Every missed call is a lost client. Every after-hours inquiry goes to a competitor. Frontdesk AI answers calls 24/7, schedules consultations, handles policy questions, and captures new business—all while you focus on your clients.
For Professional Liability Insurance
Incoming Call...
Potential Client
"Hi, I need E&O coverage for my consulting firm. Can I schedule a consultation?"
AI Receptionist
"Absolutely! I can schedule you with Alex tomorrow at 2 PM or Thursday at 10 AM. Which works better for you?"
✓ Consultation Booked • Tomorrow 2PM
You're losing clients every day you miss their calls. Professionals need quotes immediately, no-shows waste your consultations, and your team can't keep up with policy inquiries.
A consultant finds their current policy expires in 30 days and calls at 8 PM for a quote. They get voicemail. By morning, they've already locked in coverage with a competitor who answered immediately.
While you're in a consultation, three more calls come in. Coverage questions, claim inquiries, renewal reminders—you can't be everywhere at once. Prospects get frustrated waiting, and you lose policies to faster agencies.
You clear your schedule, prepare the policy options, and show up for the meeting. They don't. You send one follow-up email that gets ignored. That's it—they're gone. No second chance, no recovery, just wasted time and another lost client.
One AI workforce that handles every touchpoint—from first inquiry to policy renewal
Potential clients visit your website at any hour seeking professional liability coverage. Frontdesk Chat answers instantly, qualifies their practice needs, explains coverage options, and schedules consultations—all without human intervention.
Every call is answered instantly—claims notifications, policy questions, coverage inquiries, certificate requests. The AI understands context, routes urgently to specialists, documents everything, and escalates to humans only when needed.
When consultations are missed or quotes go unsigned, Frontdesk Outbound automatically calls to follow up. The AI references the original conversation, understands their coverage needs, and reschedules—all while updating your CRM and calendar.
Every interaction—chat, call, consultation, claim notification—automatically creates and updates client profiles in your CRM. No manual data entry. No missed information. One complete view of every prospect and policyholder.
Orchestrate the entire client journey across email, voice, SMS, and web. Automatically coordinate follow-ups, renewal reminders, and nurturing sequences based on policy status and engagement.
Coming Soon: Automatically send personalized, context-aware emails at optimal times. Pre-consultation preparation, renewal reminders, coverage 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 policy binding 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 insurance practice. Each agent handles different tasks—answering calls, scheduling consultations, handling policy inquiries. They work together 24/7 to convert more leads and service clients faster.
Answers every call instantly—no voicemail, no missed opportunities. Handles policy inquiries, books consultation appointments, and creates client service requests automatically for your professional liability insurance practice.
Qualifies insurance leads, explains coverage options and premium pricing, answers questions about policy types and claim processes instantly. Books consultations and captures contact info—all through your website chat, 24/7.
Sends personalized consultation confirmations, policy renewal reminders, and follow-up emails automatically. Coordinates with Marketing Automation to send at the right time to keep clients and prospects engaged.
Pre-fills policy applications from CRM data. Guides clients through business details and coverage requirements. Triggers automation workflows when submitted for underwriting review.
Automatically reaches out to prospects at the right time. Makes outbound calls to missed consultations, sends personalized SMS follow-ups for policy renewals, and emails nurturing sequences. Coordinates all outbound channels to recover cold leads and keep clients engaged.
Handles two-way SMS conversations with prospects and current clients. Sends consultation confirmations, policy renewal reminders, and answers questions about coverage options via text—98% open rate.
Lets website visitors speak directly to your website about insurance coverage. Click, talk, get answers about premium rates, policy limits, and claim procedures—no typing required. Perfect for mobile users researching professional liability insurance.
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 policy type, coverage amount, and lead status.
Clients don't submit tickets—they just call or text. Your AI recognizes service issues (claim questions, policy updates, coverage changes, etc.), creates tickets, triages by urgency, and notifies the right agent or underwriter automatically.
Watches every conversation and alerts you when it matters. If a prospect was frustrated, if a claim inquiry was urgent, if a consultation was booked—you know instantly.
Follow one prospect from phone call to signed policy—see how every system works together
Alex calls at 2 AM. The AI receptionist for Professional Liability Insurance answers instantly—no voicemail, no missed call.
As Alex talks, the Professional Liability Insurance AI receptionist captures everything: name, phone, profession, coverage needs, consultation preferences. Saved to CRM automatically—no forms, no typing.
Alex says "Yes!" The Professional Liability Insurance scheduling AI checks your calendar, finds Saturday at 11 AM, and books it. Instant confirmation—no waiting.
The moment the consultation is booked, the Professional Liability Insurance automation system springs into action. Confirmation emails, reminder texts, follow-ups, and application 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 architecture practice, her coverage needs. 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 a client meeting at her firm. 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 impressed with the coverage options. 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 application form is ready to send, and underwriting workflows begin. All happening automatically—you're just discussing coverage.
Alex just finished the consultation. She's walking to her car when her phone buzzes. It's a coverage application from Frontdesk Forms—already filled with her name, email, and the coverage she just discussed. The AI guides her through business details and claims history 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 her office, thinking about the coverage. She has a question about the coverage limits. She calls. The AI receptionist for Professional Liability Insurance 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 all her questions answered, Alex signs the policy. The system automatically sends welcome emails, coverage documentation, and claims reporting guides. Alex is officially covered.
Alex just completed a big project. She has questions: "How do I file a claim if needed?" "Can I get a certificate of insurance?" She texts the AI. It answers instantly with all the details she needs—no waiting, no phone calls, no searching through emails.
One of Alex's clients has a concern about a project. It's 8:30 PM on a Sunday. She needs to review her coverage details immediately. She can call, text, or chat—whichever she prefers. The AI answers instantly, understands her concern, and provides detailed coverage information. Alex doesn't have to wait for business hours or dig through policy documents. She just describes her situation, and it's handled.
There's an important update about professional liability regulations. Alex gets notified automatically—email, text, or both, your choice. The system sends policy updates, renewal reminders, coverage changes, and industry news. Clients stay informed without you sending individual messages. Everything happens automatically.
A year later, Alex renews. She had a great experience—coverage questions were answered instantly, certificates were delivered immediately, and she felt supported. The same AI that helped her find the right coverage kept her confident as a policyholder. That's the full journey: prospect to client to renewal.
Everything you need to know about using Frontdesk for your insurance practice
Yes. The AI answers calls 24/7, qualifies prospects, explains coverage options, and schedules consultations—all while your team sleeps. No more missed opportunities from potential clients calling after hours.
The AI creates claim files automatically, collects all details (policyholder information, incident description, urgency level), and routes them to your claims team. High-priority claims can be escalated immediately to your on-call adjuster.
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 and protecting your billable time.
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 with prospects or existing clients.
After initial contact, prospects automatically receive a quote request form that's pre-filled with their info from the CRM. The AI guides them through practice details, coverage needs, and risk assessment questions. When submitted, you're notified immediately.
Yes. Frontdesk integrates with most systems including Applied Epic, Salesforce, HubSpot, and other agency management platforms. All data syncs automatically—prospects, consultations, quote requests, and policy documents.
Absolutely. The AI knows all your coverage options, policy terms, and risk categories. It can route calls based on professional specialty, handle multi-line inquiries, and manage clients across different practice types simultaneously.
The AI handles urgent claims 24/7, verifies policyholder identity, collects critical incident details, and can coordinate with your claims team or outside counsel. For high-exposure claims, it immediately escalates to your on-call senior adjuster.
Pricing is based on your agency size and call volume. Most insurance agencies see ROI within the first month from reduced no-shows and increased policy conversions. Contact us for a custom quote tailored to your practice.
Stop missing client inquiries at 2 AM. Start booking consultations 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."