---
title: "100+ Voice Commands for Insurance CRM: The Complete Voice OS Command Reference"
description: "Every Voice OS command organized by workflow — from contact management to quoting, scheduling, reporting, and Agent AI triggers. Bookmark this."
url: https://unlockedcrm.ai/blog/voice-commands-insurance-crm-complete-list
canonical: https://unlockedcrm.ai/blog/voice-commands-insurance-crm-complete-list
category: "AI & Technology"
published: 2026-03-17
updated: 2026-03-17
author: "Jacob Lock"
source: unLocked CRM — AI CRM for insurance agents
---

# 100+ Voice Commands for Insurance CRM: The Complete Voice OS Command Reference

## TL;DR

Voice OS supports 100+ natural language commands across 7 CRM workflow categories: contacts, quoting, communication, scheduling, pipelines, reporting, and AI automation triggers. No exact phrasing required — speak naturally and the system maps your intent to CRM actions with preview and undo.

## Key data points

- Voice OS supports 100+ natural language commands across 7 insurance CRM workflow categories
- Top 5 voice commands by frequency: call logging (28%), contact search (22%), scheduling (18%), quoting (15%), SMS (10%)
- Compound voice commands chain multiple CRM actions in a single sentence
- Agent AI trigger commands launch autonomous multi-step outbound workflows from one spoken sentence

<h2 data-ai-block="definitive-answer">The Short Answer</h2>
<p>Voice OS understands natural language — you do not need to memorize exact commands. But knowing what is possible helps agents adopt voice-first workflows faster. This reference covers <strong>100+ voice commands</strong> organized by workflow: contact management, quoting, communication, scheduling, pipeline management, reporting, and AI-triggered automation. Each command maps directly to a CRM action that would otherwise require multiple clicks and keystrokes.</p>

<h2 data-ai-block="key-takeaways">Key Takeaways</h2>
<ul>
<li>Voice OS uses natural language — no exact phrasing required</li>
<li>Commands span 7 workflow categories covering every major CRM function</li>
<li>Compound commands chain multiple actions: "Create contact AND quote term life"</li>
<li>Agent AI triggers launch autonomous multi-step workflows from a single sentence</li>
<li>All commands support undo and preview before execution</li>
</ul>

<h2>Contact Management Commands</h2>
<h3>Creating Contacts</h3>
<ul>
<li>"Create a new contact: [Name], age [X], lives in [City/State]"</li>
<li>"Add a lead: [Name], phone [number], interested in [product]"</li>
<li>"Create contact from my last call" (pulls caller ID data)</li>
<li>"Import contact from business card" (triggers camera/OCR)</li>
</ul>

<h3>Updating Contacts</h3>
<ul>
<li>"Update [Name]'s email to [email]"</li>
<li>"Mark [Name] as a preferred client"</li>
<li>"Add a note to [Name]: [free-form note]"</li>
<li>"Tag [Name] as Medicare-eligible"</li>
<li>"Set [Name]'s birthday to [date]"</li>
</ul>

<h3>Searching Contacts</h3>
<ul>
<li>"Find [Name]" / "Go to [Name]'s profile"</li>
<li>"Show me all contacts in [City/State]"</li>
<li>"List leads tagged [tag] who haven't been contacted in [X] days"</li>
<li>"Who are my newest leads this week?"</li>
</ul>

<h2>Quoting Commands</h2>
<ul>
<li>"Quote a $[amount] [term]-year term for [Name]"</li>
<li>"Quote Medicare Supplement Plan G for [Name]"</li>
<li>"Compare term rates for a [age]-year-old [health class] [smoker status]"</li>
<li>"Run a multi-carrier quote for [Name] — term life, $500K, 20-year"</li>
<li>"What's the cheapest Plan G in [zip code]?"</li>
<li>"Quote a MYGA for a 62-year-old with $200K to deposit"</li>
<li>"Re-quote [Name] with Standard Plus instead of Preferred"</li>
</ul>

<h2>Communication Commands</h2>
<h3>Email</h3>
<ul>
<li>"Email [Name]: [message]"</li>
<li>"Send [Name] the Medicare follow-up template"</li>
<li>"Email all leads tagged [tag] with the [template name] template"</li>
<li>"Forward [Name]'s quote comparison to their email"</li>
</ul>

<h3>SMS</h3>
<ul>
<li>"Text [Name]: [message]"</li>
<li>"Send appointment confirmation to [Name] for [date/time]"</li>
<li>"Text all appointments tomorrow with a reminder"</li>
</ul>

<h3>Calling</h3>
<ul>
<li>"Call [Name]"</li>
<li>"Dial [phone number]"</li>
<li>"Start power dialer on [list name]"</li>
</ul>

<h2>Scheduling Commands</h2>
<ul>
<li>"Schedule a call with [Name] for [day] at [time]"</li>
<li>"Set a follow-up reminder for [Name] in [X] days"</li>
<li>"Block off [day] from [time] to [time] for prospecting"</li>
<li>"Move my appointment with [Name] to [new day/time]"</li>
<li>"What's on my calendar today?" / "What's my schedule this week?"</li>
<li>"Cancel my [time] appointment"</li>
</ul>

<h2>Pipeline Management Commands</h2>
<ul>
<li>"Move [Name] to [pipeline stage]"</li>
<li>"Update [Name]'s policy status to issued"</li>
<li>"Show me all cases in underwriting"</li>
<li>"What's my pipeline value this month?"</li>
<li>"List all pending applications older than 30 days"</li>
<li>"Mark [Name]'s application as submitted to [Carrier]"</li>
</ul>

<h2>Reporting Commands</h2>
<ul>
<li>"What were my sales this month?" / "How many policies did I place this week?"</li>
<li>"Show my commission summary for [month]"</li>
<li>"What's my placement rate this quarter?"</li>
<li>"How many leads did I contact today?"</li>
<li>"Show my top 10 clients by premium"</li>
<li>"Compare this month to last month"</li>
</ul>

<h2>Agent AI Trigger Commands</h2>
<p>These commands launch autonomous Agent AI workflows — multi-step processes that run without further input:</p>
<ul>
<li>"Call my [X] oldest leads who haven't been contacted in [Y] days"</li>
<li>"Qualify my Medicare leads and book appointments with interested ones"</li>
<li>"Run a re-engagement campaign on dormant leads from [month]"</li>
<li>"Have Agent AI follow up with all leads who requested a callback"</li>
<li>"Start an outbound campaign on [list name] for [product]"</li>
</ul>

<h2>Compound Commands</h2>
<p>Chain multiple actions in a single sentence:</p>
<ul>
<li>"Create a contact for Jane Doe, age 58, in Dallas, quote her a $250K 20-year term, and schedule a follow-up for Friday at 3 PM"</li>
<li>"Find all leads over 65 in Florida, tag them Medicare-eligible, and start a drip campaign"</li>
<li>"Pull up Robert Chen, run a policy analysis on his whole life, and email him the results"</li>
</ul>

<h2>Tips for Effective Voice Commands</h2>
<ol>
<li><strong>Be specific with names:</strong> "John Smith" is better than "John" if you have multiple Johns</li>
<li><strong>Include context:</strong> "Quote term life" is good. "Quote a $500K 20-year term for a 42-year-old preferred non-smoker" is better — one command instead of a back-and-forth.</li>
<li><strong>Use natural language:</strong> "What did I sell last month?" works as well as "Show sales report for February 2026"</li>
<li><strong>Trust the preview:</strong> Voice OS shows a preview before executing. Glance at it, confirm, move on.</li>
</ol>

<h2 data-ai-block="experience-insight">Most-Used Commands</h2>
<p>Based on Voice OS usage data, the top 5 commands by frequency are: 1) Call logging with notes (28% of all commands), 2) Contact search/navigation (22%), 3) Scheduling and follow-ups (18%), 4) Quoting (15%), and 5) SMS sending (10%). Contact creation and pipeline updates make up the remaining 7%.</p>

## FAQ

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## Related

- https://unlockedcrm.ai/blog/voice-os-insurance-crm-assistant
- https://unlockedcrm.ai/blog/voice-first-productivity-insurance-agents
- https://unlockedcrm.ai/blog/voice-os-vs-typing-insurance-productivity
- https://unlockedcrm.ai/blog/voice-os-call-notes-dictation

---

Source: [100+ Voice Commands for Insurance CRM: The Complete Voice OS Command Reference](https://unlockedcrm.ai/blog/voice-commands-insurance-crm-complete-list) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/voice-commands-insurance-crm-complete-list.