AI Receptionist for Insurance Agents
Insurance leads go to whoever picks up first. Jodie answers your phone while you are in a client meeting, on the line with a carrier, or out at an inspection, so every inquiry and claim report gets through.
Trusted by 1,600+ US service businesses
The problem
You can't answer the phone when you are sitting across from a client
When you are reviewing a homeowners policy face-to-face, on hold with a carrier waiting for a quote, or driving to an inspection, you cannot pick up another call. But the business owner who needs general liability coverage by Friday is not going to leave a voicemail. He is calling the next agent on the list.
- 72% of people calling an insurance agent won't leave a voicemail
- Business owners call 2-3 agents and go with whoever responds first
- That adds up to 5-10 lost prospects per month
- A commercial policy is worth $2,500+ in annual premium and renews every year
72%
of people calling an insurance agent won't leave a voicemail
5-10
potential clients lost per month to missed calls
$2,500+
average annual premium per commercial policy
How Insurance Agents Use Jodie
Commercial Insurance Inquiry
The situation: A business owner needs general liability and workers comp coverage for his growing company. He calls your agency but you are in a meeting with another client.
Jodie handles it: Jodie picks up, takes his business type, number of employees, revenue, and current coverage situation. You get a text with a complete brief to prepare a competitive quote.
Claims Report
The situation: A policyholder has had a fender bender in a parking lot and needs to report the claim to her agent. She calls but you are on hold with a carrier.
Jodie handles it: Jodie takes the incident details: date, location, circumstances, third-party information, and any injuries. She flags it for prompt follow-up so you can file the claim quickly.
After-Hours Quote Request
The situation: A homeowner is comparing insurance quotes in the evening after work. He calls your agency at 7pm to discuss homeowners and auto coverage but your office is closed.
Jodie handles it: Jodie answers as if your office is open, takes the property and vehicle details, coverage requirements, and his contact information. You arrive in the morning with a warm lead ready to quote.
Policy Endorsement Request
The situation: An existing client has bought a new car and needs to add it to her auto policy. She calls to arrange the policy change but you are out at an inspection.
Jodie handles it: Jodie takes the new vehicle details, VIN, and any changes to the driver list. You get everything you need to process the endorsement when you are back in the office.
That commercial policy inquiry is calling. Who is picking up?
Set up Jodie in under 2 minutes. She handles your calls while you handle the policies.
Get Started for FreeReal reviews Real results from real businesses
Built for Insurance Agents
Everything you need to stop missing client calls and grow your book of business.
Never Miss a Client Call
New commercial inquiry, a claims report, a policy endorsement, or a renewal question — Jodie picks up right away and gets the details.
Policy Details Captured
Jodie asks about the type of coverage needed, business or personal, any existing policy numbers, and the urgency. For claims, she captures incident details, dates, and third-party information.
Sounds Like Your Agency
Callers think they're speaking to your office. Jodie knows your lines of business, from general liability and E&O to auto, homeowners, and commercial packages.
Covers After-Hours Calls
Many clients call outside office hours — evenings, weekends, or during their lunch break. Jodie catches every after-hours call so you can follow up first thing.
Live in Minutes
No tech skills needed. Set up call forwarding on your office line and Jodie starts answering your insurance calls right away.
FAQ Frequently Asked Questions
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That commercial client is one missed call away from going to another agent.
Let Jodie take your calls while you focus on your clients.
First 7 days free, then pricing from $49/month