Insurance agency answering service Every quote request, captured.

How insurance agencies use GreetWise

Insurance shoppers call several agencies, and the first one to answer usually gets the quote. GreetWise answers for independent and captive agencies writing auto, home, life, and commercial policies, and takes the details for every quote request so your team can price it.

Your quote questions, like coverage type, current carrier, and renewal date, are asked on every call and sent in a message. Claims calls can transfer to the right person, and GreetWise can text a link to your client portal or a carrier’s payment page. New leads can flow into your CRM through Zapier.

• Auto quote

  “I need a quote for car insurance. I’m switching carriers.”

  Message taken

  With your quote questions answered, like current carrier and renewal date.

• Accident

  “I was just in an accident. What do I do?”

  TransferredPro

  To your claims person, once the caller says yes.

• ID card

  “I need a copy of my insurance card.”

  Link textedPro

  Your client portal, texted while they’re on the phone.

• Office hours

  “Are you open Saturday?”

  Answered

  From your hours.

• Policy review

  “Can I sit down with someone to review my policies?”

  BookedPro

  A review in an open slot on your calendar.

• Payment

  “Where do I pay my premium?”

  Link textedPro

  Your carrier’s payment page, texted to them.

Common questions, answered.