The AI receptionist for insurance agents.
InsuraMate answers your phone the way a receptionist would, on your existing number, in the caller’s language, after hours and overflow first. Then it does the work that was landing on your principal, your licensed agents and your CSR: standard certificates issued from your AMS policy data, the service inbox sorted with every reply waiting for approval, and every call logged to the client file.
Why a general AI receptionist won’t cut it.
A horizontal AI answering service can read a script and take a message. An insurance agency needs something that knows the customer, the policy, and the workflow, and finishes the certificate, the call note and the inbox inside the AMS.
It speaks insurance, not generic script
COIs, declarations pages, deductibles, binders, renewals, claim calls. A general-purpose AI receptionist treats every call the same. This one was built for an agency’s call mix.
It plugs into the system you already run on
Nexsure, QQ Catalyst, AMS360, HawkSoft, NowCerts and Applied Epic. It reads the customer, references the policy, and logs the note in the tool your team already lives in.
Single-tenant, built for regulated data
Your deployment serves exactly one agency, with no shared data with anyone. Field-level encryption on sensitive customer data, full audit log on every read and write. We never train shared models on your calls.
From the ring to a logged call, in one flow.
A customer calls. It picks up.
It greets the caller in their own language and starts handling the request in real time. No new phone number. It sits in front of your existing main line, after hours and overflow first if you prefer.
It finishes the request.
Billing questions answered from your AMS, quote requests captured, claim calls detected and routed, standard certificates issued from policy data. It answers from your own knowledge base and SOPs and writes the call note as it speaks.
The right agent gets the handoff.
One-line summary, direct link to the customer’s record. They walk in already up to speed, or it takes a message and books the callback itself.
It answers like a receptionist. Then it finishes the work.
An answering service hands the request back to you. InsuraMate picks up, finds the caller in your AMS, and finishes the request, so a missed call never turns into a customer calling a competitor.
Answers every call on your existing number
No phone tree, no hold music. It picks up the moment the phone rings, in the caller’s language, with a mid-call switch across 85 languages. You can start it on evenings, weekends and overflow and widen from there.
Knows who is calling from your AMS
It recognises the number, pulls the customer’s record, references the right policy, and confirms the name from your AMS, CRM, or carrier ID before it says a word.
Issues the standard certificate
A request arrives by email or text. It matches the policy in your AMS, issues the standard certificate, sends it and logs it on the client file, in minutes, any hour. Special wording, missing fields and duplicates stop and go to your licensed person with the request attached.
Sorts the service inbox
It clears carrier marketing, newsletters and bulk mail, surfaces the client work, and drafts the routine replies. Every draft waits in your own inbox for a person to approve. Nothing sends itself.
Routes the rest to the right agent
When a call needs a human, it checks the agent’s calendar first, then hands off with a one-line summary and a deep link to the record. They pick up already up to speed.
Logs every call where you already work
A post-call summary and full transcript written back to your AMS and CRM automatically. The recording, when enabled, is in the portal. Nothing slips through, nothing waits on someone remembering to type it up.
About 550 hours back to the whole team last quarter at one agency.
Returned to the whole team in one quarter, across calls, emails, certificates and AMS updates.
Goodwill Financial, our first agency, put InsuraMate on its main line and its service inbox. About 1,200 calls answered and logged in the AMS, the inbox worked, and the standard certificates issued from policy data.
Whether you call it an agency or a brokerage.
The phones ring after hours either way, the admin piles up either way, and the good producers want to be selling either way. We run in the US today, and every system we connect to is a US one. If you are a brokerage outside the US, the broker management system is the piece we would scope with you first. See the AI receptionist for insurance brokers.
AI receptionist questions, answered.
What is an AI receptionist for insurance?
An AI receptionist is software that answers your agency’s phone: it picks up every call, identifies the customer, and routes what needs a person. InsuraMate goes further than the phone. It issues standard certificates from your AMS policy data, sorts the service inbox with every reply waiting for your approval, and logs every call to the client file. It is built for independent insurance agencies and brokers and connects to your AMS.
How is this different from a generic AI receptionist?
A generic AI receptionist answers the phone and takes a message. InsuraMate is built for insurance: it reads the caller’s record from your AMS, references the right policy, finishes the routine request, and logs everything back to your AMS and CRM. It is the difference between a message on your desk and work that is done when you open the file.
Does it work for UK insurance brokers?
We run in the US today, and every system on our integration list is a US one. Nothing in the software is US-only, and the month-end report already prices in pounds, so the open question for a UK brokerage is the broker management system. If that is you, talk to us and we will scope it with you before you commit to anything.
Which AMS or broker software does it connect to?
Live today on the AMS side: Nexsure, QQ Catalyst, AMS360, HawkSoft, NowCerts and Applied Epic. On the CRM side: AgencyZoom, Keap, Salesforce and HubSpot. Email runs on Outlook or Gmail, alerts on Microsoft Teams and Slack, voice and SMS on Twilio, and transfers check the agent’s Outlook or Google Calendar before they ring. Tell us what you run and we will confirm where it stands on the call.
How long does it take to go live?
Setup and testing usually take about two weeks once we have your access. We connect your phone system and your AMS, you load your greeting, SOPs and knowledge base, and your existing lines keep working while it is tested against your own workflow. Calls go live when you approve the tests, and you choose whether certificates start as review copies to your team.
Do I need a new phone number?
No. Keep your existing main line. InsuraMate sits in front of it, so customers call the same number they always have.
Is my customer data secure?
Built on AWS, single-tenant so your deployment serves exactly one agency. Field-level encryption on the most sensitive customer data, full audit logging on every AMS read and write, and we never train shared models on your calls.
See it answer a call, and how a certificate request is checked.
Thirty minutes with Aiste, our CRO. Tell us which AMS you run, and the quote is in writing the same day.