AI Receptionist for Insurance. Never miss a quote request.

An AI receptionist for insurance agencies is an intelligent virtual assistant that handles all inbound calls 24/7. It captures quote requests with complete prospect information, schedules appointments with agents, takes initial claims reports, handles policy inquiries, and routes urgent matters to the appropriate team member. Unlike traditional answering services, AI receptionists respond instantly, never put callers on hold, and understand insurance terminology including policies, endorsements, certificates of insurance, and claims procedures.

Yes. Our AI voice receptionist is specifically trained for insurance quote intake. It captures essential information including policy type (auto, home, commercial, life), current coverage and carrier, property or vehicle details, desired coverage levels, and contact information. The AI gathers everything your agents need to prepare accurate, competitive quotes without multiple callbacks.

The AI receptionist introduces itself professionally as a virtual insurance assistant. Most callers appreciate the immediate response and 24/7 availability rather than waiting on hold or leaving voicemails. The experience is warm, professional, and focused on helping clients quickly. Human agent escalation is always available when needed.

Yes. The AI receptionist captures initial claims information including policy number, type of claim, incident date and details, contact information, and urgency level. For urgent claims like accidents or property damage, the system immediately notifies your claims team via SMS and email. All claim details are organized and ready for your team to process.

Absolutely. The AI receptionist books consultations, policy reviews, claims meetings, and renewal discussions based on individual agent availability. It syncs with your calendar system, avoids double-booking, and sends instant confirmation texts and emails to both the client and the agent.

Our AI receptionist is trained to handle all major insurance lines: personal auto, homeowners, renters, umbrella, commercial general liability, business owners policy (BOP), workers compensation, professional liability, life insurance, health insurance, and specialty coverage. It adapts questions and intake forms based on the specific line of business.

Yes. The AI voice receptionist provides true 24/7/365 coverage. Insurance prospects often research and call during evenings and weekends when comparing rates. With AI answering, these callers get immediate assistance instead of voicemail, dramatically improving your quote capture rate and client satisfaction.

AgentZap integrates with all major insurance agency management systems including Applied Epic, Hawksoft, QQCatalyst, AgencyZoom, EZLynx, AMS360, NowCerts, Agency Matrix, and HawkSoft. Appointments and lead information sync directly to your existing systems, eliminating manual data entry.

A full-time Customer Service Representative costs $35,000-$50,000/year plus benefits, only works during office hours, takes vacations and sick days, and can only handle one call at a time. An AI receptionist costs a fraction of that, works 24/7/365, handles unlimited simultaneous calls during busy periods, and never calls in sick. Many agencies use AI for after-hours coverage and overflow while keeping human staff for complex interactions.

Yes. The AI receptionist captures certificate of insurance (COI) requests including certificate holder information, coverage requirements, additional insured details, and deadline. Your team receives organized requests ready for processing, reducing phone tag and speeding up certificate delivery.

Yes. AgentZap maintains strict compliance standards. The AI is designed to collect information and schedule appointments, not provide insurance advice or binding coverage. All calls are logged for E&O purposes, and the system can be configured to meet state-specific requirements. Data is encrypted and secure.

Most insurance agencies are fully operational within 48-72 hours. Our insurance specialists configure your quote intake forms, appointment types, agent schedules, escalation protocols, and custom responses. We provide dedicated setup support and testing to ensure the AI handles your specific workflows correctly.