Every missed call is a lost policy. Every delayed quote is business gone to competitors. Frontdesk AI answers calls 24/7, schedules policy reviews, handles claims inquiries, and captures leads—all while your team sleeps.
For Property & Casualty Insurance
Incoming Call...
Policyholder
"Hi, I need to file a claim for wind damage to my roof. What do I need to do?"
AI Receptionist
"I can help! I've started your claim and scheduled an adjuster visit for tomorrow at 10 AM. You'll receive a confirmation email shortly."
✓ Claim Filed • Adjuster Scheduled
Prospects call after hours and get voicemail. Clients need policy changes while you're in meetings. Claims questions pile up and renewals slip through the cracks. Your agency is leaving money on the table.
Someone needs a quote at 8 PM after a fender bender, calls your agency, and gets voicemail. By morning, they've already purchased coverage from an agency that answered. You never even knew they called.
While Alex is reviewing a commercial policy, five calls come in. Certificate requests, claim updates, policy questions, quote follow-ups—she can't answer them all. Clients get frustrated waiting, and prospects move on to agencies that pick up.
You block your calendar for a policy review. The client doesn't show. You send one follow-up email that goes unanswered. Meanwhile, renewal dates pass without contact, and clients quietly switch carriers. No reminders, no recovery, just lost business.
One AI workforce that handles every touchpoint—from first inquiry to policy bound
Prospects visit your agency website at any hour. Frontdesk Chat answers instantly, qualifies leads, discusses coverage options, and schedules consultations—all without human intervention.
Every call is answered instantly—claims intake, policy questions, quote requests, coverage changes. The AI understands context, initiates claims, schedules consultations, and escalates to agents only when needed.
When prospects miss consultations, 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, claim—automatically creates and updates profiles in your CRM. No manual data entry. No missed information. One complete view of every prospect and policyholder.
Orchestrate the entire prospect journey across email, voice, SMS, and web. Automatically coordinate follow-ups, renewal reminders, and nurturing sequences based on behavior and engagement.
Coming Soon: Automatically send personalized, context-aware emails at optimal times. Pre-consultation confirmations, renewal reminders, quote follow-ups, and nurturing sequences—all orchestrated by Marketing Automation.
Smart insurance applications that pre-fill from CRM data and guide prospects through completion. When forms are submitted, they automatically trigger outbound automation sequences for underwriting and quote generation 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 agency. Each agent handles different tasks—answering calls, scheduling policy reviews, handling claim inquiries. They work together 24/7 to capture more leads and serve your clients faster.
Answers every call instantly—no voicemail, no missed opportunities. Handles policy inquiries, schedules consultations, and creates claim intake tickets automatically. Qualifies new business leads while you focus on closing deals.
Qualifies insurance leads, answers questions about coverage options and deductibles instantly. Provides preliminary quotes, explains policy differences, and schedules consultations with agents. Books appointments 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 engaged and policies renewed.
Pre-fills policy applications from CRM data. Guides prospects through coverage selection and premium calculations. Triggers automation workflows when submitted for underwriting review.
Automatically reaches out to leads at the right time. Makes outbound calls to quote requesters, sends personalized SMS follow-ups about policy renewals, and emails nurturing sequences. Coordinates all outbound channels to recover abandoned quotes and keep clients engaged.
Handles two-way SMS conversations with leads and current policyholders. 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 coverage options. Click, talk, get answers about premiums, deductibles, and policy types—no typing required. Perfect for mobile users researching insurance policies.
Automatically updates your Frontdesk CRM with every interaction. All your AI agents feed lead 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 requests (claim questions, policy changes, coverage inquiries, etc.), creates tickets, triages by urgency, and notifies the right agent or adjuster automatically.
Watches every conversation and alerts you when it matters. If a lead was frustrated, if a claim inquiry was reported, if a consultation was booked—you know instantly.
Follow one prospect from phone call to bound policy—see how every system works together
Alex calls at 2 AM after a car accident. The AI answers instantly—no voicemail, no missed call.
As Alex talks, the AI captures everything: name, phone, policy number, accident location, vehicle damage details. Saved to CRM automatically—no forms, no typing.
Alex says "Yes!" The AI checks your adjuster's calendar, finds Tuesday at 10 AM, and books it. Instant confirmation—no waiting.
The moment the appointment is booked, the system springs into action. Confirmation emails, reminder texts, follow-ups, and claim documentation—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 bed. Meanwhile, a reminder email is already scheduled for Monday. No one had to remember to send it.
Tuesday morning, Alex is stuck in traffic heading to work. She completely forgot about the appointment. 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 accident details, the damage location. 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 lunch at work. She answers. The AI remembers their entire conversation from Tuesday night. "Hi Alex, I noticed we missed you on Tuesday. 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 appointment. Your adjuster completes the damage assessment. You mark it complete in your CRM. The moment you click "Complete," the system springs into action: claim approval notifications get sent, repair shop recommendations are emailed, and settlement workflows begin. All happening automatically—you're just processing the claim.
Alex just finished the assessment. She's walking to her car when her phone buzzes. It's additional documentation forms from Frontdesk Forms—already filled with her name, email, and claim number. The AI guides her through uploading photos and witness information right on her phone. When she submits it, you're immediately notified. The claim processing continues automatically—all without you lifting a finger.
Alex's at work, thinking about the claim. She has a question about her settlement timeline. She calls. The AI answers instantly, recognizes her from your CRM, remembers her assessment and documentation, and is ready to help—no hold time, no voicemail, no missed calls. Alex gets her answer in seconds.
With all documentation complete, Alex receives her settlement check. The system automatically sends payment confirmation emails, repair shop referrals, and satisfaction surveys. Alex's claim is fully processed.
Alex received her settlement check. She has questions: "Which repair shops do you recommend?" "Do I need to get additional estimates?" She texts the AI. It answers instantly with all the details she needs—no waiting, no phone calls, no searching through emails.
Alex's policy is coming up for renewal. It's 9:00 AM on a Wednesday. She can call, text, or chat—whichever she prefers. The AI answers instantly, understands her policy details, reviews coverage options, and schedules a renewal consultation. Alex doesn't have to wait for business hours or navigate phone trees. She just asks her question, and it's handled.
Your agency is offering new coverage options. Alex gets notified automatically—email, text, or both, your choice. The system sends policy updates, renewal reminders, coverage recommendations, and industry news. Policyholders stay informed without you sending individual messages. Everything happens automatically.
A year later, Alex renews. She had a great experience—her claim was handled smoothly, questions were answered instantly, and she felt supported. The same AI that helped her file the claim kept her happy as a policyholder. That's the full journey: prospect to policyholder to renewal.
Everything you need to know about using Frontdesk for your insurance agency
Yes. The AI answers calls 24/7, answers policy questions, provides coverage details, and schedules policy reviews—all while your team sleeps. No more missed opportunities at 2 AM.
The AI creates claim files automatically, collects all details (policy number, incident description, date of loss), and routes them to your claims team. Urgent claims can be escalated immediately.
Yes. The system automatically sends confirmation emails and reminder texts before policy reviews. When no-shows happen, it immediately calls to reschedule—recovering up to 40% of missed consultations.
Yes. Integrates with Google Calendar, Outlook, and most calendar systems. The AI checks real-time availability and books policy reviews instantly—no back-and-forth emails needed.
After consultations, prospects automatically receive a quote request form that's pre-filled with their info from the CRM. The AI guides them through property details and coverage needs. When submitted, you're notified immediately.
Yes. Frontdesk integrates with most systems including Applied Epic, Hawksoft, AMS360, and others. All data syncs automatically—leads, consultations, quote requests, and claim intake forms.
Absolutely. The AI knows all your agents, their specialties, availability, and service areas. It can route calls based on coverage type, handle agency-wide inquiries, and manage multiple locations simultaneously.
The AI handles urgent claims 24/7, verifies policyholder identity, and collects critical incident details. For true emergencies like total losses, it immediately escalates to your on-call adjuster.
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 quote requests at 2 AM. Start writing policies 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."