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

For independent insurance agencies and brokerages

Get new inquiries handled without staying permanently on call.

Your AI-powered virtual receptionist answers calls, captures website inquiries and books conversations. We connect the system and set it up for your agency.

  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, or a callback task waits for your team.
Illustration, not a recording: call answered → details captured → appointment or callback.
  • We handle the setupConfiguration, testing and a team walkthrough included.
  • Keep your existing websiteWe connect compatible forms and chat, or include a five-page website with your subscription.
  • Keep it currentWeekday email support and a receptionist refresh every three months.

The Insurer’s Friend

Virtual receptionist , website forms and chat , booking and reminders , follow-up messages , lead dashboard.

See everything included
  • Incoming call answering and relevant qualifying questions.
  • Captured contact details and callback requests.
  • Agreed website inquiry forms added or connected.
  • Website chat using approved answers, where your website platform is compatible.
  • Appointment booking, confirmations and reminders.
  • Inquiry acknowledgments and an agreed follow-up sequence, sent with appropriate permissions and stopped after a booking, reply or opt-out.
  • Contact records, conversation history and follow-up tasks.
  • Lead stages and opportunities your team can mark as won. The system does not identify policies sold.
  • Configuration, testing, handover and ongoing support. Other integrations are confirmed separately.
Bonus 1

Five-page agency website included

No additional website build fee.

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

Bonus 2

Receptionist refresh every three months

Update approved answers, business details and call questions.

$699/month

$299 one-time setup, paid upfront

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

Hear the receptionist, see a captured inquiry and check whether the system fits your agency.

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 around two weeks after required inputs and approvals. Weekday email support with an initial response within one business day.

Service details
  • Telephone and messaging registration, and other third-party requirements, can affect timing and individual features.
  • We provide a dedicated receptionist number. Forwarding from your existing number depends on your phone provider.
  • Your existing customer records do not need to be migrated.
  • The receptionist is AI-powered, not a person. Insurance advice, quotations, policy changes and coverage decisions stay with your qualified staff.
  • The included website and hosting are provided while you are subscribed. Any separately owned domain remains yours.
  • The refresh is one update to the agreed setup every three months, not an unlimited rebuild. Routine fault support is available between refreshes.
  • Monthly rolling with no three-month minimum.