Professional services · Insurance brokers
Wirepilot AI answers your brokerage's phone. It captures quote requests for home, auto and business insurance, routes claims and policy changes to the right person, books renewal reviews, and never gives coverage advice.
Your plan starts after 7 days unless you cancel. Cancel anytime from your dashboard.
Your insurance brokerage
Auto quote request
Caller: Wants a quote on car insurance for a new vehicle.
Receptionist: Happy to help. I'll collect some details so a broker can prepare your quote: the vehicle year, make and model, the drivers, and your current insurer if you have one.
Try it: ask for a quote on car insurance, or say you've just had a minor accident.
Your microphone is only used while you're talking to the demo. Privacy policy
Brokers and account managers spend the day on quotes, renewals, claims and client reviews, and each of those involves long phone calls. When a new call comes in, everyone may already be on the line.
Insurance calls also vary widely. A shopper wants a quote on auto insurance today. A client just had an accident and doesn't know what to do. A business owner needs a certificate of insurance for a contract by tomorrow. Each needs something different, and each is frustrated by voicemail.
Insurance clients renew every year, and a household that trusts you may move its home, auto and eventually business policies to you. Quote shoppers call several brokers, so the first to answer and gather the details has an advantage.
Existing clients who can't reach you after an accident or when they need a document urgently may start shopping for a new broker. Answering every call and routing it well protects the book you've built.
Put your figures into the missed-call calculator.
Real situations, and exactly what Wirepilot AI says and does in each one. Names, prices and times are examples; yours come from your setup.
The caller: Wants a quote on car insurance for a new vehicle.
The receptionist says: “Happy to help. I'll collect some details so a broker can prepare your quote: the vehicle year, make and model, the drivers, and your current insurer if you have one.”
What it does: Collects your quote-intake fields, books a callback with a licensed broker, and sends the details to your team or CRM.
The caller: Just had a minor accident and asks what to do.
The receptionist says: “I'm sorry, I hope everyone's okay. If anyone is hurt, call 911. I'll connect you to our claims team now, or you can call your insurer's 24-hour claims line.”
What it does: Transfers to your claims contact or gives the insurer's claims line you've listed. It doesn't advise on fault or coverage.
The caller: A contractor needs a certificate of insurance for a client by tomorrow.
The receptionist says: “I'll send this to your account manager right away and mark it urgent. Who should the certificate be issued to?”
What it does: Takes a structured request and flags the deadline.
The caller: Asks if their home policy covers a basement flood.
The receptionist says: “Your broker is the right person to review that with you, since it depends on your policy. I'll book you a call today.”
What it does: Never gives coverage advice. Books a review or transfers to the broker.
The caller: Their renewal went up and they want to review options.
The receptionist says: “Let's get you a review with your broker. I have Tuesday at 10 or Thursday at 2.”
What it does: Books the renewal review with the client's broker.
The caller: Just started a small contracting business and needs liability insurance.
The receptionist says: “Congratulations on the new business. I'll collect a few details for your quote: the type of work, your revenue estimate and how many employees.”
What it does: Collects commercial intake details and routes the lead to your commercial broker.
Your intake fields collected consistently for home, auto and business quotes. See lead qualification.
Accident and claims calls sent to the right person immediately. See call transfer.
Coverage questions always go to a licensed broker.
Growth and Pro can call quote leads back and remind clients of renewals, where available. See outbound calls.
Brokerages in diverse communities serve clients in many languages. On Growth and Pro, the receptionist takes quote details in the caller's language, including Spanish, Portuguese, Arabic, Hindi, Chinese (Mandarin), Korean and Polish.
We set up:
Brokerages often ask the receptionist to note each shopper's current renewal date. Even if they're not ready to switch today, your team has a reason to call at the right time.
Wirepilot AI books reviews into Outlook or Google Calendar or Calendly, and sends quote requests to HubSpot or GoHighLevel. On Growth and Pro, Zapier, Make and webhooks can pass intake details to your broker management system.
Best fit
500 minutes included, then $0.40/min
Growth suits most brokerages: AI transfers to sales, service and claims, two-way texting, 30+ languages and outbound follow-up calls for quote leads and renewals where available.
Free setup. 7-day free trial. No contract.
No. It never advises on coverage, fault or claims. It collects details and connects clients with a licensed broker.
Yes. We set up your intake questions for each line of business.
Yes. Claims calls can go to your claims contact, or callers can be given the insurer's 24-hour claims line.
It depends on the system. On Growth and Pro, automations with Zapier, Make or webhooks can often connect. Ask us about yours.
Growth and Pro include outbound calls for follow-ups, where available for your account.
Call data is only visible to your brokerage's users and our support team when needed. See security and privacy.
Yes, and whether they can meet in person, by phone or by video.
Yes. It takes the request and sends it to the client's account manager.
We set it up for you, free. Try it for 7 days, or book a 20-minute demo and hear it handle calls like yours.
Your plan starts after 7 days unless you cancel. Cancel anytime from your dashboard.
