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OnCall for Financial services · Insurance Agency

AI receptionist for insurance agency, trained on your industry.

Eva picks up every Insurance Agency call 24/7 — qualifies the lead, books the appointment, and texts you the details. Trained on the questions insurance agency customers actually ask.

Start with $50 — for Insurance Agency Hear it live · +1 (289) 901-5002
$50 minimum First phone number free for 30 days Cancel anytime

Insurance Agency businesses lose leads when nobody answers. Eva picks up every time and never lets a caller hit voicemail.

Real scenarios

Here's how Eva handles insurance agency calls.

SCENARIO 01

New customer inquiry

Eva greets the caller, qualifies their need, and books the right next step for insurance agency.

Caller

Hi, I have a question about your insurance agency services.

Eva

Happy to help — tell me a bit about what you're looking for.

SCENARIO 02

After-hours capture

A call comes in at 9pm. Eva picks up, captures details, and queues SMS follow-up so you can call them in the morning.

Caller

I know it's late — can someone call me tomorrow?

Eva

Of course. Best number to reach you on?

SCENARIO 03

Returning customer

Eva recognizes existing customers (via CRM tag) and skips re-qualifying.

Caller

I've used you before — need to schedule again.

Eva

Welcome back! What works best — this week or next?

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 sound human?
Yes. Most callers don't realize they're on with an AI unless told.
How long does setup take?
About 5 minutes. Paste your website URL, pick a number, forward your line.
What does it cost?
$0.24 per inbound minute, $10/mo per phone number (first one free for 30 days), $50 minimum top-up. Pay only for what your AI does — no monthly minimums.
Can I edit what she says?
Yes. Every part of the script is editable — knowledge base, qualifying questions, voicemail message.
What if she gets stuck?
She honestly says she doesn't know, captures the lead, and texts you to call back.

Ready to put Eva on your insurance agency line?

Fund a $50 wallet, pay only for what your AI does. First phone number free for 30 days. Live in five minutes.

Start with $50 Hear it live · +1 (289) 901-5002

$50 minimum · First phone number free for 30 days · Cancel anytime