BoltAssist

For insurance agencies

Quote enquiries ready for an advisor, even while you're with a client.

BoltAssist is an AI receptionist that answers your agency's calls while your advisors are with clients. It gathers what each caller needs, books appointments and takes callback requests, and it never quotes, binds or changes coverage.

Start your free 3-day Experience

The 3-day Experience is free: 30 AI minutes, no credit card.

Find your plan

An insurance advisor meeting with a client in a modern office

Hear BoltAssist in action

Talk to the AI receptionist of Aspen Insurance Advisors, a sample insurance agency we made up for this demo, right here in your browser. It isn't set up for your agency, and nothing is really booked or sent.

Try asking

  • “I'd like a quote for home insurance.”
  • “Can I meet with an advisor on Wednesday?”
  • “What are your hours on Saturday?”

Your advisors can't take every call while they're with a client.

New quote enquiries, policy changes and document requests all arrive by phone, often at the same time.

  • Quote enquiries go to voicemail, and the caller tries another agency.
  • Simple service requests interrupt advisors in the middle of a review.
  • Callback messages arrive without the type of coverage or the reason for the call.
  • Callers with a new claim don't always know where to turn first.

What changes for your agency

  • Quote enquiries, ready for an advisor

    Asks what kind of coverage the caller is looking for, such as auto, home, tenant or business, and takes a callback request for an advisor. It never quotes a premium.

  • Policy service requests

    Takes requests for policy changes and documents with the caller's details and reason, so an advisor can handle them. It never changes or confirms coverage.

  • Appointments with advisors

    Books, moves and cancels meetings into your advisors' hours.

  • Clear next steps for claims

    Gives callers with a new claim the instructions you set up, such as their insurer's claims line, without saying whether anything is covered.

  • Confirmations and reminders

    A text confirmation when a meeting is booked and a reminder before it.

  • Your clients' language

    Continues in the caller's language, where that language is supported.

  • The right advisor for each call

    Sends personal, commercial and service calls to the people who handle them.

    Starter and above
  • A person when it matters

    Transfers a caller to an advisor when a person is needed.

    Starter and above

How it works

  1. Describe your agency

    In Mission Control, add your lines of coverage, advisors, hours, policies and claims instructions.

  2. Hear it in your browser

    Try your receptionist free for 3 days during the Experience.

  3. Go live on your number

    Activate a plan, then connect a new BoltAssist number or forward your existing number through your phone provider.

Find the right BoltAssist plan for your business

Estimate your AI receptionist needs in seconds.

12 a day
How many calls would you like BoltAssist to handle?
How long is a typical conversation?
What else does your business need? (Optional)
How many business locations?

Estimated monthly AI minutes

360

An illustrative estimate based on 30 days, not a guaranteed usage amount.

Recommended for you

GrowthUS$349 USD/ month

600 AI receptionist minutes included each month

Why it fits

  • Includes 600 minutes, enough for your estimate of 360.
  • Covers one location and one business number.
  • The lowest-priced plan that meets everything you selected.
Choose Growth

3-day Experience first — no card

Compare all plans

Compare plans

The right plan depends on your call volume, the capabilities you need and your number of locations. Every plan starts with the free 3-day Experience.

  • Essential

    US$99 USD/ month

    • 150 AI receptionist minutes
    • 1 location · 1 business number
    • No live transfers, call routing or waitlist — callers get a callback request instead
    • Additional minutes at US$0.60 USD per minute
    Choose Essential
  • Starter

    US$199 USD/ month

    • 300 AI receptionist minutes
    • 1 location · 1 business number
    • Live call transfers and department or person routing; waitlist
    • Additional minutes at US$0.50 USD per minute
    Choose Starter
  • Matches your estimate

    Growth

    US$349 USD/ month

    • 600 AI receptionist minutes
    • Up to 2 locations · Up to 2 business numbers
    • Live call transfers and department or person routing; waitlist
    • Multi-location routing, with minutes shared across locations
    • Additional minutes at US$0.45 USD per minute
    Choose Growth
  • Business

    US$549 USD/ month

    • 900 AI receptionist minutes
    • Up to 3 locations · Up to 3 business numbers
    • Live call transfers and department or person routing; waitlist
    • Multi-location routing, with minutes shared across locations
    • Additional minutes at US$0.40 USD per minute
    Choose Business

Additional minutes are charged at the plan's per-minute rate only when additional-usage billing applies to your account, and never above the monthly spending limit you choose when you activate.

Four or more locations, or more than the standard plans include? Talk to us about a Custom plan.

The Experience

Try your own receptionist free for 3 days.

Set it up with your agency's services, hours and policies, then talk to it in your browser: 30 AI minutes in total, no credit card and no phone number needed, with Essential features during the evaluation. It never turns into a paid plan on its own.

The receptionist you configure during your Experience is the same receptionist you keep when you activate your subscription. It doesn't answer your agency's live calls during the Experience. After you activate, connect a new BoltAssist number or forward calls from your existing number to your BoltAssist number through your phone provider. Your existing number stays with your provider, and the same receptionist answers your live calls with your plan's features.

Length
3 days
AI minutes, in total
30
Credit card
Not required
How you try it
In your browser
Phone number changes
None needed

Questions from insurance agencies

No. BoltAssist never quotes premiums, binds, changes or confirms coverage, or says whether a claim is covered. It gathers what the caller needs and passes it to an advisor as a callback request or an appointment.

Have questions? Let's talk.

Send us a message and we'll reply by email, or ask for a callback.

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How should we get back to you?

Up to 5,000 characters.

Prefer a conversation? Request a founder's demo.

Hear it for yourself.

Talk to the live demo, then set up your own receptionist free for 3 days.

Start your free 3-day Experience

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AI Receptionist for Insurance Agencies | BoltAssist AI