Your callers reach a helpful voice instead of voicemail. Upfirst answers calls 24/7, collects caller details, and sends you a summary so your team can follow up fast.
How it works
Sign up, tell us about your insurance business, and let Upfirst handle your calls.
Tell us the types of coverage you offer, your hours, your team, and how you want calls handled. Add FAQs about policy questions, claims procedures, or quote requests. Upfirst follows your instructions every time.
Every call gets answered, whether it's 2 PM or 2 AM. Your callers always reach a helpful voice instead of a frustrating voicemail.
After every call, Upfirst sends a summary to your phone or email. You see who called, what they needed, and what type of insurance they asked about, without logging into anything.
Introduction
You're reviewing policies, meeting clients, processing claims, and chasing renewals. When the phone rings on top of all that, something slips. Most agencies rely on one person to answer the phone, or just let it go to voicemail.
That's where leads go to voicemail and never call back.Upfirst is an answering service built for insurance agencies. It picks up every call, asks the right questions, collects caller details, and sends your team a full summary.
Whether someone calls about a new auto quote, a home policy question, or an urgent claim, your AI receptionist handles it and routes the information to the right person. You stay focused on the work that grows your book of business.
We handle every call with care while you handle what matters most.
When someone calls about a claim or a new policy, they need to talk to someone now. If they hit voicemail, they call another agency. Upfirst answers every call on the first ring, 24/7, so callers always reach a voice that can help.
Every unanswered call is a lost quote opportunity. Upfirst collects the caller's name, phone number, insurance type, and any details you need for follow-up. It can even text a link to your quote intake form during the call. It's a lead qualification step that runs without your team lifting a finger.
Insurance callers have specific questions. What's my deductible? When does my policy renew? How do I file a claim? Add your policy FAQs to the knowledge base, and Upfirst gives callers accurate answers on the spot. No more callbacks for routine questions.
Open enrollment. Storm season. End-of-quarter renewals. Call volume spikes and your team can't keep up. Upfirst handles multiple calls at once, so no caller gets sent to voicemail. It takes messages, collects details, and routes urgent calls when your lines are full.
You want to catch the after-hours calls instead of them just going to voicemail. That's what Upfirst does. It handles the phone so you can focus on reviewing claims, meeting clients, and writing policies. You get call summaries after every conversation, not interruptions.
Integrations
Connect your AI receptionist to the tools your insurance firm already uses
Customize your AI receptionist for your agency. Set it up in minutes. No technical skills required.
Answer every call with round-the-clock coverage. Whether a client calls at 8 AM or midnight about a fender bender, someone is there.
Plans start at $24.95/month. Compare that to traditional answering services that cost $175 to $300 per month for basic packages with restrictive minute limits.
Speak fluently with callers in English, Spanish and more with bilingual answering.
Collect detailed caller info and summaries automatically. Review clear messages and follow up.
Route urgent calls to the right person immediately. Ensure critical issues get instant attention.
Book consultations and policy reviews directly into your Google Calendar or Outlook during the call. No back-and-forth emails.
Redirect calls to the right team member instantly with call forwarding. Keep your response times lightning fast.
Get set up with your dedicated agent in minutes. Start answering calls without any technical know-how.
Quick, easy setup
Get onboarded in minutes. No complex setup, no coding knowledge required.
Create a free account. Set up a custom greeting and choose a voice for your AI receptionist. You can get a new phone number from us or forward your existing business line. 800 numbers are available too.
Add your business details: hours, FAQs, team members, and any call handling instructions. Configure what Upfirst asks callers, like the type of insurance they need or their policy number. Give your agent a few test calls and tweak until it sounds right.
Once you're satisfied, go live. Upfirst handles calls exactly the way you configured it. Need to adjust something? Change it anytime from the dashboard. Most agencies fine-tune their setup over the first week and then let it run. It's actually really straightforward.
Have a question that isn't answered here? Get in touch with our team.
How much does Upfirst cost?
Plans are based on your monthly call volume: 30 calls for $24.95/month, 90 calls for $59.95/month, 300 calls for $159.95/month, and 600 calls for $299/month. Overage calls are charged individually. Spam and sales calls never count toward your total. Every account includes a 14-day free trial so you can test the insurance answering service before committing. See our pricing for full details.
Can Upfirst help file claims?
Yes. Many agencies use Upfirst to streamline first notice of loss. Your AI receptionist walks callers through the information your team needs, gathers details about the incident, or texts a link to your claims form. If a claim is urgent, you can set rules to immediately alert the right person.
Can Upfirst gather the info I need for new quotes?
Yes. You tell Upfirst what to ask for each line of business. For auto quotes, it can collect the vehicle year, make, model, driver details, and coverage needs. For home or commercial policies, it asks about property type, square footage, occupancy, prior losses, and any underwriting questions you want covered. It's a consistent way to capture complete lead information without tying up your team.
What do most insurance agencies use Upfirst for?
Solo producers use it so no lead or claim call goes to voicemail. Small agencies use it for after hours overflow. Larger teams use it as a virtual front desk that answers policy questions, routes calls to the right producer, and collects quote details. It works as both an answering service for insurance agents who work alone and for agencies with a full team.
Can I keep my current number?
Yes. Forward calls from your landline, VoIP system, or cell phone to your Upfirst number. Your clients keep dialing the same number they already know.
Can Upfirst route calls to the right agent or department?
Yes. Set transfer rules by topic (claims, new business, service), by the agent's name, or by time of day. If the person doesn't answer, the call routes back to Upfirst to take a message. Notification settings can be customized so the right person gets summaries by text or email.
Can Upfirst answer common insurance policy questions?
Yes. You can add FAQs, policy information, payment instructions, document requirements, and other details to your knowledge base. Upfirst will use that information to give consistent, accurate answers on every call.
How customizable is Upfirst?
Most agencies are fully configured in under 30 minutes. You control the greeting, the questions it asks, how claims are escalated, and how calls are routed. Insurance agencies handle dozens of different coverage types, and Upfirst is flexible enough to adapt to each one.
Does Upfirst speak multiple languages?
Yes. Upfirst speaks over 30 languages and can automatically respond in the caller's preferred language. This is helpful for agencies serving multilingual communities.
Can Upfirst integrate with my AMS?
Yes. Upfirst connects with over 4,000 apps through Zapier. AgencyZoom, InsuredMine, NowCerts, and other popular AMS platforms connect through Zapier. Pass caller details, quote requests, and claim information directly into your system.
Join the insurance agencies already using Upfirst to answer every call, capture every lead, and give their team time back. Start your 14-day free trial today.
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