AI receptionist forinsurance agents.
An AI receptionist for insurance agents answers every call 24/7, collects details for new quotes, books appointments and routes claims calls, so you can stay with the client in front of you.
A shopper calls in the evening looking for auto insurance.
Handled by AIIt books a call with you at a time that suits them.What can an AI receptionist do for insurance agents?
Shoppers often call several agents and go with the first one who answers. An AI receptionist picks up right away, gathers the basics and sets the appointment for you.
Answer every call
Picks up 24/7, including when you’re with a client.
Collect quote details
Asks the questions you approve for the line of coverage.
Book appointments
Schedules reviews and calls into Google or Outlook Calendar.
Route claims calls
Follows your rules and gives the carrier number you choose.
Answer office questions
Covers your hours, location and the lines you write.
Text you each lead
Every call arrives as a short summary you can act on.
How an insurance call works
A shopper calls in the evening looking for auto insurance.
The AI asks your intake questions and notes their details.
It books a call with you at a time that suits them.
You get a text with the lead’s details before you call back.
See plans and prices on our pricing page, or read how much an AI receptionist costs.
Common questions.
Plans start at $149/month plus a $299 one-time setup. The Business plan, at $299/month plus $499 setup, adds calendar booking, lead qualification, urgent call transfer and CRM integration.
No. It collects information and books appointments. Quotes, coverage advice and binding stay with you and your licensed team.
It can follow the rules you set, such as giving the carrier’s claims number, taking a message or transferring the call.
CRM integration is included in the Business plan. Tell us which system you use, and we’ll confirm what’s possible at your free consultation.
We script it to collect information only. Please review the script with your agency principal or compliance advisor before going live.
Never miss another call.
Book a free demo and we will show you how it would work for your business.