For insurance brokers and agencies

An answering service for insurance brokers, at renewal time and after hours

Renewal season, a storm, a Monday morning — every line rings at once, and the caller who wanted a quote on their home and car gets voicemail and rings the next brokerage.

Get your number Hear it answer a call

Live in about ten minutes. From $75 a month. No contract, no setup fee, cancel any time.

The number that matters

Someone shopping for a quote calls two or three brokers. The one who gets back to them first usually writes the policy.

You can check that against your own week. Below is the same sum with your figures in it.

What it's costing you

Do the sum on your own numbers

Set to what a new client's policies earn you in a year. Change it to whatever is true for you.

Calls you miss in a week 8 What a new client is worth a year $600 Of the callers you do speak to, how many become clients 30%

Nothing is sent anywhere — the sum happens in your browser. It assumes PhonePick reaches every missed caller, and that they convert like the ones you already speak to. Whether that holds is your call, not ours.

Work walking past you

—

a month, on those numbers

PhonePick, the plan that covers it—

Even if it only saves one in five—

Worth doing?—

What it does

Three things, on every call

It answers every line at once

Quotes, renewals and claims calls don't queue: each one is answered.

It books the call

Into your calendar, so the quote or the review starts with a time already agreed.

It gives no advice

No coverage opinions and no premiums, not even a rough one — a licensed broker calls back.

And it learns. Anything a caller asks that it can't answer is written down for you — add the answer once and the very next caller hears it. It never guesses in the meantime.

And it answers in 85 languages. Someone who starts speaking Punjabi, Spanish or Hindi is answered in it mid‑call, and gets the whole job done in it — booked, quoted, written down. On every plan, with nothing to set up. What reaches you is in English either way. The full list.

On the Operations plan

And the rest of the front office

Everything above comes with every plan, from $75 a month. Operations, $149 a month, adds the work around the calls — these are the two parts that matter most here. Each one is off until you switch it on.

Reply Y to confirm, the day before

Each client is texted ahead of their appointment — the day before, unless you choose otherwise — and asked to reply Y to confirm or N if they can't make it. An N frees the time at once. The text carries your name, the day and the time, and nothing about their policy.

A freed time offered to someone who wanted it

When nothing suits a caller, it offers to put them on a waitlist. When a time comes free it is texted to one person at a time and held for the hours you choose (four by default), and their Y books it.

In the US, texting starts once carriers approve your business, which usually takes one to three weeks. Calls are answered from day one.

Follow-up texts are never sent on their own for an insurance office: your staff read each one and choose to send it.

Everything each plan includes →

Being straight with you

What it will not do on an insurance call

It takes who's calling, how to reach them and what it's about — a quote, a claim, a renewal, a change to a policy — and books the call or takes a message. It never asks for a policy number, a date of birth or the details of an injury, gives no advice on coverage, quotes no premium, and cannot bind or change a policy. Every caller is told it's an AI and that the call is recorded, and is offered a person instead. Choose 'Insurance broker or agency' as your kind of business and it gets the safeguards we give clinics, under Canada's federal privacy law (PIPEDA): no call audio kept, nothing about a caller in emails or texts to your staff, and two-step sign-in on the account.

Before you ask

Insurance brokers and agencies ask these three

Can it give a quote?

No. It takes what the caller wants a quote on and books a time for a broker to call back. It never quotes a premium, even a rough one.

What happens when someone calls about a claim?

It takes their name, their number and that it's about a claim, and doesn't ask for the details. If you've set urgent calls to be put through to you, it can ring you; and if you've told it your insurers' 24-hour claims numbers, it gives the caller the right one.

How is our clients' information protected?

The way a clinic's is. Choose 'Insurance broker or agency' when you set up and, under PIPEDA, the caller is offered a person, no call audio is kept, staff alerts say only that a call came in, and everyone signing in needs two-step sign-in. Our privacy page sets it out.

Everything else people ask →