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AI quote intake that's complete
The agent works through your intake checklist — drivers, vehicles, prior carrier, property details or business class and revenue — so producers can quote without calling back.
Your CSRs spend their day on certificate requests, ID cards and "can you change my address" calls, while a shopper who wanted a quote at 6 p.m. calls the next agency on the list. Our AI receptionist for insurance agencies answers every call, gathers complete quote details for auto, home and commercial lines, logs service requests in your management system and gets claims callers to the right carrier line fast.
The rule we build around is simple: the AI captures and routes, licensed staff advise and bind. It never quotes premiums, makes coverage determinations or gives advice. Intake lands in Applied Epic, HawkSoft, EZLynx or AMS360 as a structured record your producers can work from, with data handled to GLBA-minded standards. You test a free working mockup on your agency's real call types first, and the build is fixed-price.
The problem
Most calls into an agency are routine service requests, yet each one pulls a CSR or producer away from quoting and retention. After hours, new-business calls go to voicemail and claims callers get a recording instead of the carrier number they need.
Why it pays
Quote intake, policy service and claims routing by voice — the AI captures and routes, your licensed staff advise and bind.
The agent works through your intake checklist — drivers, vehicles, prior carrier, property details or business class and revenue — so producers can quote without calling back.
Requests for ID cards, certificates of insurance, mortgagee changes and address updates are captured and logged as activities for staff to process.
For a first notice of loss, it collects basic facts, gives the carrier's 24/7 claims number or warm-transfers, and alerts the account owner.
No binding, no premium quotes, no coverage opinions. Anything that needs a licence is handed to licensed staff with a summary.
Outbound calls remind consented clients about upcoming renewals and book a review with their producer before the policy lapses.
Nights, weekends and storm days are covered without a third-party call center reading from a script that doesn't know your agency.
How we deliver
Every engagement starts with a free working mockup, then a fixed-price build — no hourly drift, no surprises.
The agent greets the caller on behalf of your agency and works out whether they're a new prospect, an existing client or reporting a claim.
For new business it follows your checklist for the line of insurance and confirms each detail back before ending the call.
Certificate, ID card, address and vehicle-change requests are captured and logged as activities in your agency management system.
For a loss, it gathers date, location and a short description, gives the carrier's claims number or transfers, and notifies the account owner.
Coverage questions, binding requests and advice are booked as a callback with a licensed producer, with the full summary attached.
Spec sheet
Fixed scope, agreed up front. You own everything we deliver — code, models, assets and documentation.
Use cases
Patterns we build again and again — adapted to your data, your tools and your customers.
Captures drivers, vehicles, VINs, prior coverage and property details so the next step is a quote, not another call.
Gathers business type, revenue, payroll range, locations and current policies, and books a call with the right commercial producer.
One agent covers several member agencies, recognises which agency the caller belongs to and logs to that agency's system.
Handles service requests and claims routing for a single-carrier office so the agent and team can focus on new business.
Also built for
Same technology, tuned to each industry's software, call types and compliance rules.
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Models & tools
Model-agnostic by design: we pick per task and switch when something better ships.
Packages
Fixed price, quoted after a short scoping call — and only after you've seen the free mockup.
Nights, weekends and overflow covered with quote intake and claims routing.
After-hours coverage
The AI answers first on every call, handles intake and service, and transfers to staff when a licence is needed.
Agency-wide front line
Outbound reminders to consented clients ahead of renewal, with reviews booked for producers.
Outbound retention programme
FAQ
Still curious? Ask AURA, or email us and a human replies within one business day.
It answers calls, collects quote information for auto, home and commercial lines, logs policy-service requests such as COIs and ID cards, and routes claims callers to the carrier. Anything that needs a licensed person is passed to your staff with a summary.
No. It is scripted not to bind, quote premiums, interpret policy language or say whether something is covered. When a caller asks, it explains that a licensed team member will follow up and books that callback.
We log prospects, activities and notes into these systems via API or approved connectors, depending on what your vendor and subscription allow. Where direct writing isn't available, intake is delivered as a structured email or task your team can import in one step.
Data is encrypted in transit and at rest, access is limited by role, and retention follows your policy. The agent doesn't ask for SSNs or bank details by phone. This is designed to support your GLBA and state privacy obligations, but it isn't legal advice and your compliance lead should review the setup.
The agent takes the basic loss details, gives the carrier's 24/7 claims number or transfers the call directly, and sends the account owner a summary for the morning. If anyone is in danger, it tells them to contact emergency services first.
The voice is natural, replies come in under a second and callers can interrupt freely. We recommend introducing it as the agency's virtual assistant, and any caller can ask for a person at any time.
You start with a free working mockup on your agency's call types, then we quote a fixed price for the build. Telephony and AI usage are billed at cost. Most agencies are live in three to four weeks, depending on the AMS connection.
Your agency does. Records live in your AMS and in a database set up under your account, and can be exported or deleted on request. The agent announces call recording at the start, which matters in states that require all-party consent.
Keep exploring
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Tell us the outcome you need. We build a working mockup of the render, workflow or agent — at zero cost — so you judge results, not pitch decks.