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New inquiriesCapture the caller's name, callback number and requested insurance type.
Insurance Quote Request Intake for Agent Callbacks
Insurance quote request intake gathers a caller's details for your licensed agent to follow up. Your receptionist answers as your agency and records the request. Try a new auto quote conversation in the browser demo.
Keep New Quote Requests Moving While Agents Are Busy
Your receptionist takes quote requests when forwarded calls reach it, including during appointments and after closing. You get the caller's details and reason for calling before returning the call.
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Busy agentsGive callers a way to leave details during other appointments.
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Clear follow-upRead the request summary before your licensed agent calls back.
Full details
Quote intake gives a prospective client somewhere to start while your licensed team is occupied. A caller asking about auto insurance can leave contact details and explain what they want to discuss. Your agent then has a starting point for the callback.
You choose when calls reach your receptionist: all calls, unanswered calls, busy periods or after hours. That lets you fit intake around your existing front desk. We send the message by email and app push notification, with an urgency tag, transcript and recording for review.
From the Greeting to Your Agent's Callback List
The AI receptionist introduces itself as a virtual assistant, gives the recording notice, then asks your intake questions. It gathers the request and sends your team a call summary.
Full details
The call starts with disclosure, followed by questions based on your agency's instructions. For a new auto inquiry, you can ask the receptionist to collect a name, callback number and the reason the person is shopping. These are details for your agent's conversation, rather than a premium calculation.
Your email and app alert bring the request to your attention. Open the dashboard to read the transcript or listen to the recording if you need context. See the call setup steps before choosing how to forward your agency's number.
Openly identifiedCallers hear the virtual assistant and recording notices at the start.
Relevant questionsUse your intake instructions to collect details for the requested insurance.
Useful messagesReview the caller's request, transcript and recording before making contact.
Set the Questions and Callback Instructions
You set the insurance requests your agency accepts, the questions to ask and how urgent calls should reach you. Onboarding uses your answers and the website you provide.
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Agency scopeTell your receptionist which insurance inquiries your team handles.
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Callback detailsChoose the information your agents need before returning a request.
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Urgency rulesSet who receives urgent calls and the order for reaching them.
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Your onboarding chat establishes what your agency does, where it serves clients and when your team is available. Include the insurance types you handle and the requests you do not accept. Set questions that help your agent prepare without turning intake into advice.
You can prefer callback messages or let the receptionist book appointments into Google Calendar. For urgent calls, choose a warm transfer or a page to your on-call person. Change settings by telling the AI what you want in plain words, then test the instructions with a call.
Intake Stops Before Premiums or Coverage Decisions
Your receptionist collects information for a licensed agent. It does not quote premiums, bind a policy or answer yes or no when a caller asks whether something is covered.
Full details
The boundary is information gathering: your receptionist records the request, and your licensed agent handles the insurance discussion. A caller might ask for an immediate price, request coverage to begin today or describe a loss and ask whether it qualifies. The AI takes those details for your team without making the decision.
Keep your intake instructions focused on what an agent needs to know next. Read the summary before acting, and check the transcript when wording matters. A deadline in a message is the caller's requested timing, rather than a commitment from your agency.
Premium questionsRecord what the caller wants priced for a licensed agent's response.
Binding requestsTake the message without telling the caller a policy is bound.
Coverage questionsPass the caller's concern to your agent without deciding coverage.
Try a New Auto Quote Request in the Demo
Use the new auto quote scenario to hear the intake process for a fictional agency. Listen for disclosure, relevant questions and a clear handoff to a licensed agent.
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Start a requestAsk the fictional agency about getting an auto insurance quote.
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Ask for pricingHear how the receptionist leaves premium questions for an agent.
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Check the resultReview whether the message gives an agent useful callback context.
Full details
The browser demo lets you test a quote request without signing up. Use fictional details and describe a straightforward auto insurance inquiry. Ask what happens next, then ask whether the assistant can give you a premium during the call.
Listen for a useful intake conversation that keeps the agent responsible for the quote. Try the auto quote demo to hear the result yourself. Request a free trial to use the onboarding chat to set your own questions.
FAQ
Can the AI receptionist quote premiums or bind coverage?
No. The receptionist takes a quote request for your licensed agent and does not calculate premiums, bind coverage or decide whether a loss is covered. Your agent uses the captured details to continue the conversation and handle the insurance decision.
Can I keep my agency's current phone number?
Yes. You keep your business number and choose which calls forward to your receptionist. We provide a forwarding guide for your carrier or phone system and a test call before going live. You can forward all calls or selected unanswered, busy or after-hours calls.
How do agents receive new quote request messages?
We send an email and app push notification for each call, including a summary, urgency tag, transcript and recording. Your dashboard also holds the call information, and a daily digest arrives by email. Your team can review the request before calling the prospect back.
Can a caller request an appointment instead of a callback?
Yes. Your receptionist can book appointments into Google Calendar, or take the caller's details for your callback if that suits your agency. Decide which approach you want during setup. The appointment gives your licensed agent time to discuss the quote request with the caller.
Does quote request intake work in Spanish?
Yes. The receptionist speaks English and Spanish, and a caller can switch language during the conversation. It uses your agency's intake instructions to gather the request. Your team receives the call summary, transcript and recording to review before following up with the prospective client.
Hear a Quote Request Before Setting Up Your Agency
Try the browser demo with fictional quote details. Then request a free trial to tell your receptionist what your agents need for a callback; we'll email the sign-in link when your trial is ready.