Insurance Agencies
Prospects call three agencies. Whoever picks up first wins.
AI receptionist that captures quotes, triages claims, runs renewal outreach, chases missed payments, and books licensed-agent meetings. In 100+ languages, 24/7, with full agency-management-system integration. Hear it live: call +1 (218) 636-0234 (Jessica) to test a real quote-intake call in 60 seconds, no signup.
Jessica·EnglishClick to start a conversation
The economics of a missed call
in net premiums written by U.S. insurance companies in 2023, the largest market by direct premiums
Source: Insurance Information Institutestate-licensed U.S. P&C insurance companies plus 743 life and annuity insurers competing for every renewal
Source: NAIC 2023 Industry Snapshotglobal insurance premium volume in 2023, with property and casualty growth driven by digital-first customer expectations
Source: Swiss Re sigma 3/2024What it does
Built for how insurance agencies actually run.
Quote intake and qualification
AI captures auto, home, life, and commercial quote details from inbound callers. Rates, coverage needs, current carrier, and renewal dates, all structured for your agents.
Claim reporting triage
AI takes first notice of loss, captures incident details, and routes the file to the right adjuster. Callers never wait on hold after a stressful event.
Policy renewal outreach
AI calls clients 30, 60, and 90 days before renewal. Reconfirms coverage, flags gaps, and books renewal reviews with the agent. Retention without the chase.
Payment and lapse follow-ups
AI contacts clients on missed premiums before the policy lapses. Friendly, professional, and on every name every month. No lost policies from forgotten drafts.
Appointment scheduling with agents
AI books policy reviews, annual check-ins, and life-event appraisals directly on licensed-agent calendars. The right agent, the right topic, the first time.
Multilingual quote capture
AI speaks 100+ languages. Capture quotes from Spanish, Russian, Mandarin, or Arabic speakers without an interpreter line. Same script, every tongue.
Hear our AI in action
Jessica is our sales assistant. Same voice tech, configured for insurance agency intake.
Why now
Insurance is bought in five minutes. Your agents are in quarterly reviews.
Prospects shop three agencies simultaneously
AI answers the first ring and qualifies the quote in under a minute. First in wins the bind.
Claims come in after hours and on weekends
AI takes first notice of loss 24/7, assigns a claim number, and routes to the adjuster queue before Monday.
Renewal chase eats producer time
AI calls the renewal list at 90, 60, and 30 days. Producers only join when the client wants coverage changes.
Missed premium = lost policy
AI runs daily lapse follow-ups. Friendly, persistent, and every name on the list gets a call.
How it works
From first call to bound policy.
Prospect calls or AI reaches out
AI answers inbound instantly. For renewal and lapse lists, AI makes outbound calls on schedule.
AI qualifies and captures
Quote details, claim facts, coverage needs, and risk factors all captured and structured for the right licensed agent.
Agent binds, AMS syncs
Licensed agent picks up with full context, binds the policy, and the record lands in your AMS automatically.
Choice architecture
What AI handles. When a licensed agent joins.
AI covers the routine 80 percent. Your agent steps in for coverage advice and binds, briefed with full context.
AI handles
Routine, instantly
A human joins
With full context
Your escalation rules are set during onboarding. Adjust anytime through your account manager.
What you get from us
Your partner, not just a tool.
Every agency runs differently. We build around your product lines, your carriers, and your licensed staff. Not a self-serve template you configure alone.
Week 1
Discovery and configuration
We map your product lines, agent specialties, carrier appetites, and escalation rules. We listen to recent calls to learn how your team actually handles quotes, claims, and renewals.
Week 2
Build and test
We build your AI, connect it to your AMS and booking systems, and run test calls across quote, claim, and renewal scenarios. You review recordings before go-live.
Ongoing
Weekly calibration
Your account manager reviews transcripts weekly, updates product knowledge and carrier rules as they change, and flags anything needing your attention. Not a ticket queue.
Integrations
Connects to the tools your agency already uses.
AI writes quotes, claims, and renewal activity straight into your AMS. No double entry, no CSV imports.
Plus 7,000+ apps via Zapier, Make, and n8n. If your system has an API, we connect it.
Enhanced handoff
How the handoff works.
When a caller needs a licensed agent, AI does not just transfer. It briefs them first, so the client never repeats themselves.
Captures quotes, triages claims, runs renewals, follows up on payments, sends confirmations.
No repeating. AI stays on to handle the follow-up afterwards.
FAQ
Frequently asked questions.
Ready to pick up first and win the bind?
Let AI handle the phones so your licensed agents can focus on what matters, advising clients and binding policies.
Book a free consultation