Your Calls Answered While You're Out Selling Policies
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When You Can't Answer, Prospects Call Someone Who Can
You know the feeling. You're in a meeting explaining policy options to a family, your phone buzzes, and you have to let it go to voicemail. Or you're driving between appointments and can't safely take a call. Maybe it's Saturday and you're finally spending time with your own family. Meanwhile, someone who needs coverage is calling, and when you don't pick up, they simply call the next agent on their list. By the time you call back, they've already started an application with your competitor.
You're reviewing a policy renewal with a longtime client
Your phone rings. It's someone who just bought a house and needs coverage before Friday's closing. They need to talk to someone now, not wait for a callback. When you don't answer, they search for another agent and sign with whoever picks up. That new homeowner could have been your client for decades.
You're driving across town to your next appointment
A business owner calls, referred by one of your best clients. They want commercial coverage and they're ready to move forward today. Your phone goes to voicemail twice. By the time you park and call back, they've already had a full conversation with another agent who answered on the first ring.
It's Sunday afternoon and a family is finally talking about life insurance
They've put it off for years, but today they're ready to take action. They call three agents. Two go to voicemail. One answers and walks them through next steps. By Monday, that family has already submitted their application, and you never even knew they called.
A Receptionist Who Works While You Work
Quote Requests Ready for Your Callback
When someone calls asking for a quote, your receptionist doesn't just take a message. They ask the questions you would ask: What coverage do you have now? When does it renew? What's prompting you to shop? By the time you call back, you already know what they need and can lead with a solution instead of starting from scratch.
Claims Calls Handled With Real Care
When a client calls after an accident or a storm damages their home, they're stressed and need to feel heard. Your receptionist listens with patience, captures what happened, gets the details you need, and reassures them that you'll be in touch right away. Your clients feel taken care of even when you can't personally answer.
Leads Captured Evenings and Weekends
People shop for insurance when they have time to think, often after work or on weekends when you're not in the office. Your receptionist is there at 8 PM when a new parent realizes they need life insurance, or Saturday morning when someone is comparing auto quotes. Every call becomes a lead waiting for you.
The Right Questions for Every Policy Type
Whether someone calls about auto, home, life, or commercial coverage, your receptionist knows what to ask. They gather vehicle details for auto quotes, property information for homeowners, and business specifics for commercial policies. You get organized information tailored to exactly what the caller needs.
See How It Works
A simple dashboard built for busy insurance agents. No tech skills required.
See every call summarized in one place. Caller details, what they needed, and exactly what was discussed, all waiting for you when you're ready to follow up.
Urgent callbacks are flagged so you know who to call first. That prospect with a Friday closing date? They're at the top of your list.
Every lead's information is captured automatically. Name, phone number, what coverage they need, and when they want to hear back, all organized and searchable.
How It Helps Your Business
Real scenarios where our AI receptionist saves you time and money
Auto Insurance Quotes
Your receptionist captures everything you need to prepare a competitive quote. Vehicle year, make, and model. Current coverage and what they're paying. Multiple drivers in the household. When you call back, you're not asking basic questions. You're presenting options and closing the sale.
Homeowners Coverage
When a homebuyer calls before closing, your receptionist gathers the property details: square footage, year built, any updates they know about. They note the closing date so you know exactly how urgent it is. The caller hangs up confident their coverage will be ready, and you have a warm lead waiting.
Life Insurance Inquiries
These calls require a gentle touch. Your receptionist handles sensitive questions about coverage amounts and family situations with care and respect. Callers feel comfortable sharing what they need, and you receive thoughtful notes that help you have a meaningful conversation when you follow up.
Commercial Policies
Business owners calling about commercial coverage get the attention their complex needs deserve. Your receptionist captures the type of business, number of employees, and what specific coverage they're asking about. Whether it's general liability or workers comp, you have the full picture before you call back.
Frequently Asked Questions
Everything you need to know about our AI receptionist
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