Placement proposal — Insurance Agencies
The first agency to respond wins the policy.
Kepply answers every call and web lead in seconds, 24/7 — so you’re always first. From $297 a month. We aim to have you live within 48 hours of your completed setup form.
Coverage, eligibility, claim decisions and quotes stay with your licensed agents.
Exhibit — the numbers
~4×
higher conversion when a mortgage lead is contacted within one minute
Velocify lead-response study
Positions proposed
Duties
- Answer every inbound call and web-lead form in seconds, around the clock
- Collect quote details before a competitor calls the lead back
- Book appointments straight into the right producer’s calendar
- Take first-notice details on claims calls and route them to your claims contact
- Send renewal reminders and follow-up touches on schedule
- Log every interaction with complete caller details
At a glance
We aim to have your digital employee live within 48 hours of your completed setup form, once everything required for your role and location is in place. For a Receptionist, live means answering your calls.
Exhibit — what missed calls cost
Your missed-call arithmetic
You may be losing about
$61,875 / month
A Kepply receptionist answers every one of those calls — from $297 a month.
Estimate. Assumes 30% of answered calls become booked business, over 22 working days a month.
While your office sleeps
- 8:52 pmWeb lead answered in under a minute, quote details collected
- 11:30 pmAfter-hours claim call logged with first-notice details, routed for 8 am
- 6:45 amOvernight leads logged with producer follow-ups already booked
AI disclosure is built in — every call identifies the assistant, in line with NAIC guidance on AI use in insurance. How we handle data
Powered by AI, supervised by humans — your Kepply employee identifies itself as an automated assistant on every call and whenever asked.
Questions insurance agencies ask before signing
Is this AI?
Yes — your digital receptionist is powered by AI and supervised by Kepply’s human team. It identifies itself as an automated assistant on every call and whenever asked, and a named manager reviews its work.
Can it quote or bind policies?
No. It collects the information and books the appointment — licensed work stays with your licensed producers.
How fast does it respond to web leads?
Seconds, at any hour. A lead that comes in at 11 pm gets answered at 11 pm and wakes up with an appointment on your producer’s calendar.
What about claims calls?
It takes the first-notice details calmly and completely, routes urgent claims to the contact you designate, and logs everything else for the morning.
Do we have to change our phone system?
No. Keep your number and your current system — forward calls to your Kepply receptionist after hours, on overflow, or full time.
How do callers know they’re talking to an assistant?
It says so, at the start of every call. Disclosure is built into every script, not bolted on.
What does it cost?
The receptionist is an L1 placement: $297 a month, month to month, cancel anytime. After a free month, you keep your digital employee by choosing an annual plan. Ongoing management by our team is included; setup is a one-time $99 fee.
Be our first insurance agency success story — we’re onboarding early-access clients now.