Designed specifically for insurance agents, agencies and brokerages.

Missing calls while you’re helping clients?

Focus on the people in front of you. The Insurer’s Friend keeps new inquiries moving with your own 24/7 virtual receptionist, answering calls, making bookings and flagging callback requests. Easy!

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

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Three generations of a family sitting together on the porch steps of their home

Missing calls because you’re on the phone with a client?
Want to get some family time back on the weekend?
Worried your competitors are taking more inquiries than you?

The Solution

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.

Book my free 20-minute demo

One system, two packages: choose what fits your business

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

VIP

Get your agency seen. Bring more potential clients into the conversation.

Marketing included in VIP

Promote your services on three platformsSocial media management across LinkedIn, Instagram and Facebook, with seven published posts total each week, divided between the platforms. Showcase your services, answer common questions and give potential clients reasons to contact your agency.
Reach potential new clients with Meta advertisingOne Meta advertising campaign each month to promote your services and direct interested prospects toward an inquiry or booking.
Connected inquiry handlingGive people who respond a clear way to ask questions, leave their details or book a conversation.

VIP also includes

AI-powered virtual receptionist.
Connected website inquiry forms.
Website chat where compatible.
Appointment booking, confirmations and reminders.
Configured inquiry acknowledgments and follow-up.
Contact records, conversation history, callback tasks and lead tracking.
Configuration, testing and team handover.
Five-page website using our template and your branding, or agreed existing-website connections.
Optional new copy for the included website.
Up to two website revision rounds.
Receptionist refresh every three months.
Ongoing email support, with details in the FAQ.

Plus the bonuses included in The Essential

The included website and hosting remain available while your paid subscription is active. The included site goes offline when that service ends.

Monthly

Only $1899/month + $599 one-time setup

Rolling monthly agreement.

Annual upfront

Only $18990 paid upfront for 12 months, plus $599 setup.

12-month commitment.

Save $3798 compared with 12 monthly subscription payments.

Book my free 20-minute demo

Phone, messaging and applicable AI usage or registration charges are additional. Advertising spend is additional.

The Essential

Turn the inquiries you already receive into more conversations.

What’s included

Virtual receptionistYour AI-powered receptionist answers calls, collects details, asks relevant questions and offers appointments or callbacks.
Website inquiry formsWe add or connect agreed forms so new website inquiries enter your lead system.
Website chat assistantAnswers approved questions and captures visitor details on compatible websites.
Appointment bookingA connected calendar with appointment confirmations and reminders.
Follow-up messagesInquiry acknowledgments and an agreed follow-up sequence, written and configured for your agency.
Contact records and lead trackingSee contact details, conversation history, callback tasks, booked appointments and opportunities your team marks as won.
Setup, testing and team handoverWe configure the system, test the agreed journeys and show your team how to use it.

Included bonuses

Five-page agency website. Built from our template using your brand guidelines and existing copy.
New website copy if you want it. We can write the copy for your included website at no additional charge.
Up to two website revision rounds.
Quarterly receptionist refresh. One update every three months to approved answers, business details, qualifying questions or routing.

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

The included website and hosting remain available while your paid subscription is active. The included site goes offline when that service ends.

Monthly

Only $699/month + $299 one-time setup

Rolling monthly agreement.

Annual upfront

Only $6990 paid upfront for 12 months, plus $299 setup.

12-month commitment.

Save $1398 compared with 12 monthly subscription payments.

Book my free 20-minute demo

Phone, messaging and applicable AI usage or registration charges are additional.

Monthly agreements are rolling. Annual upfront payment covers a 12-month service commitment. We confirm the usage costs that apply to your agency before you buy.

Get started in three easy steps

Book a call to see the demo
Sign up and tell us about your business so we can tailor the service to you.
The system goes live and helps your business within 30 days!

Book my free 20-minute demo

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 free 20-minute demo