A shopper wanting a quote to bundle home and auto
It takes a brief description of what they want quoted and a good time to call, and passes it on. It never estimates a premium and never asks for a Social Security number, account numbers or income.
AI receptionist for insurance agencies
AI receptionist for insurance agencies. Picks up during renewal season.
Avowis answers calls to your insurance agency, including the ones during a busy renewal week or after you close. It takes a brief description of what the caller needs, a good time to reach them and their name, then texts the message to your team. It never gives insurance advice or states a premium; your agents handle that on the callback.
Free trial: 14 days or 100 call minutes, whichever comes first.
Keep your business number Answers you approve Your team confirms appointment times
The calls you can’t take.
Answered while you work.
A small agency runs on a few people who are quoting, servicing policies and waiting on hold with carriers at the same time. Calls stack up at renewal time, at the start of the month when bills land, and after a hailstorm when everyone wants to know what's covered. A shopper calling around for a home and auto quote often works with the first agency that picks up.
"Is hail damage covered on my policy?"
It never says whether something is covered and gives no insurance advice. It takes the question as a message so an agent can look at the policy and call back.
A client who needs a certificate of insurance or a new auto ID card
It notes what they need and who it's for, gets their name and texts your team to send it.
"I want to cancel my policy" or a question about a payment
If you've turned on live transfer, it rings the phone you choose so a person handles it. Otherwise it takes the message and tells the caller the team will call back.
Good with callers.
Clear for your team.
An example call to a insurance business, start to finish.
Honest from the first helloEvery call opens by saying it’s the automated assistant and that the call may be transcribed.
You’re always in the loopA short text with the request, and the full transcript in your inbox.
Leaves the decisions to youYour team confirms times and follows up on pricing when you call back.
Insurance receptionistIllustrative call · names are made up
ExampleYou get a short text alert with the caller’s request and a link. The full transcript is in your Avowis inbox.
What it takes care of.
And what it leaves to you.
Details it collects
- A brief description of what they need (a new quote, a policy change, a certificate, a billing question, a claim)
- A day or time that suits them, if they have one
- Their name, and a callback number if their caller ID is hidden
- Never: Social Security numbers, account numbers, income or balances
It will
- Answers calls day and night, up to your plan's number of simultaneous calls, and tells callers it's an automated assistant and the call may be transcribed
- Takes a brief reason for the call
- Asks when suits the caller, and passes that on for your team to confirm
- Answers questions about your business only from what you approve, and says the team will confirm anything else
- Texts you each message and keeps the full transcript in your dashboard
- Can transfer callers who ask for a person to your phone, if you turn that on
- If it can't take a call, offers the caller voicemail and sends it to you
It won’t
- Confirm or hold an appointment time. Your team confirms
- State a price, rate or estimate. Your team follows up on pricing
- Give a callback or arrival time. Your team decides when
- Record the conversation. You get a written transcript instead (a voicemail is recorded so you can play it)
No financial advice
The receptionist never gives financial, tax, insurance or investment advice. It never states rates, premiums or fees, and never says whether someone is likely to qualify. It never asks for account numbers, Social Security numbers, income or balances.
Your business.
In your own words.
You teach it in plain words during setup, and it only uses answers you approve. For a insurance business, start with these.
The lines you write, such as auto, home, renters, umbrella, life or small commercial, and the states you're licensed in
Each carrier's claims phone number, so it can share them with clients who call to report a claim
Your office hours, and whether clients can meet an agent in person
How you want "can you give me a quote?" answered, so callers know what happens next
A few good
questions.
What insurance agencies ask before the first hello.
Will it quote premiums to callers?
No. It never states a premium, rate or fee, and never guesses one. It tells the caller an agent will go through costs on the callback.
Will it tell a client whether something is covered?
No. It never gives insurance advice or an opinion on coverage. It takes the question as a message so an agent who can see the policy answers it.
Does it ask callers for personal information?
Only a brief description of what they need, a good time and their name. It never asks for Social Security numbers, account numbers, income or balances.
Can it take a claim?
No. It takes a brief message so your team knows to follow up. If you add your carriers' claims numbers to the answers you approve, it can share the right one.
Can it send a client straight to their agent?
Live transfer rings one phone that you choose, when a caller asks for a person or about a payment or cancellation. It doesn't route to individual agents, so pick the phone your office answers first.
Does it connect to our agency management system?
Not today. Each message comes to you as a text, and the full transcript is in your Avowis dashboard.
Make room for
what you do best.
Start your free trial Free for 14 days or 100 call minutes.
Keep your business number.