Insurance call answering service
Stay on top of your calls with our insurance answering service. Answer 24/7, manage appointments, and respond quickly.
Try for free
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Nothing’s more frustrating than being passed around or getting outdated details.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.
Does your virtual receptionist have experience in the insurance industry?
Upfirst’s insurance answering service can be programmed with information specific to your insurance offerings. You can input FAQs and detailed answers, so the agent provides accurate information to callers. For complex inquiries, the agent can take a message or transfer the call to the appropriate team member.
How long does it take to set up the service?
Just a few minutes. 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 customize the script of your insurance answering service?
Absolutely. You can update your scripts, greetings, and responses anytime through our online portal. This keeps your messaging fresh and in sync with your brand.
What types of insurance companies use your service?
A wide range of companies use our insurance telephone answering service. Whether you offer home, car, auto, or pet insurance, your agent can be trained on the ins and outs of how you'd like calls handled. From independent agents, agencies, brokers, and assessors can all benefit from answering their calls quickly and professionally.
How much does your insurance answering service cost?
Our base plan starts at $24.95 per month for 30 calls, with $1.50 per additional call, making it an affordable option for businesses. Where you might spend $37,000 per year on an in-house receptionist, or a few hundred dollars a month or more for traditional answering services, we started Upfirst because we want to make powerful call answering affordable.
Can your answering service for insurance integrate with my software tools?
Yes. Upfirst connects with popular CRM and calendar apps via Zapier so you can send call data to your software tools. Keep everything in one place without extra manual steps.
Does your answering service for insurance agents offer after-hours or holiday coverage?
Definitely. We’re here 24/7, including nights, weekends, and holidays. Your callers always reach a live voice, no matter the date or time.
Can it handle simultaneous calls during overflow or peak periods?
For sure. Our AI receptionist scales on demand, handling multiple calls at the same time so no one gets put on hold. You’ll breeze through even your busiest days.
Join forward-thinking insurance professionals already transforming their customer support with our insurance answering service. Try it today for free!
Try for free
