AI Receptionist for Insurance Agencies — Capture Quote Requests

Insurance is a high-competition industry where response time determines who wins the policy. When a prospect is shopping for quotes, they call 3-5 agencies — the first one that answers and provides a helpful response usually wins. An AI receptionist ensures your agency always answers first.

Industry GuideUpdated: February 8, 2026

Start Free Trial →See Pricing →

Why Insurance Agencies Needs This

ConvoCore's AI receptionist collects quote request details (vehicle info, property details, coverage needs), answers common policy questions, routes claims calls to the right adjuster, and qualifies commercial leads. It acts as a knowledgeable front desk that understands insurance terminology and workflows.

The Problem

Quote shoppers calling 3-5 agencies — first to answer wins the policy
Claims calls and service requests overwhelming the same phone line
Agents out of office for appointments while new leads call in
Commercial insurance leads requiring detailed intake before quoting

Key Features

Quote Intake

Collects vehicle details, property info, or business details needed to prepare an accurate quote

Claims Routing

Identifies claims calls and routes to the appropriate adjuster or carrier hotline

Policy FAQ

Answers common questions about coverage, deductibles, and billing without agent involvement

Commercial Lead Qualification

Asks detailed questions about business type, payroll, and coverage needs for commercial lines

ROI & Results

The average auto insurance policy generates $1,200/year in premium. Missing 10 quote requests per month could cost your agency $12,000/year in recurring revenue. An AI receptionist at $149/month ensures you never miss one.

How to Get Started

Forward your agency phone to ConvoCore
Configure quote intake forms for each line of business
Set up agent routing rules and claims handling protocols
Go live and start capturing quotes 24/7

Capture every insurance lead — set up your AI receptionist now

Start Free Trial →

Related Resources

AI Lead Qualification →Sell AI to Insurance Agents →AI Customer Service for Insurance →ConvoCore Blog — Guides, Tips & Case Studies →

AI Receptionist for Dental Offices — Never Miss a Patient Call →AI Receptionist for Medical Offices — 24/7 Patient Support →AI Receptionist for Law Firms — Capture Every Legal Lead →AI Receptionist for Real Estate — Instant Lead Response →AI Receptionist for Salons — Book Appointments 24/7 →AI Receptionist for Med Spas — Qualify & Book Consultations →

Frequently Asked Questions

Can it handle multiple lines of insurance?

Yes. The AI handles auto, home, commercial, life, and health inquiries and routes each to the appropriate agent or process.

Does it integrate with my AMS?

ConvoCore integrates with Applied Epic, Hawksoft, AMS360, and other agency management systems.

Can it provide preliminary quotes?

The AI collects all necessary information for your agents to generate accurate quotes. It doesn't provide binding quotes but prepares everything your team needs.

Ready to Get Started?