Every missed call is a lost policy. Every voicemail goes unanswered. Frontdesk AI answers calls 24/7, qualifies leads, schedules consultations, and captures new clients—all while your team focuses on closing deals.
For Umbrella Insurance
Incoming Call...
Prospect
"Hi, I need umbrella coverage for $2M. What are my options?"
AI Receptionist
"Perfect! I can help with that. Let me connect you with Alex to review coverage options. Are you available tomorrow at 10 AM?"
✓ Consultation Booked • $2M Policy
You're losing high-value clients every day to slow response times. Policy inquiries come in at 9 PM, follow-ups fall through the cracks, and your team can't keep up with quote requests.
A high-net-worth individual needs umbrella coverage urgently at 8 PM, calls, and gets voicemail. By the time you check messages in the morning, they've already purchased a $5M policy from a competitor who answered.
While you're meeting with a client about their coverage needs, five more calls come in. Coverage inquiries, policy reviews, claims questions—you can't be everywhere at once. Leads get frustrated waiting, and you lose business.
You clear your schedule, prepare the coverage analysis, and wait. They don't show. 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 worth thousands in annual premiums.
One AI workforce that handles every touchpoint—from first inquiry to policy issued
Prospective clients visit your website at any hour. Frontdesk Chat answers instantly, qualifies coverage needs, explains policy options, and schedules consultations—all without human intervention.
Every call is answered instantly—claim inquiries, policy questions, coverage reviews. The AI understands context, creates claim tickets, schedules agent callbacks, and escalates to specialists 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 consultation—all while updating your CRM and calendar.
Every interaction—chat, call, consultation, claim request—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 client journey across email, voice, SMS, and web. Automatically coordinate follow-ups, policy renewal reminders, and nurturing sequences based on behavior and engagement.
Coming Soon: Automatically send personalized, context-aware emails at optimal times. Pre-consultation confirmations, reminders, policy renewal notices, and nurturing sequences—all orchestrated by Marketing Automation.
Smart policy 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 umbrella insurance agency. Each agent handles different tasks—answering calls, scheduling policy reviews, handling coverage questions. They work together 24/7 to help you close more policies faster.
Answers every call instantly—no voicemail, no missed leads. Handles policy inquiries, schedules consultations, and creates support tickets for claims questions automatically.
Qualifies insurance leads, explains coverage options and pricing, answers questions about liability limits and asset protection instantly. Books policy 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 engaged.
Pre-fills policy applications from CRM data. Guides clients through asset disclosure and liability assessment. Triggers automation workflows when submitted.
Automatically reaches out to leads at the right time. Makes outbound calls to no-shows, sends personalized SMS follow-ups, and emails nurturing sequences. Coordinates all outbound channels to recover lost leads and keep prospects engaged.
Handles two-way SMS conversations with insurance 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, liability limits, and asset protection—no typing required. Perfect for mobile users researching 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 needs, and lead status.
Clients don't submit tickets—they just call or text. Your AI recognizes service needs (claims questions, coverage changes, policy updates), creates tickets, triages by urgency, and notifies the right agent automatically.
Watches every conversation and alerts you when it matters. If a lead expressed urgency, if a claims question was raised, if a consultation was booked—you know instantly.
Follow one client from phone call to policy signed—see how every system works together
Alex calls at 2 AM after a minor car accident. The AI answers instantly—no voicemail, no missed call.
As Alex talks, the AI captures everything: name, phone, umbrella policy need, $2M coverage requirement, March 15th start date. 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 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 umbrella policy need, her $2M coverage requirement. 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 loves the policy 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 policy application form is ready to send, and qualification workflows begin. All happening automatically—you're just explaining the coverage.
Alex just finished the consultation. She's walking to her car when her phone buzzes. It's a policy application from Frontdesk Forms—already filled with her name, email, and the coverage she just discussed. The AI guides her through asset information and existing coverage details right on her phone. When she submits it, you're immediately notified. The underwriting process begins automatically—all without you lifting a finger.
Alex's at work, thinking about the policy. She has a question about bundling with her auto insurance. 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 bundling discount applied, Alex signs the policy. The system automatically sends welcome emails, coverage documentation, and claims process guides. Alex's officially covered.
Alex just got home from work. She has questions: "How do I file a claim?" "What exactly does my policy cover?" She texts the AI. It answers instantly with all the details she needs—no waiting, no phone calls, no searching through policy documents.
Alex is reviewing her policy documents. It's 8:30 PM on a Sunday and she has questions about her coverage limits. She can call, text, or chat—whichever she prefers. The AI answers instantly, understands the issue, pulls up her policy details, and explains everything clearly. Alex doesn't have to wait for business hours or navigate phone menus. She just asks her question, and it's handled.
There are new coverage options available that might benefit Alex. She gets notified automatically—email, text, or both, your choice. The system sends policy updates, renewal reminders, claims status notifications, and important announcements. Clients stay informed without you sending individual messages. Everything happens automatically.
A year later, Alex renews. She had a great experience—questions were always answered instantly, policy updates kept her informed, and she felt supported. The same AI that helped her find coverage kept her happy as a client. That's the full journey: prospect to client to renewal.
Everything you need to know about using Frontdesk for your umbrella insurance agency
Yes. The AI answers calls 24/7, qualifies prospects, explains coverage options, and schedules policy reviews—all while your team sleeps. No more missed opportunities at 2 AM.
The AI creates claim inquiry tickets automatically, collects all details (policy number, incident description, urgency), and routes them to your claims team. Urgent liability matters 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 initial calls, prospects automatically receive a quote request form that's pre-filled with their info from the CRM. The AI guides them through asset and existing coverage verification. When submitted, you're notified immediately.
Yes. Frontdesk integrates with most systems including Applied Epic, Vertafore AMS360, Salesforce, and others. All data syncs automatically—prospects, consultations, quotes, and policy updates.
Absolutely. The AI knows all your agents, their specialties, coverage options, and availability. It can route calls based on expertise, handle agency-wide inquiries, and manage multiple locations simultaneously.
The AI handles urgent coverage questions 24/7, verifies policyholder identity, and can coordinate with your on-call agents or claims specialists. For true emergencies, it immediately escalates to your senior underwriting team.
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 closing coverage 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."