AI Receptionist Built for Insurance Agents
Never miss a call again. Our AI answers, qualifies, books appointments, and updates your CRM — 24/7.
Who This Is For
Perfect for:
Life Insurance Agents
Auto & Home Insurance Brokers
Health & Travel Insurance Agents
Small & Mid-Size Brokerages
Trusted by modern insurance professionals across Canada 🇨🇦
🟦 AI Receptionist — Starter
Best for solo agents
$299 / month
+$500 one-time setup
✔ 24/7 AI call answering
✔ English + 1 language
✔ Lead capture (name, phone, insurance type)
✔ SMS/email notifications
✔ After-hours coverage
🟩 Smart Insurance Assistant — ⭐ Most Popular
Best for active agents & small teams
$599 / month
+$1,000 one-time setup
Everything in Starter, plus:
✔ Multilingual AI (up to 3 languages)
✔ Appointment booking (Calendar sync)
✔ Insurance-specific Q&A
✔ CRM integration (HubSpot / Airtable / Sheets)
✔ Call summaries & lead scoring
🟨 AI Sales & Policy Assistant — Growth
Best for scaling brokerages
$999 / month
+$1,500 one-time setup
Everything in Smart Assistant, plus:
✔ Policy-aware conversations
✔ Renewal reminders (SMS / Email / Voice)
✔ AI outbound follow-ups
✔ Call analytics & conversion tracking
✔ Multi-agent routing
🟪 Enterprise / White-Label AI
For large brokerages & franchises
Starting at $2,500 / month
Custom setup
✔ White-label branding
✔ Dedicated phone numbers
✔ Website chatbot + voice AI
✔ Custom insurance workflows
✔ Admin dashboard & SLA
Feature
Starter
Smart ⭐
Growth
Enterprise
24/7 Call Answering
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Multilingual AI
1 Lang
3 Lang
Unlimited
Unlimited
Appointment Booking
✖
✔
✔
✔
CRM Integration
✖
✔
✔
✔
Renewals & Follow-ups
✖
✖
✔
✔
White-Label
✖
✖
✖
✔
Add-Ons (Upsell Section)
Add-Ons (Upsell Section)Optional Enhancements
Extra language: $50/month
WhatsApp integration: $99/month
Telegram voice notes → CRM: $99/month
Outbound AI campaigns: $150/month
Custom insurance scripts: $300 one-time
CRM setup & migration: $500 one-time
Why Insurance Agents Choose Us
✔ No missed calls
✔ Faster lead response
✔ Multilingual client experience
✔ Fewer admin tasks
✔ Scale without hiring staff
FAQ
Does this replace my assistant?
No — it supports your team and handles calls when they can’t.
Can it speak Farsi, Chinese, or other languages?
Yes. Language detection is automatic.
Is it compliant with insurance workflows?
Yes. Scripts are customized per insurance product.
How fast can it go live?
5–10 business days after onboarding.