Updated September 2026
An AI receptionist for insurance agents.
Every quote request answered in seconds and booked with a licensed agent, day or night.
Brianna T.
Mon, May 11, 8:22 PM · 3:12
Wants to switch auto. Two cars, two drivers, renews next month. Quote call booked 10 AM.
(602) 555 0156
Mon, May 11, 12:48 PM · 1:05
Closing on a house and needs a home policy first. Sent straight to your agent.
Tom R.
Sat, May 9, 11:15 AM · 1:40
Current client adding a teen driver. Your service team will call him back.
Elena V.
Fri, May 8, 5:55 PM · 2:20
New baby, asked about life insurance. Call booked with your life agent.
What it does for insurance agents
An AI receptionist for insurance agents answers every call, text and quote request in seconds. It gathers the details for an auto, home or life quote and books the call with a licensed agent. Service requests like ID cards and policy changes go where you send them. It never gives coverage advice.
- 7secondsMedian first reply to a new text, DM or form lead.
- 62%Of leads first reach out after hours or on a weekend.
- 141Appointments the AI booked, the typical one 13 minutes after the lead's first message.
Our figures as of September 29, 2026. Measured on 858 real leads across 8 client businesses (home services, real estate, business funding, and credit repair) from June to September 2026. Test contacts excluded.
Hear it handle a call like yours
The kind of call insurance agents get at the worst possible time, answered and booked while you work. Then try it yourself.
- AI: Thanks for calling Summit Insurance Group. How can I help?
- Customer: I want a quote on car insurance. Mine went up again.
- AI: I can help with that. How many cars and drivers would be on the policy?
- Customer: Two cars. Me and my husband.
- AI: Thanks. Who are you with now, and when does your policy renew?
- Customer: One of the big national ones. It renews at the end of the month.
- AI: Good, that leaves time to compare. One of our licensed agents will run the numbers and walk you through coverage. I have tomorrow at 10 AM or 2 PM.
- Customer: 10 is fine.
- AI: You're booked for 10 AM. I'll text you a confirmation. Have your current policy page handy if you can.
Calls it handles
A quote request at 8 PM
Someone wants to switch their auto policy. The AI asks about the cars, the drivers and the renewal date, then books a quote call with your agent.
A bundle question
A homeowner asks if putting home and auto together saves money. The AI explains an agent will compare the options and books that call with their details.
A service call during a sale
A client needs an ID card or wants to add a car. The AI takes the request and routes it to your service team, so your producer stays on the sale.
Booked by your rules
It books quote calls only inside your agents' hours and never on a day you blocked. Each call lands with the line of coverage, the current carrier, the renewal date and the details your agent needs to quote.
Text from your AInow
New booking: Brianna T. Wants to switch auto. Two cars, two drivers, renews next month. Quote call booked 10 AM.
- Our CRMThe lead, their answers and the whole conversation.
- Its calendarOn a real opening inside the hours you set.
- Your dashboardWith the call recording and a one-line summary.
- A text to your phoneThe moment it books, with the details.
After the call it keeps working
Follow-up written for every lead
A lead goes quiet? It follows up for weeks until they book or say no. Every follow-up is written for that one lead.
One memory across every channel
They DM at lunch, text at nine and call the next day. It already knows what they asked.
More reviews and fewer bad ones
After the appointment the AI checks in. Happy clients get your Google review link. Unhappy ones come to you first.
Brianna T.
Completed · auto policy started
Review Summit Insurance Group on Google
g.page/r/summit-insurance-group/review
How it compares
Three ways owners cover the phone today, and what each one leaves on the table.
An answering service
- Billed by the minute or by the call
- A person takes a message for you
- Booking, follow-up and chat often cost extra
An in-house receptionist
- A salary, plus payroll taxes and time off
- One call at a time, during business hours
- Texts and DMs wait until there's a minute
A DIY AI tool
- You set it up and write its script
- Minutes metered, texting and follow-up often add-ons
- Nobody tunes it to how you sell
TheContentLabs.AI: a flat plan from $497 a month, phone usage at cost. Every call, text and DM answered, booked by your rules and followed up. We build it and run it.
Common questions
Does it give coverage advice?
No. It gathers the details and books the call. Coverage questions and recommendations go to your licensed agents.
Can it gather quote details?
Yes. For auto it asks about the cars, the drivers and the current carrier. For home it asks the address, the closing date and the current policy. You set the questions for each line.
What about service calls from current clients?
It takes ID card requests, policy changes and billing questions and routes them to your service team, so your producers stay on sales.
Does it follow up on quotes that go quiet?
Yes. It follows up on a schedule you set with a useful reason each time, and stops when they reply or book.
Does it answer texts and Facebook messages?
Yes. Calls, texts, DMs and web chat all get the same fast answer with one memory of the person.
More businesses that sell on a call
Same system, set up for how each one qualifies and books the call.
See what every missed lead is costing you.
A free Missed Revenue Audit puts a dollar figure on every call, text and DM you miss or answer too slowly, including the ones your ads paid for. The numbers are yours to keep.