Agency AI handles inbound calls, common questions, transfers, quote intake, messages, and follow-up — while your team stays focused on clients who need a human.
Caller “I need a quote on a new vehicle.”
Betty “Absolutely. I can help get that started. What’s your first and last name?”
No answer? Continue quote intake.
Follow-up created automatically.
Agency AI combines natural conversation with agency-controlled workflows, so a phone call can become a resolved question, a live transfer, a structured quote opportunity, or a clean follow-up task.
Give callers a responsive first point of contact that knows your agency basics and follows your approved operating rules.
“Are you open Saturday?”
Betty“The office is closed Saturday, but I can take a message for the team.”
Route by department and availability. If a transfer fails, Agency AI keeps the conversation moving instead of dropping the caller.
Collect required quote details one question at a time and turn them into organized information your team can use.
Quotes and messages can flow into Workflow, where staff can complete or reopen follow-up items.
Control what the receptionist can answer, what it should route, and what it should never attempt. Agency AI is designed to stay inside the job you give it.
Name the AI, choose its conversation style, set business hours, add agency knowledge, and decide how quote calls should work.
Set routing priorities, transfer availability, notifications, and use a new number or bring your existing agency number.
Review calls, messages, quote details, workflow, and usage from one secure cloud workspace.
Agency AI is being built for owners who want automation without giving up control of the customer experience.
Agency AI is moving toward self-service signup. Join the early-access list and we’ll let you know when new agencies can onboard directly.
No. The product is being built around insurance-agency phone workflows: agency FAQs, departments, transfers, quote intake, messages, follow-up, and controlled guardrails.
Yes. Live transfer and fallback behavior are core parts of the workflow. The receptionist can attempt a transfer and continue the conversation if no one is available.
Yes. Owners and admins can have full workspace access while members can be limited to Calls & Messages and Workflow.
No. The hosted service is designed to run in the cloud so the receptionist can answer independently of a local office PC.