Virtual Receptionist for Insurance Brokers
An insurance virtual receptionist answers the calls coming into a brokerage or agency and sorts them the way an insurance business needs them sorted — because not every call is equal. A broker's inbound calls split into very different streams: new-business quote enquiries that are revenue waiting to be booked, existing clients ringing about a claim (often stressed and time-sensitive), policy questions and mid-term adjustments, and renewal conversations. A standard front desk treats them all the same and lets the overflow hit voicemail; an insurance virtual receptionist triages on the way in. It identifies whether the caller is after a quote, lodging or chasing a claim, or asking about an existing policy, captures the relevant details (policy number, type of cover, nature of the claim), books quote and review appointments into the broker's calendar, and routes an urgent claim — storm damage, a car accident, a break-in — straight to the right person rather than leaving it in a queue. LUNA Systems configures it to your lines of business (home, motor, business, professional indemnity, life), your brokers and who handles what, and your intake questions for each call type. It works on your existing number, captures everything cleanly so claims and quotes aren't lost, and runs 24/7 so a client whose business floods on a Sunday night actually reaches someone. It charges a flat monthly fee with no per-minute charges, sets up in two to four weeks, and is quoted per business after a discovery call — well under the $55,000–$65,000 a year a full-time receptionist costs.
The Problem
Why Calls Are Slipping Through
Claims and quotes get treated the same
A stressed client lodging a storm-damage claim and a prospect wanting a quote need completely different handling, but a single front desk lumps them together and lets the overflow go to voicemail. The receptionist triages each call, captures the right details, and routes claims and quotes to the right people.
Revenue-generating quote calls slipping away
A prospect ringing for cover is ready to buy now, and if they can't get through they ring the next broker. The receptionist identifies new-business enquiries, captures what's needed, and books a quote appointment into the broker's calendar so the revenue call never gets lost.
Urgent claims arriving after hours with nowhere to go
Accidents, break-ins and storm damage don't keep office hours, and a client in that moment needs a human path, not voicemail. The receptionist answers 24/7, captures the claim details, and routes a genuine urgent claim straight to the right person.
What You Get
Everything Included in Your Receptionist
FAQ
Common Questions
Can it tell a claim from a quote enquiry?▼
Yes — that's the core of it. The receptionist asks a few qualifying questions up front to identify whether the caller wants a quote, is lodging or chasing a claim, or has a policy question, then handles each stream the right way: booking quotes, capturing claim details, and routing urgent claims to the right person. Get in touch for a custom quote.
What details does it capture for a claim?▼
We configure the intake questions per line of business, so for a claim it captures the policy number, the type of cover, the nature and timing of the incident, and the client's contact details. Everything lands in your inbox and CRM as a clean summary so the broker handling it picks up with the full picture. Connect it to your CRM via our CRM setup.
Does it route urgent after-hours claims to a person?▼
Yes. A genuine urgent claim — a car accident, a break-in, storm or flood damage — is captured and routed straight to the person or after-hours line you nominate, rather than left in a queue until morning. Routine calls are booked or summarised. Our after-hours answering handles this end to end.
What does it cost?▼
A flat monthly fee with no per-minute charges, quoted per business after a short discovery call so it matches your call volume and lines of business. For comparison, a full-time receptionist costs $55,000–$65,000 a year in salary alone and only covers business hours, while this covers every call 24/7.
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