247CallTaker
Insurance agencies and claims intake

An AI receptionist that already knows insurance agencies and claims intake calls.

It answers when you can't, asks your customers the right questions in the right order, books the job and texts you a summary. Try it now: you play the customer.

See plans from $29
Example Insurance agencies and claims intakeDemo line, answered by our AI

Pretend you're a customer calling Example Insurance agencies and claims intake. Type what you'd say on the phone.

Sample business with sample hours and prices. Type "stop demo" anytime.

The questions it asks, in order

Built from how insurance agencies and claims intake calls really go. Every question has a reason, and it skips anything the caller already said.

  • Are you reporting a loss, asking about a policy, or seeking a quote?
  • What general type of policy or loss?
  • When and where did the incident occur?
  • Is anyone in immediate danger?
  • Is there an existing claim reference?
  • Who is the insurer, if known?
  • What callback number should the licensed team use?

Calls it handles

Loss reports and policy questions

Safety comes first

Immediate danger: contact the appropriate emergency services and do not delay for intake. No diagnosis or hazardous repair advice. Suggested urgency conditions require owner approval: Active loss or stated deadline; no coverage determination, binding or settlement promise

What it will never do

  • Never invent a price, credential, business policy, ETA or available slot.
  • Never claim dispatch, SMS, email or booking succeeded without a successful connected action.
  • Do not give medical, legal, tax, electrical repair or hazardous handling advice.
  • Immediate danger: direct to appropriate emergency services; do not delay for intake.

Plans

Every plan includes the insurance agencies and claims intake playbook above. We set it up with your hours, services and prices.

Solo

$29 / month

Launch price. Regular $39.

  • For owners with no employees
  • 100 minutes
  • Answers, takes messages, texts you a summary
Start my plan

Starter

$49 / month

Launch price. Regular $59.

  • 200 minutes
  • Answers and takes messages
  • Text summary after every call
Start my plan

Booking

$99 / month

Launch price. Regular $119.

  • 500 minutes
  • Books into your calendar
  • Urgent calls to your cell
Start my plan

Busy shop

$199 / month

Launch price. Regular $249.

  • 1,200 minutes
  • Several lines or locations
  • Everything in Booking
Start my plan

Month to month. Extra minutes $0.25. The first 100 businesses keep the launch price as long as they stay.