AI receptionist for insurance agents
Turn every quote call into a booked review
Blue answers quote requests, collects the details your producers need, routes claims calls and books policy reviews. New web leads get called back within seconds.
- Free for 30 calls a month
- Live in minutes
- Keep your number
Blue: Thanks for calling Rivera Insurance Group, this is Ava. How can I help?
- Caller
Caller: My car insurance renews next month and the price went way up. Can you quote me?
Blue: Happy to help you compare. Who's your current carrier, and how many drivers and vehicles are on the policy?
- Caller
Caller: State Farm, two drivers, two cars.
Blue: Thanks. Maria, one of our agents, can review quotes with you. She has tomorrow at 10 or Thursday at 4. Which works?
The calls Blue handles for insurance agencies
Trained on your services, prices and policies, so callers get real answers, not "someone will call you back".
Quote requests
Collects line of business, current carrier, renewal date and the basics your producers need to quote.
Policy reviews
Books annual reviews and cross-sell conversations on a producer's calendar.
Claims calls
Gives carrier claims numbers and next steps, and transfers urgent claims to your team.
Service requests
Takes ID card, certificate and change requests with full details for your service team.
Instant lead callback
Outbound Blues call quote-form leads within seconds of their request.
Renewal reminders
Outbound Blues contact opted-in clients ahead of renewal to book a review.
Why insurance agencies use an AI receptionist
01
Shoppers call several agencies
Price shoppers move fast. The agency that answers and books a review first usually writes the policy.
02
Producers should be selling
Let Blue handle routine service calls and data collection so producers spend their time quoting and closing.
03
One policy covers the cost
A single new household is worth more than months of Blue.
Set up in minutes
- 1
Tell Blue about your business
Your services, prices, hours and service area. Point it at your website and it learns the rest.
- 2
Get a number or keep yours
Pick a free number in your area code, or forward your existing line all the time or only when you miss a call.
- 3
Blue answers, books and reports
Every call is answered on the first ring. Appointments land on your calendar, and you get a transcript of every call.
Works with your tools
Reviews are booked on Google Calendar or Outlook. Send quote details to your agency management system or CRM through Zapier, n8n or the BlueSales API. See the Zapier, n8n and API docs.
Hands off to you when it matters
Set a transfer number and Blue connects callers to you when they ask for a person, or when the situation needs one.
What it costs to answer every call
In-house receptionist
$3,500+/mo
Business hours only, one call at a time
Answering service
$250+/mo
Takes messages, billed per minute
Blue
$29/mo + $0.16/min
24/7, many calls at once, books the appointment
Talk time is billed per minute, so 400 three-minute calls a month comes to about $221 on Basic. The free plan includes 30 calls a month. See all plans or read how much an AI receptionist costs.
Questions from insurance agencies
Can it quote insurance prices?+
Blue collects quoting details and books a review with a licensed producer. It shouldn't bind coverage or quote premiums, and you control exactly what it says.
Can it handle claims calls?+
Yes. Blue gives callers the carrier's claims line and next steps, and transfers urgent claims to your staff.
Can it call our web leads automatically?+
Yes. Trigger an outbound call from new form or lead-vendor submissions through Zapier, n8n, the WordPress plugin or the API, for leads who consented to be called.
Is outbound calling TCPA compliant?+
BlueSales includes consent tracking, calling-hour restrictions and do-not-call management. Insurance marketing calls generally need prior express written consent, so confirm your campaign with counsel.
Related guides
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