ATTENTION: Financial Advisors & Insurance Firms
Your Clients Don’t Wait for Voicemails
With Cornell Agents, every call and inquiry is answered, every lead is qualified, and every consultation or appointment is booked—24/7.
Financial & Insurance ROI Calculator
Estimate how missed client calls translate into policies, recurring revenue, and increased client value.
Struggling with this outcome?
Never Miss a Client Opportunity
Whether it’s midnight or Sunday morning, every call or inquiry is answered instantly, with professionalism and care, ensuring potential clients are never left waiting.
Stop Losing Staff Productivity
Your team is tied up with client inquiries instead of focusing on revenue-generating tasks.
Every hour spent on intake is an hour not serving clients, draining efficiency and profits.
Maximize Staff Efficiency
Your team can focus on revenue-generating tasks instead of spending hours on client calls and appointment scheduling.
Every minute saved on intake boosts productivity and keeps your business running at peak efficiency.
Don’t Let After-Hours Inquiries Slip Away
Clients don’t wait for business hours, and neither should your firm.
Every call, whether late at night or early morning, is answered, ensuring no opportunity for a consultation or new account is missed.
Don't worry, we can help!
Why Leading Financial Advisors & Insurance Firms Trust Cornell Agents
Cornell Agents Replaces “Leave a Message” with a 24/7 Client Intake Assistant
Gone are the days of missed calls and unanswered inquiries.
Whether it’s a late-night consultation request or a weekend policy question, your AI assistant ensures every client receives immediate, professional attention.
For your firm, that means fewer missed opportunities, more booked consultations, and happier, more satisfied clients.
Super Simple 3 Step Process
Step 1 — Onboarding & Discovery
We learn your firm’s workflow, client intake process, and brand voice so your Cornell Agent is customized to feel like a natural extension of your advisory or insurance team.
Step 2 — Integration & Training
Your AI assistant connects seamlessly with your calendar, CRM, or client management system. We train it on your scripts, FAQs, and client intake procedures.
Step 3 — Always-On Service
Your Cornell Agent goes live — answering calls, pre-qualifying clients, and booking consultations 24/7, so your firm never misses a single opportunity.
Ready to get started?
The #1 Solution in The Game
24/7 Call Answering
Never Miss a Client Opportunity
Whether it’s midnight or Sunday morning, every call or inquiry is answered instantly—with professionalism and care, ensuring clients always receive timely attention.
Smart Legal Intake
Clients Are Qualified on the First Call
Custom intake scripts capture client needs, financial goals, and service preferences so your team focuses only on high-value leads and consultations.
Seamless Scheduling
Consultations Booked Directly
Client appointments, policy reviews, and financial consultations are scheduled directly into your system—no back-and-forth, missed appointments, or double-booking.
Human-Like AI Voice
Professional, Trust-Building Interactions
Clients feel like they’re speaking with a knowledgeable team member, not a machine—building trust and confidence from the very first conversation.
Scalable Support
Scalable Support for Growing Financial Firms
As your client inquiries and appointment volume grows, your Cornell Agent adapts—handling more calls and bookings without adding extra staff, training, or overhead.
Secure Data Handling
Secure and Confidential
Every interaction is fully encrypted, keeping client information private and giving your firm peace of mind.
PRICING
Choose Your Plan
flex plan
$1,000 / Monthly
24/7 AI receptionist support
Handles calls and bookings
Month-to-month flexibility
Scale at your own pace
*Social media marketing
No contracts - cancel anytime
Growth plan
$9,000/ Yearly
Full-year AI employee access
Qualifies leads automatically
Priority onboarding included
Best value for scaling firms
*Social media marketing
Enterprise PLAN
$15,000 / 2 Years
Full-2years AI employee access
Qualifies leads automatically
Priority onboarding included
Best value for scaling firms
*Social media marketing
Two AI employees included
Handles high call volume
$1,000 off first year price
Maximize growth & efficiency
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
Cornell Agents
CUSTOMER CARE
LEGAL
Copyright CornellAgents.com All Rights Reserved.