Insurance agencies
Answer the quote call while you’re with a client.
You’re with a policyholder. It takes quote requests with all the details and emails them to you.
Three questions it handles
- “Can I get a quote on my business?”
- Takes the details and emails them to you.
- “Do you do home and auto together?”
- Answers from the coverage you list.
- “I need to talk to someone about a claim.”
- Takes a message and flags it urgent if it matches your terms.
Sample callSummit Ridge Insurance
Sample call transcript: Summit Ridge Insurance
- Grace · AI: Thanks for calling Summit Ridge Insurance. This is Grace, the AI receptionist. How can I help?
- Caller: I'd like a quote to insure my business. It's a small bakery.
- Grace · AI: Happy to help. I'll take the details for an agent. What's your name and number?
- Caller: Alicia Grant. 615-555-0152.
- Grace · AI: Thanks, Alicia. And the best email for your quote?
- Caller: alicia.grant@example.com
- Grace · AI: Got it. An agent will have everything they need. Your request is on its way now.
Call ticketWed 11:20 a.m.
- Caller
- Alicia Grant
- Callback
- (615) 555-0152
- alicia.grant@example.com
- Needs
- Business insurance quote, bakery
- Urgency
- This week
- What happened
- Message takenEmailed to you
Pick the minutes you need
Starter
Never miss an after-hours call
$15/mo
- 100 minutes
- About 35 calls
- 3 calls at once
- Best for most businesses
Growth
Cover nights and busy days
$29/mo
- 200 minutes
- About 70 calls
- 5 calls at once
Professional
Answer most of your calls
$59/mo
- 500 minutes
- About 180 calls
- 10 calls at once
Business
Answer every call
$89/mo
- 800 minutes
- About 290 calls
- 15 calls at once
Create your free account, then pick your plan in Billing.
Works for any business that gets phone calls. See all industries