Smart Caller answers your calls while you're in client meetings—capturing quote requests, conducting initial claims intake, and capturing policy review leads so you write more policies and retain more clients.
7-day free trial • No credit card required • Cancel anytime
Common challenges Insurance Agents face every day.
Someone shopping for home insurance calls five agents. They get quotes from the three who answered and never call back the two who didn't. You lost a 10-year client.
A client's basement just flooded or they were in an accident. They need reassurance and guidance NOW—not a callback tomorrow.
You meant to call that client about their renewal. Now it auto-renewed with your competitor's brokerage and you've lost the account.
Real scenarios. Real responses. Available 24/7.
AI collects property details, vehicle info, current coverage, and preferred deductibles, then texts you the lead to schedule a call to present the quote.
AI conducts compassionate initial intake—date, time, location, other parties involved, injuries, police report number—then forwards the claim details to you immediately.
AI gathers business type, revenue, employee count, and current coverage, then texts you the lead to schedule a consultation.
Built for Professional Services professionals who can't afford to miss another call.
Never miss a call—nights, weekends, holidays.
Local area code. Customers see a local business.
Get caller name, number, and reason instantly.
Urgent calls transfer to you live. You decide what's urgent.
Trained on your services, pricing, and service area.
AI asks the right questions to qualify every lead.
Listen back to any call. Never miss a detail.
Track minutes, calls, and leads in real time.
No contracts. No hidden fees. Cancel anytime.
Never miss a message
150 min/mo included
Your 24/7 assistant
300 min/mo included
Full virtual office
1500 min/mo included
"In insurance, the agent who answers first writes the policy. Smart Caller answers every call in seconds. My new policy count is up 20% and I haven't hired any additional staff."Brian F. — Lakeshore Insurance Brokers, Kelowna
Yes. The AI gathers all relevant information—property details, driving history, business specifics—so you can prepare an accurate quote before calling the prospect back.
Absolutely. The AI follows your claims intake process, collecting all necessary details compassionately and efficiently, then forwards everything to you for processing.
The AI can provide general information about the types of coverage you offer, but directs clients to speak with you directly for personalized recommendations and policy advice.
Yes. The AI is trained on your full range of coverage—personal lines, commercial, and specialty coverage—and adjusts its questions accordingly.
No—our AI uses natural-sounding voices. Most callers don't realize it's AI. And honestly? They'd rather talk to a helpful AI than hit voicemail and hang up.
You define what's urgent. If someone says "flooding" or "no heat," the AI can transfer them directly to your phone immediately—even at 2am.
See how Smart Caller can help your business grow and scale with AI-powered call answering, lead capture, and emergency forwarding.