Answer Quote Calls Faster.
Book More Reviews.
Insurance shoppers call more than one agency. The one that answers first gets the conversation. Our fully managed AI answers your quote calls 24/7, collects the details your producers need, and books the quote review on their calendar. You never touch the tech.
$800/mo
AI receptionist with 1,000 minutes
24/7
answers quote calls day and night
Honest AI
tells callers it's AI
7 to 10 days
to go live
Built for how insurance agencies work
Quote requests come from your website, carrier directories, ads, referral partners, phone calls and walk-ins. When producers are on calls or out of the office, those leads wait, and some move on. Our AI handles the first contact so nothing sits in voicemail.
Intake for each line of business
The AI asks the right questions for each policy type before a producer picks up the phone.
Auto
Number of vehicles and drivers in the household
Current carrier and renewal date
Recent claims or driving incidents
Coverage limits and deductibles they want
Books a quote review
Home and property
Property address and year built
Approximate square footage and roof age
New purchase closing date or existing policy
Interest in bundling auto or umbrella
Sends the details to your producer
Commercial
Industry, payroll and headcount
General liability, workers comp or BOP
Certificate of insurance urgency
Current renewal timeframe
Routes to your commercial lines specialist
What our AI does for your agency
Fully managed, so you never touch the tech.
AI Voice: answers quote calls
When a prospect calls after hours or while your team is busy, the AI answers, gathers their details, answers common questions, and books a follow-up. It can transfer the caller to the right person on your team.
AI Text: replies to online quote requests
A lead fills out a form and gets a text back within seconds with next steps and a booking link.
AI Chat: helps website visitors
Prospects comparing coverage on your site get answers and can request a quote day or night.
AI Reputation: asks for reviews
Happy policyholders get an automatic request to leave a Google review.
One dashboard
See every quote request, follow-up and renewal reminder in one place.
Renewal reminders
Policyholders get a text before their renewal date so fewer policies lapse quietly.
See it work
Call Emma, our AI demo line, at 888-205-9657, or book a free AI demo.
Why agencies choose a managed service
Veteran-owned.
We build it
We learn your agency, write the intake, connect your calendar and phone, and test it with you.
We keep it working
When your carriers, hours or team change, we update the agent.
Honest AI
Our agents tell callers they are talking to an AI.
Local team
We're based in Billings, MT. Call 406-272-6709.
What Montana owners say about working with us
What I value most is that Brian is honest about what's working and what's still in progress, and the team handles the systems and follow-up so I can focus on my clients.
Brian takes the time to understand our business and our goals, and he genuinely cares.
These are public Google reviews of our team. Read all our Google reviews
Frequently Asked Questions
Can an AI receptionist handle insurance quote calls?
Yes. It answers the call, asks intake questions for auto, home or commercial coverage, and books a quote review with your producer.
Does it answer after hours?
Yes. It answers 24/7, including nights and weekends.
Can it transfer a caller to my team?
Yes. It asks who the caller wants to reach and transfers them.
Will callers know it's AI?
Yes. Our AI agents tell callers they are AI.
How much does it cost?
The AI receptionist is $800/mo plus $1,500 setup with 1,000 minutes included.
How long does setup take?
Your AI receptionist can be live in about 7 to 10 days.
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Veteran-owned | Serving clients nationwide