For independent insurance agencies and brokerages
Grow your agency without staying permanently on call.
Capture calls and website inquiries, book appointments and keep follow-up moving with a system we configure for your agency.
24/7 virtual receptionist. Website inquiry capture. Booking. Follow-up. A five-page website included.
20 minutes. Hear the receptionist and see what your team receives.
- Call or inquiry
- Details captured
- Booked or callback saved
See what happens when your team cannot answer.
This is the journey you will hear and see in the live demonstration.
A prospect calls
The receptionist answers, asks your agreed questions and captures the caller’s details.
The next step is set
An appointment is booked in your calendar, or a callback request is saved for your team.
Your agency sees it
The contact details, conversation and next action are waiting in your lead dashboard.
Your receptionist, inquiry system and follow-up. Set up together.
Give prospects a way to reach your agency and give your team the details they need to continue the conversation.
The Insurer’s Friend
$699/month
$299 one-time setup, paid upfront
Your AI receptionist
Answers incoming calls, collects details, asks relevant questions and offers appointments or callbacks.
Your website inquiry forms
We add or connect the agreed forms so new website inquiries enter your lead system.
Your website chat assistant
Answers approved general questions and captures inquiries on your included website or an existing website where compatible.
Your appointment booking
A configured calendar with booking confirmations and reminders.
Your lead dashboard
See contact details, conversation history, callback tasks, booked appointments and opportunities your team marks as won.
Your follow-up messages
Inquiry acknowledgments and an agreed follow-up sequence, written and configured for your agency.
Plus two included bonuses
Five-page agency website
A website built around your services, with inquiry forms and booking links. No additional website build fee.
Keeping your existing website? We connect the agreed forms and chat where compatible instead.
The included website and hosting are provided while your subscription is active. The included site goes offline when the subscription ends.
Receptionist refresh every three months
One included update every three months to refresh approved answers, opening hours, services, qualifying questions or routing preferences.
Routine fault support continues between updates. The refresh is an update, not an unlimited rebuild.
Hear the system, discuss your agency and confirm fit and costs before deciding.
Monthly rolling. Your monthly subscription starts when the agreed core system goes live.
Phone and messaging usage is billed in addition and will be explained before you commit.
November onboarding is limited to five agencies.
Built for agencies with inquiries to handle and too little time to handle them.
This is for you if
- Your team cannot always answer incoming calls.
- Website inquiries need a faster, more consistent response.
- You want booking and follow-up organized without configuring another system yourself.
How setup works
- Tell us about your agency.
- We configure and test the agreed system.
- We show your team how to use it, then launch.
Free guide
5 practical ways insurance agencies can generate more inquiries through social media
Five ideas, each with an example post and a next action you can take this week.
No signup required.
Questions agency owners ask
Can I keep my existing website?
Yes. We can install or connect the agreed forms and chat where your website platform is compatible, and we check this before you commit. The included five-page website is an alternative.
Can I keep my number and customer database?
We provide a dedicated receptionist number. Forwarding from your existing number depends on your phone provider. Your existing customer database does not need to be migrated. Any other integrations are confirmed separately.
What happens if someone does not book or asks a question the AI cannot answer?
The receptionist captures their details and a callback request for your team. Insurance advice, quotations, policy changes and coverage decisions stay with your qualified agency staff.
What happens to the included website if I cancel?
The included website and its hosting end with your subscription. Any domain you own remains yours.
What will I pay, and what support is included?
$699/month plus $299 one-time setup. Phone and messaging usage is billed in addition and will be explained before you commit. The service is monthly rolling with no three-month minimum. Email support runs Monday to Friday, with an initial response within one business day.
See how your agency could handle its next inquiry.
Take 20 minutes to hear the receptionist, see the captured details and explore how booking and follow-up would work for your team.
See it working before you decide.