People shop insurance by phone. The agency that answers wins.
Sarah answers every call, figures out whether it’s new business, a service request, or a loss, captures the details, and books the right conversation with your team. Built for agencies where the phone is still where policies get written.
Sarah calls you back live — hear her before you pay a dollar
From $350/month + 15¢/min usage · Cancel anytime
Insurance Agencies: the phone problem
Shoppers dial down a list
Someone comparing quotes calls agency after agency in one afternoon. The office that answers, asks smart questions, and books a follow-up is usually the one that writes the policy.
Storms flood the phone lines
The day after hail or a hard freeze, every client calls at once. Sarah absorbs the surge, captures each situation, and makes sure nobody having a bad week reaches a busy signal.
Service calls crowd out sales
Your team spends the day on ID cards, billing questions, and policy changes while new-business calls roll to voicemail. Sarah separates the two and books new prospects with a producer.
Hear Sarah on the phone
Real recorded conversations with US customers. Personal details are beeped out — everything else is exactly as it happened.
Incoming call → booked job
A customer calls in, Sarah qualifies the issue and books the appointment on the spot.
Contact & payment details
Sarah collects the details the office needs — no forms, no callbacks, no friction.
A live, natural conversation
Interruptions, questions, small talk — listen to how Sarah keeps it human.
Insurance Agencies: a real call, handled
This is the shape of the conversation — triage first, details second, booking before the caller can dial a competitor. And it’s not a mockup: real recorded calls are right on this page.
- Answers quote calls around the clock
- Captures policy type and details
- Separates new business from service calls
- Books agent callbacks to your calendar
- Absorbs storm-week call surges
- Texts back every missed caller
Plays nicely with the tools you already run
No rip-and-replace. Sarah books into your calendar and writes into your CRM from day one.
Every feature. From $350 a month + 15¢ a minute.
AI answering service for insurance agencies: how it works
An AI receptionist is software that answers your business phone with a natural, human-sounding voice — instantly, on every call, at any hour. Sarah answers every call, figures out whether it’s new business, a service request, or a loss, captures the details, and books the right conversation with your team. Built for agencies where the phone is still where policies get written.
Unlike a traditional answering service that takes a message for you to chase later, Sarah completes the job on the call: she handles answers quote calls around the clock, captures policy type and details, and books the appointment straight into your calendar or field-service software. Every conversation is recorded, transcribed and summarized, so your team starts the day with booked work — not a voicemail queue. Plans start at $350 per month plus usage from 15¢ per minute of conversation, with white-glove setup included and no long-term contracts.
Insurance Agencies questions
Does Sarah quote or advise on coverage?+–
No. Sarah never quotes prices, recommends coverage, or gives financial advice. She captures what the caller needs — vehicle, property, business, life — plus timing and contact details, then books the conversation with your licensed agents, who handle everything advisory.
What about surge days after a storm?+–
Volume spikes don’t change the experience. Every caller gets answered, their situation gets captured, and urgent losses get flagged by the rules you set — so your staff works a prioritized list instead of digging out of a voicemail avalanche.
Can she separate sales from service?+–
Yes. Sarah identifies why each person is calling and routes accordingly: new-business inquiries get qualified and booked with a producer, while service requests become clean, detailed messages your account team can work through in order.
Where does everything land?+–
Bookings go to your calendar (e.g. Google Calendar) or CRM, and every call produces a summary — who called, what they need, and when they expect to hear back. Nothing lives only in someone’s memory of a busy morning.
Also built for
Put Sarah on your phones
Leave your number — the callback demo will already speak your industry.
We’ll call you back with Sarah on the line — typically the same business day. No long-term contracts · Cancel anytime