Every Quote Call Captured for Your Insurance Agency
Quote requests, policy questions, and claim calls are demand you already paid to generate. Recepta.ai answers every channel, captures the details, and routes each caller so your producers and CSRs can stay focused on advising clients.
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Incoming calls
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Coverage questions and claims don't wait for voicemail.
Clients call after accidents, storms, renewals, and big life events, and shoppers comparing quotes buy from whoever picks up first. Meanwhile your team is quoting new business, processing changes, and dealing with carriers. Recepta.ai answers every caller, captures the right details, and routes them to the right person before that premium walks to another agency.
of customers expect a prompt reply to a sales question
of lead generation budgets are wasted on leads who are never contacted
of marketing leads never convert into sales
of customers who receive excellent service spend up to 14% more
From missed calls to retained clients and new policies
Recepta.ai identifies whether a caller needs a quote, a policy change, a billing answer, or help starting a claim, then follows your process to route and schedule follow-ups with the right producer or service rep. Instead of a pile of voicemails, you get clean, structured conversations booked into the system you already run.
Let your team advise. Recepta handles the intake.
Your producers and account managers earn the most when they're reviewing coverage and building relationships, not screening calls. Recepta.ai answers every ring, verifies client details, and gathers context so your licensed team starts each conversation ready to quote or advise.
Book a DemoConvert more quotes with 24/7 Chat & Text
Prospects often want a quick quote check from work or after hours, and they message the first agency that replies. Recepta.ai responds to website chat and text in seconds, collects the information you need to quote, and books the call or meeting with the right producer.
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Enhance customer experience with round-the-clock support. Flexible features and pricing fit businesses of any size.
Frequently Asked Questions
Got questions? We’ve got answers
Recepta.ai blends AI with trained human receptionists, so you get the best of both worlds. The AI handles routine questions and workflows instantly, while humans step in for nuance, complex situations, and high‑value conversations. Every interaction follows your custom scripts, is logged in a structured way, and can trigger follow‑ups — so you get consistency, speed, and scalability without losing the human touch.
Not at all. You can create your receptionist in minutes by walking through a simple onboarding flow: tell us about your business, upload or build your scripts, set routing rules, and connect your calendar. From there, we’ll test everything with you and go live when you’re ready — no developers required.
Recepta.ai is designed to plug into the tools you already use. You can connect calendars, CRMs, help desks, and other systems so calls, messages, and bookings automatically show up where your team works. During onboarding, we’ll help you configure the right integrations and workflows for your specific stack.
We support English by default, and many teams also use Recepta.ai with bilingual scripts and Spanish‑speaking staff. If you need Spanish or other languages, let us know your requirements during onboarding and we’ll walk you through what’s possible for your account and plan.
When our AI detects that a caller or chatter needs something more nuanced, it seamlessly hands off to a human receptionist following your playbook. If the issue requires your internal team, we’ll route the call, schedule a follow‑up, or take a detailed message based on your rules. The goal is simple: no dead ends, no bots pretending to know what they don’t — just a smooth path to a real person when it matters.