The AI receptionist for insurance agencies.
InsuraMate AI answers every call for independent insurance agencies and brokers — in 85 languages, around the clock. It finds the customer in your AMS, handles the routine calls end to end, and routes the rest to the right agent with full context.
A real receptionist for your agency, only it never sleeps.
Not an answering machine that takes a message. An AI receptionist that picks up, identifies the caller, and does the work — so a missed call never turns into a customer calling a competitor.
Answers every call in under 2 seconds
No phone tree, no hold music. The AI picks up the moment the phone rings — day, night, weekend, or holiday — and starts handling the request in real time.
Speaks your customer’s language
85 languages, locked to whatever the caller speaks. If a quarter of your book speaks Spanish at home, you stop losing them to a phone tree that only speaks English.
Knows who is calling from your AMS
It recognises the number, pulls the customer’s record, references the right policy, and confirms the name from your AMS, CRM, or carrier ID — before it says a word.
Does the admin work, not just the greeting
COIs, billing questions, claims intake, scheduling, callbacks. It handles the routine calls end to end so your producers spend their hours selling, not transcribing.
Routes the rest to the right agent
When a call needs a human, it checks the agent’s calendar first, then hands off with a one-line summary and a deep link to the record. They pick up already up to speed.
Logs every call where you already work
A post-call summary, full transcript, and recording written back to your AMS and CRM automatically. Nothing slips through, nothing waits on someone remembering to type it up.
From the ring to a logged call, in one flow.
Customer calls. The AI picks up.
It greets the caller in any of 85 languages and starts handling the request in real time. No new phone number — it sits in front of your existing main line.
It does the work a front-desk would do.
Quotes, claims, billing, scheduling, callbacks. It pulls the customer from your AMS, answers from your own knowledge base and SOPs, and writes the call note as it speaks.
The right agent gets the handoff.
One-line summary, direct link to the customer’s record. They walk in already up to speed — or the AI takes a message and books the callback itself.
Why a general AI receptionist won’t cut it.
A horizontal AI answering service can read a script and take a message. An insurance agency needs something that knows the customer, the policy, and the workflow.
It speaks insurance, not generic script
COIs, declarations pages, deductibles, binders, renewals, claims intake. A general-purpose AI receptionist treats every call the same. This one was built for an agency’s call mix.
It plugs into the system you already run on
AMS360, HawkSoft, Applied Epic, Nexsure, QQ Catalyst, Keap, Salesforce, HubSpot and more. It reads the customer, references the policy, and logs the note in the tool your team already lives in.
Single-tenant, built for regulated data
Your deployment serves exactly one agency — no shared data with anyone. Field-level encryption on sensitive customer data, full audit log on every read and write. We never train shared models on your calls.
548 hours saved last quarter at one agency.
Goodwill Financial, our first paying agency, put InsuraMate AI on its main line. 1,244 calls handled, zero held in queue, every conversation transcribed and logged in the AMS.
Whether you call it an agency or a brokerage.
InsuraMate AI works the same for an independent insurance agency in the US and an insurance broker in the UK. The phones ring after hours either way, the admin piles up either way, and the good producers want to be selling either way. It answers around the clock, across time zones, in the language your customer actually speaks. In the UK? See the AI receptionist for insurance brokers.
AI receptionist questions, answered.
What is an AI receptionist for insurance? +
An AI receptionist is software that answers your agency’s phone the way a great front-desk hire would — picking up every call, identifying the customer, handling routine requests like COIs and billing, and routing anything else to the right agent. InsuraMate AI is built specifically for independent insurance agencies and brokers, so it understands your call mix and connects to your AMS.
How is this different from a generic AI receptionist? +
Generic AI receptionists answer the phone and take a message. InsuraMate is built for insurance: it reads the caller’s record from your AMS, references the right policy, handles insurance-specific workflows end to end, and logs everything back to your AMS and CRM. It is the difference between an answering service and an actual CSR.
Does it work for UK insurance brokers? +
Yes. InsuraMate AI works for independent insurance agencies in the US and insurance brokers in the UK. It answers in 85 languages, works around the clock across time zones, and connects to your broker management system. If your platform isn’t on our integration list yet, ask — we add them.
Which AMS or broker software does it connect to? +
Live today: Nexsure, AMS360, QQ Catalyst, AgencyZoom, HawkSoft, Applied Epic, Keap, Salesforce, HubSpot, Outlook (Microsoft 365), Gmail (Google Workspace), Microsoft Teams, Slack, and Twilio. If yours isn’t listed, ask — adding a system is part of onboarding.
How long does it take to go live? +
About a week. We connect to your phone system and your AMS, train the AI on your agency’s voice, policies, and SOPs, then run it in shadow mode before it takes its first live call.
Do I need a new phone number? +
No. Keep your existing main line. InsuraMate sits in front of it as the receptionist, so customers call the same number they always have.
Is my customer data secure? +
Built on AWS, single-tenant so your deployment serves exactly one agency. Field-level encryption on the most sensitive customer data, full audit logging on every AMS read and write, and we never train shared models on your calls.
Put an AI receptionist on your agency’s phone.
Fifteen minutes with our founder. First ten agencies lock in founding-rate pricing — 9 of 10 spots left.