An AI receptionist for insurance agencies that answers every call, day and night
Claims after hours, certificate requests, quote calls: CoverDial takes the details and gets them to the right person.
From $299 a month. See pricing.
- CoverDialThanks for calling Prairie Mutual Agency. I'm an AI assistant, and this call is recorded. How can I help?
- CallerI just got rear-ended in a parking lot. I need to report it.
- CoverDialI'm sorry to hear that. First, is anyone hurt? If so, please hang up and call 911.
- CallerNo, everyone's fine. The bumper's smashed.
- CoverDialGood. Can I get your name and the best number to reach you?
- CallerMarcus Bell, 417-555-0187.
- CoverDialThanks, Marcus. Did you get the other driver's details?
- CallerYes, we swapped insurance information.
- CoverDialI'll pass this to the agency as urgent for first thing tomorrow. Is there anything else?
Subject
Urgent call from Marcus Bell: New claim
- Caller
- Marcus Bell
- Company
- (not given)
- Call back on
- (417) 555-0187
- About
- New claim
- Location
- Main office
- Language
- English
What they need: Rear-ended in a parking lot; nobody hurt, and the bumper's smashed. They swapped insurance information with the other driver.
Next step: Call back first thing tomorrow to open the claim.
Nobody hurt: checked before anything else.
Calls we handle for insurance agencies
A claim to report
an accident, a break-in, storm damage.
Certificate of insurance requests, with the job date and who needs it.
New quotes
what they want covered, and the best time to talk.
Policy changes and billing questions, passed to your team.
Carriers and vendors
a message for the right person.
A call, start to finish
7:05pm, a Thursday. The whole conversation, and the email you'd get.
- CoverDialThanks for calling Prairie Mutual Agency. I'm an AI assistant, and this call is recorded. How can I help?
- CallerI just got rear-ended in a parking lot. I need to report it.
- CoverDialI'm sorry to hear that. First, is anyone hurt? If so, please hang up and call 911.
- CallerNo, everyone's fine. The bumper's smashed.
- CoverDialGood. Can I get your name and the best number to reach you?
- CallerMarcus Bell, 417-555-0187.
- CoverDialThanks, Marcus. Did you get the other driver's details?
- CallerYes, we swapped insurance information.
- CoverDialI'll pass this to the agency as urgent for first thing tomorrow. Is there anything else?
Subject
Urgent call from Marcus Bell: New claim
- Caller
- Marcus Bell
- Company
- (not given)
- Call back on
- (417) 555-0187
- About
- New claim
- Location
- Main office
- Language
- English
What they need: Rear-ended in a parking lot; nobody hurt, and the bumper's smashed. They swapped insurance information with the other driver.
Next step: Call back first thing tomorrow to open the claim.
Nobody hurt: checked before anything else.
An example. The business, caller and number are made up (555-01xx is a fictional range).
What counts as urgent
You choose. Most businesses like yours pick:
- A new claim
- A certificate needed for a job tomorrow
- Anything else you choose
Urgent calls are marked Urgent in the email's subject line, and are texted to you once your texting registration is approved. On Professional, callers can be put through to you during your hours.
If someone is hurt, it tells the caller to hang up and call 911 before anything else.
What it won't do for insurance agencies
- It won't quote premiums or bind coverage.
- It won't say whether something is covered.
- It won't take card or bank numbers over the phone.
Which package fits
Our recommendation, and why.
Essentials, $299 a month
Essentials if you mainly need messages; Professional if urgent claims should reach your producer during office hours.
Questions
Can it look up a policy?
No. It takes the details and your team looks it up.
Can it call clients about renewals?
No. CoverDial answers calls; it doesn't make them.
Will clients know it's an AI?
Yes. It says so in its first sentence or two, and says the call is recorded.
Also built for: AI receptionist for accounting firms and AI receptionist for law firms. How setup works.
Every call answered, set up for you.
Reserve your spot, and we'll build a receptionist that knows insurance agencies.