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WithConnectAI
For independent agents & agencies

The quote request that goes to voicemail goes to another agent.

Insurance shoppers call several agencies — the one that answers usually wins. WithConnect answers every call live, 24/7, captures the line of business and the quote request, books the agent call, and routes urgent claims to a person.

Now onboarding businesses in this industry — built for California compliance.

Now onboarding.We’re actively bringing this industry online. Book a demo to be among the first insurance agencies businesses we set up.

The cost of a missed call

Every unanswered call is a customer who called someone else.

Up to 80%

of callers never leave a voicemail — a missed call is usually a lost one.

Forbes/RingCentral; BIA/Kelsey reports ~67%.

5 min

the lead-response window where conversion is far likelier — answering first wins the policy.

Lead-response-time studies; directional.

24/7

Calls don't keep business hours. WithConnect answers the after-hours and overflow ones your team can't get to.

How it works

Live in a day.

Step 1

We answer every call, 24/7

Your AI receptionist picks up live — days, nights, weekends, and overflow — and opens every call with AI disclosure and recording consent.

Step 2

It books and captures the request

Appointments go into your calendar in real time, with structured intake captured the same way every time — from your approved information only.

Step 3

Urgent calls escalate — you get the summary

Anything urgent warm-transfers to a real person. Everyone else gets a clean post-call summary by text and email, with the full transcript on file.

What it captures & books

Exactly what your front desk would — every time.

No guessing, no improvising. WithConnect captures a clean, structured record and books from the information you approve.

Line of business

Auto, home, life, or commercial; the coverage they're after — captured cleanly.

Booked agent call

Schedules the quote or review call with the right agent in real time.

Claims routing

Urgent claims and service calls warm-transfer to a person fast.

Quote request

Captures the details an agent needs to prepare the quote.

Built for insurance agencies

Tuned to the way your business runs.

Answers every quote call

After-hours and overflow inquiries picked up live — speed wins the policy.

Books the agent call

Real-time scheduling so the shopper doesn't move on to the next agency.

Claims & service routing

Urgent claims and existing-client service calls route to a person.

Never gives coverage advice

Captures and books; coverage recommendations stay with your licensed agents.

Structured quote intake

Consistent quote requests, ready for your team to act on.

Summaries & transcripts

A post-call summary by text and email, with the full transcript on file.

FAQ

Insurance Agencies questions, answered.

No. It captures the quote request and books the agent call. Coverage recommendations and quotes stay with your licensed agents.

Yes. Urgent claims and existing-client service calls warm-transfer or route to a person per your rules.

The line of business (auto, home, life, or commercial), the coverage they're after, and the details an agent needs to prepare the quote — captured cleanly.

It answers live, the moment the call comes in, and books the agent call on the spot — speed wins the policy when shoppers are calling several agencies.

We're now onboarding independent agents and agencies — actively bringing the industry online. Book a demo to be among the first; everything here is how the receptionist already works for adjacent professional-services industries.

Routine spam and robocalls are screened at the front of the call so your agents only get pulled in for genuine shoppers and clients.

Calls run under a Data Processing Agreement with minimal retention, plus California two-party consent and AI disclosure. Plans start at $199/mo with no long-term contract, plus a one-time $499 setup (the non-PHI tier).
More industries

One platform, tuned to many worlds.

Ready to never miss another call?

See WithConnect answer a real call — and picture it answering yours.

  • CIPA two-party consent
  • AI-disclosed on every call
  • HIPAA-ready for medical