Super Intelligence (SI) receptionist for insurance agencies

Every call answered, day and night, in a natural voice. SI receptionist set up for insurance agencies, connected to AgencyZoom, HawkSoft or EZLynx, and run for a flat monthly fee.

The time you get back

Typical weekly savings for insurance agents using SI automation.

  • Calling new quote leads7 2.5 hrs a week
  • Renewal review outreach4 1.5 hrs a week
  • Service requests in the inbox5 2 hrs a week
  • Collecting dec pages and documents3 1 hr a week
  • Cross-sell campaigns2 0.5 hrs a week

How it works

  1. Calls you can’t take roll over

    When your team is busy or closed, calls to your existing number go to the SI receptionist instead of voicemail.

  2. It handles the call

    For a quote request from your website on a Sunday, it answers questions, takes the details and books a quote review if that’s what the caller needs.

  3. Urgent calls reach a person

    You decide what counts as urgent. Those calls are transferred live or texted to whoever is on call.

  4. Hang-ups get a text

    Anyone who hangs up gets a text from your number within a minute, so the conversation can continue.

  5. Everything is logged

    Recordings, transcripts and next steps are saved to AgencyZoom, HawkSoft or EZLynx.

At a glance

Typical time saved
6–15 hours a week
Time to launch
2–4 weeks
Connects to
AgencyZoom, HawkSoft or EZLynx

Every call is a chance to win business. Our SI receptionist picks up when your team is busy or closed, answers common questions in a natural voice, books appointments, takes detailed messages, and transfers urgent calls to a real person using the rules you set.

Ground rules

The assistant gathers quote details but never binds coverage or interprets a policy. Licensed agents do that.

It tells callers it’s an automated assistant, and anyone who asks for a person gets transferred or a fast callback.

Questions

Will it work with AgencyZoom, HawkSoft or EZLynx?

In most cases, yes. If your software has an API or a Zapier or Make connector, we connect directly; if not, we use email parsing or a synced calendar. We confirm it in the free audit before you pay anything.

Do I need a new phone number?

No. We forward unanswered or after-hours calls from your existing number to the agent, so callers dial the same number they always have.

Does it tell callers it’s automated?

Yes. It introduces itself as an automated assistant. Hiding that costs more trust than it saves.

Related

More for insurance agencies

SI receptionist in other industries

See where your week goes

Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.

Book a free audit