New policy enquiries, existing client service, claims assistance, and billing — answered 24/7 with structured intake so your agents can focus on selling and serving.
65%
Of insurance prospects contact two or more agencies before making a decision
4 hrs
Average response time that costs an agency a warm lead to a faster competitor
24/7
Lead capture and urgent claims support — including nights and weekends
Insurance agencies operate in a deeply relationship-driven business where trust is built on responsiveness. A prospect comparing auto, home, or business insurance quotes will contact multiple agencies. The agent who responds fastest with a professional intake process often wins the policy. And an existing client with a claims question or billing concern expects to reach someone who has their information ready.
Join Intake is an AI voice receptionist built for insurance agencies of every size. It captures new lead enquiries with coverage type, contact details, and basic risk profile. Existing clients are routed to the right agent or department with their policy number and reason for call already captured. Claims callers are handled with appropriate urgency and logged for immediate follow-up.
Whether you're an independent agent, a multi-line agency, or a brokerage handling commercial lines, Join Intake means no new lead goes uncaptured, no client call goes unanswered, and your agents have everything they need before returning any call.
A prospect comparing quotes is unlikely to leave a voicemail — they move to the next agency on their list. First contact wins.
A client with a claims question or renewal concern who can't reach their agent loses confidence in the agency and may shop elsewhere at renewal.
A client who just had an accident or experienced a loss needs a professional, calm response with complete intake — not a hold queue or voicemail.
Agents handling basic enquiries during busy periods miss opportunities to identify and address coverage gaps in existing client portfolios.
Coverage type of interest, contact details, basic risk profile, and timeline — captured and sent to the right agent immediately.
Auto, home, life, commercial — each call type routed to the right department with policy number and reason for call captured before the agent picks up.
Claims callers are identified, their basic details and incident description captured, and the call flagged for immediate follow-up by your claims liaison.
Common billing questions answered from your knowledge base. Renewal enquiries are captured and queued for agent follow-up at the appropriate time.
Yes. The AI takes a calm, professional tone, captures essential details, and flags the call for urgent follow-up. It does not make coverage determinations.
The AI captures the primary reason for the call and routes to the most appropriate department. Additional concerns are noted in the call record.
General policy questions can be answered from your knowledge base. Specific coverage determinations are deferred to the licensed agent callback.
Yes. Configure as many departments as your agency structure requires. Works for solo agents, small teams, and multi-line brokerages.
Tell us about your business. We'll configure the Insurance Agencies template and show you a live demo of how it would answer your calls.