Meet Upfirst

24/7 answering service for insurance agents

Don’t let your business fall short with a busy phone line. Answer every call with an AI-powered answering service for insurance agents.

Introduction

The insurance answering service that's got you covered

Are you missing out on potential clients with your insurance business because the phones keep ringing, and you can’t keep up? Between paperwork and client meetings, trying to stay on top of it all is draining – we get it. That’s why busy insurance agents are turning to an insurance receptionist like Upfirst, an AI-powered answering service.

Letting a customer go to voicemail is a thing of the past. With Upfirst, you free up your time to focus on more of the important work, like generating new leads or reviewing insurance claims, all while making your business available for every phone call. Our AI receptionist answers calls professionally, provides information, and even schedules appointments, so you can continue growing your business without sacrificing your productivity.

Benefits of answering service for insurance

Why should you invest in an answering service for insurance? 

Quick response time

There’s no way around it; people hate waiting for someone to answer the phone or hearing “Please leave your message.” A delayed response can be the difference between a potential client choosing your insurance company or another’s. Our AI answering service ensures your clients get instant responses, making them feel valued and important. Whether it's a policy inquiry or a claim question, your AI receptionist is always ready to assist.

Capture more leads=more business

There’s no worse feeling when a potential lead slips away. With our virtual insurance agent, every customer will speak with a friendly and engaging voice that can easily gather their information, answer FAQs, and convert them into a paying customer – exactly how you would. With our service, you maximize your outreach without extra effort.

Handle high call volumes

Some days are busier than others. You’ve got a stack of claims to review, yet the phone calls keep coming in, and it’s hard to stay on task. Let our AI receptionist handle the load. Capable of managing multiple calls simultaneously, it ensures no client is left waiting. Our answering service for insurance businesses is scalable to your needs, providing consistent, high-quality service regardless of call volume.

Increase your productivity

Time is money. With an affordable AI virtual receptionist by your side, more valuable time is freed up for other critical tasks for your business. The calls come in, leads are captured, and whether it's underwriting policies or processing claims, you can concentrate on what matters most to grow your business.

quick, easy setup

How our answering service for insurance agents works

Set up 
Testing
Go live

Starting with our AI answering service for insurance is simple. You have the flexibility to get a new dedicated phone number from us or integrate your current business line. No complicated installations or technical expertise required.

Make the AI receptionist truly yours. Input your business details, choose from a range of professional AI voices, and craft a personalized greeting that reflects your brand. You can set up responses to common questions, schedule appointments, and more. Want to make sure everything’s perfect? Give your AI a few test calls and tweak until you’re completely satisfied.

Once you’re happy with the setup, activate your AI receptionist. From this moment, your AI insurance answering service will handle incoming calls just the way you want. Need to update information or change the script? No problem—you have full control and can make adjustments anytime through our user-friendly dashboard.

Features

What you get with our insurance answering service

At Upfirst, you have access to a wide range of features so you can provide a better customer service experience and expand your business. Since it is powered by AI, it’s more affordable and customizable to how you want it.

24/7 availability

We’re available for your business 24/7, so even when you’re getting in an evening workout, catching up with a friend for drinks, or busy with client meetings at the office, we’re ready to answer the call. More availability means more opportunities to capture.

Bilingual answering

Expand your reach with bilingual support. Our AI can interact with clients in both English and Spanish, breaking down language barriers and opening your business to a wider market. It’s an insurance answering service that speaks your clients’ language.

Message taking

Are you looking for something to simply just take messages? Not a problem. The AI can collect caller details, summarize their needs, and send you comprehensive messages. This allows you to follow up effectively and provide personalized service.

Book appointments

Without lifting your finger, the AI receptionist can book appointments directly into your calendar, managing your availability and reducing back-and-forth communications. It’s like having a personal assistant who knows your schedule inside out.

Affordability

Hiring a full-time receptionist or outsourcing to a call center can be costly. Our AI answering service for insurance offers all the benefits at a fraction of the price. No salaries, no benefits packages—just a simple, affordable subscription that fits your budget.

Customizable scripting

Your business has its own unique voice, and our AI reflects that. Customize scripts to align with your brand’s tone and messaging; train it to be your best salesperson. Update responses as your business evolves, ensuring consistent and up-to-date communication with clients.

Join the waitlist

 Don't miss another lead because you're busy. Let our insurance agent answering service answer every call.

FAQs about answering services insurance companies

Don't see your question answered here. Our support team is here to help. Get in touch today.
  • How does the AI handle specific insurance-related questions?

    Our AI receptionist can be programmed with information specific to your insurance offerings. You can input FAQs and detailed answers, so the AI provides accurate information to callers. For complex inquiries, the AI can take a message or transfer the call to the appropriate team member.

  • Is it difficult to set up?

    Not at all! We’ve designed the setup process to be as user-friendly as possible. Our intuitive interface guides you step-by-step. And if you need assistance, our support team is available to help you get started.

  • Can I change the script after it's set up?

    Absolutely. Flexibility is one of our key features. You can update your scripts, greetings, and responses anytime through our dashboard. This ensures your AI receptionist always provides the most current information.

  • Does the AI support multiple languages?

    Yes, currently our AI receptionist offers bilingual support in English and Spanish. We’re continually working to add more languages to better serve your clients.

  • When would an independent insurance agent need a virtual receptionist?

    Independent insurance agents often need virtual receptionist services due to the demanding nature of managing their own agencies. They may struggle with affording front desk support, face constant phone call interruptions that hinder productivity, and feel overwhelmed by growing business demands.

    Additionally, offering around-the-clock availability to clients is challenging, leading to missed leads and reduced customer satisfaction. Virtual receptionists provide affordable administrative support by handling calls, scheduling consultations, and screening leads, allowing agents to focus on core business activities.