AI receptionist for insurance agencies that automates inbound calls and ensures 24/7 customer support
AI customer service and sales clerk for small businesses
Stage
Not given
Not given
Founded
2023
Not given
Based in
US
US
Pricing model
Contact for pricing
Freemium
Pricing
Not given
Starter: $20/month (or $14/month for first 3 months); Business: $49/month (or $34.30/month for first 3 months); Enterprise: $99/month (or $69.30/month for first 3 months). Free setup and testing before selecting a plan.
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
Answers customer questions in seconds across WhatsApp, Instagram and Messenger
Checks product stock and prices from your store in real time
Takes orders and generates payment links automatically
Books appointments by checking your calendar availability
Escalates complex requests to you with a summary and alert
Integrates with Shopify, WooCommerce, Google Calendar, HubSpot, Stripe and more
Learns your brand voice and tone from your website
One shared inbox for all messaging channels
Setup takes about three minutes
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
Runs 24/7 at 3 a.m. and handles routine customer questions automatically while you sleep
Integrates with your existing tools so the clerk works inside Shopify, HubSpot, Google Calendar and your CRM
Takes real actions like looking up orders, sending payment links and booking appointments, not just replies
No per-seat pricing; all plans include AI and integrations, no hidden add-ons
Price Lock Promise guarantees no overcharging if the clerk takes an order at a wrong price
Sonant
Kindclerk