AI receptionist for insurance agencies that automates inbound calls and ensures 24/7 customer support
Text new enquiries from your own number and get them booked by AI
Stage
Not given
Not given
Founded
2023
Not given
Based in
US
NZ
Pricing model
Contact for pricing
Free trial
Pricing
Not given
Plans start at US$47/month (Starter: 2 workspaces, 1 phone); Single License US$97/month (5 workspaces, 5 phones); Agency License US$197/month (20 workspaces, 20 phones); Enterprise License US$497/month (100 workspaces, 100 phones). All plans include unlimited texts from your own phone with no per-te
Key features
Lead qualification and routing to human agents
Automatic appointment scheduling and calendar sync
Call transcription and post-call note generation
Insurance-specific terminology and workflows
AMS integration with EZLynx, Momentum, QQCatalyst, AgencyZoom
Quote intake automation
Cross-sell opportunity identification
Call recordings and compliance documentation
Real-time transfer to human agents
AI assistant that answers questions and books appointments from your business information
Multi-step follow-up campaigns with automatic branching
One shared inbox for texts, WhatsApp, email and Voice AI calls
Integration with CRM platforms including HighLevel, HubSpot and Zoho
Lead Finder to search and import local business contacts
Email campaigns from your own domain with replies in the shared inbox
Developer API for custom integrations and sending through your own software
What makes it different
Purpose-built for insurance, not a generic AI chatbot
Handles multiple calls simultaneously without missed calls
SOC 2 Type 2 and GDPR compliant
Deep integration with insurance agency systems
Text from your own number with no per-text fees, unlike traditional SMS platforms
AI that only answers from information you teach it and hands over when unsure
Built for service businesses and agencies with white label branding available
Faster booking than manual follow-up, without a new phone number or meter running
Works with existing business tools and CRM platforms
Sonant
Activ8