Capture leads, qualify prospects, and schedule consultations — 24/7 — so agents can focus on closing policies.
Book a DemoYour AI receptionist manages calls so agents can focus on sales.
Collects name, contact info, insurance type needed, and current coverage status.
Asks about policy needs, timeline, household size, and current insurer.
Books consultations with agents based on availability and coverage type.
Answers questions about coverage types, payment options, and claim processes.
Captures initial claim details and routes to the claims department.
Captures leads and claim reports at any hour. Urgent claims get escalated.
Every prospect call follows a structured path.
AI greets the caller with your agency name. No hold music, no voicemail.
Determines if they need a quote, have a claim, or have policy questions.
Quote request → schedules consultation. Claim → routes to claims. FAQ → answers.
All info pushed to your CRM. Agent gets notified of hot leads immediately.
See how the AI handles insurance scenarios.
Thanks for calling. Are you looking for a new policy or calling about an existing one?
I need auto insurance for my family.
I can help. How many vehicles do you need to insure?
Two cars.
Great. Are you currently insured, or will this be a new policy?
I have coverage but I'm shopping around.
I'll schedule you for a quote consultation. Tuesday at 3 PM or Thursday at 10 AM?
Thanks for calling. Are you looking for a new policy or calling about an existing one?
I need to report an accident.
I'm sorry to hear that. Is anyone injured?
No, everyone is okay.
Good. Can you provide your policy number?
It's ABC-123456.
Thank you. Let me connect you to our claims department to start the process.
Set qualification criteria
Control consultation slots
Claims go to right team
Leads sync automatically
Capture every lead, qualify every prospect, and never miss a claim report.
Book a Demo