For independent insurance agents, agencies and brokerages

Virtual reception, appointment booking and lead follow-up for your insurance business.

Your AI-powered virtual receptionist answers calls, captures details and offers appointments or callbacks. Connected website forms, chat and follow-up help turn inquiries into conversations.

Book my 20-minute demo

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

Choose inquiry handling, or add social media and Meta advertising. See the two packages

What we set up for your agency

Included in both packages. Fewer missed calls and forgotten follow-ups, without you or your team having to be available all the time.

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 chatAnswers approved questions and captures inquiries on compatible websites.
Appointment bookingCalendar booking, confirmations and reminders.
Follow-up messagesInquiry acknowledgments and an agreed follow-up sequence, 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. Connections to other software, such as an agency management system, are confirmed case by case.

Two packages. Choose how you pay.

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

Complete

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
Weekday email support

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 Complete, plus:

Social media management

Management across LinkedIn, Instagram and Facebook, with seven published posts total per week, divided between the three 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 subscription is 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.

Launch commitment, part 1

See it working before subscription billing starts.

Your setup fee is paid upfront. We configure, test and demonstrate the agreed core system before launch. Your subscription starts when that core system goes live.

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

Launch commitment, part 2

If we miss the agreed launch date, your setup fee becomes a subscription credit.

If we miss the agreed core-system launch date for reasons within our control, we deduct your setup fee from your first subscription payment.

Credit: $299 on Complete. $599 on VIP. Applies to your first monthly or annual payment.

We agree the launch date after receiving the required inputs. Customer delays, agreed scope changes and external registration dependencies affect that date.

Email support Monday to Friday, with an initial response within one business day.

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.

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 Complete and VIP?

Complete 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 costs are additional?

The one-time setup fee ($299 Complete, $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.