The Insurer’s Friend Sign up and get started

When you miss an enquiry, will your competitor answer?

  • You’re with a client when the phone rings.
  • Emails pile up while you run the business.
  • Your family deserve your time but it’s hard to stop checking the phone.
  • You want to grow, but can’t answer every call.

The Insurer’s Friend helps you respond to enquiries, book appointments and keep track of leads, without staying permanently on call.

Sign up and get started
Three generations of a family sitting together on the porch steps of their home

You work hard to attract leads. Give them a reason to stay.

An opportunity to stand out:

In a study of 150 independent US insurance agencies, only 6% responded within five minutes and 30% within an hour.¹

What if potential clients could get a response while you were still helping someone else?

Smiling mother and son wearing stars-and-stripes novelty glasses outdoors

Meet The Insurer’s Friend

Your speed-to-lead system, working even when you’re not.

Give callers and online visitors a clear next step while you focus on your customers, your business or your family.

One connected system handles initial enquiries, shares information, books appointments and keeps the details together for you to follow up.

Your new system in three simple steps

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  1. 1. Tell us about your business

    Complete the questionnaire so we can tailor your system to your services and how your business works.

  2. 2. Sign up

    Register for the system with the set up fee.

  3. 3. Receive your system in 30 days

    We’ll deliver your new system and walk you through it on a live call, so you know how to use it from day one.

Sign up and get started
Family of five relaxing together in a field of orange poppies

Be responsive without being constantly available.

  • Finish a client appointment knowing other callers have a way to reach your business.

  • Spend less time sorting through scattered messages and arranging appointments.

  • Enjoy an evening with your family while potential clients can still get information, request a callback or book a time.

Your business stays accessible. You get more room to breathe.

It’s time to invest in efficient and effective systems which free up your time and help you generate more business.

The Accelerator: $1,399/month

How we support you:

Systems

  • 24/7 friendly virtual AI receptionist designed for your business handling calls when the lines or busy or you’re off work
  • All online enquiries handled - with automated responses or brochures detailing what you provide
  • Bookings made for you straight into your diary
  • Call back service request for potential customers
  • A full CRM holding all enquiry data in one place
  • A platform for you to review the number of leads received and track what you won

Visibility

  • Google Business Profile optimization at set up
  • A brand new 5 page website or specific product focussed landing page
  • Chat bot integrated into landing page to answer FAQs
  • SEO keyword research for your location and business

Social media

  • Social media template kit fully branded to your business
  • Social media management across LinkedIn, Facebook & Instagram

Business growth

  • Any lost leads or previous clients contacted to generate further business each quarter
  • Monthly reporting with analytics

Set up $399

30 day rolling contract after 3 month minimum term.

Sign up

Growth Package: $799/month

How we support you:

Systems

  • 24/7 friendly virtual AI receptionist designed for your business handling calls when the lines or busy or you’re off work
  • All online enquiries handled - with automated responses or brochures detailing what you provide
  • Bookings made for you straight into your diary
  • Call back service request for potential customers
  • A full CRM holding all enquiry data in one place
  • A platform for you to review the number of leads received and track what you won

Visibility

  • Google Business Profile optimization at set up
  • A brand new 5 page website or specific product focussed landing page
  • Chat bot integrated into landing page to answer FAQs
  • SEO keyword research for your location and business

Social media

  • Social media template kit fully branded to your business

Set up $399

30 day rolling contract after 3 month minimum term.

Sign up

The Essential Service: $699/month

How we support you:

Systems

  • 24/7 friendly virtual AI receptionist designed for your business handling calls when the lines or busy or you’re off work
  • All online enquiries handled - with automated responses or brochures detailing what you provide
  • Bookings made for you straight into your diary
  • Call back service request for potential customers
  • A full CRM holding all enquiry data in one place
  • A platform for you to review the number of leads received and track what you won

Set up $299

30 day rolling contract after 3 month minimum term.

Sign up

Any usage costs and ad spend are billed separately.

Small wooden house, family figures and a house key on a table

For all packages

Free signing up bonus for November only!

  • Guide on how insurers can utilize social media to attract new clients
  • Email templates to follow up on leads which went cold or previous clients to attract new business

Sign up for The Insurer’s Friend

Are you the business owner?
Type of insurance you provide (choose all that apply)

Choose a package to see its setup fee.

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Have questions before you sign up?

Let’s discuss your business, how you currently handle enquiries and whether The Insurer’s Friend is right for you.

Book a call to discuss your business

Lead response for independent insurance agencies: your questions answered

The Insurer’s Friend is an AI receptionist, enquiry handling and CRM system built to help insurance agents respond to every lead.

Who is The Insurer’s Friend for?

Independent insurance agencies and agents who want to respond to enquiries quickly without staying permanently on call, whether you write personal lines (home and auto), commercial, life or health/Medicare.

What happens when I miss a call?

Every package includes a 24/7 virtual AI receptionist designed for your business, which handles calls when the lines are busy or you’re off work. Potential customers can also request a call back, and bookings go straight into your diary.

Does it handle online enquiries and leads too?

Yes. All online enquiries are handled with automated responses or brochures detailing what you provide, so your lead response doesn’t depend on you being at your desk.

Is there a CRM for my insurance agency?

Yes. Every package includes a full CRM holding all enquiry data in one place, plus a platform to review the number of leads received and track what you won.

Can it help with insurance agency marketing?

The Growth Package and The Accelerator also include Google Business Profile optimisation at set up, a new website or landing page with a chat bot, SEO keyword research and a branded social media template kit. The Accelerator adds social media management, quarterly contact with lost leads and previous clients, and monthly reporting.

How long does set up take, and what does it cost?

Once you’ve told us about your business and signed up, we deliver your new system in 30 days and walk you through it on a live call. Packages start at $699/month with a setup fee of $299 or $399, on a 30 day rolling contract after a 3 month minimum term. Any usage costs and ad spend are billed separately.

Sources

  1. ¹ AgencyZoom, 2020: Insurance Lead Response Case Study, published by HawkSoft. The study tested 150 independent US insurance agencies.