AI Receptionist for Insurance
The AI receptionist for insurance agencies.
Quote calls are revenue and service calls are retention — and both go unanswered when your producers are on the line. KokuaOS answers every call, captures quotes, verifies policyholders, and routes each call where it belongs.
The problem insurance agencies know too well
Quote calls arrive while you're selling
The next customer calls exactly when your producers are closing the last one.
Service calls interrupt production
Certificates, ID cards, and billing questions eat the day one interruption at a time.
Privacy isn't optional
Policy details can't be read to whoever happens to call — verification has to come first.
Built for your calls
How it handles an insurance call
KokuaOS answers, qualifies quote requests (line of business, current coverage, timeline) and routes hot prospects to a producer, handles common service requests by capturing exactly what's needed, and — before discussing any policy detail — verifies the caller with a one-time passcode, logging every disclosure.
- Captures and qualifies quote requests
- Verifies policyholders before any disclosure
- Routes claims calls per your carrier process
- Captures certificate and ID-card requests
Integrations
Connect the systems you use
Through EasyAPI™, you describe the software your insurance agencie runs on and KokuaOS drafts the connection and actions for your review — so an AI Employee can work in your tools. Connections are configured per business.
Examples businesses ask us to connect
Shown as examples — connect the systems you use via EasyAPI™. How EasyAPI works →
Why not just an answering service?
Answering services take a message and bill per minute. KokuaOS books the work, verifies the caller, and updates your systems — at a flat, predictable cost.
AI receptionist vs. answering serviceInsurance AI receptionist — FAQ
How does it protect policyholder information?
Caller ID is treated as a hint, never proof. Before discussing any policy detail it verifies the caller with a one-time passcode, and every disclosure is written to an audit trail — with compliance postures like GLBA enforced in code.
Can it connect to our agency management system?
KokuaOS can connect to your AMS through EasyAPI™ — you describe the system you use (for example, Applied Epic or EZLynx) and it drafts the connection for your review. Connections are configured for your agency rather than pre-built.
What does it do with claims calls?
It follows your process — capturing the loss details, providing carrier claim numbers per your rules, and escalating urgent situations to your team immediately.
Can it qualify quote requests?
Yes — it captures line of business, current coverage, and timeline, then routes hot prospects to a producer by transfer or text so quotes never sit in voicemail.
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