Designed specifically for insurance agents, agencies and brokerages.

Missing calls while you’re helping clients?

Keep new inquiries moving while you focus on the people in front of you. Your AI-powered virtual receptionist answers calls, captures website inquiries and helps prospects book an appointment or request a callback.

Call answering. Website inquiry capture. Appointment booking. Follow-up.

Book my 20-minute demo

Hear the receptionist. See the inquiry captured. Watch the next step.

What we set up for your agency

Included in both packages.

Virtual receptionistAnswers incoming calls, collects details and offers appointments or callbacks.
Website inquiry formsWe add or connect agreed forms so submissions enter your lead system.
Website chat, where compatibleAnswers approved questions and captures inquiries on compatible websites.
Appointment booking and remindersCalendar booking, confirmations and reminders.
Inquiry responses and follow-upInquiry responses and agreed follow-up messages, written and configured for your agency.
Lead dashboardContact history, callback tasks, appointments and lead stages in one place.

Your team marks which leads become customers.

Two packages. Choose how you pay.

Both packages include the full system above. Pay monthly, or pay for 12 months upfront and save.

The Essential

Handle and follow up with your existing inquiries.

Monthly

$699/month

Rolling monthly agreement.

Annual upfront

$6,990

Paid upfront for 12 months of service.

Save $1,398 vs 12 monthly payments

Plus $299 one-time setup, paid upfront

All six core system components
Configuration, testing and team handover
Five-page website, or agreed connections to your existing compatible website
Optional new website copy at no additional charge
Up to two website revision rounds
Receptionist refresh every three months

Book my 20-minute demo

VIP

Attract new inquiries and connect them to the same booking and follow-up system.

Monthly

$1,899/month

Rolling monthly agreement.

Annual upfront

$18,990

Paid upfront for 12 months of service.

Save $3,798 vs 12 monthly payments

Plus $599 one-time setup, paid upfront

Everything in The Essential, plus:

Social media management

Management across LinkedIn, Instagram and Facebook, with seven published posts total each week, divided between those platforms.

Meta advertising

One Meta advertising campaign each month.

Advertising spend is paid separately.

Book my 20-minute demo

Monthly agreements are rolling. Annual upfront payment covers a 12-month service commitment.

Phone, messaging and applicable AI usage or registration charges are additional. VIP advertising spend is also additional. We confirm the usage costs that apply to your agency before you buy.

Included bonus, both packages

Your five-page agency website. Included.

We adapt our professional template using your brand guidelines and existing website copy.

Want new words? We can write your website copy at no extra charge.
Up to two rounds of website revisions.

Keeping your website? We connect agreed inquiry forms and add chat where compatible instead.

Website and hosting included while your paid subscription remains active. The included site goes offline when your paid service ends. New copy is reviewed and approved by your agency before it is published.

Included bonus

Keep your receptionist up to date.

One included refresh every three months for approved answers, opening hours, services, qualifying questions or routing preferences.

Routine fault support is available between refreshes.

We configure it, test it and show you how it works.

Share your agency information and access.
We configure and test the agreed system.
See it working, then launch.

Allow around two weeks after we receive the required information, content, access and approvals. Registration or third-party requirements can affect individual features.

See your system working before subscription billing starts.

We configure and test the agreed core system, then walk you through it before launch.

Your setup fee is paid upfront. Subscription billing starts when the agreed core system goes live.

If you choose annual upfront, the annual payment is taken at the agreed start of service.

Free resources to help your agency grow.

Practical guides for responding faster, reconnecting with past inquiries and promoting your agency.

Respond faster. Give your agency the first conversation.

A practical speed-to-lead guide for handling new inquiries promptly and giving prospects a clear next step.

Read the speed-to-lead guide

Reconnect with inquiries that went quiet.

A step-by-step guide to following up with suitable past inquiries and restarting useful conversations.

Read the reactivation guide

Use social media to start more insurance conversations.

Practical post ideas and a simple plan for promoting your agency on LinkedIn, Instagram and Facebook.

Read the social media guide

Questions agencies ask

Is the virtual receptionist a person?

No. It is AI-powered and configured around the information your agency approves, such as your services, opening hours and qualifying questions.

Can I keep my existing website, number and customer database?

Yes. On a compatible website we connect agreed inquiry forms and add chat. Your receptionist has a dedicated number, and forwarding from your existing number depends on your phone provider. You do not need to move your existing customer records. Connections to other software, such as an agency management system, are confirmed case by case.

What happens if someone does not book or asks something it cannot answer?

Their details are saved and they can request a callback. Your team handles advice, quotes, coverage decisions and policy changes.

What happens to the included website if I cancel?

Hosting is included for your active paid service period. The included site goes offline when that service ends. Any domain you own separately stays yours.

What is the difference between The Essential and VIP?

The Essential handles and follows up with your existing inquiries. VIP adds seven published social posts total per week across LinkedIn, Instagram and Facebook, and one Meta advertising campaign each month. Ad spend is separate.

What support is included?

Email support is available Monday to Friday, with an initial response within one business day. Both packages also include one receptionist refresh every three months to update agreed business information, approved answers or call questions.

What costs are additional?

The one-time setup fee ($299 The Essential, $599 VIP). Phone, messaging and applicable AI usage or registration charges. VIP advertising spend. We confirm the usage costs that apply to you before you buy.

See how your agency could handle its next inquiry.

Take 20 minutes to hear the receptionist, see the saved details and check which package fits your agency.

Book my 20-minute demo

See the system before you decide.