The virtual assistant for insurance agencies.
InsuraMate AI is an always-on assistant that does the front-desk and admin work for independent agencies and brokers. It answers the calls, handles the COIs, billing and scheduling, and keeps your AMS up to date, in 85 languages, around the clock.
The work a front-desk assistant does, without the front desk.
Not a chatbot that takes a message. A virtual assistant that picks up, identifies the caller, does the admin, and updates your systems, so your producers spend their hours selling instead of typing.
Answers and screens every call
It picks up the moment the phone rings, day or night, identifies the caller, and handles the request in real time. No call goes to voicemail, no caller waits on hold.
Handles the routine admin end to end
COIs, billing questions, ID cards, policy lookups, claims intake. The work that eats a front-desk hour by hour gets done as the call happens, not in a pile for later.
Books appointments and callbacks
It checks the right producer’s calendar, schedules the meeting, and confirms it with the customer. When a human is needed, it books the callback itself.
Updates your AMS for you
Every call writes back a summary, a full transcript, and a recording to the customer’s record. The data entry a human assistant does by hand happens automatically.
Chases the follow-ups nobody gets to
Renewal reminders, missed-call recovery, documents still outstanding. The small tasks that slip when the team is busy stay on top of themselves.
Speaks 85 languages
It serves every customer in the language they actually speak, so a Spanish-speaking caller gets the same service as anyone else, with no extra hire.
An assistant on the line in about a week.
It sits on your existing line.
No new phone number and no new software for your team to learn. InsuraMate answers the number your customers already call, the moment it rings.
It does the assistant’s work.
Calls, intake, scheduling, COIs, data entry. It pulls the customer from your AMS, answers from your own SOPs and knowledge base, and logs the note as it speaks.
Your team gets the clean handoff.
When something needs a person, the right agent gets a one-line summary and a direct link to the record, so they pick up already up to speed.
Why agencies pick an AI assistant over another hire.
A remote or part-time assistant covers business hours, needs training, and turns over. An AI assistant covers every hour and already knows the work.
No hiring, training, or turnover
A human assistant takes weeks to recruit, months to ramp, and walks out the door eventually. This one is live in about a week and never resigns, never calls in sick, and never needs re-training.
It already speaks insurance
COIs, declarations pages, deductibles, binders, renewals, claims intake. A general virtual-assistant service has to be taught your business. InsuraMate was built for an agency’s call mix from the start.
Single-tenant, built for client data
Your deployment serves exactly one agency, with no shared data. Field-level encryption on sensitive customer information and a full audit log on every read and write to your AMS. We never train shared models on your calls.
548 hours of admin handled last quarter.
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 with no one typing it up.
A virtual assistant for the agency or the brokerage.
InsuraMate AI does the same work 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 works around the clock, across time zones, in the language your customer actually speaks. In the UK? See the assistant for insurance brokers.
Virtual assistant questions, answered.
What does an insurance agency virtual assistant do? +
A virtual assistant for an insurance agency handles the front-desk and admin work that pulls producers away from selling: answering calls, taking claims and quote intake, issuing COIs, scheduling, chasing follow-ups, and keeping the AMS up to date. InsuraMate AI does all of that as an always-on AI assistant built specifically for independent agencies and brokers.
How is an AI virtual assistant different from hiring a remote VA? +
A remote or offshore VA still has to be recruited, trained on your systems, scheduled around time zones, and replaced when they leave. An AI virtual assistant is live in about a week, works 24/7 with no breaks or turnover, handles unlimited calls at once, speaks 85 languages, and writes everything straight back to your AMS. It also understands insurance workflows out of the box instead of needing to learn them.
Is it cheaper than a part-time assistant? +
Pricing is scoped to your agency on a short call rather than published, because it depends on call volume and how many agents you run. The comparison most agencies make is against the fully loaded cost of a front-desk hire (salary, benefits, training, turnover) for a role that only covers business hours. InsuraMate covers every hour, every call, and every language for one predictable number.
Which AMS or agency 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, because 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 assistant on your agency’s voice, policies, and SOPs, then run it in shadow mode before it handles its first live call.
Is my client data secure? +
Yes. InsuraMate runs single-tenant on AWS, so your deployment serves exactly one agency. Sensitive customer data is encrypted at the field level, every AMS read and write is audit-logged, and we never train shared models on your calls.
Put an AI assistant on your agency’s phone.
Fifteen minutes with our founder. First ten agencies lock in founding-rate pricing, 9 of 10 spots left.