AI Receptionist for Insurance Agencies
Policyholders call about a certificate, a claim or a renewal, and new customers call for quotes. Viyo answers each one, captures the details and gets it to the right producer or service rep.
Collects and routes. It does not give coverage advice.
Your phones carry service, sales and claims at once
Each type of call needs a different answer, and none should wait.
Callers reach voicemail after a stressful event
Someone reporting a collision or a burst pipe wants a real person, and a missed call adds to the stress.
Quote requests come after work
Shoppers compare agencies in the evening, and the one that answers first gets the conversation.
Simple service calls clog your reps
Certificate requests and address changes keep producers away from selling.
Renewal and cross-sell chances slip by
Without capturing what a caller needs, you miss the chance to add a policy or book a review.
A funnel from first call to file
Each call is sorted, captured and delivered, so nothing is left in a mailbox.
Claim intake
Stage 1Gets the facts down while they are fresh.
Confirm the caller and policy type → Ask what happened and when → Check whether anyone is hurt and share your approved guidance → Alert the claims contact with a summary
New quote request
Stage 2Turns shoppers into booked conversations.
Ask which cover they need → Collect the basic risk details you specify → Note their renewal date → Book a call with a producer
Service request
Stage 3Clears the small tasks.
Identify the customer → Record the change or document requested → Confirm how they want to receive it → Create a task for the service team
Renewal review
Stage 4Opens the door to a broader conversation.
Ask what has changed since last year → Note new vehicles, properties or dependants → Offer a review appointment → Send the summary to the account manager
Service desk tasks, done at the first ring
Viyo covers the routine work so your licensed staff focus on advice.
Claim first notice
Records who was involved, when it happened and the policy holder's contact number.
Quote requests
Captures the line of cover, the basics of the risk and the best time for a call back.
Certificate and document requests
Logs which document is needed and where to send it.
Policy change requests
Takes address, driver or vehicle changes and passes them to the service team.
Payment and renewal messages
Notes the question and flags it for the account manager.
Call routing
Sends sales, service and claims calls to the right person.
A claim reported before the working day starts
Thank you for calling Summit Insurance Group. How may I help?
Hi, this is Angela Reyes. I was in a small accident on my way in and I need to report it.
I'm sorry to hear that, Angela. First, is everyone safe and out of danger?
Yes, everyone's fine. Just some damage to the rear bumper.
I'm glad. Was another vehicle involved?
Yes, a pickup. We swapped details.
Thanks. Roughly where and when did it happen?
Corner of Fifth and Oak, around 7:45.
I've recorded that. I'm sending it to our claims contact, who will call you this morning on 555 0119. Is that number correct?
Yes, it is. Thank you.
Getting your agency set up
- 01
Describe your lines of business
Tell Viyo what you write and what to ask for each one.
- 02
Set who gets what
Choose the producers, service reps and claims contacts for each call type.
- 03
Forward your main number
All calls, or only overflow and after-hours, go to Viyo.
- 04
Check the first summaries
Tweak the questions until each note is exactly what your team needs.
What your agency gets
Passes work to your agency systems
Viyo delivers organised information rather than replacing your tools.
Call a Viyo agent as a insurance agencies customer would
Pick up the mic and talk to a live voice agent. No signup needed.
You'll say: “Hi, I had a minor accident this morning and I want to report a claim.”
Then listen as the agent checks availability, confirms the details, and wraps the call - the way it would on a real call.
Live call via the Viyo Voice SDK · mic access required
Insurance Agencies: what you'll want to know
Can Viyo tell a caller whether something is covered?+
No. It never interprets a policy or promises a claim outcome. It records the request and routes it to a licensed member of your team.
What happens if there is an injury or emergency?+
It asks about safety first and gives the guidance you approve, such as contacting emergency services, then alerts your team.
Does it collect payment details?+
It does not take card numbers over the call. It notes the request and directs payment questions to your staff.
What if it cannot answer something?+
It says a team member will follow up, takes the details and sends them along.
Can calls be transferred live to a producer?+
Yes. You can allow transfers for high-value prospects or priority clients.
Will I keep my current agency number?+
Yes. Nothing changes for your customers except that calls are answered.
Never leave a policyholder on voicemail
Try a sample claim or quote call and see the summary your team would receive.