your Name/Agency]"
3. Scrub leads at dncscrub.com before every batch (~$15/month)
4. AI must say "I am an AI" on every call — it's already in your system prompt
5. Calling hours: 8am–9pm prospect's local time only
6. Provide easy opt-out — the AI handles this automatically
2. Add to every lead form: "By submitting you consent to AI-automated calls from [Your Name/Agency]"
3. Scrub leads at dncscrub.com before every batch (~$15/month)
4. AI must say "I am an AI" on every call — it's already in your system prompt
5. Calling hours: 8am–9pm prospect's local time only
6. Provide easy opt-out — the AI handles this automatically
Mac Setup — Open Terminal (Cmd+Space → Terminal → Enter)
Step 1 — Install Homebrew (Mac package manager — do once)
/bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)"
Step 2 — Install Node.js (runs the call server)
brew install node
Step 3 — Install the call server dependencies
mkdir insureai-server && cd insureai-server
npm init -y
npm install express ws @anthropic-ai/sdk twilio dotenv
Step 4 — Get a Telnyx account (your phone line)
1. Go to telnyx.com → Create free account → Add $20 credit
2. Numbers → Buy a number → choose your area code (507 for Rochester MN)
3. SIP Trunks → Create trunk → connect your number
4. Copy your API key → you'll paste it into the .env file
Cost: ~$1/month for number + $0.001/min for calls
2. Numbers → Buy a number → choose your area code (507 for Rochester MN)
3. SIP Trunks → Create trunk → connect your number
4. Copy your API key → you'll paste it into the .env file
Cost: ~$1/month for number + $0.001/min for calls
Step 5 — Create your .env file
TELNYX_API_KEY=your_key_here
TELNYX_NUMBER=+15075550100
ANTHROPIC_API_KEY=your_claude_api_key
PORT=3000
Step 6 — Ask me to generate the full server code — type "build me the AI call server code" and I'll write the complete Node.js server that connects Telnyx + Claude + your scripts to make real calls.
Access from Your Phone
Right now: Open the downloaded InsureAI.html file in Safari on your iPhone — it's fully mobile responsive.
From anywhere (any device):
1. Go to github.com → Create free account
2. New repository → name it "insureai" → upload your HTML file
3. Settings → Pages → Source: main branch → Save
4. Your app is now at: yourusername.github.io/insureai
5. Bookmark that URL on every device — works on phone, tablet, any computer
From anywhere (any device):
1. Go to github.com → Create free account
2. New repository → name it "insureai" → upload your HTML file
3. Settings → Pages → Source: main branch → Save
4. Your app is now at: yourusername.github.io/insureai
5. Bookmark that URL on every device — works on phone, tablet, any computer
Complete Cost Breakdown
| Item | What it does | Monthly Cost | Who owns it |
|---|---|---|---|
| This App (InsureAI) | Everything in this dashboard | Free forever | ✅ 100% you |
| Claude AI (built in) | AI conversation brain | Free in simulator | ✅ 100% you |
| Node.js server | Orchestrates calls | Free | ✅ 100% you |
| Telnyx phone number | Your caller ID | ~$1/mo | You own the number |
| Telnyx call minutes | Phone network connection | ~$0.001/min | Unavoidable (like a phone bill) |
| Claude API (live calls) | AI responses during calls | ~$0.01/min | You control it |
| DNC Scrubbing | Legal compliance | ~$15/mo | Required by law |
| Total | ~$16–30/mo | vs $200–300/mo with Vapi + GHL |