New business
Understands what the prospect wants insured, captures the useful facts and arranges the broker callback.
Built for USA insurance agencies
Stay with your client.
Let your AI receptionist answer.
Built for U.S. insurance agencies
Available across all 50 states
Your callers get an answer while you stay focused on the person in front of you. New inquiries, claims first contact, renewals and existing customer calls can all be captured for the right person to follow up.
All 50 StatesBuilt for insurance agencies across the United States.
English + SpanishOne receptionist can handle callers naturally in either language.
$399 / monthA bespoke AI receptionist built around your agency.
New businessCapture the opportunity
Claims first contactTake the initial details
Renewals & changesRecord what the client needs
Existing customersRoute the message clearly
The problem is simple
The phone rings when you are already doing your job.
You may be with a client, speaking to an insurer, reviewing a risk or already on another call. Answering means interrupting. Not answering can mean losing an opportunity.
Your AI receptionist gives you another option. It answers naturally, understands why the caller is ringing and captures the information needed for a human callback.
- Stay focused in client meetings
- Reduce calls going unanswered
- Capture inquiries outside your immediate availability
- Give callers a professional first response
One receptionist. Different reasons for calling.
Built around the calls brokers actually receive.
The receptionist does not force every caller through the same script. It listens first, then handles the inquiry according to why the person called.
Claims first contact
Takes a brief factual account, incident date and contact details without trying to decide cover or liability.
Renewals & changes
Captures renewal inquiries, policy amendments, document requests, vehicle changes and payment queries.
Existing customers
Finds out what the customer needs before asking for unnecessary information and passes a clear message onward.
Built for U.S. insurance agencies
Built for the way American insurance agencies work.
Independent agents and agencies spend their day with clients, carriers, renewals, claims and policy servicing. Your AI receptionist handles the calls you cannot reach without pretending to be a licensed insurance professional.
- Available across all 50 states
- English and Spanish call handling
- New business and existing policyholder inquiries
- Claims first contact and callback capture
- Renewals, policy changes and general service calls
After the meeting
You can see what happened while you were busy.
The value is not simply that a voice answered the phone. The receptionist captures why the person called and the details your team needs to respond.
Who calledName and callback details
Why they calledNew inquiry, claim, renewal or servicing
What they needA concise handover rather than just a missed-call notification
Receptionist, not adviser
The AI knows where its job ends.
For insurance agencies, that distinction matters. The receptionist can explain the broad classes of insurance your agency handles and collect factual details. It does not replace the broker.
It can
- Describe broad classes of insurance you handle
- Capture new inquiry information
- Take claims first-contact details
- Record renewals and policy changes
- Arrange or request callbacks
It does not
- Recommend policies or insurers
- Tell a caller how much cover they need
- Confirm whether a claim is covered
- Quote or estimate premiums
- Make claims decisions
Not an off-the-shelf script
Your receptionist should sound like your agency.
We build the agent around your business. That includes the greeting, call handling, products, claims route, staff names, callback process and tone of voice.
01
Consultation
We establish how your agency currently handles calls.
02
Build & test
We create the receptionist and stress-test real broker scenarios.
03
Refine
We adjust behaviour from test calls rather than accepting a generic template.
04
Go live
Your final call route is set around how and when you want the AI to answer.
Hear it for yourself
Test the AI receptionist.
Complete the form and we will send you the demonstration number. You can call as a new prospect, an existing customer or someone making a claim and see how the receptionist responds.
Go Virtual AI for Insurance Agencies