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Insurance agencies & brokers

Quote requests and claims, captured the moment they call.

Naracord answers calls for independent agencies and brokerages: it gathers quote details for auto, home and commercial lines, handles routine policy-service requests, reminds clients about renewals, and captures first notice of loss after hours. Licensed advice and binding decisions always stay with your licensed staff.
24/7
FNOL capture
100%
Quote calls answered
Auto
Renewal reminders
Why calls get missed

The front-desk bottleneck in insurance agencies

  • Shoppers call multiple agencies and go with whoever quotes first
  • Service requests (ID cards, certificates, address changes) consume CSR time
  • Claims happen at night and on weekends
  • Renewal outreach is inconsistent
Sample call · Insurance Agencies
  1. CallerI'd like a quote for home and auto — we just bought a house.
  2. NaracordCongratulations! I'll gather a few details so a licensed agent can prepare a bundled quote. What's the property's ZIP code?
  3. CallerZIP is 30309.
  4. NaracordThanks. And how many vehicles and drivers are in the household?
  5. Bundle quote intake · 2 vehicles, 2 drivers · assigned to producer
Capabilities

Built for insurance agencies workflows

Quote intake

Collects drivers, vehicles, property details or business info in the format your AMS needs.

Policy service

Handles requests for ID cards, certificates of insurance, payment dates and address changes.

First notice of loss

Captures loss date, location, description and photos by text; routes urgent claims to carriers or your on-call.

Renewal campaigns

Outbound calls ahead of renewal to review coverage and book a review with a licensed agent.

Licensed hand-off

Coverage advice and binding are always transferred to a licensed agent.

Cross-sell prompts

Notes bundling opportunities for your producers.

Call workflow

From first ring to logged record

  1. 01

    Answer

    Identify new business, service or claim.

  2. 02

    Gather

    Structured data for quote, request or FNOL.

  3. 03

    Route

    Producer, CSR, carrier claims line or on-call.

  4. 04

    Confirm

    Text confirmation and next steps.

  5. 05

    Sync

    Activity logged to your AMS or CRM.

Integrations

Works with your insurance agencies software

Applied EpicHawkSoftEZLynxAgencyZoomSalesforceHubSpot

Plus Google Calendar, Outlook, Slack, Microsoft Teams and thousands of tools via Zapier and webhooks.

Compliance

US, Canada & UK considerations

The agent does not provide coverage advice or bind policies; those are routed to licensed staff. Calls are recorded with disclosure, and data handling supports GLBA-aligned safeguards in the US, PIPEDA in Canada and UK GDPR with FCA-regulated firms' record-keeping needs.

See our Privacy Policy and compliance FAQ.

FAQ

AI receptionist for insurance agencies: FAQ

Can the AI give insurance advice or bind coverage?

No. It gathers information and handles routine service. Coverage recommendations and binding decisions are always transferred to a licensed agent.

Does it work with my agency management system?

We connect with common systems such as Applied Epic, HawkSoft, EZLynx and AgencyZoom via API or integration partners, and any CRM through webhooks or Zapier.

Can it take a claim after hours?

Yes. It records first notice of loss details, texts the caller a link to upload photos, and routes urgent situations to the carrier's claims line or your on-call staff.

Is it suitable for UK brokers?

Yes. It supports British English, UK GDPR data processing agreements, and call recording for record-keeping.

Get started

Hear an AI receptionist built for insurance agencies.

Tell us about your call volume and tools. We'll set up a demo agent that answers the way your team does.

  • Plans from $199/month
  • Keep your number
  • Setup from $399

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