AI Receptionist for
Insurance Agencies
A prospect calls for a home insurance quote. Your agents are in client meetings. The prospect calls the next agency on their list. An AI receptionist captures every quote request, collects claims details, and routes policy questions.
Why Insurance Agencies Lose Quotes Every Day
Your agents are with clients. Meanwhile, prospects shopping for coverage move on to whoever answers first.
Lost Quote Opportunities
Prospects shopping for insurance call 3-4 agencies at once. The first to respond gets the business — and every missed call is a policy sold to a competitor.
Claims Intake Complexity
Collecting policy numbers, incident dates, and incident descriptions requires careful, structured intake. Voicemail doesn't cut it for a stressed claimant.
Policy Service Calls
Endorsements, certificates, and billing questions eat agent time. These calls need to be handled and routed — not left on voicemail for hours.
Go Live in 3 Steps
No code required. No IT department. No long onboarding calls.
Choose the Insurance Template
Pre-configured with Quotes, Claims, and Policy Service departments — built for independent agents and multi-line agencies alike.
Customize Your Setup
Enter your agency name, hours, lines of insurance you carry, and agent routing. Add your availability or connect Google Calendar for consultation scheduling.
Forward Your Phone & Go Live
Forward unanswered calls to your EWT number (or use it as your main line). Your AI receptionist captures every quote lead and sends you instant SMS alerts.
Built for Insurance Agencies
Every feature in the insurance template is tailored to how agencies handle quotes, claims, and policy service.
Quote Intake
Collects coverage type, current provider, renewal date, and number of policies — everything your agents need to prepare a competitive quote.
Claims Collection
Collects policy number, date and time of the incident, a description of what happened, and whether photos have been taken — forwarded to your claims team.
Policy Service Routing
Endorsements, certificates, and billing changes are routed to the right agent — keeping your book of business well-serviced without tying up your sales team.
Lead Qualification
Identifies new business prospects vs. existing clients and flags coverage gaps — so your agents prioritize the highest-value conversations first.
After-Hours Coverage
Captures quote requests 24/7 — so prospects shopping for insurance on a Sunday evening get captured before your competitors open Monday morning.
SMS Lead Alerts
Instant notifications with complete prospect details sent to your agents the moment a quote request comes in — no leads sitting in a voicemail inbox.
What Your AI Receptionist Looks Like
Three departments, one agent. Here's what the insurance agency template includes out of the box.
Start Answering Every Call Today
Free plan available. No per-minute fees. No long-term contracts. Use the insurance template and never miss a quote opportunity again.