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Illustrated insurance receptionist taking a quote inquiry and routing it to a licensed agent

An insurance AI receptionist can answer an incoming inquiry, offer an approved quote link or gather basic intake details, then route the request to a licensed team member. It should never present itself as binding coverage or replacing licensed advice.

From first search to a licensed agent.

Try the customer journey, then switch to the agency view to see how the same inquiry is organized.

Your insurance experienceInteractive preview

YOUR AGENCY · HERE WHEN IT MATTERS

Protect what moves you forward.

Find the right next step for auto, home, or business insurance.

Insurance agency service illustration

START A QUOTE REQUEST

What can we help you protect?

We’ll help you start an auto insurance conversation.

Use sample details. This preview stays in your browser; it does not request a real quote or send messages.

  1. Answer promptly

    Avery greets the caller and asks what kind of quote they need.

  2. Offer a choice

    She can share your approved quote link with consent or collect approved intake details by phone.

  3. Hand off clearly

    A licensed team member receives the request, preferred contact path, and unanswered questions.

What we observed

In an owner-relayed example, an anonymous agency reported 30% more leads after adding an AI receptionist. The baseline count, period, and lead definition were not provided, so this is a client-reported observation, not a forecast for your agency.

Can the agent quote or bind coverage?

The agent can offer an approved quote path and gather intake details. A licensed team member handles coverage advice, underwriting questions, and binding decisions.

Can it send the quote link by text?

A configured agent can send an approved link after the caller asks for it or consents. Your deployment needs a connected messaging number, approved templates, and a working delivery tool.

What happens if the customer wants a person?

A voice call can be transferred when the phone route and staff availability support it. In text or chat, the agent offers a callback or staff follow-up rather than promising a live transfer.

Is the 30% result guaranteed?

No. That figure was reported by one anonymous agency. Its baseline, time period, and lead definition were not independently verified.

See the right package for your team.