Every missed call is a lost policy. Every delayed quote is a customer gone to a competitor. Frontdesk AI answers calls 24/7, schedules consultations, handles claim questions, and closes policies—all while your team sleeps.
For Home Insurance Agencies
Incoming Call...
Client
"Hi, I need homeowners insurance for my new house. Can I get a quote?"
AI Receptionist
"Absolutely! I can help with that. Let me schedule a consultation with Alex to review your coverage options. Does tomorrow at 2 PM work?"
✓ Consultation Booked • Policy Quote
You're losing clients to competitors who answer first. Policyholders call after storms at 2 AM, quote requests pile up unanswered, and your team drowns in claim inquiries. There's a better way.
A homeowner just closed on their house and needs insurance by tomorrow. They call at 7 PM and get voicemail. By morning, they've already purchased from a competitor who answered immediately.
While you're reviewing a policy with one client, three more calls come in. Claim inquiries, coverage questions, policy changes—you can't be everywhere at once. Clients get frustrated waiting, and you lose renewals.
You clear your calendar, prepare the quote comparison, and wait. They don't show. You send one follow-up email that gets ignored. That's it—they're gone. No second chance, no recovery, just wasted time and another lost policy.
One AI workforce that handles every touchpoint—from first inquiry to policy sold
Potential clients visit your website at any hour looking for quotes. Frontdesk Chat answers instantly, gathers policy details, provides coverage estimates, and books consultations—all without human intervention.
Every call is answered instantly—claims, policy questions, coverage inquiries, payment issues. The AI understands context, initiates claims, schedules appointments, and escalates to agents only when needed.
When consultations are missed, Frontdesk Outbound automatically calls to reschedule. The AI references the original inquiry, knows their coverage needs, and books a new time—all while updating your CRM and calendar.
Every interaction—chat, call, consultation, claim—automatically creates and updates profiles in your CRM. No manual data entry. No missed information. One complete view of every prospect and policyholder.
Orchestrate the entire client journey across email, voice, SMS, and web. Automatically coordinate follow-ups, policy renewals, and nurturing sequences based on behavior and engagement.
Coming Soon: Automatically send personalized, context-aware emails at optimal times. Pre-consultation confirmations, renewal reminders, policy updates, and nurturing sequences—all orchestrated by Marketing Automation.
Smart policy applications that pre-fill from CRM data and guide clients through completion. When forms are submitted, they automatically trigger outbound automation sequences for underwriting and approval workflows.
Live Demo
No sales pitch. Just our AI answering your call, answering questions, and trying to book you.
Get a complete AI team for your insurance agency. Each agent handles different tasks—answering calls, scheduling policy reviews, handling claim questions. They work together 24/7 to convert more leads into policyholders faster.
Answers every call instantly—no voicemail, no missed quotes. Handles policy inquiries, schedules consultations, and creates claim support tickets automatically.
Qualifies insurance leads, shows coverage options and pricing, answers questions about deductibles and policy details instantly. Schedules consultations and captures contact info—all through your website chat, 24/7.
Sends personalized consultation confirmations, policy renewal reminders, and follow-up emails automatically. Coordinates with Marketing Automation to send at the right time to keep prospects engaged.
Pre-fills insurance applications from CRM data. Guides clients through coverage selection and verification. Triggers automation workflows when submitted.
Automatically reaches out to prospects at the right time. Makes outbound calls to no-shows, sends personalized SMS follow-ups, and emails nurturing sequences. Coordinates all outbound channels to recover lost leads and keep clients engaged.
Handles two-way SMS conversations with prospects and current policyholders. Sends consultation confirmations, policy renewal reminders, and answers questions about coverage options via text—98% open rate.
Lets website visitors speak directly to your website about coverage options. Click, talk, get answers about pricing, deductibles, and policy details—no typing required. Perfect for mobile users researching insurance.
Automatically updates your Frontdesk CRM with every interaction. All your AI agents feed prospect and policyholder data in real-time—no manual imports, no data entry. Every call, text, and interaction is organized by policy type, coverage, and lead status.
Policyholders don't submit tickets—they just call or text. Your AI recognizes claim questions (water damage, car accident, etc.), creates support tickets, triages by urgency, and notifies the right agents automatically.
Watches every conversation and alerts you when it matters. If a prospect was frustrated, if a claim question was reported, if a policy consultation was booked—you know instantly.
Follow one lead from midnight call to policy renewal—see how every system works together
Alex calls at 2 AM after a car accident. The AI answers instantly—no voicemail, no missed call.
As Alex talks, the AI captures everything: name, phone, policy number, accident details, vehicle information. Saved to CRM automatically—no forms, no typing.
Alex needs an adjuster to inspect the damage. The AI checks your calendar, finds Tuesday at 10 AM, and books it. Instant confirmation—no waiting.
The moment the inspection is booked, the system springs into action. Confirmation emails, reminder texts, follow-ups, and claim documentation—all happening automatically.
Alex's phone buzzes. It's a confirmation email from you—sent automatically by the AI Email Agent (coming soon). She reads it, feels reassured, and goes back to sleep. Meanwhile, a reminder email is already scheduled for Monday. No one had to remember to send it.
Tuesday morning, Alex is at work and completely forgot about the inspection. You're at your desk, see the missed appointment in your CRM, and mark it as "No-Show." That's it. One click. The system takes over from here—you don't have to think about what to do next.
The moment you mark Alex as a no-show, the system springs into action. It remembers everything: the 2 AM claim call, the accident details, the vehicle information. Recovery calls get scheduled automatically. Follow-up emails are queued. The entire recovery process starts—you don't have to think about it.
Alex's phone rings. It's the third call from your AI. She's finally free—just finished her shift at work. She answers. The AI remembers the entire claim from last week. "Hi Alex, I noticed we missed you on Tuesday. Would you like to reschedule?" Alex says yes, picks a new time, and hangs up. The calendar updates automatically. No one had to do anything.
Alex shows up for the rescheduled inspection. The adjuster completes the damage assessment. You mark it complete in your CRM. The moment you click "Complete," the system springs into action: claim processing emails get queued, the repair authorization is ready to send, and settlement workflows begin. All happening automatically—you're just documenting the inspection.
Alex just finished the inspection. She's getting back in her car when her phone buzzes. It's a repair authorization form from Frontdesk Forms—already filled with her name, email, and the claim number. The AI guides her through selecting a repair shop and confirming damage details right on her phone. When she submits it, you're immediately notified. The repair process begins automatically—all without you lifting a finger.
Alex is at work, thinking about the repairs. She has a question about rental car coverage. She calls. The AI answers instantly, recognizes her from your CRM, remembers her claim and inspection, and is ready to help—no hold time, no voicemail, no missed calls. Alex gets her answer in seconds.
With all documentation complete, Alex's claim is settled. The system automatically sends payment confirmation, repair completion follow-ups, and satisfaction surveys. Alex's claim is officially closed.
Alex just picked up her repaired car. She has questions: "Do I need to do anything else?" "How do I access my policy documents?" She texts the AI. It answers instantly with all the details she needs—no waiting, no phone calls, no searching through emails.
Alex's garage door damaged her car backing out. It's 8:45 PM on a Thursday. She can call, text, or chat—whichever she prefers. The AI answers instantly, understands the issue, creates a new claim, and schedules the inspection. Alex doesn't have to wait for business hours or fill out forms. She just describes the problem, and it's handled.
Alex's policy is up for renewal. She gets notified automatically—email, text, or both, your choice. The system sends renewal reminders, policy updates, premium change notifications, and coverage reviews. Policyholders stay informed without you sending individual messages. Everything happens automatically.
Six months later, Alex renews. She had a great experience—claims were handled quickly, questions were answered instantly, and she felt supported. The same AI that helped her file the claim kept her happy as a policyholder. That's the full journey: lead to claim to renewal.
Everything you need to know about using Frontdesk for your insurance agency
Yes. The AI answers calls 24/7, provides policy information, explains coverage options, and books consultations—all while your team sleeps. No more missed opportunities at 2 AM when homeowners need immediate answers.
The AI gathers initial claims information automatically, collects all details (policy number, incident description, urgency level), and routes them to your claims team. Emergency claims can be escalated immediately to on-call adjusters.
Yes. The system automatically sends confirmation emails and reminder texts before consultations. When no-shows happen, it immediately calls to reschedule—recovering up to 40% of missed appointments.
Yes. Integrates with Google Calendar, Outlook, and most calendar systems. The AI checks real-time availability and books policy reviews instantly—no back-and-forth emails needed.
After consultations, prospects automatically receive a quote request form that's pre-filled with their info from the CRM. The AI guides them through property details and coverage preferences. When submitted, you're notified immediately.
Yes. Frontdesk integrates with most systems including Applied Epic, Agency Matrix, Hawksoft, and others. All data syncs automatically—leads, consultations, quote requests, and policy renewals.
Absolutely. The AI knows all your agents, their specialties, coverage options, and service areas. It can route calls based on agent expertise, handle multi-location inquiries, and manage multiple offices simultaneously.
The AI handles urgent claims 24/7, verifies policyholder identity, and can coordinate with your claims team or emergency services. For critical situations like fire or water damage, it immediately escalates to your on-call adjusters.
Pricing is based on your agency size and call volume. Most agencies see ROI within the first month from reduced no-shows and increased policy conversions. Contact us for a custom quote.
Stop missing quote requests at 2 AM. Start closing policies while you sleep.
Capture calls and appointments 24/7, even outside of business hours. Setup in minutes, keep your existing number.
Your AI Receptionist will understand everything about your business and services. This means that it can answer complex questions from callers easily.
Your AI phone receptionist can intelligently text the caller custom links during the conversation. For example, if the caller asks to schedule an appointment, the receptionist can text them your Calendly link.
The simplest solution on the market. Create, purchase, and publish your AI Receptionist in just five minutes. You can even update your receptionist's knowledge base or greeting phrase anytime
View call transcripts, text history, and voicemails directly from your admin dashboard. Export phone numbers of callers for targeted promo.
Answers calls 24/7 with a human-like voice.
Reaches out via SMS and replies to incoming text messages.
Choose your size, color, and voice. Then, embed your receptionist in your website.
Supercharge your existing booking system with our AI virtual receptionist. No limits.