Insurance shoppers buy from whoever calls first
People asking for an insurance quote are often comparing several agencies or carriers at once, and price shoppers move fast. The agency that calls first and makes the next step easy tends to write the policy. Your licensed agents can't stop what they're doing every time a quote request comes in.
The receptionist sets up the call. Your agents sell.
The receptionist isn't a licensed agent, so it doesn't quote rates, recommend coverage, or bind policies. It gathers the basics you choose, such as:
- Which kind of insurance they're looking for.
- When their current policy renews, if they have one.
- Their ZIP code, to confirm you write policies there.
- The best time for a licensed agent to talk with them.
Then it books a call or meeting with a licensed agent, or transfers the call live if you want hot leads connected right away. Your agent gets the notes before the conversation starts.
How it handles your leads
- Calls every new lead within seconds of the form being submitted, from a local number that's yours.
- Tries three times if they don't pick up (a few minutes later, then a few hours later), and leaves a short voicemail on the last try.
- Only calls during your calling hours (8am to 9pm in your time zone by default, or 24/7 if you choose). On the default hours, leads that come in overnight get called first thing in the morning. Follow-up calls always stay within 8am to 9pm for both you and the lead.
- Answers your number 24/7 when people call back, and can transfer to you or take a message.
- Filters junk for free: fake numbers, gibberish names, throwaway emails, and duplicates aren't called and don't count.
Lead sources it works with
Facebook and Instagram lead ads, Google Ads lead forms, your website's quote form, and any CRM or agency system that can send a webhook or an email. Purchased leads from aggregators like EverQuote, SmartFinancial, and QuoteWizard are texted to you first and called once you approve, since those services collect consent for themselves.
What it costs
$1,500 to set up and $1,500 a month, with 1,000 new leads a month included. Junk and duplicate leads don't count toward that, and each lead counts once no matter how many times we call it. If you need more, add 500 leads for a month ($750) or for every month (+$500/month). Cancel anytime from your billing page; it runs to the end of the month you paid for.
Setup takes one sitting: paste your website and our AI fills in your services, prices, service area, and FAQs for you. Then you connect your lead forms with a 5-minute guide, send a test lead, and we confirm it arrived before you pay.
Questions
Will it quote insurance rates?
No. It isn't licensed, so it never quotes rates, recommends coverage, or binds policies. It books time with a licensed agent, or transfers the call.
Can it transfer hot leads to an agent right away?
Yes. Give it a transfer number and it connects people who want to talk now. If nobody answers, it books a call and texts you the details.
Does it work with purchased leads?
Yes. Since aggregators usually collect consent for themselves, purchased leads are texted to you first and called when you approve, unless you've confirmed the vendor's consent covers your agency.
Can it handle Medicare leads?
Medicare marketing has its own federal rules on how and when beneficiaries can be contacted. Talk to us before sending Medicare leads so we can set it up to fit those rules, or keep those leads with your licensed agents.
Hear it call you first
Enter your number on our homepage and the AI receptionist calls you in seconds, the same way it would call your leads.