Every missed call is a lost policyholder. Every delayed response costs you coverage. Frontdesk AI answers calls 24/7, schedules consultations, answers policy questions, and qualifies leads—all while your team focuses on closing.
For Life Insurance Agencies
Incoming Call...
Prospect
"Hi, I need life insurance for my family. What are my options?"
AI Receptionist
"I'd be happy to help! We offer term and whole life policies. Can I schedule a free consultation with one of our agents?"
✓ Consultation Booked • Tomorrow 3 PM
You're losing qualified leads every day to missed calls. Prospects reach out when they need coverage now, but voicemail kills the deal. Your agents can't keep up with the volume, and clients are choosing agencies that answer immediately.
A family needs life insurance after a major life event. They call at 8 PM, get voicemail, and move on. By morning, they've already scheduled with a competitor who answered. That's a $1,500+ commission gone forever.
While meeting with a client about term life, three more calls come in. Policy questions, quote requests, beneficiary changes—your agents can't handle it all. Leads get frustrated waiting, prospects hang up, and you lose business.
You block your calendar, prepare the policy comparison, and wait. They don't show. You send one follow-up email that gets ignored. That's it—they're gone to another agency. No second chance, no recovery, just wasted time and another lost commission.
One AI workforce that handles every touchpoint—from first inquiry to policy enrollment
Prospects visit your life insurance agency website at any hour. Frontdesk Chat answers instantly, qualifies leads, explains coverage options, and books consultations—all without human intervention.
Every call is answered instantly—policy inquiries, claim questions, beneficiary updates, premium payments. The AI understands context, creates requests, schedules callbacks, and escalates to agents only when needed.
When consultations are missed, Frontdesk Outbound automatically calls to reschedule. The AI references the original conversation, knows their coverage needs, and books a new appointment—all while updating your CRM and calendar.
Every interaction—chat, call, consultation, policy update—automatically creates and updates profiles in your CRM. No manual data entry. No missed information. One complete view of every lead and policyholder.
Orchestrate the entire client journey across email, voice, SMS, and web. Automatically coordinate follow-ups, policy reviews, and nurturing sequences based on behavior and engagement.
Coming Soon: Automatically send personalized, context-aware emails at optimal times. Pre-consultation confirmations, reminders, policy reviews, and nurturing sequences—all orchestrated by Marketing Automation.
Smart insurance applications that pre-fill from CRM data and guide clients through completion. When forms are submitted, they automatically trigger outbound automation sequences for underwriting and approval workflows.
Live Demo
No sales pitch. Just our AI answering your call, answering questions, and trying to book you.
Get a complete AI team for your life insurance agency. Each agent handles different tasks—answering calls, scheduling policy reviews, handling client requests. They work together 24/7 to convert more leads into policyholders faster.
Answers every call instantly—no voicemail, no missed opportunities. Handles policy inquiries, schedules consultations, and creates service requests automatically for your life insurance agency.
Qualifies insurance leads, explains policy options and coverage, answers questions about premiums and benefits instantly. Schedules consultations and captures contact info—all through your website chat, 24/7.
Sends personalized consultation confirmations, policy review reminders, and follow-up emails automatically. Coordinates with Marketing Automation to send at the right time to keep prospects engaged and convert leads into clients.
Pre-fills policy applications from CRM data. Guides prospects through health questions and beneficiary information. Triggers automation workflows when submitted for faster underwriting.
Automatically reaches out to prospects at the right time. Makes outbound calls to missed consultations, sends personalized SMS follow-ups, and emails nurturing sequences. Coordinates all outbound channels to recover lost leads and keep prospects engaged until they become policyholders.
Handles two-way SMS conversations with prospects and current policyholders. Sends consultation confirmations, policy review reminders, and answers questions about coverage options via text—98% open rate.
Lets website visitors speak directly to your website about policy options. Click, talk, get answers about premiums, coverage amounts, and policy types—no typing required. Perfect for mobile users researching life insurance coverage.
Automatically updates your Frontdesk CRM with every interaction. All your AI agents feed prospect and client data in real-time—no manual imports, no data entry. Every call, text, and interaction is organized by lead stage, policy type, and agent assignment.
Clients don't submit tickets—they just call or text. Your AI recognizes service requests (claim questions, policy changes, beneficiary updates), creates tickets, triages by urgency, and notifies the right agent or service team automatically.
Watches every conversation and alerts you when it matters. If a prospect was confused about coverage, if a claim question was submitted, if a consultation was scheduled—you know instantly.
Follow one prospect from phone call to policy purchase—see how every system works together
Alex calls at 2 AM. The AI answers instantly—no voicemail, no missed call.
As Alex talks, the AI captures everything: name, phone, life insurance need, $500K coverage target, new baby life event. Saved to CRM automatically—no forms, no typing.
Alex says "Yes!" The AI checks your calendar, finds Saturday at 11 AM, and books it. Instant confirmation—no waiting.
The moment the consultation is booked, the system springs into action. Confirmation emails, reminder texts, follow-ups, and intake forms—all happening automatically.
Alex's phone buzzes. It's a confirmation email from you—sent automatically by the AI Email Agent (coming soon). She reads it, feels reassured, and goes back to browsing. Meanwhile, a reminder email is already scheduled for Friday. No one had to remember to send it.
Saturday morning, Alex is at the grocery store. She completely forgot about the consultation. You're at your desk, see the missed appointment in your CRM, and mark it as "No-Show." That's it. One click. The system takes over from here—you don't have to think about what to do next.
The moment you mark Alex as a no-show, the system springs into action. It remembers everything: the 2 AM phone call, her life insurance need, her $500K coverage target. Recovery calls get scheduled automatically. Follow-up emails are queued. The entire recovery process starts—you don't have to think about it.
Alex's phone rings. It's the third call from your AI. She's finally free—just finished her shift at work. She answers. The AI remembers their entire conversation from last week. "Hi Alex, I noticed we missed you on Saturday. Would you like to reschedule?" Alex says yes, picks a new time, and hangs up. The calendar updates automatically. No one had to do anything.
Alex shows up for the rescheduled consultation. She's excited to protect her family. You mark it complete in your CRM. The moment you click "Complete," the system springs into action: post-consultation follow-up emails get queued, the policy application form is ready to send, and underwriting workflows begin. All happening automatically—you're just having the conversation.
Alex just finished the consultation. She's walking to her car when her phone buzzes. It's a life insurance application from Frontdesk Forms—already filled with her name, email, and the coverage amount she discussed. The AI guides her through medical history and beneficiary information right on her phone. When she submits it, you're immediately notified. The underwriting process begins automatically—all without you lifting a finger.
Alex is at work, thinking about the policy. She has a question about the medical exam process. She calls. The AI answers instantly, recognizes her from your CRM, remembers her consultation and application, and is ready to help—no hold time, no voicemail, no missed calls. Alex gets her answer in seconds.
With the underwriting complete, Alex signs the policy. The system automatically sends welcome emails, policy documents, and payment setup guides. Alex's family is officially protected.
Alex just received her policy documents. She has questions: "How do I add my spouse as a beneficiary?" "What's covered under my policy?" She texts the AI. It answers instantly with all the details she needs—no waiting, no phone calls, no searching through emails.
Alex needs to update her beneficiary information. It's 8:30 PM on a Sunday. She can call, text, or chat—whichever she prefers. The AI answers instantly, understands the request, creates a policy update ticket, and sends the forms for Monday morning. Alex doesn't have to wait for business hours or navigate complicated portals. She just describes what she needs, and it's handled.
There's a financial planning workshop this Saturday. Alex gets notified automatically—email, text, or both, your choice. The system sends educational events, policy reminders, premium payment updates, and important announcements. Clients stay informed without you sending individual messages. Everything happens automatically.
A year later, Alex refers a friend. She had a great experience—questions were answered instantly, policy updates were seamless, and she felt supported. The same AI that helped her get coverage kept her happy as a client. That's the full journey: prospect to client to advocate.
Everything you need to know about using Frontdesk for your life insurance agency
Yes. The AI answers calls 24/7, qualifies prospects, provides policy information, and books consultation appointments—all while your team sleeps. No more missed opportunities at 2 AM.
The AI collects claim details automatically, gathers all necessary information (policy number, claim type, incident description), and routes them to your claims team. Urgent claims can be escalated immediately.
Yes. The system automatically sends confirmation emails and reminder texts before consultations. When no-shows happen, it immediately calls to reschedule—recovering up to 40% of missed appointments.
Yes. Integrates with Google Calendar, Outlook, and most calendar systems. The AI checks real-time availability and books consultations instantly—no back-and-forth emails needed.
After consultations, prospects automatically receive a policy application that's pre-filled with their info from the CRM. The AI guides them through health history and coverage selection. When submitted, you're notified immediately.
Yes. Frontdesk integrates with most systems including AgencyBloc, Applied Epic, EZLynx, and others. All data syncs automatically—leads, consultations, applications, and policy inquiries.
Absolutely. The AI knows all your agents, their specialties, policy types, and coverage options. It can route calls based on agent expertise, handle agency-wide inquiries, and manage multiple office locations simultaneously.
The AI handles policy changes 24/7, verifies policyholder identity, and collects all necessary documentation. For urgent beneficiary changes or critical updates, it immediately escalates to your available agents.
Pricing is based on your agency size and call volume. Most agencies see ROI within the first month from reduced no-shows and increased policy conversions. Contact us for a custom quote.
Stop missing policy inquiries at 2 AM. Start enrolling clients while you sleep.
Capture calls and appointments 24/7, even outside of business hours. Setup in minutes, keep your existing number.
Your AI Receptionist will understand everything about your business and services. This means that it can answer complex questions from callers easily.
Your AI phone receptionist can intelligently text the caller custom links during the conversation. For example, if the caller asks to schedule an appointment, the receptionist can text them your Calendly link.
The simplest solution on the market. Create, purchase, and publish your AI Receptionist in just five minutes. You can even update your receptionist's knowledge base or greeting phrase anytime
View call transcripts, text history, and voicemails directly from your admin dashboard. Export phone numbers of callers for targeted promo.
Answers calls 24/7 with a human-like voice.
Reaches out via SMS and replies to incoming text messages.
Choose your size, color, and voice. Then, embed your receptionist in your website.
Supercharge your existing booking system with our AI virtual receptionist. No limits.
"Since launching (Frontdesk) full time, we’ve fielded over 400 calls, qualified 80 leads, and helped us close over $800,000 in new home sales within just six weeks."
"In the first five days using AI (Frontdesk) outbound program, Acura of Auburn generated $30,000 in new revenue; a record month for the dealership."
"We get about 400 calls a week, and before (Frontdesk) the phones rang all day long. Around 80% of callers hit zero, so someone was always stuck directing calls. Now only about 20% reach our operator. The phones are quiet, the team can focus, and both offices are much calmer."
"(Frontdesk) ended up transforming our entire office. We went from a 20-kid waitlist to zero, we capture 100% of our referral opportunities, and we’re saving hours every single day."
"(Frontdesk) has taken a huge weight off our practice. We no longer miss calls, and I don’t have to spend time managing an answering service. The AI handles everything reliably, and I can update it in real time. it’s like having a full-time receptionist without the time burden."