Your lines and carriers as typed policies: what you write, in which states, and what a quote needs.
Industries · Insurance agencies
Every quote request and claim call, taken down right the first time.
The agent answers your agency's line, takes a quote request with the facts an agent needs, and takes the first details of a claim. It gives no coverage advice and quotes no premium. It books the quote review and rings an agent when a caller needs one now.
Made for: Independent agencies with several carriers · Captive agents with one carrier · Commercial lines agencies · Agencies with a busy claims and billing desk
What you get after the call
Quote review booked · add a driver, policy 48-2231 · Wed 4:15 pm
Wants to add his 17-year-old son to the auto policy on a 2018 Civic. The agent took the son's name, his age, when he got his license, and the policy number. It did not give a premium and said an agent would run the change. Booked a quote review for Wednesday at 4:15 pm and read it back.
- Quote the added driver on policy 48-2231 before Wednesday at 4:15 pm
An example. The names and numbers are invented; the shape is what every call produces.
An AI receptionist for insurance agencies
An answering service writes down "wants a quote" and the agent calls back to ask everything again. An AI receptionist for insurance agencies has to ask the questions a quote needs the first time. This one takes the vehicles, the drivers, the property, and the current carrier, gives no premium, and books the review. A claim call ends with the facts in your inbox, not in the morning's voicemail.
Sound familiar
- The phone rings while every agent is on a renewal call.
- A quote request left on voicemail with no year, make, or driver.
- A claim call at 10 pm that goes to the carrier's line instead of yours.
- "Can you add my son to the policy?" asked while the agent is out.
What the agent does on the line
- Answers as your agency, by name, within two seconds.
- Gives no coverage advice and quotes no premium. It collects the facts and says an agent will call with the numbers.
- Takes a quote request: the line of business, the vehicles or the property, the drivers or the people, and the current carrier.
- Takes the first details of a claim: what happened, when, where, and the policy number, and gets them to you right away.
- Answers service questions from what you typed in: hours, how to get an ID card, where to send a payment, and how to report a claim.
- Books the quote review, puts a caller who asks for a person through to an agent's mobile, and emails you a summary after every call.
What to give it
What it knows about insurance agencies.
Your website's service and claims pages, re-read every day.
Hours, payment and ID card instructions, and your after-hours claim rule.
Rules you give it in the dialogue, like "we do not write motorcycles".
Roles
The jobs it can take for insurance.
One role per line. Two jobs, two agents, one desk.
Takes the quote request with the vehicles, drivers, property or business, and the current carrier, for an agent to quote once.
Takes a change request or the first details of a claim, reads your service instructions, and notes what an agent has to do.
Routes the call: a quote, a change, a claim, billing, a message, or an agent.
Hear it
A call of the same kind.
Quote
Adding a new driver to a policy
The car, the driver, the current policy, and a quote review booked.
Recording coming
Questions from insurance agencies
Straight answers.
How does it know my inventory, my prices and my hours?
You give it three things. A spreadsheet, exported from your system as a CSV, with up to two thousand rows; it recognises the columns by name. Up to twenty pages from your own website, which it reads when you add them and re-reads every day. And typed policies: hours, financing, cancellation, anything you would tell a new hire. You can also tell it things in the dialogue, and each one becomes a standing rule.
What happens when it does not know the answer?
It says so, tells the caller someone will follow up, and writes the question down. Every question it could not answer is in one list on your desk, so you can add the fact once. It never invents a price, an hour, a stock number or a policy.
Can it book appointments?
Yes. It offers the nearest times from the windows you set, takes the day and time, reads it back, and records the booking with the caller's name and number. The booking lands in your inbox and on your desk. It does not yet write to Google or Outlook calendars, so your team confirms it in whatever you use today.
Can it put a caller through to a person?
Yes. When a caller is ready, the agent rings a person on their mobile and connects them. You choose who: one person, a team that takes turns, or a schedule by day and time with a fallback. If nobody picks up, the agent takes the caller's name and number and promises a call back.
Can it take a card or a deposit?
No. The agent never reads out or takes a card number, and never agrees to a charge. Payments stay in the tools you use today. A booking or a lead is the most it commits you to.
Give insurance a line that knows the business.
Pick your industry, pick a voice, upload what it knows. From $79 a month, month to month.