For insurance agencies

AI Phone Agents Built for Insurance Agencies

Insurance shoppers request quotes from 3–5 agencies — the first to respond wins 60% of the time. RevSquared captures every quote request, schedules policy reviews, and handles claims inquiries 24/7.

Live on your number before lunch7-day free trialPre-tuned for Insurance
38%
of agency calls go unanswered
60%
choose the first agency to respond
$3,200
average lifetime value per client
45%
of quote requests come outside hours
The problem

Quote shoppers won't ring you twice.

Five places premium dollars walk to a competing carrier.

  1. 01

    Shoppers won't wait

    Quote shoppers call 3–5 agencies. If you don't answer first ring, they're already on the next agency.

  2. 02

    Lost premium per missed call

    38% of calls go unanswered. Each new policy is $1,500–$5,000+ in annual premium.

  3. 03

    Claims surges after disasters

    Storms and accidents flood your team exactly when clients need you most.

  4. 04

    Enrollment season overload

    Open enrollment and renewals create call spikes your current staff simply can't handle.

  5. 05

    Agents stuck on service

    Your agents spend 40% of their day on service calls instead of selling and cross-selling.

The fix

Built for insurance agencies, out of the box.

Every feature ships enabled on day one. No custom dev, no professional services invoice.

01

First-ring answer

Every quote and claim call answered in under two seconds.

A 7 p.m. rate-shock caller turns into a 9 a.m. quote presentation.
02

Multi-line quote intake

Captures coverage type, current carrier, limits, vehicles, property, and household details.

03

Policy review scheduling

Books reviews directly on the right agent's calendar by line of business.

04

Routine service handling

Payment dates, ID cards, coverage questions handled without your agents.

05

Urgent claims routing

Accidents, property damage, and theft route to the right team immediately.

06

Cross-sell prompting

Surfaces auto + home + life cross-sell opportunities on every quote intake.

Calls your agent handles

Every call type. Every hour. Handled.

Urgent claims

Routed to the right team
  • Auto accidents in progress
  • Property damage and water leaks
  • Theft and break-in reports
  • Injury claims requiring fast handoff

Routine calls

Logged for your CSR
  • Payment and billing questions
  • ID card and certificate requests
  • Address and vehicle change updates
  • Renewal questions

Quotes & policy reviews

Captured for your agents
  • Auto and home quote requests
  • Life and disability inquiries
  • Commercial liability quotes
  • Existing-client referrals
In the real world

Three calls, three wins.

7:08 p.m. · TuesdayScenario 01

Auto quote after rate shock

A driver opens a renewal with a 30% increase and starts shopping at 7 p.m. Your agent answers first ring, captures vehicles, drivers, and current limits, then books a 9 a.m. quote with your personal lines agent.

10:14 a.m. · Storm dayScenario 02

Hailstorm claims surge

Forty homeowners call within two hours after a hailstorm. Your agent collects damage details, policy numbers, and photos for every one — flagging the most severe for immediate adjuster attention.

2:32 p.m. · SundayScenario 03

Life insurance referral

An existing auto client's brother calls — he just had a baby and wants life insurance. Your agent captures age, health, coverage need, and budget, notes the referral source, and books a Tuesday consult with your life specialist.

Works with what you have

Plugs into the tools you already use.

Salesforce, HubSpot, GoHighLevel, QuickBooks — one-click connect.

See all integrations

Ready to never miss another quote request?

Your agent is pre-configured for insurance agencies the moment you sign up. Live on your number before lunch.