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.

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Live on your number before lunch7-day free trialPre-tuned for Insurance

Insurance agent reviewing documents with family

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.

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.
02
Lost premium per missed call
38% of calls go unanswered. Each new policy is $1,500–$5,000+ in annual premium.
03
Claims surges after disasters
Storms and accidents flood your team exactly when clients need you most.
04
Enrollment season overload
Open enrollment and renewals create call spikes your current staff simply can't handle.
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.

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.”

Multi-line quote intake

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

Policy review scheduling

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

Routine service handling

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

Urgent claims routing

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

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