The 12:10 p.m. quote call. Sell every agency the answer, under your name.
The service team is at lunch, so the shopper with a renewal notice calls the next agency. Your voice AI agent answers under your name and books a quote call.
2 open slots: 1:30 PM, 3:15 PM
to (319) 555-0121
A day on Alderwick’s line.
Every call an insurance agency can’t afford to miss, answered under your name.
- 9:05AM
“I need a certificate by five.”
All day in renewal season, each one pulling a rep off another call.
Your agentTakes the request as a message: holder, job, deadline. The alert reaches the service team at once, and the request-form link goes out by text.
Bring it upWhen they mention Jan. 1 renewals, or a CSR doubling as receptionist.
- 12:10PMSee this call ↓
The 12:10 p.m. quote call.
Lunch hour. The shopper with a renewal notice calls the next agency.
Your agentRuns the agency’s Quote Request scenario: what to quote and when it renews, then books a quote call with a producer on the Cal.com calendar.
Bring it upWhen the owner says “we send the phones to voicemail at lunch.”
- 7:45PM
“I was just in an accident.”
The client is shaken and wants a person; the call rings out.
Your agentSays nothing about coverage. Runs the agency’s own Claim Help scenario: Alderwick’s says “call 911 first if anyone’s hurt,” then warm-transfers to the service manager.
Bring it upWhen the owner says “clients call us before they call the carrier.”
Three calls Alderwick would have lost, answered under your name. On its September minutes, a day on its line is about 38 minutes: $17.10 at $0.45 a minute, on top of $99 a month.
What callers hear.
A shopper with a renewal notice calls Alderwick Insurance Group. Its phones and voice AI agent come from Quarrystone IT, an IT company that runs its customers’ phones on NetSapiens.
- 12:10 PM
Ottilie answers under Alderwick’s number.
The lunch-hour answering rule points the line at Ottilie’s extension, 40000, until the service team is back.
- 12:11 PM
It books the quote call while she holds.
The Quote Request scenario asks what to quote and when it renews, then offers two Cal.com slots.
- 12:13 PM
Booked, texted, ready for Priya.
1:30 with Priya Raman; a confirmation texted from the agency’s number; recording and summary in the inbox.
Ottilie’s call for Alderwick Insurance Group, as Quarrystone IT’s customer sees it in the inbox: the recording, the transcript with the tools it ran, and its summary. A caller reached Alderwick Insurance Group and Ottilie moved to the Quote Request scenario. Ottilie checked availability, booked an appointment (Wed 1:30 PM with Priya Raman) and texted the caller.
Owners fear the wrong word about coverage. Start with what it won’t do: quote a premium, explain a policy, promise a claim. Then the inbox: every call recorded and transcribed.
What you could charge.
The recommended price is $99 a month plus $0.35 to $0.55 a minute; you set your own. Here is what Alderwick would pay, with its September minutes.
The recommended price
$99 a month, plus $0.35 to $0.55 a minute.
You set your own.
Each agency pays you $607.50 a month ($99 + 1,130 min × $0.45)
At the recommended price, that is $4,945 to $7,205 a month.
Sell it your way: per minute, with minutes included, or flat. The price your customers see is yours.
Integrations that matter for insurance agencies.
What the agent connects to today. More on the way.
Cal.com
Bookings on the agency’s calendar during the call: Personal Lines Quote Call, 20 minutes, or Commercial Insurance Review, 30 minutes.
Your NetSapiens PBX
Deployed in three clicks on its own extension. Transfers to a producer or CSR by name, or the Service queue.
We set up the warm-transfer trunk. Dial-by-name needs Announce in Audio Directory on.
Texting, through your Bandwidth account
Quote confirmations and the certificate request-form link by text from the agency’s own number; message-taken alerts to the service team.
Your own Bandwidth messaging account, with a number per agency.
Google Business Profile
Setup reads services and hours from the agency’s listing or website; carriers and claims numbers come from its files.
Questions providers ask about insurance agencies.
Short, true answers. The agent answers most of them itself on a call.
No. It doesn’t say what a policy covers, quote a premium or promise a claim. It books the quote call, takes a message or transfers by name, and answers only what the agency wrote down: hours, carriers, ID cards.
Whatever the agency wrote into its Claim Help scenario. Alderwick’s says to call 911 first if anyone is hurt, then warm-transfers to the service manager, briefed, or takes a message. It never says whether a loss is covered.
Not today, and it doesn’t read or write policy records: it takes a name, a number and what the caller needs. It connects to the agency’s HubSpot, Salesforce or Zoho CRM account. Specific compliance requirements? Bring them to the demo.
No. It takes the holder, the job and the deadline as a message, alerts the service team while the caller is still on the line, and texts the link to the agency’s request form. The service team issues the certificate.
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