Caller
I’m looking for a new auto policy.
AI agent
Absolutely — let me get a few details for the agency.
14-day free trialFrom $49/mo
Give producers more time to sell.
24/7AI answers your agency's calls
ScreensCaller needs using your criteria
RoutesSales and service by your rules
ActsBooks consults or takes messages
Ready
Talk to Clara
Hi, this is Clara with RevSystems. Who am I speaking with?
Ask Clara anything about RevSystems.
Talk to Clara“How would you handle my calls?”
Know what the caller needs before the next step.
Choose what your agent asks, in what order, and which outcome follows the result.
Your criteria. Your order.
- Caller statusCaptured: “New prospect”
- Policy needCaptured: “Personal auto”
- Service areaCaptured: “In range”
You choose what happens next.
Connect the caller, book an appointment, or take a message based on the route you configure.
A qualification result can connect the call, book an appointment, or take a message. In this example, connect the call is selected.
Agency call result
- Connect the callRoute to your producer, service team, or preferred line.
- Book an appointmentSchedule a consultation or follow-up against real-time availability.
- Take a messageCapture the request, caller details, callback preference, and intended recipient.
Every conversation becomes something useful.
See calls, messages, handoffs and appointments organized in one place.
Call outcome captured
Everything organized for your team
Appointment appears automatically
A better front desk for every agency call.
Configure the client and policy details your team needs, test your routing and booking paths, and forward your line when you're ready.
- Tell your agent about your agency and lines of business.
Add the business details, services, voice, and greeting callers should hear.
- Configure screening, handoff, booking, and message paths.
Choose qualification criteria, outcomes, booking, handoff, and message-taking behavior.
- Take your number live after a complete test call.
Use your RevSystems number or forward an existing line, then verify the full path with a test call.
Route prospects and policyholders without sending every call to one queue.
Use configured screening to organize the next step while licensed professionals remain responsible for insurance decisions.
- 24/7 agency reception
Give prospects and existing clients a responsive first point of contact.
- Configured caller screening
Capture caller status, policy or service need, geography, or another detail that actually changes the next step.
- Prepared producer handoff
Connect matching calls to a producer, service team, or preferred line with a prepared fallback.
- Appointment booking
Check real-time availability and create a confirmed appointment when booking is enabled.
- Structured message taking
Capture the request, caller details, callback preference, recipient, and urgency when provided.
- Organized follow-up
Review calls, outcomes, messages, bookings, handoffs, and reports in Agent Center.
One system. Built around the calls you get.
Explore how RevSystems adapts screening, routing, booking, and follow-up to each industry.
What teams ask before launch.
Straight answers, grounded in how RevSystems works today.
Explore the documentationCan RevSystems answer calls for an insurance agency?
Yes. RevSystems can act as an AI first point of contact for inbound agency calls and follow the screening, routing, booking, and message paths you configure.
Can new prospects and existing policyholders take different paths?
Yes. Caller status can be one of the ordered criteria you configure so the resulting next step can route toward a producer, service team, appointment, or message path.
Can the agent ask what type of insurance the caller needs?
Yes. Policy or service need can be a configured criterion when that information changes the next step.
Can RevSystems route calls to different producers or service teams?
Yes. A configured result can attempt a prepared live handoff to the destination you choose, with a fallback when no one is available.
Can the agent book appointments?
Yes, when Calendar & Booking is connected and enabled. The agent checks current availability before creating a confirmed appointment.
Does RevSystems provide insurance advice or make coverage decisions?
No. RevSystems handles the phone interaction and configured next step. Coverage advice, binding, pricing, claims decisions, and other substantive insurance decisions remain with licensed professionals and carriers.
YOUR NEXT CALL
Ready to stop losing insurance leads?
Set up your AI receptionist, test your call paths, and give every prospect or policyholder a clear next step.
Your setup stays yours to review before it answers real calls.