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New inquiriesFind out what insurance the caller wants to discuss with an agent.
Insurance Call Answering Service for Your Agency's Daily Requests
Our insurance call answering service collects the requests that reach your agency throughout the week. Your receptionist takes details for agents and follows your routing instructions. Try the browser demo with a quote, claim or certificate request.
Handle the Mix of Calls Your Agency Receives
Your receptionist collects quote inquiries, policy service messages, certificate requests and claims details. You supply the intake questions and urgency rules so your team receives a useful starting point for follow-up.
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Existing clientsRecord requested policy changes, certificate needs and questions for your office.
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Urgent requestsFollow your agency's instructions for claims routing and on-call contact.
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Your receptionist separates the reason for calling from the action your team needs to take. A prospect might want an auto quote, while an existing client needs to add a driver or request a certificate. During onboarding, we ask about your services, area, hours and urgent contacts to shape those conversations.
Each call begins with the virtual-assistant introduction and recording notice. The receptionist asks your intake questions, then sends an email and app push notification with the summary, urgency tag, transcript and recording. Use those records to decide which requests need an agent's attention first. You also receive a daily digest email for reviewing the day's messages together.
Collect Quote Requests for Licensed Agents
Your receptionist gathers quote request details for a licensed agent's follow-up. It asks what the caller needs and how to reach them, without quoting premiums, recommending coverage or binding insurance.
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A new prospect can explain the insurance they want to discuss while your agents are on other calls. Choose intake questions that help your team prepare, such as the requested insurance, location and preferred callback details. Your receptionist records the answers as a request for the agency to review.
If the caller asks for an immediate premium or wants a policy bound, the receptionist takes that request for a licensed agent. It does not supply a quote or confirm that insurance has started. You can offer Google Calendar booking or collect the details for a callback. Explore the quote request intake process to plan that first conversation.
Request detailsCollect the insurance type and other intake information your agency chooses.
Callback planningTake contact details or book an appointment into Google Calendar.
Agent reviewSend the inquiry and conversation record for your licensed team's response.
Turn Policy Service Calls Into Clear Messages
Your receptionist records what an existing client wants changed or explained and sends the request to your agency. Taking the message does not change the policy or confirm a requested effective date.
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For a client asking to add a driver, your receptionist can collect the details your agency specifies and the question the client wants answered. A message should describe the requested action clearly enough for your team to begin reviewing it. The receptionist does not tell the caller that the policy has been updated.
Your email and app push alert include the conversation record, so the agent can check the caller's wording when needed. Keep policy processing in your agency's existing workflow and enter the summary into your own records. If your office needs different intake questions later, tell the AI what to change in plain words.
Driver changesRecord the client's request to add a driver for agent review.
Policy questionsCollect what the caller wants explained without interpreting their coverage.
Message reviewRead the summary or check the transcript before returning the call.
Take Certificate Requests With the Details Your Team Needs
Your receptionist takes certificate of insurance requests and records your chosen details for agency review. It can ask about the recipient and deadline, but does not issue a certificate or confirm coverage.
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A contractor calling between jobs can describe the certificate they need without waiting for an agent to answer. Set questions for the business name, certificate recipient, requested deadline and callback details. The receptionist collects the answers into a message for your agency, with the transcript and recording available for context.
A caller might also ask for a particular coverage statement or a policy change alongside the certificate. Your receptionist records that request for the agent instead of approving the wording. Treat the deadline as the caller's requested timing, with your team deciding the response. See the certificate request workflow for a closer look at the intake.
Recipient detailsAsk who needs the certificate and how your agency should follow up.
Timing informationRecord the requested deadline so your team can assess the request.
Agency actionLeave certificate preparation and coverage questions with your licensed team.
Direct Urgent Claims to the Carrier Line First
Urgent claim callers are directed to the carrier's claims line first, followed by a message for your agency. Your urgency settings determine whether the agency contact receives a warm transfer or page.
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Claims directionUse the carrier claims instructions you provide during your agency's onboarding.
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Agency recordCollect the caller's account of the loss for your team's follow-up.
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On-call contactTry your chosen urgent contacts in the order you set.
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Your claims instructions tell the receptionist how to handle a loss reported while the office is closed. Supply the carrier claims information and explain which situations need urgent agency contact. For an urgent claim, the caller is directed to the carrier's claims line before the receptionist takes the agency message.
With a warm transfer, your on-call person hears a brief summary and presses 1 to accept the call. You can choose paging instead and set the contact order. The receptionist records the situation without deciding whether the loss is covered. Test the nighttime claims call route with the information your agency wants callers to hear.
Choose Full, Overflow or After-Hours Answering
You choose which calls forward to your receptionist: all calls, busy calls, unanswered calls or calls after closing. That lets your agency match answering hours to the work your own staff handles.
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Forwarding controls when your receptionist answers as your business. If your staff handles the daytime phone, start with busy or unanswered calls. If the gap is after closing, choose after-hours forwarding so callers can leave their requests while your office is shut.
We provide a local number in your area code and a guide for your carrier or phone system. Keep your existing agency number, choose the forwarding arrangement and place a test call before going live. Check the greeting, message details and urgent route together. Your dashboard shows calls, usage and settings so you can review the arrangement as your agency's needs change.
Full forwardingSend incoming agency calls to the receptionist for initial intake.
Daytime overflowForward busy or unanswered calls while your staff helps other clients.
After-hours answeringCollect requests outside office hours using your agency's intake instructions.
FAQ
Can the receptionist quote premiums or bind insurance?
No. Your receptionist gathers the caller's request and intake details for a licensed agent. It does not quote a premium, bind a policy or advise on coverage. You choose the questions and callback process so your agent receives the context needed to respond.
What happens when a client reports a claim after closing?
An urgent claim caller is directed to the carrier's claims line first, then the receptionist takes a message for your agency. Supply those claims instructions during setup. You can also define when your on-call contact should receive a warm transfer or page.
Can it handle a request for a certificate of insurance?
Yes. Your receptionist can collect the certificate request details you specify, including who needs the document and the requested timing. It sends the request for your agency to review. Issuing the certificate and answering related coverage questions remain with your team.
How will my agency receive policy service messages?
You receive email and app push notifications containing a summary, urgency tag, transcript and recording. Calls are also available in your dashboard, with a daily digest sent by email. Your staff can review the requested change and enter the details into the agency's records.
Can callers switch between English and Spanish?
Yes. The AI receptionist speaks English and Spanish, and callers can change languages during the call. It collects the request using your agency's information and intake instructions. The browser demo includes a fictional Spanish-speaking client scenario you can use before requesting a free trial.
Will callers hear that the receptionist is AI?
Yes. The greeting identifies your receptionist as a virtual assistant and tells the caller that the call is recorded. These notices are part of each call and cannot be disabled. Try a demo conversation to hear the introduction and review the resulting call record.
Can I keep staff answering first during office hours?
Yes. Choose busy or no-answer forwarding to send calls to your receptionist when your team cannot answer. You can also use after-hours forwarding or forward all calls. We provide a local number, forwarding instructions and a test call before client calls go live.
How do I try the service and check its cost?
Try the browser demo without signup, then request a 14-day free trial capped at 100 minutes. The monthly plan is $249 with 500 AI minutes, plus $0.20 per extra minute. A card is required before forwarding goes live.
Try the Calls Your Agency Handles Each Day
Use the browser demo to request a quote, report a claim or ask for a certificate. Then request a free trial to set your agency's instructions.