AI receptionist for insurance agents and brokers

Streamline client communication with an AI phone answering service that manages inquiries, gathers quote information, and ensures 24/7 availability for your insurance agency.

How can our answering service for insurance agents benefit you?

Answer calls any time of day

When you send a caller to voicemail, it doesn't send the right message. With Dialzara's AI answering service, you can be available 24/7 and give your callers a better customer experience.

Automate routine phone calls, capture crucial information, and transfer callers to the right point of contact

Answering the phone or not can make the difference between selling a policy or letting it go to a competitor. With an AI answering service on your side, your callers never have to wait. Train your AI receptionist to qualify leads and collect important information like address, email, budget, or quote details. Easily pass this info to your CRM with our integrations.

Take messages with 99.8% transcription accuracy

Nobody wants to spend time after a long day listening to voicemails. Our AI receptionist asks the right questions, takes notes on the call, and emails or texts you an easy to read summary, as well as a full call recording and transcription for every call so you can prioritize followups.

Create, test, and launch an AI receptionist for your insurance agency in minutes

How to go live with your insurance agency's AI virtual receptionist

  • 1

    1. Quick Setup

    Create an account and connect your existing phone number or use the included dedicated number for your AI virtual receptionist. Dialzara seamlessly integrates with your current phone setup.

  • 2

    2. Customize

    Give your AI agent information about your services, types of coverage offered, and common client questions. Create tailored scripts for different types of calls like insurance quotes, appointment scheduling, and after-hours/emergency calls.

  • 3

    3. Refine

    Live chat with your agent and place test calls to understand how your AI is handling inquiries. Use the information gathered to modify your AI’s knowledge base, refine training, and further optimize call handling processes.

  • 4

    4. Go live

    Set up call forwarding to have your AI receptionist immediately begin fielding calls, capturing qualified leads, and giving you back your time. Our AI answering service is on call 24/7 so you never miss an opportunity.

Frequently Asked Questions

View answers to some of the most common questions about answering phone calls with AI receptionists

Try our AI answering service for insurance agents, free

Join hundreds of other companies using Dialzara - an AI answering service for insurance agents that picks up the phone when you can't. Try it free for seven days.