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24/7 VIRTUAL RECEPTIONISTS
AI Receptionist for Independent Insurance Agents
The AI Receptionist from Smith.ai handles calls with seamless human escalation. Our AI-first system with North America-based agent support captures leads, qualifies prospects, and books appointments.
Incoming calls are unpredictable.
Calls come in, but you’re not always available to answer them. We capture leads, book appointments, collect payment, and log details instantly in your systems. Our human agents seamlessly step in when callers request to speak with someone directly or have complex inquiries that require detailed information collection and routing to the appropriate insurance agent or claims specialist.
Tackle insurance claims while we handle the calls.
The AI Receptionist from Smith.ai greets every caller professionally and captures essential insurance information through structured intake questions. By collecting key information upfront — such as insurance type needed (auto, home, life, business, health), current coverage status, claim details or quote requests, policy changes or renewals, personal or business information, timeline requirements, and specific risk factors or circumstances — the system helps identify and prioritize leads and claims based on your agency's specialties and agent expertise.
The most advanced and customizable call handling solution available
The AI Receptionist from Smith.ai combines cutting-edge AI technology with optional human support to deliver unmatched call handling capabilities. Unlike competitors who offer basic subscription services, we provide white-glove implementation and ongoing support to ensure your success.
What sets Smith.ai apart:
- Custom AI configuration with prompts and instructions tailored specifically to your business needs and goals
- True 24/7 coverage with intelligent call routing and seamless human escalation when needed
- Complete call handling including complex scheduling, payment processing, and sensitive conversations
- Advanced CRM integration with 7,000+ business tools and custom workflow automation
- Dedicated onboarding support with sales engineers and account managers ensuring optimal setup
- North America-based receptionists to support callers when needed
- Professional representation that adapts to your brand voice and industry requirements
Intelligent Call Analytics Gives your Insurance Agency the lead
Make better business decisions with real-time call data, visualized in every client dashboard from Smith.ai. Each call summary is enriched with metadata — actions completed, caller disposition, priority, relevance, call recording and transcription, and more. See the big picture with historical tables and charts to predict business growth, costs, and ROI with superior accuracy through our AI-powered analytics.
of consumers expect an immediate response to a sales inquiry
of lead generation budgets are wasted on leads who are never contacted
of customers who receive excellent service spend up to 14% more
Looking for 100% human-powered coverage?
While our AI Receptionist with human support delivers exceptional results for most businesses, we understand that some situations require dedicated human coverage. That’s why Smith.ai also offers comprehensive virtual receptionist plans with 100% live, North America-based agents answering your calls 24/7.
Our virtual receptionist plans provide dedicated human agents trained specifically on your business and industry.
Complete Human Coverage When You Need It
Smith.ai is trusted by 4,000+ businesses
“Every call is answered with a friendly voice. Thanks to Smith.ai's receptionists, my clients are reminded the firm cares about them from the start.”
Read case study
TALK TO OUR TEAM OF EXPERTS
Book a consultation
Improve customer experiences with 24/7 AI-powered engagement built specifically for your business. Unlike basic AI competitors that offer one-size-fits-all solutions, Smith.ai delivers infinite customization with white-glove implementation tailored to your exact needs and goals.
- Custom AI prompts engineered for your industry, terminology, and workflows
- Flexible call instructions that adapt to your unique business processes
- Intelligent call handling with seamless human escalation
- Personalized lead qualification matching your specific criteria
- Bilingual services configured to your customer base
- Native CRM integration with your existing tech stack
- Dedicated implementation team that ensures perfect setup from day one
While other AI services leave you to figure it out alone, our expert team works closely with you to craft custom AI behavior that sounds like your business, follows your procedures, and delivers results that match your goals.
END-TO-END INTEGRATIONS
We play well with your software
Calls, appointments, and payments are automatically logged in your systems by our AI. Real-time syncing with over 7,000 integrations.
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View all integrations
END-TO-END INTEGRATIONS
We play well with your software
Calls, appointments, and payments are automatically logged in your systems by our AI. Real-time syncing with over 7,000 integrations.
View all integrations
Frequently asked questions
The best independent insurance agent answering services do much more than pick up phone calls and take messages for home and office. At Smith.ai, we provide virtual receptionists capable of a wide range of services from call handling, to scheduling, to lead intake, to website chat, and more. Whether you need a virtual receptionist for full-time call handling, overflow support only, after-hours, or triage, here are the answers to the most common questions we receive from independent insurance agents.
How does the AI Receptionist from Smith.ai support insurance agencies in lead generation and appointment scheduling?
What are the key differences between the AI-first answering service and the AI-enhanced virtual receptionist service?
How does Smith.ai ensure a seamless transition between AI and human agents during customer interactions?
What specific CRM integrations are compatible with Smith.ai services for insurance agencies?
How can a new insurance agency get started with the AI Receptionist service from Smith.ai, and what is the setup process?
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