AI receptionist for insurance agencies
An AI receptionist built for insurance agencies.
Leap answers policy quote requests, coverage questions, claim calls, and renewal inquiries. It captures every lead and texts back missed callers so no policy sale or retention call gets dropped.
Leap is an AI phone receptionist for insurance agencies. It answers policy quote requests, coverage questions, claim status calls, and renewal inquiries in a natural voice, captures the caller and policy details your agents need, and texts back missed callers. Setup takes five minutes and keeps your existing number.
5 min. Leap goes live in about five minutes: paste your agency website, review what it learned, and forward your main line.
24/7. Leap answers evenings and weekends when people shop for insurance after a life event or an accident that just happened.
2+ calls. Leap handles two or more simultaneous calls so a renewal inquiry never gets dropped while a new quote request is in progress.
Every call. Every call leaves a recording, transcript, and summary so policy type, coverage question, and caller name are captured every time.
$149/mo. Leap costs a fraction of a live answering service with no per-call fees and no long-term contract required.
Insurance shoppers call the first agency that answers
Someone who just bought a car, closed on a house, or had their renewal price jump needs insurance information right now. They search, they call the first credible agency in the results, and if no one picks up, they call the next one. Insurance is a relationship business long-term, but the relationship starts with whoever answers first.
Claim calls and renewal calls are retention moments. A client who calls after an accident and reaches voicemail at their own agency feels abandoned. A client calling to ask about their renewal price who has to leave a message may have shopped a competitor before you call back.
Policy quote requests
Leap captures the coverage type the caller is seeking, their current situation, and their contact information, and queues the lead for your agent to prepare a quote.
Coverage questions
Leap answers general coverage questions from your knowledge base and routes specific policy interpretation questions to a licensed agent for a callback.
Claim calls
Leap captures the caller's name, policy number, and the nature of the claim, gives your general claims filing instructions, and routes urgent claims to your claims contact.
Renewal inquiries
Leap handles renewal calls, captures the policy holder's name and policy type, and routes the call to the agent handling that account for a retention conversation.
What does an AI receptionist do for an insurance agency?
An AI receptionist answers your agency line in a professional voice, handles the initial inquiry, and captures the details your agents need to quote, answer, or retain. Leap knows your insurance lines, your agency's specialties, and your claims and renewal process from your website.
Callers do not hit a phone tree. They ask about auto coverage or report a fender bender, Leap responds accurately and captures the details, and your agent gets a clean summary before the follow-up call.
How Leap handles calls that need an agent but do not need one right now
Insurance calls split into two categories: ones that need an agent immediately and ones that need a careful response but can wait a few hours. Leap handles the triage. A caller reporting an active accident scene can be transferred to your on-call agent. A caller asking about adding a teen driver to a policy gets captured and queued for a morning callback.
That triage frees your agents to focus on the conversations that need their expertise rather than answering every inquiry the moment it comes in.
How it works
- 01
Paste your agency website.
Leap reads your site and builds a knowledge base of your insurance lines, coverage types, claims process, and agent contact routing.
- 02
Review and correct what it learned.
Set your urgent claim transfer rules, add your quote request intake questions, and flag the call types that go directly to a licensed agent.
- 03
Forward your main line and go live.
Keep your current number. The next quote request gets captured, the next claim call gets triaged, and a summary lands in your agent's inbox.
Frequently asked questions
Can Leap handle insurance quote requests?
Yes. Leap captures the coverage type, the caller's current situation, and their contact information, and queues the lead for your agent to prepare a personalized quote. Leap does not generate insurance quotes itself.
How does Leap handle a caller reporting a claim?
Leap captures the caller's name, policy number, and the nature of the claim, gives your general claims filing guidance, and routes urgent accident claims to your claims contact immediately. Standard claims are captured and queued for next-business-day processing.
Can Leap answer coverage questions accurately?
Leap answers general coverage questions from your knowledge base. For specific policy interpretation, exclusion questions, or coverage limit questions, Leap captures the caller's details and queues a callback from a licensed agent. It does not make coverage determinations.
How does Leap handle a renewal call?
Leap captures the policyholder's name and policy type and routes the renewal call to the agent managing that account. For after-hours renewal calls, Leap captures the inquiry and queues it for a morning retention conversation.
Can I use Leap only after hours?
Yes. Configure Leap to answer every call, after hours and weekends only, or only on overflow when your line is busy. You set the schedule per day and per hour.
Will I keep my existing agency phone number?
Yes. You keep your number and forward calls to Leap on the rules you set. Nothing about your existing line changes.
How long does setup take?
About five minutes. Paste your website, review the knowledge base, set your transfer rules, and forward your number.
What do I see after each call?
Every call leaves a recording, a full transcript, and a short summary with caller name, coverage type of interest, policy details mentioned, and the recommended follow-up action.
How much does an AI receptionist for an insurance agency cost?
Leap's founding rate is $149 a month and includes the first 100 calls answered, then $0.99 per additional call. No setup fee and no contract, versus the $150 to $400 a month a live answering service typically charges.
Does it sound professional enough for insurance clients?
Yes. Leap answers in a calm, professional voice using your agency's name. There are no menus to press. Callers speak normally and receive a composed, accurate response.
What happens when Leap does not know an answer?
It tells the caller honestly, takes their name and number, and files the question for your licensed agent. You answer it once and Leap knows it for every future caller.
Keep exploring
Give insurance agencies a front desk that never misses.
Paste your website. Leap builds your receptionist from your hours, services, and policies while you watch. Live in five minutes for $149/month.