AI Receptionist for Insurance Agencies

Never Miss a Lead Again.

AI-powered phone answering built for independent insurance agencies — quotes, follow-ups, and renewals handled automatically.

Start Free — 14 Days on Us 📞 Hear Her in Action
Try the live demo line: (239) 259-9975
47%
of insurance leads go to the first agency that responds
68%
of callers won't leave a voicemail — they just move on to the next agency
$1.2K+
average lifetime value of a single bundled home & auto policy
The Real Problem

Your producers are selling.
Your phone is ringing.

Quoting season hits and the lines light up. Your CSRs are on other calls. Your producers are with clients. Every unanswered ring is a shopper heading straight to the next agency on their list.

✕
A shopper gets a renewal hike and calls 4 agencies for a new auto quote. You miss the ring. They bind with whoever answers.
✕
A client calls after-hours to report an accident. Your voicemail picks up. They call the carrier direct — and you lose control of the claim.
✕
A policy is 30 days from expiring. Nobody reaches out. The client sees a cheaper online quote and lapses. Your retention drops.
📵 Missed Call 7:42 AM
Jennifer P.
No voicemail — shopping home & auto, called 3 other agencies
📵 Missed Call 12:18 PM
Marcus T.
Commercial GL quote for new LLC — estimated annual premium: $3,400
📵 Missed Call 8:51 PM
Rachel B.
First notice of loss — fender bender, called carrier 1-800 instead
💸 3 missed calls = thousands in lost premium & commissions
What She Does

Everything your front desk should do — automatically.

Your AI receptionist handles the phones so your producers and CSRs can stay focused on writing business and servicing clients.

📞
Answers Every Call
Picks up on the first ring, 24/7/365. No more missed calls during open enrollment, no more voicemails, no more shoppers going to the next agency on their list.
🔍
Qualifies the Lead
She asks the right questions: What lines are you shopping — home, auto, life, commercial? Current carrier? Renewal date? Any tickets, claims, or coverage gaps? You get a clean summary before a producer ever picks up the phone.
📅
Books the Appointment
Schedules quote consultations and policy reviews directly on your producers' calendars. The prospect hangs up confirmed — no phone tag, no slipping through the cracks.
⚡
Texts You Instantly
The moment a call ends, the right producer gets a text with the caller's name, number, lines of interest, and the full conversation summary. No hand-off lag.
🛠️
Trained on Your Agency
She knows your carriers, your appetite, your service area, and your producers' specialties. She sounds like someone who works for you — because she does.
🌙
Handles After-Hours
When someone calls at 9pm after a fender bender, or a shopper compares quotes on a Sunday, she's there. Triages first notice of loss, captures the lead, routes urgent calls — no call center, no delay.
Who It's For

Built for every line your agency writes

Whether you're a solo captive producer or an independent agency with a full team, if you write policies, this was made for you.

📋 New Quote Requests
🔄 Policy Renewals
📞 Claims First Notice
🏠 Home & Auto Bundling
💼 Commercial Lines
🌙 After-Hours Coverage
❤️ Life & Health
🚗 Auto & Motorcycle
🏢 BOP & Workers' Comp
🛡️ Umbrella & Specialty
How It Works

Live in days — not weeks.

No complicated setup. No IT project. No heavy lift on your producers.

1
Book a 20-Minute Demo
We talk about your agency — your carriers, your lines, your service area, and how you want calls routed. It takes 20 minutes.
2
We Train Your AI Receptionist
I build and train her on your specific agency — your appointed carriers, your producers' specialties, your renewal workflow, and the questions you actually need qualified.
3
Test Her, Then Go Live
Call the line. Listen to her handle a quote request. Tweak anything you want. When you're happy, we point your number and she starts working for you.
4
Get Back to Writing Business
Your phone gets answered around the clock. Quotes get routed. Renewals get flagged. Your team focuses on binding policies — she handles the rest.
Results

Independent agencies are stopping the bleed.

Here's what happens when your phone actually gets answered — on the first ring, every time.

★★★★★
"We were losing 5-6 quote calls a day during peak renewal season. Within the first week the AI captured 4 new auto-home bundles we would have missed. She paid for herself before the month was out."
DR
Diana R.
Agency Principal, Tampa, FL
★★★★★
"The after-hours piece is the game-changer. A client called at 10pm to report a wreck — the AI triaged the first notice of loss, kept him calm, and I woke up to the full report. He stayed with us instead of going direct to the carrier."
KM
Kevin M.
Independent Agent, Austin, TX
★★★★★
"I was skeptical she'd handle commercial inquiries well. But she asks the right questions — entity type, payroll, fleet size, prior claims — and routes them straight to my commercial producer. My callers think they're talking to my front office."
SL
Stephanie L.
Agency Owner, Chicago, IL
Pricing

Simple, honest pricing.

One plan. Everything included. Cancel anytime.

✦ Most Popular
$397
per month — everything included
  • Unlimited inbound calls answered, 24/7
  • Lead qualification across all lines (home, auto, life, commercial)
  • Appointment booking directly to your producers' calendars
  • Instant text summaries after every call
  • After-hours & first notice of loss handling
  • Custom training on your carriers & appetite
  • Renewal outreach & follow-up support
  • Ongoing support & updates
Start Free — 14 Days on Us

14-day free trial · $397/month after · Cancel anytime

FAQ

Got questions?

Here's everything insurance agencies ask before signing up.

Does she actually sound natural, or is it obvious she's a robot?
She sounds natural. She's trained specifically for insurance conversations — she asks about the lines, the current carrier, the renewal date, the household, the vehicles. Callers regularly assume they're talking to a real CSR. You can call the demo line at (239) 259-9975 and judge for yourself.
What happens if a caller is reporting a claim?
She's trained to recognize first notice of loss calls — accidents, property damage, break-ins. She captures the facts calmly, gets the policy and contact info, reassures the insured, and immediately texts the right producer so you can follow up before the carrier does.
How long does setup take?
Most agencies are live within 48 hours of the demo call. We handle all the training and configuration — your carriers, your appetite, your producers' specialties. You review, request any tweaks, and approve. Then you forward your line and she goes to work.
Do I need to change my phone number?
No. You keep your existing agency number. We set up a forwarding number that routes through your AI receptionist. You can turn it on or off anytime, and your existing number stays yours.
Can she route calls to the right producer — personal vs. commercial?
Yes. That's one of her core jobs. She identifies the line of business from the conversation — personal home/auto, commercial GL, workers' comp, life, etc. — and routes the appointment and follow-up to the producer who handles that book.
Is this compliant? What about disclosures?
She's built for regulated conversations. We can include whatever disclosures your state or carriers require — recording notice, licensing statements, "no coverage is bound" language on quote calls. You review every word of the script before she goes live.
Is there a contract?
No long-term contracts. It's month-to-month. If it's not pulling its weight in the first 30 days, cancel. We're confident once you see the first week of captured quotes and routed calls, you'll stay.
What if I have multiple producers or multiple office locations?
No problem. We train her on your full team — who handles what lines, who covers which territory, and how you want calls and appointments distributed. Whether you have one producer or ten, she knows exactly where to send each caller.
Get Started

Stop letting your competitors bind your quotes for you.

Every unanswered ring is a policy written somewhere else. Book a 20-minute demo today — see exactly how she'll sound on your line, live in 48 hours.

Start Free — 14 Days on Us

Or call the demo line first: (239) 259-9975

See Your Numbers

How much are missed calls costing you?

Put in your numbers. See exactly what you're leaving on the table.

$
Based on SW Florida average annual policy value. Adjust to match your actual pricing.
12550
5%30%60%
—
Lost / Week
—
Lost / Year
—
ROI at $397/mo
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Payback

Start Free — 14 Days on Us →

$397/month after trial. No contracts. Cancel anytime.