AI Receptionists Built by an Insurance Broker, for Insurance Brokers
Stop Missing Leads. Start Responding 24/7.
Every missed call or delayed response is a potential lost client.
Our AI receptionists and chatbots answer calls, engage website visitors, qualify leads, answer common questions, and help your agency deliver exceptional service — 24 hours a day.
Unlike generic AI companies, this platform was built by someone who has spent decades running a successful insurance brokerage.
Email randy@insurerecord.com
Incoming call · 9:42 PM
Answered by your AI receptionist
"Hi, I need a general liability quote for my contracting business."
"Happy to help. I'll take a few details and have a producer follow up first thing tomorrow."
"Which state are you operating in, and what's your annual revenue?"
Lead captured
Yes
Qualified
Yes
Routed to
Producer
Origin
Why This Platform Exists
After more than 35 years serving insurance clients, Randy Frankel saw the same problem over and over again.
Insurance agencies work incredibly hard to generate leads, yet many opportunities are lost simply because no one answers the phone, responds quickly enough, or has time to handle every inquiry.
Rather than accept that as part of doing business, Randy implemented AI receptionists and intelligent chatbots within his own agency to automate routine conversations while ensuring every prospective client received an immediate response.
The results improved efficiency, client responsiveness, and lead handling throughout the agency.
Today, that same technology is available to insurance brokers everywhere.
Randy Frankel
Founder, Frankel & Associates Insurance Services
- Founded
- 1988
- Experience
- 35+ years in insurance
- Coverage
- Clients across much of the U.S.
- Carriers
- Many leading insurance carriers
The person behind it
Meet Randy Frankel
Randy Frankel is the founder of Frankel & Associates Insurance Services, an independent insurance brokerage founded in 1988.
For more than three decades, he has helped businesses and individuals obtain insurance coverage while building long-term client relationships based on integrity, service, and value. His brokerage serves clients across much of the United States and works with many leading insurance carriers.
As an active insurance broker — not a software salesperson — Randy understands the day-to-day challenges agencies face because he experiences them himself.
That's why every feature is designed around the real workflow of insurance agencies.
Capabilities
What Our AI Can Do
Everything below runs on your agency's own information, in your voice, on your workflow.
Answer incoming calls 24/7
Chat with website visitors instantly
Capture every lead
Qualify prospects before they reach your team
Schedule appointments
Answer common insurance questions
Route conversations to the right producer or CSR
Reduce administrative workload
Improve response times
Convert more opportunities
Trust
Why Insurance Brokers Choose Us
Built By Someone Who Actually Runs an Insurance Agency
Our technology wasn't created by people guessing how agencies operate. It was developed from real-world insurance experience.
Never Miss Another Lead
Every inquiry receives an immediate response — even after business hours.
Save Your Staff Time
Allow your team to focus on advising clients instead of answering repetitive calls.
Better Client Experience
Fast, professional, and consistent communication creates a stronger first impression.
Simple Setup
We'll help configure your AI around your agency's workflow so you can start benefiting quickly.
Questions
Frequently Asked Questions
Does the AI replace my staff?
No. It handles repetitive conversations and captures information while forwarding important conversations to your team.
Can it answer insurance questions?
Yes. It can answer common insurance questions using the information your agency provides.
Is it available after business hours?
Yes. Your AI receptionist is available 24 hours a day.
Can it schedule appointments?
Yes. It can schedule meetings based on your preferred workflow.
Contact
Interested in seeing how AI can help your agency?
Reach out directly and Randy will walk you through it.
Randy Frankel
randy@insurerecord.comNeed help with an existing account? Visit support.