Stay on top of your calls with our insurance answering service. Answer 24/7, manage appointments, and respond quickly.
How it works
Sign up, tell us about your insurance business, and let Upfirst handle your calls.
Give us the details about your insurance business and tell us how you’d like your calls handled, including any special instructions. We follow them every time.
We pick up each call on the first ring no matter what hour it is. Your callers will always reach a helpful voice and never a frustrating voicemail.
Get call summaries delivered to you via SMS and email. Get peace of mind as we answer your calls, capture leads, set appointments, and more.
Introduction
When you're deep in policy reviews, meeting with clients, or handling urgent claims, those incoming calls can feel overwhelming. That's why forward-thinking insurance professionals are turning to Upfirst, an answering service built for insurance agencies.
Your clients call because they need you, not your voicemail. With Upfirst, you can finally break free from the constant phone juggle. While our insurance answering service professionally handles routine questions, appointment scheduling, and information requests, you can focus on what truly matters—whether that's reviewing complex claims, meeting with clients, or growing your book of business. Think of it as adding a tireless team member who's always ready to provide exceptional phone answering service, 24/7.
We handle every call with care, while you handle what matters most.
There’s no way around it: people hate waiting for someone to answer the phone or hearing, “please leave your message after the tone.” A delayed response can be the difference between a potential client choosing your insurance company or another’s. Our 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 virtual receptionist is always ready to assist.
There’s no worse feeling when a potential lead slips away. With our virtual receptionist service, 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. You maximize your outreach without extra effort with our lead qualification service.
Nothing’s more frustrating than being passed around or getting outdated details. Add your policy database to your receptionist’s Knowledge Base, and Upfirst will accurately relay the info to your callers. Your callers get the right info, every time.
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 with the phone ringing. Let our virtual receptionist take on the call handling 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 excellent service regardless of call volume and improving customer satisfaction.
Time is money. With an affordable 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 customers are helped. While it gathers details to provide a quote or update a policy, you can concentrate on what matters most to grow your business.
The best insurance live answering service is one that is customizable, affordable, and easy to set up. Upfirst is all three. Personalize it to fit your specific use case and provide better customer support.
Answer every call with round-the-clock support. Capture every lead, day or night.
Slash overhead with cost-effective answering. Get premium call center service without premium prices.
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 meetings into your calendar in a single call. Cut out back-and-forth emails and stay organized.
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.
Starting with our answering service for insurance is simple. First: create an account—it’s free to try. Set up a custom greeting and choose your AI’s voice. You have the flexibility to get a new dedicated phone number from us or integrate your current business line (800 numbers are also available). No technical expertise required.
Make the receptionist truly yours. Input your business details like business hours, FAQs and any specific call handling instructions. You can set up responses to common questions, schedule appointments, and more. Want to make sure everything’s perfect? Give your agent a few test calls and tweak until you’re completely satisfied.
Once you’re happy with the setup, it’s time to go live. From this moment, your AI 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.
Whether you need to pass a lead to Hubspot or schedule an appointment in Calendly, you can use Zapier to pass caller info from Upfirst to any app.
Have a question that isn't answered here? Get in touch with our team.
How much does Upfirst cost?
Upfirst’s pricing is designed to work for any size agency, whether you’re a solo producer or a growing team looking for the best answering service for insurance agencies. 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. If you go over your plan, we simply charge per call. Spam and sales calls never count toward your total, and you can see which calls were filtered out right in your dashboard. If your agency needs a higher-volume plan, we can create a custom option. Every account includes a risk-free 14-day trial so you can try the insurance answering service experience before committing.
Can Upfirst help file claims?
Yes. Many agencies use Upfirst as their insurance agency answering service specifically to streamline claims. Your AI can walk callers through the information you need for a first notice of loss, gather photos or documentation, or text a link to your claim form. This helps your team avoid repetitive intake calls and ensures clients always receive quick, professional help — even after hours. If a claim is urgent, you can set rules to immediately alert the right person on your team.
Can Upfirst gather the info I need for new quotes?
Yes. Upfirst is built to function as a true answering service for insurance agents by collecting the exact details you need when someone requests a quote. You can tell the AI what to ask for each line of business. For example, for auto quotes it can gather the vehicle year, make, model, driver details, and coverage needs. For home or commercial policies, it can ask about property type, square footage, occupancy, prior losses, and any underwriting questions you want covered. It’s a fast, consistent way to capture complete lead information without tying up your team.
What do most insurance agencies use Upfirst for?
Insurance teams use Upfirst in a few different ways depending on their structure. Solo producers often rely on it as an answering service for insurance agents to make sure no lead or claim call goes to voicemail. Small agencies use it to handle overflow calls during busy times, while larger teams use it as a virtual front desk that can answer common policy questions, route calls to producers, collect quote details, or take claim information. Upfirst is also a strong alternative to traditional call centers, making it one of the best answering service insurance alternatives available today.
Can I keep my current number?
Yes. You can forward calls from your landline, VoIP system, or cellphone to your Upfirst number. This makes Upfirst an easy answering service for insurance companies because your clients continue dialing the same number they already know while the AI receptionist handles calls behind the scenes.
Can Upfirst route calls to the right agent or department?
Yes. Upfirst can transfer calls based on the rules you give it — for example, when a caller asks for a specific agent or when the call is about auto, home, or commercial insurance. You can also route calls to an on-call producer or claims processor. Notification settings can be customized so the right person receives call summaries by text or email. This makes Upfirst a powerful insurance agency answering service for teams that need reliable call routing.
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—making it feel like a natural extension of your agency or brokerage.
How customizable is Upfirst?
Upfirst is built to be simple to set up and highly customizable. Most agencies are fully configured in under 30 minutes. You can fine-tune how your AI receptionist greets callers, what questions it asks, how claims are escalated, and how calls are routed. It’s flexible enough to support independent agents, small agencies, or teams looking for the most reliable answering service insurance option available.
Does Upfirst speak multiple languages?
Yes. Upfirst can speak over 30 languages and automatically respond in the caller’s preferred language. This is especially helpful for agencies serving multilingual communities and for those looking for an answering service for insurance that can handle Spanish or other languages out of the box.
Can Upfirst integrate with my AMS?
Yes. Upfirst integrates with more than 4,000 apps through Zapier. Many popular AMS platforms — including AgencyZoom, InsuredMine, and NowCerts — connect through Zapier as well. This allows you to pass caller details, quote requests, and claim information directly into your system, making Upfirst a strong alternative to legacy insurance answering service tools.
Join forward-thinking insurance professionals already transforming their customer support with our insurance answering service. Try it today for free!
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