AI receptionist for insurance agencies that automates inbound calls and ensures 24/7 customer support
Collect testimonials with one link, bring in the ones you already have, and show them anywhere on your site in minutes
Stage
Not given
Not given
Founded
2023
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Based in
US
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Pricing model
Contact for pricing
Freemium
Pricing
Not given
Free: $0 forever with 1 Space, 15 testimonials and 1 widget (shows Powered by HappySaid). Starter: $19/month with 3 Spaces, unlimited testimonials and widgets, 2 team members. Pro: $49/month with 10 Spaces, unlimited testimonials and widgets, 5 team members and custom CSS.
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
Collect testimonials with a simple link requiring no customer account
Single inbox for approving, tagging and highlighting testimonials
Import testimonials from X, LinkedIn, Product Hunt, G2 and CSV files
Multiple display widgets: walls, carousels, quotes and badges
Multiple Spaces for different products, clients or brands
Verified email badge for confirmed testimonials
Team member roles for approval and billing management
Lightweight widget under 15 KB that loads after page content
Valid review schema for search engines and AI crawlers
Export all testimonials and cancel in two clicks
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
No developer needed to embed testimonials on your site
Brings together testimonials from multiple sources including X, LinkedIn and G2
Widgets designed to match your brand instead of HappySaid's branding
Free forever plan available with no credit card required
Highlight key customer quotes for quick impact on visitors
Sonant
HappySaid