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

AI receptionist for independent insurance agencies

Turn missed calls into booked appointments.

Answer calls, capture online inquiries and book conversations while your team serves clients or switches off.

No extra receptionist. No need to move your existing customer database.

Book my live demo (opens Calendly in a new tab)

A 20-minute live demonstration. Hear the receptionist and see what your team receives.

$699/month + $299 setup. Monthly rolling service. Usage charges additional.

Hear it answer. See the next step.

See how a prospect’s call becomes a saved inquiry, a booked appointment or a callback request for your team.

  1. Answer the inquiry.
  2. Capture the details.
  3. Book or request a callback.

The working example is shown live on your demonstration call, using a fictional agency and fictional customer details. You will hear the receptionist, see the saved inquiry and understand how appointment booking and callback requests work.

Book my live demo (opens Calendly in a new tab)

Give every new inquiry a clear next step.

  • AI receptionist

    Answer incoming calls while your team is busy or off duty.

  • Inquiry capture

    Keep contact details and questions together for follow-up.

  • Appointment booking

    Let prospects book a time to speak with your team.

  • Callback requests

    Capture the details when someone prefers a callback.

  • Setup and support

    We configure the system, test the agreed journeys and show you how to use it.

Website forms and chat can feed inquiries into the same system. We confirm the channels and connections included before setup.

One system. One monthly price.

The Insurer’s Friend

$699/month

$299 one-time setup, paid upfront

Usage charges: Phone, messaging and applicable AI usage or registration charges are additional. We explain the relevant charges before you commit.

  • AI receptionist and inquiry capture.
  • Appointment booking and callback requests.
  • A clear view of new inquiries and follow-up.
  • Configuration, testing and handover.
  • Ongoing email support.

Monthly rolling service. No three-month minimum. Your monthly subscription starts when the agreed core system goes live.

Your system is configured and demonstrated before launch. Allow around two weeks after we receive the required information, access and approvals. Registration or third-party requirements can affect individual features.

Email support Monday to Friday. Initial response within one business day.

Book my live demo (opens Calendly in a new tab)

Hear the system, discuss your agency and confirm fit and costs before deciding.

Questions agency owners ask

Can I keep my existing phone number?

We provide a dedicated number for the receptionist. Depending on your phone provider and setup, calls can be routed from your existing number. We confirm the options before you commit.

Do I have to change my existing customer database?

No. The system captures new inquiries without requiring you to migrate existing customer records. Any connection or transfer into another system is separately confirmed.

What if someone does not book or the AI cannot answer?

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

What will I pay, and am I tied into a contract?

The service is $699/month plus $299 setup, with additional usage and applicable registration charges explained before purchase. It is monthly rolling, with no three-month minimum.

How quickly can we launch, and what support is included?

Allow around two weeks after we receive the required inputs, subject to registration and third-party dependencies. We test the agreed setup and provide a live handover. Email support is available Monday to Friday, with an initial response within one business day.

Your next inquiry should have somewhere to go.

Take 20 minutes to hear the receptionist, see the saved inquiry and find out whether the system fits your agency.

Book my live demo (opens Calendly in a new tab)

See it working before you decide.