The Insurer’s Friend
Book my 20-minute demo (opens Calendly in a new tab)

For independent insurance agencies and brokerages

Turn more inquiries into booked conversations.

Your AI-powered virtual receptionist answers calls, captures details and offers appointments or callbacks. Website inquiries, booking and follow-up stay connected while your team serves clients or switches off.

Book my 20-minute demo (opens Calendly in a new tab)

Hear the receptionist. See the saved inquiry. Watch an appointment get booked.

What happens when your team cannot answer

  1. Call answeredThe virtual receptionist picks up and asks your agreed questions.
  2. Details capturedName, contact details and what the caller needs are saved.
  3. Appointment or callbackA time is booked in your calendar, or a callback request waits for your team.
Call answered → details captured → appointment or callback. Illustration, not a recording.

Your calls, website inquiries and follow-up. Connected.

  • Answer calls

    Your AI-powered virtual receptionist answers, collects details and offers appointments or callbacks.

  • Capture website inquiries

    Connected forms and chat bring new inquiries into your lead system.

  • Book and follow up

    Calendar booking, reminders, follow-up messages and lead tracking keep the next action organized.

See everything included
  • Receptionist configured around approved agency information and questions.
  • Caller details and callback preferences captured.
  • Agreed website forms added or connected.
  • Website chat installed where your website platform is compatible.
  • Appointment calendar, confirmations and reminders.
  • Contact details and conversation history kept together.
  • Callback tasks and lead stages.
  • Opportunities your team marks as won. The system does not identify policies sold.
  • Inquiry acknowledgments and an agreed follow-up sequence, sent with appropriate permissions and stopped after a booking, reply or opt-out.
  • One update to the agreed receptionist setup every three months. Routine fault support between reviews.
  • Configuration, testing, handover and ongoing weekday email support.
  • Usage charges apply. Other integrations are confirmed separately.
Bonus 1

Your five-page agency website. Included.

Built around your services, with inquiry forms and booking links. No additional website build fee.

Already have a website? We connect your agreed forms and chat where compatible instead.

Website and hosting included while subscribed. The included site goes offline if you cancel.

Illustrative preview, fictional agency. Not a customer website.
Bonus 2

A receptionist refresh every three months.

Keep your opening hours, services, approved answers and call questions up to date.

The Insurer’s Friend

$699/month

$299 one-time setup, paid upfront

Book my 20-minute demo (opens Calendly in a new tab)

Hear the receptionist. See what your team receives.

Monthly rolling. Subscription starts when the agreed core system goes live.

Phone, messaging and applicable AI usage or registration charges are additional. We explain these before you commit.

Setup in three steps

  1. Tell us about your agency.
  2. We configure and test your system.
  3. We show your team how to use it.

Allow around two weeks after we receive the required content, information, access and approvals. Registration or third-party requirements can affect individual features. Email support Monday to Friday, with an initial response within one business day.

Questions agency owners ask

Is the virtual receptionist a person?

No. It is an AI-powered virtual receptionist configured around your agency’s approved information and inquiry process. Your team handles insurance advice and customer decisions.

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

Yes, subject to checking your setup. We can connect agreed forms and chat on compatible websites. We provide a dedicated receptionist number, with forwarding options depending on your phone provider. Your existing customer records do not need to move.

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

The receptionist can capture their details, question and callback preference for your team. Insurance advice, quotations, policy changes and coverage decisions stay with qualified staff.

What happens to the included website if I cancel?

The included website and hosting end with your subscription, so that site goes offline. Any separately owned domain remains yours.

What does it cost, and what support is included?

The service is $699/month plus $299 setup. Phone, messaging and applicable AI usage or registration charges are additional and explained before purchase. It is monthly rolling with no three-month minimum. Weekday email support and a receptionist refresh every three months are included.

See how your agency could handle its next inquiry.

Take 20 minutes to hear the virtual receptionist, see the captured details and explore how booking and follow-up would work for your team.

Book my 20-minute demo (opens Calendly in a new tab)

See it working before you decide.