Every agency call reaches the right agent, already organized
A Hebrew voice agent that answers 24/7, runs a structured intake for claims and new leads, captures the policy number and incident details, and books time with a licensed agent — without giving insurance advice.
The short answer
How does an insurance agency handle its inbound calls without running a call centre?
An insurance agency covers all of its calls when an AI agent answers in Hebrew 24/7 and runs a structured intake by call type: an incident or claim, a new quote enquiry, a policy change or a renewal. The agent captures the policy number, the incident description, dates and contact details, recognizes an existing client by phone number, and books time with a licensed agent or transfers directly. It does not recommend coverage, approve claims or give underwriting decisions — every such question goes to a person, and every call is stored with a transcript, a summary and identifying details masked.
What happens today
- A call after an accident comes in on an evening or a Saturday, exactly when nobody is at the agency
- The agent is in a meeting while three new enquiries from advertising drop into voicemail
- Incident details are captured partially — no policy number, no date, no location — and the file stalls
- Renewal reminders do not go out in time, and clients move to another agency without a single conversation
- There is no record of what was said on the phone, so when a dispute comes up there is nothing to go back to
How it sounds
Hello, you have reached the insurance agency. I am the digital assistant. I can take an incident report, check an existing enquiry, or arrange a call with an agent. What is it about?
What the agent captures
- Full name, phone number and email
- Policy number or the policyholder's ID number
- Type of enquiry — incident or claim, quote, policy change, renewal
- Line of business — motor, home, health, commercial, life
- Incident details: date, time, location and a short description
- Preferred window for a call with a licensed agent
Common use cases
Incident intake captured once, properly
A call after an incident is a sensitive moment, and the worst outcome is asking the client to tell the whole story again the next day. The agent runs a fixed script you define per line of business, captures the policy number, date, location and description, and hands the agent an organized file — without deciding whether the event is covered.
- A separate intake script per line of business
- The call flow can be generated from the agency's existing script document
- Existing clients recognized by phone number, with their earlier conversations
- Transfer to an available agent or their extension, including urgent cases
New leads that arrive pre-qualified
A new enquiry from advertising is only worth what you paid for it if somebody answers. The agent answers instantly, asks which line of business is relevant, what is in place today, when the current policy ends and who the policyholder is, then books time with a licensed agent — or transfers immediately if one is free. The lead is written back into your systems with everything that was said.
- Instant 24/7 answering, including simultaneous calls
- Activity write-back to Salesforce and HubSpot
- REST API and signed webhooks for every call event
- A dedicated number per campaign so the source is identified
Renewals and reminders as outbound calls
Most churn at an insurance agency happens quietly, without a single conversation. The same agent also places outbound calls over real lines: a reminder before a renewal date, a check on whether anything changed, and scheduling with the handling agent. Each call is recorded and closes with a structured outcome, including sentiment.
What the agent will not do: advice, underwriting and coverage decisions
The agent does not recommend an insurance product, does not decide whether an event is covered, does not deliver underwriting decisions and does not commit to a settlement amount. It collects information, answers administrative questions from an approved knowledge base, and books time with a licensed agent. That boundary lives in the call flow and the guardrails, not in the model's discretion.
- A knowledge base where every entry was approved by a person
- Guardrails that block answers outside the defined scope
- Automatic escalation when answers are blocked repeatedly
- Identifying data masked in transcripts, with role-based recording access
Frequently asked
Does the agent recommend coverage or a policy to the caller?
No. The agent runs intake, answers administrative questions and books time with a licensed agent — recommendations, underwriting and coverage decisions stay with a person. When a client asks one of those, the agent says so plainly, records the question and either transfers or books a callback, noting the escalation reason on the conversation.
What happens when a client calls after an accident at night?
The agent answers — it is available 24/7 — and takes the incident details in full: policy number, date and time, location, what happened and who was involved. Depending on the rules you set, it transfers straight to the person on duty or opens an urgent case with a scheduled morning callback, so the client is not left without an answer at the worst moment.
Can the agent look up an existing client's policy details?
It can pull data from any system you connect as a tool, and read back only what you allowed. Anything not connected stays in human hands: the agent captures the details and hands off to the servicing agent rather than reciting unverified information.
Is there a record of what was said to the client on the call?
Yes. Every call ends with a recording, a full transcript, a summary, sentiment and an escalation reason if there was one. Identifying details are masked in the transcript per the agency's policy, recording playback is limited to the roles you authorized, and erasure requests run through an anonymization flow with an audit trail.
Call the agent now
A real call, in Hebrew. Exactly what your callers would hear.
Have the agent call me
Leave a number — the agent calls you in under a minute.
Updated: