Stop losing $2,500
Commercial Policies
to voicemail.
The ultimate AI receptionist for insurance agencies. Stop losing $2,500 commercial policies to voicemail. We provide 24/7 call answering, qualify new quote requests, and act as your virtual front desk to capture leads directly into your Agency Management System (AMS) while your producers are busy closing deals.
AI Intake Agent
Qualifying inbound quote request
Incoming Call • Missed by Dispatch
"Hi, I just bought a new house and need to bundle my home and auto insurance to see if I can save money."
AI Processing
- Verified coverage needs (Home/Auto)
- Collected property address
- Captured current carrier details
Response Time
< 5 Seconds
You can't answer the phone while reviewing a complex commercial policy.
Every missed call is a lead calling the next company on Google. Here is how Citgentic solves the biggest headaches in your industry.
Expensive Ad Leads Going Cold
When you buy leads online, speed is everything. Our insurance answering service engages prospects instantly, ensuring you never miss a quote opportunity while your producers are on the other line.
Routine Policy Changes
Stop tying up licensed agents with simple requests. The AI handles basic FAQs, address updates, and requests for auto ID cards without human intervention.
After-Hours Claim Reporting
Accidents don't just happen from 9 to 5. With our 24/7 call answering, the AI compassionately guides clients through the initial claim reporting process and logs the data for your team to review in the morning.
Built for the realities of modern insurance brokerages.
General AI bots fail in complex service businesses. Ours is trained on thousands of real calls in your specific industry.
Smart Lead Routing
It doesn't just take messages. Using automated lead qualification, the AI routes personal lines inquiries to your standard agents and hot-transfers commercial lines directly to your top producers.
Automated Data Intake
Collects the prospect's name, address, current carrier, and basic risk data before transferring the call, so your agents can start running the quote immediately.
VIP & Claims Handoffs
If a high-value commercial client calls or someone is reporting a severe accident, the AI detects the priority and instantly hot-transfers to the appropriate account manager.
Cross-Sell Prompts
When clients call in for routine questions, the system can subtly ask if they’ve considered life insurance or umbrella policies, feeding warm cross-sell leads to your team.
""Before Citgentic, our producers were wasting hours on routine billing questions. This AI receptionist for insurance agencies handles the busywork and qualifies our inbound internet leads flawlessly. It's fully integrated with our AMS.""
We plug into the software you already use
Ready to clone your best dispatcher?
Stop missing calls and start scaling your service business. Book a demo to see an AI agent built specifically for your company.
Get Started Today