AI Receptionist
Answer every inbound call and web inquiry, capture the details, and route the conversation to the right person.
The problem
Agencies spend heavily to generate inbound interest, then lose a meaningful share of it to unanswered phones, after-hours calls, and inquiries nobody had time to return.
Who has it
Retail agencies and brokerages with high inbound call volume and a small service team.
Why it matters
Missed first contact is the cheapest revenue an agency will ever lose. It never appears in a report because the opportunity never becomes a record.
The solution
A voice and chat receptionist that answers 24/7, collects the information your team needs, and hands off live conversations to a producer or CSR.
Evidence
Randy ran it inside his own brokerage before it was offered to anyone else. Response times and lead capture both improved.
A simple pilot
Start on a single phone line or your website only. Review two weeks of transcripts before expanding anything.
Technology partner
Delivered with the technology partner that builds and supports the platform. InsureRecord handles the insurance context and configuration.
Start with one line, not a rollout.
Randy will walk you through how it behaves on real calls before you change anything about how your team works.
randy@insurerecord.com