Get Assistant

For insurance agencies

The call after the fender-bender happens at 6pm

Get Assistant answers your line when a caller wants a quote, needs an ID card, or just got into an accident, captures the line of business and the details, and logs the request so a licensed agent picks it up first thing — without ever binding coverage over the phone.

  • Answers calls 24/7
  • Sorts by line of business
  • Routes claims to the carrier
Download on theApp Store

For iPhone · Set up your business line in minutes

Why it matters

What the phone costs insurance agencies

Quote requests arrive when your agents are with other clients

A shopper comparing auto rates calls three agencies in one lunch break. Whoever answers first with a real conversation gets the callback slot.

Policy service calls pile up behind sales calls

Adding a vehicle or requesting a certificate of insurance is quick for an agent but easy to lose in a stack of voicemails about new business.

A caller who just had an accident needs direction fast

They do not need to wait for office hours to be told to call the carrier's claim line — that instruction can happen the moment they call.

Common calls

The calls it handles

Each is answered from the business knowledge you configure and lands as a call record, with a message or an appointment request alongside it.

Quote request
Line of business — auto, home, commercial, or life — along with basic details like vehicle count or property type is captured for an agent to price.
Policy service request
Adding a vehicle, requesting an ID card, or requesting a certificate of insurance is logged with the policy number if the caller has it.
Claim reporting call
The caller is directed to the carrier's claim line for filing and the call is still logged so a licensed agent follows up.
Post-accident call
A caller right after a fender-bender is asked if anyone is hurt, told to call 911 if so, and walked toward the right next step calmly.
Renewal question
Questions about an upcoming renewal date or premium change are logged for the servicing agent rather than answered by guesswork.
Existing client general question
General policy questions that need a licensed agent's judgment are captured as a callback request with the topic noted.

A realistic call

How a call actually goes

Friday, 6:05pm. A caller just backed into another car in a parking lot.

  1. ReceptionistThanks for calling, how can I help you tonight?
  2. CallerI just backed into someone's car in a parking lot, I don't know what to do.
  3. ReceptionistIs everyone okay, and is anyone hurt?
  4. CallerNo, nobody's hurt, just some damage to both bumpers.
  5. ReceptionistGood. To file a claim, you'll want to call the number on the back of your ID card, or I can note this so an agent calls you tomorrow with the number.
  6. CallerCan you just give me the claim number now?
  7. ReceptionistI can't file the claim from here, but I'll log this as urgent so an agent reaches out first thing tomorrow with everything you need.
  8. CallerOkay, that works. My policy is under Marcus Reed.
  9. ReceptionistThank you, Marcus. I've logged that for the team to review. Is there anything else I should add?
  10. CallerNo, that's it.
  11. ReceptionistYou're all set — an agent will follow up tomorrow morning.

What gets captured

What ends up in your dashboard

  • Caller name and callback number
  • Line of business — auto, home, commercial, or life
  • Whether the caller is an existing policyholder and, if so, the policyholder name
  • Nature of the request — quote, policy service, renewal question, or accident report
  • Whether anyone was reported hurt on accident-related calls
  • Policy number if the caller has it available
  • Preferred callback time

How it works

Evenings, weekends and overflow

Accidents and quote-shopping do not stay inside business hours. Forward your line after 5pm or on weekends and Get Assistant keeps answering, directs anyone with an active claim toward the carrier's claim line, and logs every quote request and policy service call so agents start the next day with a sorted queue instead of a voicemail backlog.

Two ways to forward

Forward every call, or use conditional forwarding from your carrier so only unanswered and after-hours calls reach your Get Assistant number.

Setup and forwarding FAQs

Limitations

What it will not do

These limits are deliberate, and they are the same on every call.

  • It never binds coverage or confirms that something is covered — those are licensing-restricted decisions for a licensed agent.
  • It never files a claim; callers reporting a loss are directed to the carrier's claim line, and the call is logged for a licensed agent to follow up.
  • On every plan, if you've set up call transfer, your receptionist can ask the caller and then attempt a warm transfer to a licensed agent on your team during the hours you choose. If nobody picks up, it takes a message and a callback number instead.
  • It does not quote premiums or discuss specific rates unless you configure that language yourself.
  • If a caller describes an injury or an emergency in progress, it tells them to call 911 rather than continuing the intake.
  • It does not verify identity beyond what the caller states, so policy changes still require your normal verification steps.

Call records may include policy numbers and accident details, so limit dashboard access to licensed staff. Calls are recorded and transcribed by default. Privacy Policy and Terms.

FAQs

Insurance agencies questions

Setup, billing and security are covered in the general FAQs.

Can it confirm whether something is covered under my policy?
No. It never confirms coverage — that decision belongs to a licensed agent who can review your policy. It logs the question so someone can call you back with an answer.
Does it file claims for callers?
No. It directs callers reporting a loss to the carrier's claim line and logs the report so a licensed agent follows up, but the claim itself is filed with the carrier.
Can it quote a new policy on the spot?
It captures the line of business and basic details so an agent can prepare a quote, but pricing and binding coverage stay with your licensed team.
What happens if someone calls right after an accident?
It asks whether anyone is hurt and tells the caller to call 911 if so, then points them to the carrier's claim line and logs the call as urgent for a licensed agent.

Stop losing quote shoppers to the next agency on the list

Set up your lines of business and notification rules in about fifteen minutes, then let calls after hours get answered instead of voicemailed.

Download on theApp Store

For iPhone · Set up your business line in minutes