Insurance Agencies · Phoenix, AZ
An AI front desk for your insurance agency
Answer every quote request the moment it arrives, and book the call with a licensed agent.
AI Front Desk · from $699 a month
Start with usFrom $699 a month, no card today. Includes: greets each visitor by voice first, with a face, and says it is an AI.
What your AI employee does
- Answers general questions about the lines you write, your office hours and how to reach you from your approved information.
- Gathers the starting details a quote needs, with the visitor’s permission, and books a call with a licensed agent.
- Takes claim and policy-change requests and routes them to the right person on your team.
- Leaves every quote, coverage recommendation and binding decision to your licensed agents.
- Drafts renewal and follow-up reminders for your approval and speaks the visitor’s language.
Meet Morgan, your demo AI employee
Try a visitor question
A short spoken demo of your front desk. These examples use no real appointments or customer records.
Hi, I’m Morgan, an AI front desk employee for an insurance agency. You can interrupt me anytime. In this demo, I help someone start a quote or reach the right agent. What kind of coverage are you asking about?
Why this plan fits
AI Front Desk · from $699 a month
Start with AI Front Desk for quote requests and agent calls. Renewal follow-ups are scoped with your team and nothing is sent without your approval.
We set your employee up with your approved business information, booking rules and handoff to your team.
Start with usFrom $699 a month, no card today. Includes: greets each visitor by voice first, with a face, and says it is an AI.
Questions before you start
Will it recommend coverage or give quotes?
No. It answers general office questions and gathers starting details. A licensed agent on your team gives every quote and every coverage recommendation.
Can it take a claim?
It can take down what happened and how to reach the person, route it to your team and share the carrier claim line you provide. Your team handles the claim itself.
Does this demo request a real quote?
No. The examples show how a quote request can work. Your employee is set up with your agency before it goes live.
Built around your workflow
Where your team needs help
- Quote requests arrive at night and are cold by morning.
- Licensed agents lose hours to questions any front desk could answer.
- Renewal reminders and follow-ups slip when the office is busy.
Your Revenue Agent setup
- Answers general questions about the lines you write and gathers what a quote needs.
- Books a call with a licensed agent, who gives every quote and every piece of advice.
- Sends the follow-ups you approve so no request is forgotten.
Final workflows are tailored to your approved information. Follow-ups need your approval.