Industries · Insurance agencies
An AI receptionist and follow-up for insurance agencies
Callers ask for quotes, renewals and who to speak to. Voz answers at any hour, collects what your agents need, and hands off to the right person. A follow-up workflow can chase open quotes, scoped in writing.
What does an AI receptionist do for an insurance agency?
It answers the agency phone, collects the details of a quote or renewal request, answers general questions from approved information, and routes the caller to the right agent. A follow-up workflow can then keep open quotes from going quiet.
What you get
Who it’s for
Independent agencies and brokerages with inbound calls and open quotes.
- 01Voz answers every call, at any hour, in English and Spanish
- 02Quote and renewal requests collected the way your agents want them
- 03Callers routed to the right agent
- 04A quote follow-up workflow, scoped in writing
- 05Set up and operated by us
Typical requests
New quotes
The details an agent needs, collected on the call.
Renewals
Existing customers asking about their policy renewal.
Service requests
Routed to the right person on the team.
Open quotes
A follow-up that picks up where the quote went quiet.
The first call and the follow-up
The first call collects who is asking and what they need. The follow-up keeps a quote from going quiet. Both are scoped as workflows with clear rules for how often, through which channel, and when to stop.
Anything about coverage advice goes to an agent. The agent answers only from information you approved.
How it works
A 30-minute call
We map the problem and decide together whether it is a product or a custom build. It is free.
A written scope
Nothing is built before both sides agree, in writing, on what done means. Custom work is quoted in writing.
Built, then operated
You see the work before launch. Every build arrives with a runbook, a recovery plan and a changelog, and we keep it running.
Pricing
The first call is free. Custom work is quoted in writing before anything starts. Pricing depends on scope and volume, and we quote it in writing.
Questions
- Does it give coverage advice?
- No. It collects the details and routes to an agent. Coverage advice stays with your agents.
- Can it follow up on open quotes?
- Yes, as a workflow scoped in writing, with how many follow-ups, which channel and when it stops.
- Is it compliant with the rules in my industry?
- Compliance depends on how the system is scoped and what information it handles, so we write it into the scope before building, with your agency. We do not claim certifications we have not published. Our security page lists what we have verified.
- What does it cost?
- Voz is scoped per call flow, with a demo on request. Custom workflows are quoted in writing.
Bring us the problem
Book a free 30-minute call. We tell you whether a product already fits or whether it needs a custom build, and we put the scope in writing.