AI Receptionist for Insurance Agencies & Brokers

Capture every quote request — before they call your competitor.

Rate shoppers call 3–5 agencies and go with whoever answers first. Attendly answers every call 24/7, captures quote requests, handles claims calls, and keeps policyholders coming back.

Get Started — Insurance Plan → See Pricing
★ ★ ★ ★ ★ Trusted by independent agencies & brokers  ·  30-day money-back guarantee
$5K–$30K+
lifetime customer value of a single policyholder across renewals and referrals
62%
of consumers go with the first agency that responds to their quote request
24/7
Attendly captures quote requests and handles calls — including nights, weekends, and storm season

★ ★ ★ ★ ★    Built for insurance agencies — not generic call centers    ★ ★ ★ ★ ★

You're on a call with a client. Another prospect just called — and went elsewhere.

A homeowner searching for better rates calls your agency. You're in the middle of a policy review. It goes to voicemail. By the time you call back, they've already bound a policy with a competitor who answered.

One missed quote request = $500–$3,000+/year in recurring commissions. Over a lifetime, that's $30,000+ walking out the door.

  • 📞 Rate shoppers calling 5 agencies simultaneously — winner is whoever picks up first
  • 🌪️ Claims surge during storms and disasters overwhelming your staff
  • 🌙 After-hours calls from policyholders with emergencies and no one to help
  • 📋 Renewal inquiries slipping through when your team is busy servicing existing clients
  • 📄 Certificate of insurance requests piling up — time-sensitive and repetitive
Marcus T.
7:12 PM — "Need a quote for home + auto bundle"
Missed
Sandra W.
Storm surge — "Tree fell on my roof, need to file a claim"
Missed
R&B Contractors
Friday 4:58 PM — "Need COI for project starting Monday"
Missed
Jennifer L.
9:34 PM — "Quote request captured, follow-up scheduled"
Attendly

One policy pays for Attendly for years. One year of missed calls pays for decades.

The average auto policy generates $500–$1,500/year in commissions. Home + auto bundles hit $2,000–$3,000+. A single retained client over 10 years is $5,000–$30,000+. Attendly at $99/month costs less than missing two prospects a year.

$500–$3K+
average annual recurring commission per policyholder (auto, home, commercial)
$1,188
annual cost of Attendly Starter — covered by 1–2 new policies bound
10–25×
typical ROI for agencies that stop losing quote requests to voicemail
Start Capturing Every Quote Request →

Built for insurance agencies. Not a generic answering service.

Attendly handles the scenarios your agency deals with every day — from quote intake to claims routing.

📋

Quote request intake, 24/7

When a prospect calls or submits an inquiry outside business hours, Attendly collects their coverage needs, contact info, and best time to reach them. You wake up to a qualified lead — not a missed call notification.

🚨

Claims call handling & first notice of loss

During storms, floods, and disasters, call volume spikes. Attendly answers every claim inquiry, collects the incident details, and routes urgent claims to your on-call adjuster — so no policyholder is left in the dark at 2am.

📄

Certificate of insurance requests

COI requests are time-sensitive and repetitive. Attendly captures the request details, verifies the policyholder's identity, and queues the COI for same-day issuance — keeping contractors and clients happy without tying up your staff.

💳

Payment & billing inquiries

Policyholders calling about billing, payment due dates, or policy lapses get instant answers. Attendly explains payment options, confirms due dates, and escalates urgent lapse-prevention calls to your team in real time.

🔄

Renewal reminders & retention follow-ups

Clients approaching renewal get automated, personalized outreach 60 and 30 days out. Attendly answers their questions, compares coverage options, and keeps them from shopping elsewhere — all without adding to your to-do list.

📊

Daily agency briefing

Every morning, your dashboard shows new quote requests, pending follow-ups, claims initiated overnight, and renewal pipeline status. Know exactly what to prioritize before you open your email.

How Attendly handles insurance scenarios

Real examples of what your AI receptionist does while you're servicing existing clients.

🏠

Rate shopper calls at 8pm asking about home + auto bundle pricing

Attendly collects their current coverage details, home value, vehicles, and drivers. It provides a ballpark range based on your agency's typical quotes, schedules a callback with you the next morning, and confirms the appointment via text. You wake up to a pre-qualified lead — your competitors got voicemail.

✓ Handled automatically
🌪️

Hurricane makes landfall — 40 claims calls in 6 hours

Attendly answers every call simultaneously. It collects first notice of loss details, confirms the policyholder's coverage, provides emergency contact info for restoration services, and sends a follow-up text with next steps. Your team handles the complex cases. No policyholder gets a busy signal.

✓ Handled automatically
📄

General contractor calls Friday at 5pm needing a COI for Monday

Attendly verifies the policyholder, collects the certificate holder details and project address, and creates a COI request ticket flagged as urgent. You get a notification — issue it in 2 minutes from your phone. Client starts the job on time. You keep the account.

✓ Handled automatically
📅

Policyholder's renewal is 45 days out — they're thinking of shopping

Attendly sends a personalized retention message: "Your policy renews on [date] — your rates are competitive, but we'd love to do a 10-minute coverage review before then. Here are 3 open slots." Client books. Retention protected without a single phone call from your team.

✓ Handled automatically

What insurance agencies are saying

Real results from agencies that stopped missing quote requests.

★ ★ ★ ★ ★
"During the last hurricane season, we had 60+ calls in a single day. Before Attendly, half of those would have gone to voicemail. Now every policyholder gets answered instantly. Not one complaint about our response time."
RT
Robert T.
Independent P&C Agency, Florida
★ ★ ★ ★ ★
"We were losing quote requests to agencies that just picked up the phone faster. Attendly leveled the playing field. In 3 months we booked 22 new policies that came in after 5pm. That's real money."
ML
Michelle L.
Commercial Lines Broker
★ ★ ★ ★ ★
"COI requests used to interrupt my whole afternoon. Now Attendly captures them, I get a notification, and I process them in two minutes. Clients think we have a full admin team. We don't."
JH
James H.
Independent Agency Owner, Texas
🛡️

30-Day Money-Back Guarantee

Try Attendly risk-free. If you're not capturing more quote requests and policyholder calls within 30 days, we'll refund every cent. No questions asked.

Attendly vs. your current insurance agency setup

Answering Service / Staff
Attendly
Cost
$800–$2,500/mo for live operators
$99–199/month
After-hours quote capture
Voicemail or limited scripts
Full intake, 24/7
Claims call handling
Message-only, no FNOL
FNOL collection + routing
Storm surge capacity
Overwhelmed, long hold times
Unlimited simultaneous calls
COI request handling
Not typically handled
Captured & queued automatically
Renewal follow-ups
Manual calls (time permitting)
Automated retention sequences
Industry-specific training
Generic scripts only
Insurance-trained AI

Simple pricing for insurance agencies.

Less than the commission on one new policy. Cancel anytime.

Starter

$99/mo
For independent agents & small agencies

First month: $224
Includes one-time $125 setup fee — then $99/mo

150 credits / month
  • AI quote request intake (24/7)
  • Claims call handling & FNOL collection
  • Policy & billing question answering
  • COI request capture & queuing
  • After-hours emergency routing
  • Dashboard & analytics
Get Started — Starter

or pay with card directly

Common questions from insurance agencies

Does Attendly work with my agency management system?

Attendly integrates with your workflow via email notifications and can sync with Google Calendar for callbacks and follow-ups. Direct AMS integrations (Applied Epic, Hawksoft, EZLynx) are on the roadmap. Contact us to discuss your specific setup.

Can Attendly handle high call volume during storms and catastrophic events?

Yes. Unlike human staff or traditional answering services, Attendly handles unlimited simultaneous calls. During a storm surge, every caller gets answered immediately — not placed on hold or sent to voicemail. Pro plan is recommended for agencies in high-CAT areas.

How does it handle compliance and recorded conversations?

Attendly captures inquiry data and stores it securely. It does not provide coverage advice or bind policies — those actions require a licensed agent. All interactions are logged for your records. Consult your E&O carrier for your specific compliance obligations.

Can I customize the scripts for my specific lines of business?

Yes. During onboarding you configure your lines of business, carrier partners, coverage offerings, and escalation protocols. Attendly speaks in your agency's voice and follows your specific intake processes — not a generic insurance script.

How long does setup take?

Most insurance agencies are live within 24 hours of signing up. The $125 one-time setup fee covers white-glove onboarding — we configure your AI receptionist for your specific agency and lines of business.

That next quote request is calling right now.

Rate shoppers don't leave messages. They call the next agency on the list. Attendly makes sure your agency is always the one that answers — capturing every quote request, every claim, every renewal conversation, 24/7.

Get Started — Set Up in 24 Hours →

30-day money-back guarantee  ·  Cancel anytime  ·  No long-term contracts