AI Lead Capture for Insurance

24/7 Call Answering for insurance agencies

Never miss a potential client call or quote request. Our AI receptionist handles client calls professionally and books consultations instantly.

1 ring answer, 24/7
98% satisfaction
100+ integrations
Why Agencies Switch

Why insurance agencies are switching to AI answering agents

Most independent agencies have a CSR or office manager juggling phones, renewals, and walk-ins. It works until it doesn't. Someone calls for a quote while your team is processing a claim, and that call goes to voicemail. The prospect calls the agency down the street, gets a live answer, and buys from them instead.

Insurance shoppers move fast. They're comparing three or four agencies at once, and whoever responds first usually wins. A three-hour callback delay isn't just slow service, it's a closed door. By the time you return the call, they've already bound coverage somewhere else.

AI answering agents capture leads the moment they call. Instead of taking a message, the AI qualifies the prospect, asks about coverage needs, property details, and timeline. Then it books a consultation directly into your calendar. The caller gets immediate attention and you get a warm lead ready to quote.

For prospects calling about claims, the AI captures the situation, policy number, and urgency. Routine questions get answered. Urgent claims get transferred to your team immediately. Your clients feel taken care of even when you're with another customer.

Agencies spending $350-500 per month on answering services that just take messages often find AI costs the same while actually booking appointments. The math is straightforward: one new policy that would have gone to a competitor covers months of service.

⏱️ 2.5 hrs avg callback delay

Insurance shoppers compare multiple agencies. The first one to respond usually wins the policy.

πŸ’Έ $1,200 avg annual premium

One lost quote means losing renewals for years. AI captures leads while you're with clients.

πŸ“ž 35% calls after 5pm

Homebuyers and busy professionals call evenings and weekends. AI answers when you can't.

Calls We Handle

Common insurance agencies calls we handle

Our AI understands your business and handles these calls automatically.

Call TypePeak TimingWhat AI CapturesResolution
🏠Homeowners insurance quote
Evenings & weekendsProperty address, coverage needs, closing date, current carrierConsultation booked
πŸš—Auto insurance quote
AnytimeVehicles, drivers, current coverage, desired start dateEstimate scheduled
🏒Commercial / Business policy
Business hoursBusiness type, coverage needs, employee count, timelineConsultation booked
🚨Urgent claim (accident, damage)
AnytimePolicy number, incident details, photos available, urgencyUrgent transfer
πŸ“‹Policy renewal question
Business hoursPolicy number, renewal concern, payment questionCallback scheduled
πŸ“„Certificate of insurance request
Business hoursPolicy number, certificate holder info, deadlineLead captured
❓"What types of insurance do you offer?"
AnytimeCoverage interest, property type, contact infoLead captured
Integrations

Integrates with your insurance agencies tools

After every call, NextPhone can update your CRM, add new contacts, book appointments, and trigger workflows automatically.

πŸ“Š

HubSpot

Create clients and log activity from calls

πŸ¦…

HawkSoft

Sync leads and add policy notes automatically

⚑

EZLynx

Add prospects and trigger quote workflows

πŸ“

AgencyBloc

Create contacts and track lead sources

πŸ“…

Google Calendar

Book consultations into available slots

πŸ”Œ

Zapier

Send data to 5,000+ other apps

How It Works

From ring to booked revenue.

NextPhone handles the entire booking process autonomously, creating a seamless flow of data from the first ring to your calendar.

Trained on your website

We customize NextPhone to YOUR services, pricing, and booking flow.

Books into your calendar

Checks YOUR availability in real-time and schedules jobs instantly.

Syncs to your stack

Everything flows to YOUR CRM, calendar, and tools automatically.

Instant pickup
Processing...
AI Qualification
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Smart Intake
Waiting...
Real-time Booking
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Synced to YOUR stack
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Call Resolution Rate

First 7 Weeks

+51%
98%
Resolution Rate
Features

Every call picked up,
and handled perfectly.

When phones get busy or the office is closed, NextPhone takes over instantlyβ€”no more voicemail black holes.

Unlimited calls included

Flat monthly rate. No per-call or per-minute charges, ever.

Instant transfers

Complex calls route to your team immediately when needed.

Phone numbers anywhere

Get local numbers from any US, Canadian, or international area code.

20+ languages

Serve customers in Spanish, French, Mandarin, and more.

From Our Customers
"
We were losing quote requests to voicemail while helping walk-ins. Now every call gets answered and qualified. We've picked up 5-6 new policies per month that would have gone to competitors.
D
David K.
Agency Owner, K&M Insurance, Charlotte, NC

Simple, transparent pricing

Most customers recover the monthly cost from a single appointment.

Popular

Nextphone Pro

For lean teams getting started.

  • Converts leads to booked appointments automatically
  • Syncs with your calendar & CRM
  • Unlimited calls (no per-minute charges)
  • Call transcripts & summaries
  • Custom training included
  • No contracts, cancel anytime

Nextphone Enterprise

For multi-location teams.

  • Multiple lines & locations
  • Advanced routing & integrations
  • Dedicated onboarding support
  • Priority 24/7 support
FAQ

Frequently Asked Questions

Everything you need to know about NextPhone

Yes! The AI can collect information for insurance quotes, schedule consultations, and route qualified leads to your team while capturing all client details.

Yes! NextPhone integrates with popular insurance software and CRMs. Client information and call notes sync automatically to your system.

The AI recognizes urgency indicators and can immediately route urgent claims to your team while still capturing all client information.

Yes! The AI can book consultations, policy reviews, and follow-up meetings. It checks your availability and confirms appointments instantly.

All calls are encrypted and securely stored. The AI collects only necessary information and ensures all client data is handled with the highest security standards.

The AI works 24/7, including evenings, weekends, and holidays. It can handle client requests, route urgent claims, or schedule callbacks.

Yes! The AI can ask qualifying questions about insurance needs, coverage types, and timeline to route qualified leads to your team.

NextPhone costs $199/month with unlimited calls - no per-minute charges or hidden fees. Includes custom training, CRM integration, call transcripts, and summaries. No contracts, cancel anytime.

Still have questions? Contact our support team

Get Started In Days

Turn your phone lines into a
24/7 booking engine.

See a live demo and have NextPhone answering calls in under a week.