Captures quote requests
Name, contact, line of business, current carrier, what they need covered — everything a producer needs to call back with a real number.
AI receptionist · Insurance agencies
Every quote request captured. Every claim call routed right.
Your agency's phone answered 24/7 by a professional, natural voice that captures new-business leads, points claims to the right place, and books policy reviews — so your producers spend the day selling, not screening.
The problem
A missed quote call is a missed policy — for years.
Insurance shoppers call three agencies and go with the one that picks up. When your team is on the phone, at lunch, or at a client's kitchen table, that quote request goes to voicemail — and then to a competitor. Meanwhile claims, billing, and ID-card calls eat the hours your producers should be spending on new business.
The AI receptionist answers every call professionally, captures what a new lead needs quoted, gives existing clients the right next step, and transfers the calls that truly need a licensed agent.
- Captures every quote request with details
- Routes claims to the carrier or your CSR
- Schedules policy reviews & renewals
- Transfers hot leads to a producer
What it handles
Built for the way an agency's phone actually rings.
Trained on your lines of business, your carriers, your team, and your service process.
Routes claims correctly
Gives the caller the carrier's claims line or connects them to your CSR, and sends you a note so nothing falls through.
Books reviews & appointments
Schedules policy reviews, renewals, and new-client meetings directly onto your producers' calendars.
Handles service calls
Billing questions, ID cards, proof of insurance, address changes — takes the request, sets expectations, and gets it to the right person.
Covers after hours
Evenings, weekends, and holidays — when accidents happen and when working people finally have time to shop.
Stays in its lane
It never gives coverage advice or binds anything. It captures, informs, schedules, and transfers — the licensed conversations stay with your team.
Hear it in action
What a caller actually hears.
ReceptionistThank you for calling Hartley Insurance Group, this is Jenn. How can I help you today?
CallerYeah, I'm looking to get a quote on home and auto — I'm with State Farm right now.
ReceptionistHappy to get that started for you. I'll grab a few details so one of our agents can call you back with an accurate quote. Can I get your name and the best number to reach you?
CallerSure, it's Mike Reynolds, 317-555-0142.
ReceptionistThanks, Mike. And is the home in Indiana, and about how many vehicles would we be quoting?
Getting started
Live within a week.
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01
Discover
A 20-minute call about your lines of business, carriers, and team, your hours, and which calls you want to take personally.
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02
Build & test
We write and train your receptionist, then you call it yourself and tell us what to tweak.
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03
Forward your line
Five minutes with your carrier to forward calls — all of them, or only the ones you miss.
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04
Tune & grow
We review the first weeks of transcripts with you and refine how it handles your real calls.
Pricing
Simple monthly pricing. No contracts required.
Every plan includes a natural voice, unlimited training on your business, call recordings and transcripts, message delivery, and smart transfers.
Standard
$127/month
$1,270/year paid in full — 2 months free
100 call-minutes included · 45¢/min after
- Answers 24/7 — nights, weekends, holidays
- Trained on your services, hours & prices
- Takes messages, texts you the transcript
- Transfers urgent calls to your cell
- Keep your existing phone number
Busy Line
$197/month
$1,970/year paid in full — 2 months free
250 call-minutes included · 35¢/min after
- Everything in Standard
- Books appointments onto your calendar
- Missed-call text-back
- Multiple transfer destinations & schedules
- Monthly call review & tuning
One-time setup & training: $199. Month-to-month, cancel anytime with 30 days' notice. Pay annually and get two months free. Every monthly plan is backed by a 30-day money-back guarantee.
Questions
Insurance agencies ask us…
Will it give coverage advice or quote prices?
No. It's trained to capture what a caller needs and hand it to a licensed agent — it never quotes premiums, explains coverage, or binds anything. It's a receptionist, not a producer.
Can it send claims callers to the carrier directly?
Yes. It knows your carriers' claims lines and can give the caller the number, or connect them to your CSR, based on the rules you set — and it sends you a note either way.
Can it book time with a specific producer?
Yes. Each producer can have their own calendar and appointment types, and the receptionist books the right one — or the first available.
Does it sound like a robot?
No. It uses a natural, conversational voice — callers regularly get a few sentences in before they realize it's AI, and it tells them honestly if they ask. You pick the voice, and we train it on your services, hours, prices, and the way you'd want the phone answered. Try the live demo above and judge for yourself.
What happens when a caller asks something it can't answer?
It never guesses. It takes a message with the caller's name and number, tells them you'll follow up, and sends you the transcript instantly. For urgent situations you define — a customer locked out, a claim, a same-day emergency — it transfers the call straight to your cell.
Can it actually book appointments?
Yes. When paired with an online booking system it checks real availability and books the appointment onto your calendar during the call, then sends the customer a text confirmation. Without a booking system, it collects the request and you confirm.
Do I have to change my phone number?
No. You keep the number your customers already know and simply forward it — all calls, or only the ones you miss — to the receptionist's line. Forwarding takes about five minutes with any carrier, and you can turn it off anytime. Want a fresh local number instead? We can set one up in your area code, including 317 and 812.
Stop losing calls. Start booking them.
Tell us about your agency and we'll build a receptionist trained on your lines and your team that you can call within days.
or email us at [email protected]