Bots for insurance agents and financial advisors

Agency Call Answerer

Ready-made software · SUPERAGENT

Phones ringing with no one free?

AI answers agency calls and types quote details in while you talk.

Setup
Easy
Time saved
Maker hasn't shared this

Who it's for

Insurance agencies whose phones ring when no one is free to pick up.

What it does

  • Answers agency calls with a natural-sounding voice
  • Listens on calls and types in home and auto quote details
  • Gets quotes ready for your staff to review

Proof

Maker's claimThe company that makes it says so

The maker's case study says an agency uses its AI to answer calls, with a quoting helper next.

SUPERAGENTDate not shown Read the source

Try it yourself DIY version

Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.

Copy this prompt
I run [AGENCY NAME], an independent insurance agency in [STATE]. Write a phone script for whoever answers our calls when staff are busy. Include: a greeting, how to find out why they're calling (new quote, claim, billing, policy change), and the exact info to collect for a new home or auto quote: [LIST YOUR FIELDS]. Then make a one-page intake form with those same fields so details can be typed in during the call. Add a line for when to say a licensed agent will call back. Do not include any coverage advice. Reminder: have compliance review anything client-facing before it goes out.

How to set it up

  1. Start with the live call agent on one phone line.
  2. Listen to a week of calls to check how it sounds.
  3. Add the quoting helper once calls run smoothly.
  4. Have staff review each quote before it goes to the customer.

Cost

Check the maker's site

Go to the maker’s site

Also on these lists

More bots for insurance agents and financial advisors

See all bots for insurance agents and financial advisors

Want it done for you?

15-minute call. Walk away with a tool that saves you real time and money.

  • Free
  • 15 minutes
  • No sales pitch
Book Free AI Assessment