Open Lines is an AI receptionist that answers every call while your advisors are on the line — taking new-quote and policy intake, flagging claims for priority, and booking callbacks with a licensed advisor.
Live in under 10 minutes · Books into Google & Outlook · Cancel anytime
Your licensed team is busy with existing clients. New-quote calls ring out and the shopper moves on.
A client after an accident needs to reach someone now. Voicemail is exactly the wrong answer.
People compare insurance after work. If no one picks up, the next agency writes the policy.
It answers in a professional, natural voice, takes new-quote and policy intake, flags claims as priority, and books a callback with a licensed advisor — 24/7. It captures details; it never gives regulated advice or binds coverage.
Captures the coverage type, key details, and contact info so an advisor can prepare the quote before calling back.
Callers reporting a claim are marked urgent and routed for a fast callback — no one waits on hold in a crisis.
Schedules a callback with a licensed advisor straight into your Google or Outlook calendar.
“Do you write commercial?” “What do you need for a home quote?” “Where are you located?” — from your site.
The evening and weekend quote-shoppers you’re missing today become booked callbacks for your team.
A structured summary of each caller — coverage type, urgency, and next step — lands in your inbox and CRM.
Your AI receptionist is tuned to sort a caller correctly — new business, existing policy, or a claim — while staying inside licensing rules.
It separates new-quote shoppers, existing-policy questions, and claims — flagging claims as urgent so a stressed caller after an accident reaches someone fast.
It captures the details and books a callback with a licensed advisor. It never gives regulated advice, quotes premiums, or binds coverage itself.
It captures the right details for the coverage type — auto, home, or commercial — so your advisor can prep the quote before the callback.
Example details it captures on a call — illustrative, not a real caller.
No rip-and-replace. Open Lines books into the calendar and tools you already run.
No. It handles intake and scheduling only — it captures the caller’s details and books a callback with a licensed advisor. It never gives regulated advice or binds coverage.
Callers reporting a claim are flagged as urgent and routed for a priority callback, so no one is left waiting on hold after an accident.
Yes. It separates new-quote shoppers, existing-policy questions, and claims, and routes each to the right place with the right details captured.
You get a structured summary after every call — coverage type, details, urgency, and next step — and it can sync to HubSpot as a contact and note.
A calm, professional human voice. It always discloses that it’s a virtual assistant and books callbacks into your live calendar.