Answering Service for Insurance Agencies — 24/7 AI Call Answering
Insurance is sold on the phone — and serviced there too. When a prospect calls three agencies about coverage, the one that answers usually writes the policy. SaveMyCalls answers every call on the first ring, captures the enquiry with the details you need to quote, and never says anything your compliance manual wouldn’t.
SaveMyCalls answers your agency line 24/7 with a natural-sounding AI receptionist configured for insurance. It captures quote requests with the caller’s details and coverage need, routes claims calls per your carrier instructions, handles policy-service requests, and operates inside strict guardrails — it never quotes premiums, never gives coverage advice, and never collects sensitive identifiers like Social Security or Medicare numbers. Every call is delivered to your team as a structured summary within a minute. Plans start at $99/mo with a free one-week trial.
An independent agency’s phone carries three very different calls: prospects who want a quote, clients who need service, and claims that can’t wait. Miss the first and a competitor writes the policy. Fumble the second and retention slips. Mishandle the third and you’ve failed a client on the worst day of their year. Most agencies juggle all three with the same two or three people — who are also trying to sell.
What it handles for an agency
- Quote requests — captures the caller, the coverage they’re shopping (auto, home, life, health, commercial), current-carrier context they volunteer, and the best callback time
- Claims calls — follows your routing: carrier claim lines, your claims contact, or urgent escalation, with empathy and zero improvisation
- Policy service — billing questions, certificate requests, and change requests logged with the policy context your CSR needs
- After-hours coverage — evenings and weekends are when working clients actually call; every enquiry is captured, urgent ones flagged
- Spanish-speaking clients — the full conversation handled in Spanish, which for many agencies is the fastest-growing book of business
- Medicare-focused agents — operates inside CMS-aware guardrails: no plan recommendations, no premium quotes, and it refuses to collect Medicare or Social Security numbers
Compliance isn’t a feature here — it’s the design
Insurance calls are regulated conversations, and an answering layer that improvises is a liability. SaveMyCalls is configured the opposite way: it gathers information and never dispenses advice. It won’t quote a premium, compare carriers, recommend a plan, or characterize coverage — it captures what the caller needs and hands your licensed team a clean, structured summary to respond to. For Medicare-market agents, the guardrails extend further: required disclosures where you specify them, no plan steering of any kind, and hard refusal of sensitive identifiers over the phone.
Every call becomes a lead card, not a sticky note
The moment a call ends, your team gets a structured summary — who called, what they need, urgency, callback details — by text and email, pushed into AgencyBloc, Applied Epic, EZLynx, HawkSoft, or whatever else you’re using, via standard integrations. Producers see quote opportunities while they’re fresh; CSRs start the day with a triaged queue instead of a voicemail box.
SaveMyCalls Baseline is $99/mo — about 44× less than what voicemail is costing you.
Pricing that one written policy covers
For solo operators who just need their phone lines answered.
- ✓250 live answered minutes included
- ✓Then just $0.35/min — pay only for real calls
- ✓Instant email call summaries & dashboard logging
- ✓Free 1-week trial · cancel anytime
For growing teams who want full text automation and faster payouts.
- ✓500 live answered minutes included (double the minutes)
- ✓Then just $0.35/min — pay only for real calls
- ✓Instant SMS job summaries sent to your mobile phone
- ✓Automated text-to-pay invoicing links & arrival reminders
- ✓Free 1-week trial · cancel anytime
For teams ready to book appointments on the call — straight into their calendar and CRM.
- ✓Everything in Growth, plus:
- ✓Books & schedules appointments live, right on the phone
- ✓Pushes leads & service requests into AgencyBloc, Applied Epic, EZLynx — or whatever else you’re using
- ✓Writes appointments to Google Calendar automatically
- ✓750 live answered minutes included, then $0.35/min
- ✓Free 1-week trial · cancel anytime
A single retained client or written policy typically covers the service for a year. Every plan starts with a free one-week trial on your existing number — nothing changes for your callers.
Hear it for yourself
Request a demo and we’ll stand up an agent configured for your agency — your lines of business, your carriers’ claim routing, your compliance rules — so you can call it and try to break it before you pay anything.
Hear it answer your calls.
We'll set up a demo agent trained on your business — then you call it yourself and try to stump it. Free, no commitment.
Frequently asked questions
Will it quote premiums or give coverage advice?
No — by design. It captures what the caller is shopping for and their contact details, but quoting, plan comparisons, and coverage advice are reserved for your licensed team. It’s an intake layer, not a producer.
Is it appropriate for Medicare-focused agents?
Yes, with the strictest configuration: no plan recommendations, no premium discussion, required disclosures where you specify them, and it refuses to collect Medicare numbers or Social Security numbers over the phone. You review the exact scripts during onboarding.
How are claims calls handled?
Per your instructions: callers can be given your carriers’ 24/7 claim lines, routed to your claims contact, or flagged urgent to your team — with the caller, policy context, and situation captured so your follow-up starts informed.
Does it work with our agency management system?
Leads and service requests push into AgencyBloc, Applied Epic, EZLynx, HawkSoft, and most other systems — or whatever else you’re using — via webhooks and standard connectors. Every call also arrives as an instant text and email summary.
What does it cost?
Baseline is $99/mo for 250 minutes (then $0.35/min); Growth is $149/mo for 500 minutes plus SMS summaries; Scale is $199/mo for 750 minutes with live booking and system integrations. Every account starts with a free one-week trial.
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