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FOR INSURANCE

AI Receptionist for Insurance

An AI receptionist for an insurance agency answers every call, collects quote details for home, auto, life or business cover, takes service requests like ID cards and policy changes, and books the right agent.

Book a callTalk to the AI receptionist demo

What it handles for insurance businesses

  • Collects quote details by line of business.
  • Handles routine service: ID cards, payment questions, address changes.
  • Takes first notice of loss details and routes claims urgently.
  • Books calls with licensed agents.
  • Logs calls to your agency system or CRM.

Works with the tools you use

We connect an AI receptionist to the software insurance teams already run, so nothing is typed in twice:

Applied EpicHawkSoftEZLynxHubSpotGoogle Calendar

How we set it up

  1. 1A call to learn how your business runs today and what should change.
  2. 2A written scope with a fixed price and timeline before any work starts.
  3. 3We build, connect it to Applied Epic and HawkSoft, and test it with real scenarios.
  4. 4We launch, watch the first weeks closely and tune it with you.

Questions from insurance businesses

Can it bind coverage?

No. It collects details and books a licensed agent. Binding stays with your team.

Can it work in English and Spanish?

Yes. It can answer in several languages.

Start with the website

Most insurance businesses get the biggest return from a fast website that turns visitors into enquiries, then add an AI receptionist. See what a insurance website needs or our website in 7 days.

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