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Agency intakeCollect quote inquiries, policy service messages and certificate request details.
AI Receptionist for Insurance Agencies That Collects Intake
Our AI receptionist for insurance agencies collects call details and routes requests to your team. It does not quote premiums, bind policies or decide coverage. Try the browser demo to hear how it handles those boundaries.
Collect Agency Requests and Route the Next Step
Your receptionist answers forwarded calls, asks your intake questions and records what the caller needs. We use your onboarding answers and website to shape how it handles agency requests.
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Clear routingSeparate routine callbacks from requests that meet your agency's urgency instructions.
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Usable recordsReceive call summaries, urgency tags, transcripts and recordings by email and app push.
Full details
Your agency sets the instructions for the calls it wants the receptionist to handle. During onboarding, tell the AI about your services, service area, office hours and who should receive urgent requests. The receptionist uses that information to ask questions and take messages as your business.
An AI receptionist for insurance agents can handle the first conversation while your team works on the request itself. A client adding a driver can explain the change they want; a new prospect can leave details for a quote callback. Your team receives the conversation record and decides what action to take.
Take a New Auto Quote Request From Greeting to Callback
A new auto quote caller hears the assistant and recording notices, then answers your intake questions. The receptionist sends the request to your agency for a licensed agent's follow-up.
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Suppose a prospect calls while your agents are helping clients. Your receptionist introduces itself, learns that the caller wants an auto quote and asks the intake questions you supplied. Those questions can cover the requested insurance, the caller's service area and how your team should reach them.
The call ends with details for the agency, rather than a premium or a coverage recommendation. Your alert includes the summary, transcript and recording so the agent can review the request before calling back. If you prefer appointment booking, the receptionist can book into Google Calendar. Use the auto quote intake walkthrough to explore that first conversation.
Introduce the assistantTell the caller they have reached a virtual assistant and recording is active.
Gather the requestAsk your chosen intake questions and collect the caller's callback details.
Prepare the callbackSend your team a summary of the auto quote inquiry.
Leave Premium Quotes, Binding and Coverage Decisions to Agents
Your AI receptionist does not quote premiums, bind insurance or confirm whether a loss is covered. It captures those questions and passes them to your licensed agents.
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A caller asking whether they are covered receives an intake conversation, not a yes or no. Your receptionist records the question and the details your agency asks it to collect. Your licensed agent reviews the situation and speaks with the client.
The same boundary applies when someone wants an immediate price or asks to bind a policy. The receptionist can take a message or follow your urgent routing instructions, but it does not make that decision. Put your preferred callback process and price policy into onboarding so callers hear the next step your agency has chosen.
Premium questionsTake details for an agent instead of giving a premium quote.
Binding requestsRecord the caller's request without confirming that insurance has taken effect.
Coverage questionsCapture what happened and what the caller wants an agent to explain.
Send Urgent Nighttime Claims to the Carrier Line First
For urgent claims at night, your receptionist directs the caller to the carrier's claims line first, then takes an agency message. Your urgency instructions determine how your on-call contact is alerted.
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When a client calls after closing about a loss, the receptionist follows the claims instructions you supplied. For an urgent claim, it directs the client to the carrier's claims line before taking a message for your office. The message gives your team a record to review when it follows up.
You decide what qualifies for an urgent agency alert and who receives it. With a warm transfer, the on-call contact hears a short summary and presses 1 to accept. The receptionist does not decide if the loss is covered. Review the after-hours claims call process when preparing your agency's instructions.
Carrier claims firstDirect urgent claim callers to the carrier's claims line.
Agency message nextTake details so your team can review the client's request.
Urgent contact routeWarm transfer or page your on-call person in your chosen order.
Choose AI for Direct Control of Routine Intake
This AI setup gives your agency direct control over intake instructions and call review. Choose it when defined questions, visible conversation records and settings you can change yourself fit your workflow.
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Edit instructions directlyTell the AI in plain words when agency information changes.
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Review the conversationOpen summaries, transcripts and recordings to check what callers requested.
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Set the handoffChoose callback details, appointment booking or urgent routing for your agency.
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The reason to choose this AI service is the control you have over its intake process. Your dashboard holds the call records, usage and settings. If office hours or the urgent contact order change, tell the AI what to update. You can test the instructions through a call and review the result yourself.
A live answering team has real strengths in personal judgment and handling a conversation that moves beyond a script. Keep staff involved where a request needs that judgment. Use the demo and request a free trial to judge whether this AI's defined intake, call records and handoff options fit the calls your agency receives.
Start With Overflow or After-Hours Forwarding
You can start by forwarding only busy, unanswered or after-hours calls to your receptionist. Your existing agency number stays in place while you test that part of your call flow.
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Start with the part of your phone coverage you want to change. If agents answer during office hours, choose after-hours forwarding. If calls reach a busy line or go unanswered while the team is occupied, use that forwarding option instead. We supply a local number and instructions for your carrier or phone system.
During your trial, make a test call that matches the kind of request you expect. Review the intake details, notification and any urgent transfer route. Your receptionist answers once calls are forwarded to it. You can also choose full forwarding if that is the arrangement your agency wants.
Busy line supportForward calls when your agency line is already in use.
After closingLet callers leave detailed requests while your office is closed.
Test the routeCheck intake, alerts and urgent handling before enabling client call forwarding.
FAQ
Can the AI quote premiums or bind a policy?
No. Your receptionist takes quote and binding requests for your licensed agents without quoting a premium or confirming insurance. It also leaves coverage advice to your team. Tell it which intake details to gather and how the agent should receive the request.
What happens to an urgent claim call at night?
The receptionist directs an urgent claim caller to the carrier's claims line first, then records a message for your agency. You define the urgency rules and on-call contacts. The agency alert can use warm transfer or paging in the order you set during onboarding.
Can it take certificate of insurance requests?
Yes. Your receptionist collects certificate request details using your agency's intake instructions and sends a message for your team. It does not issue the certificate or confirm coverage. An agent can review the summary, transcript and recording to understand what the caller needs.
Can clients speak Spanish during a call?
Yes. Your receptionist speaks English and Spanish, and callers can switch languages during the conversation. It uses your agency's information and intake instructions to collect the request. Try the Spanish-speaking client scenario in the browser demo to hear how that conversation works.
Does it tell callers that it is AI and record calls?
Yes. Each call starts with a notice that the receptionist is a virtual assistant and that the call is recorded. Those notices stay on. Your call alerts include the recording and transcript, which you can review alongside the summary in your dashboard.
Can it arrange appointments for my agents?
Yes. The receptionist can book appointments into Google Calendar or take the details for your agency to arrange a callback. Choose the approach that suits how your team follows up. The booking gives the caller an appointment without making a premium quote or coverage decision.
How can I check whether it fits my agency?
Begin with the browser demo, which needs no signup and uses a fictional agency. Try a quote inquiry, certificate request or coverage question. Then request a free trial to supply your agency's information, make a test call and review the resulting message.
Hear an AI Receptionist Handle an Agency Request
Try the fictional agency in the browser demo, then request a free trial to set up intake and routing for your own office.