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.
Why insurance agents choose Dialzara's AI answering service
Affordable
Get top-notch phone answering service from an AI receptionist that actually knows and cares about your business, without the price tag of hiring in-house staff.
Customizable
Train your AI receptionist to fit your needs. Whether it's answering common questions, scheduling appointments, gathering quote information, or taking everyday messages, Dialzara's virtual AI answering service is perfect for your insurance agency.
Available 24/7
Never worry about missing calls again. Our AI receptionist is available around the clock and can handle multiple calls simultaneously.
Increased productivity
Free up your time to focus on growth, manage your book of business, and make strategic decisions for your insurance business.
Scalable
From individual agents to national brokerages, our AI answering service fits any size insurance agency with ease.
Happier callers
Make sure every client always reaches a helpful assistant and enhance your customer service.
How can our AI answering service benefit your insurance agents business?
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 your insurance agency AI receptionist
Ready in minutes, working 24/7
Set up
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.
Train your AI
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.
Test & 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.
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
How does the AI handle client privacy and compliance?
Our system is designed with insurance industry compliance in mind. The AI receptionist handles all customer information in accordance with relevant insurance regulations and data privacy laws. All calls are securely stored with industry-standard encryption, and data access is limited according to your authorization settings. The system can be configured to avoid collecting sensitive information when appropriate.
Can the AI collect information for different types of insurance quotes?
Yes, your AI receptionist can be trained with custom scripts for different insurance products (auto, home, life, health, business, etc.). It will collect the specific information needed for each policy type according to your requirements, ensuring you have all the necessary details to provide accurate quotes.
How does the AI handle policy claims and urgent client needs?
The AI receptionist can be programmed to identify claim-related calls and other urgent matters through keyword recognition and contextual understanding. For claims, it can collect detailed information using your specific claims intake process, create immediate notifications for your team, and route truly urgent matters according to your escalation procedures.
Can the AI integrate with my agency management system?
Yes, Dialzara integrates with most popular agency management systems through our API connection. This allows seamless transfer of client information, policy details, and communication records directly into your existing workflow systems. We support integration with Applied Epic, AMS360, EZLynx, and many other platforms.
How does the AI handle policy renewal reminders?
Your AI receptionist can identify and process policy renewal inquiries, explaining the renewal process, collecting updated information, and scheduling review appointments with agents. The system can also be configured to provide basic information about premium changes, policy updates, and renewal timelines based on the information you provide.
Is there a free trial?
Yes, we offer a 7-day free trial so you can experience how Dialzara's AI receptionist handles your insurance agency's calls before committing to a subscription. During the trial, you'll have full access to all features and customization options.
Try our insurance agents AI answering service for 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.
Start Free Trial