Answer Every Policy Question Without Adding Staff
Your agents spend half their day on the phone answering the same questions: what is my deductible, when is my renewal, how do I file a claim. An AI voice agent handles all of that instantly, so your licensed agents can focus on selling new policies and managing complex accounts.
Every Missed Call Is Lost Revenue
The phone problems that cost insurance businesses the most money.
Repetitive Policy Questions Consume Agent Time
Your licensed agents spend 2 to 3 hours daily answering basic questions about deductibles, coverage limits, and payment dates. These are questions that do not require expertise but still tie up your most expensive staff.
60% of insurance calls are about policy status or billing(McKinsey Insurance Report 2024)
Claims Status Calls Create Hold Time Backlogs
After a storm or major event, claims status calls spike 300% or more. Your phone lines jam, hold times stretch to 20 minutes, and frustrated policyholders start shopping for new carriers.
Quote Requests Lost to Slow Response
When someone calls for an auto or home insurance quote and gets voicemail, they call the next agency. In a market where switching carriers takes 10 minutes online, speed to quote is everything.
Renewal Follow Ups Are Inconsistent
Policies lapse because renewal reminder calls do not go out consistently. Your team means to call, but incoming volume pushes outbound follow up to the bottom of the priority list.
What Your AI Voice Agent Handles
Every call answered, every caller taken care of, every lead captured. Here is what it does for insurance businesses.
Policy Information Lookup
Verifies the caller, pulls up their policy, and answers questions about coverage limits, deductibles, premium amounts, and payment due dates instantly.
Claims Status Updates
Gives callers real time status on open claims: where it is in the process, who the adjuster is, and estimated next steps. Reduces inbound call volume by 40% or more.
Quote Request Intake
Collects all the information needed for a quote: vehicle details, property info, coverage preferences, and current carrier. Feeds it to your quoting system for fast turnaround.
First Notice of Loss
Walks callers through the initial claims filing process, collects incident details, photos description, and police report numbers. Creates the claim record in your system.
Renewal Reminders
Proactively calls policyholders 30, 15, and 7 days before renewal. Confirms they want to renew or connects them with an agent to discuss changes.
Hear How It Sounds
A real conversation between a caller and your AI voice agent. Natural, helpful, and on brand.
Hi, I need to check on the status of my auto claim. There was a fender bender last week.
I can pull that up for you. Can I get your policy number or the last four digits of your social for verification?
Policy number is AUT dash 4478921.
I found your claim filed on March 28th. Your adjuster is Lisa Monroe and the claim is currently in the estimate review stage. The auto shop submitted photos yesterday.
So what happens next?
Lisa is reviewing the estimate now. You should expect approval or a follow up call from her within 2 business days. Once approved, the shop can start repairs immediately. Would you like me to send you Lisa direct number via text?
Yes, please. Also, will this affect my premium?
Since you were not at fault based on the police report, this claim should not impact your premium at renewal. Your agent can confirm the details during your next review. I am sending Lisa number to you now.
Connects to Your Existing Tools
Your voice agent plugs into the software you already use. No rip and replace required.
Applied Epic
Pulls policy data, claims history, and client records from Applied Epic for real time phone support.
HawkSoft
Accesses HawkSoft client management data to look up policies, log call notes, and create follow up tasks.
AMS360
Reads policy information and claims data from AMS360 to answer caller questions accurately.
Salesforce Financial Services Cloud
Creates leads, logs interactions, and triggers automated workflows in your Salesforce instance.
What You Are Leaving on the Table
Based on typical insurance call volumes. Your results may vary.
How We Build It
Map your call flow
We listen to how your insurance business handles calls today, document the most common questions, and design the voice agent around your real conversations.
Build and connect
We build your custom voice agent, train it on your services and pricing, and connect it to your phone system plus scheduling and CRM tools.
Launch and refine
Go live with call monitoring. We catch edge cases in the first two weeks, improve responses, and make sure every caller gets the right answer.
Common Questions
What insurance business owners ask about AI voice agents.
Yes. It supports auto, home, renters, commercial, and umbrella policies. The conversation flow adapts based on the policy type, asking the right questions for each claim category and collecting the specific details adjusters need.
Stop Missing Calls. Start Closing More Insurance Jobs.
Book a free strategy call. We will listen to your current call flow, show you exactly how the AI voice agent works, and build a plan to capture every lead that calls your insurance business.
Book a Free Strategy CallFree 30 minute call. No pressure. No contracts.