AI receptionist for insurance agencies
An AI receptionist built for insurance agencies.
Agency phones mix new quotes, service requests, and claims. Leap takes the quote details your producers need, gives callers your carriers' claim numbers, and leaves coverage advice to licensed staff.
Leap is an AI phone receptionist for insurance agencies. It takes quote requests by line of business, service requests such as ID cards and adding a driver, and first calls about a claim, gives the carrier claim numbers you approve, and sends your team a summary. It does not quote, bind, or change coverage.
Quote-ready. Leap records the line of business, current carrier, renewal date, and the drivers, vehicles, or property involved.
No binding. Leap takes requests to add, change, or cancel coverage, and licensed staff make every change.
Claim numbers. Leap gives callers the carrier claim phone numbers you approve, and records the claim details for your team.
Your rules. Routing rules send personal lines, commercial lines, and claims calls to different people by text or email.
What calls does an insurance agency get?
Agency calls split into new business, service, and claims. Service is the bulk, and most of it needs a licensed person to act.
Quote requests
Auto, home, renters, business. Leap records the line, current carrier, renewal date, and the basics for that line.
Service requests
ID cards, adding a driver or vehicle, address changes, mortgagee changes, certificates of insurance. Leap takes the request for your service team.
Claims
Leap gives the carrier's claim number you approve, and records the date, what happened, and the policy for your claims contact.
Billing and cancellations
Leap takes a message for your service team. It does not cancel or change policies.
What Leap asks on a quote call
Auto: drivers, vehicles, current carrier, and renewal date. Home: address, year built, current carrier, and renewal date. Business: business type, number of employees, and the coverage they're asking about. You set the questions; Leap asks them and writes the answers into the summary.
A sample agency call
With the default greeting, a caller hears: "Good morning. This is Sophie from Brightline Insurance Agency. How can I help?"
From your approved facts Leap can answer "Which carriers do you write with?", "How do I report a claim with my carrier?", and "Can I get a copy of my ID card?". Coverage questions, such as whether a loss is covered, go to a licensed agent.
Which agency calls go to a person?
Coverage questions, binding, cancellations, and upset claimants belong with licensed staff. Leap takes these as messages and can text your team mid-call marked urgent. You can turn on live transfer during the hours you list as open; the agent hears who is calling and why before pressing 1, and if nobody answers Leap takes a callback.
When agency calls come in
Claims calls follow storms, hail, and freezes, often after hours. Quote calls follow renewal notices and rate increases. Forward every call after close so claimants get the carrier's claim number at night, and use Ring me first during office hours.
How it works
- 01
Paste your agency website.
Leap reads your lines of business, carriers, offices, and hours.
- 02
Check the cards.
Add each carrier's claim number, your quote questions by line, and service request steps.
- 03
Forward your main line.
Ring me first during the day, and forward every call after close.
Frequently asked questions
Can Leap quote or bind a policy?
No. Leap takes the quote request with the details your producers need. Quoting, binding, and coverage changes stay with licensed staff.
What does Leap ask on an auto quote?
Drivers, vehicles, current carrier, and renewal date, plus anything else you add to your quote questions.
How does Leap handle a claim call at night?
It gives the carrier's claim number you approve and records what happened, when, and the policy, so your claims contact can follow up in the morning.
Can Leap send ID cards or certificates?
Leap takes the request and sends it to your service team. It does not have access to your agency management system.
Will Leap answer coverage questions?
Only general facts you approve, such as which lines you write. Whether a specific loss is covered goes to a licensed agent.
Can personal and commercial lines go to different people?
Yes. Write routing rules in plain English, such as "commercial calls go to Dana".
Can callers speak Spanish?
You can turn on Spanish, or up to two languages alongside English. The summary notes the caller's language.
Can I follow up with a quote lead from Leap?
Yes. From the inbox you can text the caller, or have Leap call back or text after you press Send. Callbacks run 9am to 8pm.
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.