Quote requests at 7 PM become appointments by morning.
People shop for insurance after work and call when something happens, like an accident, a storm, or a new car. Grace answers as your agency, captures quote details, books time with a licensed agent, and routes claims calls to the right place.
Caller“I just bought a car and need to add it to my policy, or maybe get a new quote.”
Grace“Congrats on the new car! I can’t make policy changes myself, but I’ll get the details to a licensed agent and book you a call. What’s the year, make, and model?”
39%Insurance companies miss 39% of inbound calls, and 30% of insurance calls are leads.1
Your numberIf each new household is worth $X a year to your agency, every missed quote call is $X a year walking to the agency that answered, plus every renewal after it.
Lines marked “Your number” or “Example” are illustrations, not data.
Where insurance agencies lose business on the phone
Shoppers call several agencies
The first agent who gets them on the phone usually writes the policy.
Service calls eat your producers’ time
“Can I get my ID card?” and “what’s my deductible?” pull licensed agents off sales.
Claims calls come at the worst hours
Accidents and storms don’t keep office hours, and clients remember who answered.
How Grace handles your calls
Three typical calls, set up with your rules. These are illustrative scenarios. Your Grace uses your wording, your prices, and your schedule.
Caller“I was in a fender-bender. What do I do?”
Grace“I’m glad you’re okay. If anyone’s hurt, call 911. To file the claim, here is your carrier’s 24/7 claims line, which I’m texting you now. I’ll also let your agent know.”
Caller“I want to compare home insurance. I’m closing next month.”
Grace“Happy to help you get a quote. I’ll book a call with a licensed agent. What’s the property address and closing date?”
Caller“I need proof of insurance for my landlord.”
Grace“I’ll send that request to the service team right away, and they’ll email it today. What’s the best email for you?”
She takes the calls. You keep control.
Grace handles
- Captures quote requests: type, details, current carrier, timing
- Books appointments with licensed agents
- Routes claims callers to carrier claims lines you provide
- Takes service requests (ID cards, COIs, changes) for your team
- Answers FAQs: hours, location, lines you write
- Captures referral source
- Screens spam and sales calls
- Summaries to your team after every call
Grace hands to your team
- Quoting, binding, and coverage advice (licensed agents only)
- Policy changes and cancellations
- Claims disputes and complaints
- Anything your rules flag
You set the rules: transfer, text, or scheduled callback.
Compliance notes for insurance agencies
- Not a licensed agent: Grace doesn’t quote premiums, bind coverage, make policy changes, or advise on coverage. She gathers information and books time with your licensed staff.
- Nothing is bound by phone: Grace tells callers clearly that coverage isn’t in effect until a licensed agent confirms it.
- Recording and AI disclosure: Calls can open with a recording notice and an AI disclosure. Some countries and states require every party’s consent to record, so we set this up for where you operate.
- Data: Grace collects only what you specify. Ask us about retention and carrier requirements.
General information, not legal advice. Requirements vary by country, state or province, and industry. Have your own counsel review your setup and scripts before launch.
Clear monthly prices.
Start with a free custom demo of Grace. Every plan has a one-time setup fee and our 30-day promise.
After-Hours Receptionist
Grace answers nights, weekends, and holidays, when your team is off.
Timeline: Grace is live in days, not months.
- Grace answers as your business, with your greeting
- Nights, weekends & holidays
- Emergency triage + on-call escalation
- Books appointments into your calendar
- Text summary + transcript after every call
- Spam and sales-call screening
24/7 Receptionist
Grace answers every call, day and night, including overflow when you’re busy.
Timeline: Grace is live in days, not months.
- Everything in After-Hours
- Every call answered, around the clock
- Catches overflow when your team is on other calls
- Monthly call review with us
Growth
Answer every call, and reach every new web or ad lead while they’re still interested.
Timeline: Grace is live in days. Your Speed-to-Lead Agent is custom-built for your business, live in 1–2 weeks.
- Everything in 24/7 Receptionist
- Speed-to-Lead Agent: calls or texts new form and ad leads within 60 seconds
- Follow-up by text, call, and email until they book or opt out
- Missed-call text-back
- Monthly results review with us
Full Automation
Your calls, leads, quotes, invoices, reminders, and reviews, run by agents we build and manage.
Timeline: Phased rollout, scoped on a call. Grace goes live first, in days. Reminder, review, and reactivation agents follow in 1–2 weeks. Quote and invoicing agents get a timeline on the scoping call, usually 2–4 weeks, depending on the software we connect to.
- Everything in Growth
- Quote & Estimate Follow-up Agent
- Invoicing & Payment-Reminder Agent
- Appointment Reminder & No-show Agent
- Review Request & Reputation Agent
- Database Reactivation Agent (consent-based)
- Google Business Profile: Growth plan
Setup covers building, connecting, and testing your agents with you before launch. Multiple locations? Book a call for a quote. See add-on agents and all prices.
Prices are in USD and may change. Your final price, including setup and any usage-based charges, is confirmed in your written proposal and may be tailored by Saysha AI’s founders to your call volume, integrations, and scope.
Common questions from insurance agencies
Can Grace connect to my agency management system?
Tell us what you use (e.g., AMS360, HawkSoft, EZLynx, Applied Epic). We’ll confirm direct entry or a structured email handoff before you start.
Will she ever give a quote?
No. Quotes and coverage advice come only from your licensed agents. Grace captures details and books the call.
Can she handle claims at 2 AM?
She can answer, calm the caller, text them the carrier’s claims number you provide, and notify your agent.
Will callers know Grace is an AI?
Grace can introduce herself as your AI assistant on every call, and she always answers honestly if asked. Callers who want a person are routed by your rules.
What does the free custom demo involve?
Fill out a 2-minute form. Within 24 hours (business days) we text you a number where Grace answers as your business. No card, no obligation.
More answers on our main FAQ.
Want more calls for Grace to answer?
We also optimize Google Business Profiles so more nearby customers find you on Google Maps and local search. Plans from $197/mo, and included in our Full Automation package.
Hear Grace answer as your agency. Free, within 24 hours.
Tell us about your business. We’ll build a custom Grace with your name, your services, and your rules, then send you a phone number to call within 24 hours. No card, no commitment.
Our demo line answers as “Desert Air,” a sample HVAC company. Your custom demo answers as you. Prefer to talk? Book a 20-minute call.
- Invoca, “How Many Phone Calls Are You Missing? See How Your Industry Stacks Up,” Apr 6, 2023 (home services miss 27%, dental 27%, insurance 39% of inbound calls). invoca.com
Hero photo: Mikhail Nilov on Pexels (Pexels License). Accessed Oct 18, 2026.