AI receptionist for insurance agencies that automates inbound calls and ensures 24/7 customer support
AI receptionist that answers calls, books appointments, and manages customer relationships for service businesses
Stage
Not given
Startup
Founded
2023
2026
Based in
US
CA
Pricing model
Contact for pricing
Paid
Pricing
Not given
$99 CAD per month plus $8 CAD per appointment booked (never more than $349 CAD per month). 14-day free trial with no card required. Founding offer: the first 25 businesses pay no monthly fee for 6 months, only their bookings.
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 phone calls, texts, WhatsApp, web chat and email in one customer history
Automatically books appointments on your calendar with reminders and confirmation texts
Handles service requests and triages emergencies 24/7
Replies to Google reviews and turns good reviews into posts
Qualifies leads by asking about timeline, budget and requirements
Sends outreach emails from your own mailbox with your approval
Detects caller language and responds in English, French or Spanish automatically
Includes 8,000 credits per month across all channels (about 350 calls)
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
All seven team roles included in one plan with no add-ons or per-seat charges
Picks up calls in under 2 seconds with natural-sounding AI that callers believe is human
Uses advanced voice synthesis and handles all communication from your own mailbox in your name
Capped pricing model: never pay more than $349 CAD per month regardless of booking volume
No hardware, no software installation, no phone number change needed, setup under 5 minutes