01
New coverage inquiries
Identify the broad coverage area and collect callback details, so a licensed team member can discuss needs and appropriate options.
BUILT FOR INSURANCE
AI for insurance.A clearer path to the right person.
Help callers explain their inquiry and reach the right licensed team member. Keep new policy interest and existing client callbacks organized.
Let’s find your agentNew coverage inquiriesPolicy service callbacksClaims contact routing
THE INQUIRIES YOU ACTUALLY GET
Built for the day-to-day.
Not just the first hello.
From a new inquiry to a returning customer, shape each conversation around the way your insurance team works.
02
Existing-policy service
Separate policy changes and service requests from new sales inquiries. Private policy details require your authorized verification process.
03
Claims contact routing
Point callers to approved claims contact information or gather a staff callback request, without interpreting coverage or deciding claim eligibility.
04
Renewal callbacks
Record a client's renewal question and send it to the responsible adviser. Never suggest that coverage has changed without verified information.
05
Document requests
Explain your approved process for obtaining policy documents. Identity checks and document access remain in the secure workflow you authorize.
06
Website quote inquiries
Collect high-level interest from visitors and arrange a licensed consultation. The agent does not generate or bind coverage on its own.
A FAMILIAR QUESTION. A BETTER FIRST RESPONSE.
Important questions deserve the right expertise.
Separate new coverage inquiries from policy service and claims questions. Collect only the approved intake details and route the conversation to the people authorized to help.
Meet your AI receptionistInsurance
AI Chat Agent · Online
ILLUSTRATIVE CONVERSATION
Powered by All Things Agent
HEAR THE CONVERSATION
A clearer first conversation.
Listen to a fictional insurance conversation, with the request and next step kept clear.
Male agent · Illustrative sample call
0:00 / 0:35
Read the call transcript
AgentThanks for calling our insurance team. I'm your virtual assistant. How can I help today?
CallerI’d like to speak to someone about home insurance.
AgentI can pass your request to a licensed team member. Is this a new policy inquiry or a question about existing coverage?
CallerA new policy inquiry. I'd like an adviser to call tomorrow.
AgentThank you. I can pass your request to the team. What name and preferred contact details should I include?
CallerMy name is Alex. Please ask the team to call me back at this number.
AgentOf course, Alex. I have noted your request and callback preference. The team will review the details and confirm the next step.
LESS REPETITION. BETTER CONTEXT.
The right details.
To the right people.
A useful handoff starts with the questions you approve, not a one-size-fits-all script.
A little context goes a long way.
- New inquiry or existing policy
- Broad coverage type
- Requested staff callback or claims contact
- Contact details through approved intake
Make the next step clear.
Offer your approved booking route, arrange a callback or direct the person to your secure process. Appointments are only confirmed when your connected availability and permissions allow it.
Ready for your team.
A clearly categorized request for a licensed adviser or service team. Coverage advice, policy access and claims decisions stay with authorized staff.
YOUR EXPERTISE STAYS HUMAN
Helpful boundaries. Clear handoffs.
Your agent does not recommend coverage, interpret policies, bind insurance, or determine claims eligibility. Sensitive information and advice stay with authorized staff.
PHONE. WEBSITE. NEXT STEP.
One business.
More ways to be helpful.
Start where your insurance team needs support. Add booking and follow-up workflows as your setup allows.
AI Receptionist
Answer the call. Capture the details. Keep it human.
Explore productAppointment Booking
Turn a good conversation into a clear appointment.
Explore productLead Follow-up
A thoughtful next step for every promising inquiry.
Explore productAI Chat Agent
Answer website questions. Capture leads. Keep it personal.
Explore productChoose the coverage that fits your team.
Compare plansYOUR BUSINESS RULES, FIRST
Make it yours.
Before it answers.
We shape the agent around your services, language and team, then review the details together before launch.
See how setup works- 01
Agree on the information
Review the service list, hours, approved prices and the questions the agent should ask. Decide what should never be collected or answered.
- 02
Confirm your connections
Review your phone, website and scheduling tools. Agree on supported connections, verification steps and what requires a person's approval.
- 03
Test the real situations
Walk through common insurance inquiries, tricky questions and handoffs together. Adjust the wording and rules before the agent goes live.
GOOD QUESTIONS. SPECIFIC ANSWERS.
Insurance FAQs.
The practical details behind a better first response.
Talk through your needsCan it answer coverage questions?
It can share general information you approve, but it does not interpret a policy, recommend coverage or decide whether a loss is covered.
Can claims inquiries go somewhere different?
Yes. You approve separate routing for sales, policy service and claims contacts, including what minimal information can be collected.
Can it bind or change a policy?
No. Binding coverage, endorsements and policy changes remain within your licensed and authorized process.
Can the same information be used on phone and website chat?
Yes. Your phone and chat agents can be shaped around the same approved insurance services and boundaries, with channel-appropriate wording. Website chat availability depends on your selected plan or add-on.
What happens when the agent cannot answer?
It should say so and follow the callback or escalation path you approve. Your team decides who receives the inquiry, what context is included and how sensitive information is handled. It does not make up an answer.
YOUR NEXT CHAPTER STARTS WITH A CONVERSATION
Less busywork. More business.
Let’s find the right agent for your team.
Meet your new agent