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OnCall for Financial services · Insurance Agency

AI Receptionist for Insurance Agencies.

Insurance prospects shop hard — and they book the agency that called them back first. OnCall picks up the after-hours quote inquiry, qualifies the line, and gets a producer on the calendar.

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An hour-late callback costs you the quote. A day-late callback costs you the customer for life. Eva picks up in two rings, qualifies, and books — without bind authority she shouldn't have.

The phone problem

Why insurance businesses lose calls.

Insurance is a relationship business, but the relationship starts with a phone call — and licensed agents spend more time on the phone with claims and renewals than they should. New-business calls (auto quote, home quote, life inquiry) hit the agency at the worst times: lunch hour, after work, and Saturday morning. They go to voicemail.

Industry data from Trusted Choice and Vertafore puts the average independent agency's quote-conversion rate well below the carrier-direct numbers — and the gap is mostly explained by speed of response. A prospect who gets a call back in 5 minutes converts at typically 4-6x the rate of one who hears back the next day.

Agencies fix this by hiring a customer service representative (CSR), typically in the $40,000-50,000 a year range, to handle the front desk. They work one shift, take maybe 25 calls a day, and the phone goes to voicemail the rest of the time. Or the agency uses a $400-600 a month answering service that doesn't quote, doesn't qualify, and doesn't book.

OnCall is honest about what an AI can and can't do in insurance: it cannot bind coverage, give specific coverage advice, or quote premiums. What it can do is capture every prospect call, qualify the line of business (auto, home, life, business, umbrella), capture vehicle and driver info or property and value, and book an agent callback inside the agency's quote-time window. See pricing — typically $80-130 a month in usage, less than a quarter of a CSR salary.

How OnCall handles it

How OnCall handles insurance calls.

Four call types that account for most of an inbound insurance day. Here's exactly how Eva handles each one.

CALL TYPE 01

Auto quote inquiry

The 90-second prospect intake. Eva captures the prospect's name, contact info, current carrier, claim history (any in the last 5 years), drivers and ages, vehicles (year/make/model/VIN if available), and rough mileage. She tells the prospect a licensed agent will call back inside the agency's published quote window with a real number. She does not quote — that requires carrier underwriting.

Caller

I'm shopping for auto insurance — what's a quote on a 2022 Civic?

Eva

I can get an agent to call you back with a real number. Mind if I get a few details first?

CALL TYPE 02

Existing-customer service or claim

Service calls get different routing than new-business calls. Eva captures the policy number (if available), the type of question (claim, billing, coverage change, ID card request), and routes to your service team during business hours or captures the lead for callback after hours. She does not give coverage advice — she'll say so explicitly.

Caller

I had a fender-bender — what do I do?

Eva

Let me get a service rep to call you right back. Are you and any passengers okay first?

CALL TYPE 03

Home or property quote

Property quotes need different qualifying — address, year built, square footage, roof age, claims history, current carrier, mortgage info if applicable. Eva captures the basics and books an agent callback. Property quotes always require an agent to bind, by carrier rule.

CALL TYPE 04

Life, umbrella, or specialty lines

Specialty lines require licensed agent follow-up — Eva captures contact info, the basic ask (term life, whole life, business umbrella), household income or business revenue range, and books a longer 45-minute consult.

Plug and play

Pre-configured for insurance agency.

Pick Insurance Agency at signup. Voice, qualifying questions, after-hours behavior, and emergency keywords are set automatically. Customize anything later.

Default agent name
Reese

Curated voice + tone for insurance agency. Swap any time.

After-hours behavior
Capture lead

AI captures details and texts you the lead.

Emergency detection
Disabled by default

Off for non-urgent verticals; turn on any time.

Default qualifying questions
  • Coverage type
  • New or renewal
  • Phone
  • Email
  • Best time to talk

All editable in your dashboard. Add or remove any.

14-day follow-up sequence
SMS + email, ready

Templates for insurance agency pre-loaded. Channel: SMS, email, or both.

3-step setup

From signup to live AI on your line.

  1. 01

    Sign up + paste URL

    Pick Insurance Agency. AI auto-extracts your services, hours, pricing from your website.

  2. 02

    Pick a phone number

    $1 to activate your first number, then $10/mo from month 2. Activates in <5 min. Choose any area code.

  3. 03

    Forward your line

    A few digits in your carrier app. AI starts answering today.

Estimated monthly cost

For a insurance agency business:

  • Month 1 (free platform + $1 number + usage): ~$45–150
  • Month 2+ (full pricing): ~$140–280

Use the calculator on the pricing page for your specific volume.

Real scenarios

Here's how Eva handles insurance agency calls.

SCENARIO 01

Auto quote shopper

Eva captures driver and vehicle info, schedules a producer callback inside the agency's quote window.

Caller

I'm shopping for auto insurance — what's a quote on a 2022 Civic?

Eva

I can get an agent to call you back with a real number. Mind if I get a few details first?

SCENARIO 02

Existing customer with a fender-bender

Eva routes claims callers to the service team without trying to answer coverage questions.

Caller

I had a fender-bender — what do I do?

Eva

Let me get a service rep right back to you. Are you and any passengers okay first?

SCENARIO 03

Home insurance comparison

Eva captures property details and books an agent consultation.

Caller

I'm looking at home insurance for a new house.

Eva

Happy to help. What's the property address and approximate year built?

Qualifying script

The questions Eva asks for insurance agency.

Pulled directly from OnCall's industry template. You can edit, add, or remove questions any time — but these are what Eva ships with.

  • Coverage type
    Required · enum · auto / home / life / business / umbrella / other
  • New or renewal
    Required · enum · new / renewal / shopping
  • Phone
    Required · phone
  • Email
    Optional · email
  • Best time to talk
    Optional · string
Objection handling

What Eva says when callers push back.

"My current premium is fine"
Eva's response

Rates change yearly — review takes 10 minutes and you get a comparison in writing, no obligation.

Common questions for insurance agency

FAQ

Will Eva quote premiums?
No — she explains a licensed agent must run a real quote with carrier underwriting, then captures the info and books the callback.
Does she give coverage advice?
No. Coverage advice is a licensed-agent activity. Eva is explicit about routing to a producer.
Can she handle claims calls?
She captures the basics (policy number, type of loss, injuries) and routes to your service team or claims department immediately.
Commercial / specialty lines?
Eva flags commercial and specialty calls and books a longer producer consult.
Compliance / TCPA?
Outbound calls respect TCPA windows by recipient time zone, scrub against your DNC list, and stop on first opt-out.

Ready to put your AI on your insurance line?

Free to start. First phone number included. Pre-configured for your industry. Live in five minutes.

Pay only when AI works · No contracts · Cancel anytime