Insurance Receptionist Free Trial: Request Yours
Request your insurance receptionist free trial by email. We'll email your sign-in link when your trial is ready; requests get 48 hours of first claim on case-study pricing for agreeing to a short write-up about your results.
Steps to start
- Request your trialSubmit your email; we email your sign-in link when your free trial is ready.
- Describe your agencyAnswer about 10 to 15 questions in a chat with the AI about your business.
- Get your forwarding detailsDuring setup, receive a local number in your area code and instructions for your existing phone system.
- Test and go livePlace a test call, review the message and routing, then enable your chosen forwarding.
Before you begin
- Services and areaFor onboarding, note which insurance services you offer and where you serve clients.
- Office hoursFor onboarding, note your opening hours and when calls should reach your receptionist.
- Urgent contactsFor onboarding, note who receives urgent calls and the order to contact them.
- Price policyFor onboarding, note how your agency handles pricing questions and requests for premium quotes.
Trial details
Request a free trial; sign-in link emailed when ready. 48-hour first claim: case-study pricing for short results write-up. 14 days/100 minutes, 20/day; card saved first; trial uncharged; no prepaid cards; one free trial/business. We verify one mobile number per business to keep trials fair. Two-day pre-conversion email reminder. Plan renews monthly until cancelled at $249/month: 500 AI minutes, $0.20/extra-minute. Cancel online, effective paid month's end.
FAQ
Can I try the receptionist before entering payment details?
You can talk to the browser demo without signing up. Request a free trial to set up your own agency's receptionist, with a card required before call forwarding goes live. The trial will last 14 days and be capped at 100 minutes.
What is involved in setting up my agency?
Setup starts with an email sign-in link and an onboarding chat of about 10 to 15 questions. Have your services, service area, hours, urgent contacts and price policy ready. We provide the local number and forwarding guide, followed by a test call before you go live.
Can I start with only after-hours calls?
Yes. You choose whether to forward all calls or only calls that are unanswered, busy or outside office hours. Your existing business number stays in use. Start with the forwarding option that fits your agency and test it before clients reach the receptionist.
What will happen when the free trial ends?
The trial will convert to a monthly subscription only with a card on file, and we will send a reminder email two days before conversion. The plan is $249 per month with 500 AI minutes included. Extra minutes are billed monthly at $0.20 per minute.
Can I cancel my subscription online?
Yes. You can cancel online in one click, with cancellation effective at the end of the paid month. If your plan lapses, calls go to your backup number or voicemail. Keep that backup route current as part of your agency's phone setup.