01
New quote requests
Captures what the caller wants to insure, current carrier, renewal date and the details your quoting process needs, then books a call with an agent.
INSURANCE AGENCIES
An AI receptionist for insurance agencies
that gets quote requests to a licensed agent fast.
Quote shoppers call several agencies and go with whoever responds first. An AI receptionist answers on your number, captures the details your agents need to quote, books a call with a licensed agent, routes existing clients to service or claims, and follows up with prospects who haven't heard back.It never quotes premiums, gives coverage advice or binds coverage. Every insurance conversation that needs a license goes to a licensed person.
AI Receptionist for Insurance Agencies · Inbound flow Live
- Inbound callConversation captured
- LeadQualification complete
- RoutingRule matched
- BookingNext step queuedReady
Illustrative workflow
Review Business Process Automation Services. A related guide to check alongside this page is AI Receptionist for Accounting & CPA Firms.
WHAT IT HANDLES
The calls an agency takes every day.
02
Existing client service
Policy changes, ID cards, billing questions and certificates of insurance, routed to the right service person with details captured.
03
Claims calls
Gives the carrier claims number you provide for each line and notifies your team so they can help the client.
04
Annual reviews
Books review appointments with the account's agent.
05
Agency information
Hours, office locations, which carriers you represent and which lines you write, in your words.
06
Lead follow-up
Follows up with quote requests that haven't been completed, so they don't drift to another agency.
EXAMPLE
A Saturday auto quote.
Answered
Saturday, 10:30am A caller's renewal went up and they want a new auto quote. Your office is closed.
Captured for quoting
Details It records vehicles, drivers, current carrier and renewal date using your intake questions.
Licensed handoff
No pricing When asked for a price, it explains a licensed agent will prepare the quote and offers times.
Agent call set
Booked It books Monday at 10am with your personal lines agent and sends a confirmation.
Ready to quote
Monday Your agent starts the call with everything needed to run the quote.
LIMITS
What it will not do in an insurance agency.
It does not quote premiums, recommend coverage, interpret policy language or bind or change coverage. Those are licensed activities, and they always go to your licensed staff.
It does not accept claim reports on a carrier's behalf. It gives the carrier's claims contact you provide and alerts your team.
It only collects the personal information your intake requires, and it can be set not to collect sensitive identifiers on the phone at all.
Review this workflow with your team.
Bring one routine request and one exception. Review existing-number forwarding where supported, plus AI transparency.
COMMON QUESTIONS
Questions agency owners ask.
Where your system supports an integration or API, quote requests and notes go straight in; otherwise they go to your team in a structured format. We confirm which in the demo.
Yes. It routes by line of business, language or account owner, following your rules.
We configure it to stay out of licensed activity and to disclose that it's automated. Your compliance requirements, including call recording consent, are reviewed during setup.
Outbound reminders such as texts or emails can be part of the workflow where clients have agreed to them; we scope this with you.
Want to hear it on your own calls?
Secure your spotBe the agency
that answers first.
Secure your spot and we'll review your quote intake, your service routing and how leads are followed up today.