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AI receptionist for insurance agencies
For insurance agencies where every agent is already on a call.
Quote requests, claims questions and policy changes all arrive on the same line. Tactly answers, gathers the details, and puts each one in the right hands.
- TactlyThanks for calling Meridian Insurance Group. I'm the virtual assistant, and this call may be recorded. How can I help?
- CallerHi, I'm Sofia. I just bought a house and need homeowners insurance.
- TactlyCongratulations, Sofia. An agent can go over options with you. When is your closing date?
- CallerIn about three weeks.
- Looking up open agent times
- TactlyAn agent is free tomorrow at 11:30 for a call. Shall I book it?
- Booked: Homeowners quote call, tomorrow 11:30 am
Can an AI receptionist work for insurance agencies?
Tactly is an AI receptionist for independent insurance agencies. It answers when your agents are on the phone or with clients and after the office closes, greets callers in your agency's name, takes the details for auto, home and business quote requests, and books policy reviews and consultations into open times on your calendar. It never quotes rates or gives coverage advice, and it emails every call to you as a summary with the transcript.
The problem
Missed calls are missed work.
A person shopping for insurance usually calls several agencies. The one that answers, sounds organized and sets up a conversation tends to write the policy, while a full voicemail box sends them to the next agency.
Agents spend much of the day on calls already: quoting, servicing and helping clients through claims. Tactly takes the calls that would otherwise wait, collects what your agents need, and books the follow-up conversation.
Calls it handles
The calls insurance agencies get every day.
New quote requests
Tactly asks what kind of coverage the caller needs and the basic details, then books a call with an agent.
I need to file a claim
It shares the carrier claim steps you wrote down and takes a message so your agent can help.
Policy changes
Adding a driver, a new car, a new address. It records the change request and emails it to your team.
Annual reviews
Existing clients book review meetings into the times you set aside.
Setup tips
What to put in your notes.
Tactly answers only from what you tell it. These are the lines that matter most for insurance agencies.
- List the lines you write, such as auto, home, life and business, and any you refer elsewhere.
- Add the claims phone numbers for your main carriers so callers can report a claim right away.
- Tell Tactly never to quote a rate or confirm coverage, and to book a call with an agent instead.
Plans for insurance agencies
Starter
$49/mo
For a solo owner who mostly needs the missed calls covered.
- 100 AI-answered minutes a month
- Then $0.35 a minute
- Every feature included
- Most popular
Pro
$99/mo
For a busy shop that wants nights, weekends and lunch rushes handled.
- 250 AI-answered minutes a month
- Then $0.29 a minute
- Every feature included
Growth
$199/mo
For a team that sends a large share of its calls to the receptionist.
- 600 AI-answered minutes a month
- Then $0.25 a minute
- Every feature included
FAQ
Questions, answered
Will Tactly quote insurance rates?
No. It gathers the caller's details and books a conversation with a licensed agent, who handles quotes and coverage.
Can it help a client file a claim?
It shares the carrier claim steps from your notes and takes a message so your agent can follow up.
Can callers reach an agent directly?
Yes. During your hours Tactly can transfer a caller to one number, such as your main office line.
Stop sending callers to voicemail.
Set up your receptionist, make a free test call from your own phone, and switch it on when it sounds right.