Bilingual Answering Service for Insurance Agencies
Our bilingual answering service for insurance agencies takes messages in Spanish and English while your team handles client conversations. Try the browser demo to hear language switching, detail read-back, and an urgent handoff before requesting a free trial.
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Take client messages while your agency team is busy
Your receptionist answers forwarded agency calls in English or Spanish, collecting the reason for calling and callback details. It gives your team a message to review between client appointments.
Language choice
Clients can describe their request in Spanish or English and switch during the conversation.
Useful intake
Collect the caller's name, callback number, and reason they need your agency.
After-hours messages
Let clients leave details when your office has closed for the day.
Full details
A caller may want an agent to discuss a renewal, update contact information, or explain a letter. Your receptionist asks what they need and records the request using your intake questions. A Spanish-speaking client can explain the situation without having to finish the message in English.
We build the call instructions from your onboarding answers and website. You decide which agency information the receptionist may share, such as office hours and services. The result is an intake message your team can use to prepare a callback.
Follow a Spanish callback request from greeting to handoff
The call starts with virtual-assistant and recording notices, in both languages with your bilingual greeting setting enabled. Your receptionist collects the client's request, reads back key details, and follows your instructions for an urgent handoff.
Clear opening
The greeting identifies the virtual assistant and explains that the call is recorded.
Detail check
Names, addresses, and phone numbers are read back so the caller can correct them.
Urgent routing
Your on-call contact hears a short summary before choosing to accept a warm transfer.
Full details
Imagine a client starts with “Necesito hablar con mi agente,” meaning “I need to speak with my agent.” Your receptionist asks for their name, number, and the reason for the callback. If the client switches to English to describe a document, the conversation can continue in English.
For a request matching your urgency rules, the receptionist follows your contact order. During a warm transfer, the recipient hears a summary and presses 1 to accept. You receive the call summary, urgency tag, transcript, and recording through email and app push notifications.
Set agency information, intake questions, and contact order
You supply your agency's hours, services, price policy, intake questions, and urgent contacts during onboarding. Choose which calls to forward, then test the setup before putting it into use.
Agency knowledge
Explain what your office handles and which requests need an agent's callback.
Forwarding choice
Send all calls, unanswered calls, busy calls, or after-hours calls to your receptionist.
Plain updates
Tell the AI when office hours, intake instructions, or urgent contacts change.
Full details
Start with the questions that make a callback useful: who called, how to reach them, and what they want to discuss. Include your office hours and the types of requests your agency handles. Set an urgent contact sequence that matches who is available to take those calls.
You keep your existing business number and use the forwarding guide for your carrier or phone system. We provide a local number and a test call before launch. Review messages in the dashboard and enter relevant details into your own agency software.
Leave quotes, coverage decisions, and binding to your team
Your receptionist takes requests; it does not quote premiums, bind coverage, interpret policies, or decide claims. Your agency handles those conversations after reviewing the caller's message and contact details.
Quote requests
Capture why someone wants a quote without presenting a premium or coverage recommendation.
Policy questions
Take a message for your team when the caller needs policy interpretation.
Claims conversations
Record the reason for calling without deciding coverage or promising a claim outcome.
Full details
Keep the receptionist's instructions focused on collecting requests and sharing approved office information. A client asking whether a loss is covered needs your team's judgment. The receptionist can capture that question and the callback details without answering the coverage question.
It is not a certified interpreter, and legal interpretation is outside the service. AI can make mistakes, so review important details before acting on a message. When an answer is outside the supplied agency information, use a callback request rather than an unsupported explanation.
Hear a bilingual call before forwarding your agency number
The browser demo lets you hear Spanish and English calls without signing up. Request a free trial afterward to configure your agency's information and test your own forwarding instructions once your trial is ready.
Listen first
Try the browser demo and assess pronunciation, language changes, and detail read-back yourself.
Agency trial on request
Explain services, approved answers, and callback intake questions during onboarding.
Test routing
Place a test call and check the message before forwarding live agency calls.
Full details
Use the Spanish and English browser demo to assess how the conversation sounds. The demo uses a fictional business, so its answers illustrate the experience rather than your agency's policies. Listen for the notices, read-back, and transition between languages.
Request a trial for your agency; we'll email your sign-in link when your trial is ready, then you'll use the AI onboarding chat. The free trial will last 14 days and include up to 100 minutes. A card is required before call forwarding goes live. Test the greeting and callback questions against the instructions you provided.
FAQ
Can Spanish-speaking clients switch to English during a call?
Yes. Your receptionist speaks Spanish and English, and callers can change languages during the conversation. A client can start with a Spanish introduction and explain a document in English. Try a language switch in the demo and listen to the read-back of key details.
Will clients know they are talking to an AI receptionist?
Yes. The greeting says the caller is speaking with a virtual assistant and that the call is recorded. Enable your bilingual greeting setting for both notices in Spanish and English at the start; otherwise, they open in English and repeat in Spanish in the first reply after Spanish speech. Those disclosures stay on, so the conversation starts with a clear explanation of who is answering.
Can I keep the phone number my clients already use?
Yes. Keep your agency number and forward the calls you want the receptionist to answer. You can choose all calls or only unanswered, busy, or after-hours calls. A forwarding guide and test call help you check the route before you use it for clients.
Can the receptionist book an appointment with my agency?
Yes. It can book appointments into Google Calendar or take the details for your team's callback, depending on your preference. Explain that choice during onboarding. For an appointment request, the receptionist gathers the information you specify without making coverage recommendations or quoting a premium.
How will my agency receive client messages?
Each call produces an email and app push notification containing a summary, urgency tag, transcript, and recording. There is also a daily digest email. Your team can review the call in the dashboard and enter the relevant information into its own agency tools.
What happens when a caller asks a question the AI cannot answer?
Use callback intake for questions outside the agency information you supplied. Your receptionist records the request and contact details for your team to review. Policy interpretation, quotes, binding, and claims decisions stay with your agency, so those requests become messages rather than AI advice.
Try a Spanish client call in the browser demo
Hear the greeting, switch languages, and listen to a detail read-back. Then request a free trial to set your agency's questions and callback instructions once your trial is ready.