For insurance agents & agencies
AptaBook's AI answers every call and web inquiry, qualifies leads, and books quote appointments, 24/7, so you win the customer before a competitor does.
Hear the lead-qualifying agent yourself. Enter your number for a live call:
answered in seconds, 24/7
first to answer usually wins
every caller is answered
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The speed-to-quote problem
They request quotes from three agents at once and bind with the one who answers first and makes it easy. Miss the call and you've handed the policy to a competitor.
How it works
Three steps to an AI agent that qualifies leads and books quote appointments around the clock.
Connect your website, we crawl up to 200 pages, plus the lines you write, carriers, FAQs, and qualifying questions. The AI learns your coverage and service area.
Embed a branded chat widget and get a dedicated number where prospects reach your AI agent instantly. No missed calls, no leads lost to competitors.
The agent asks your questions, line, coverage, current carrier, timeline, checks availability, and books quote calls or reviews with the right agent.
Who it's for
Independent agent or multi-line agency, AptaBook learns the lines you write so every prospect gets a fast, relevant response.
Personal & commercial auto quotes, qualified and booked.
Homeowners, renters, and flood inquiries 24/7.
Term, whole, and final-expense lead qualification.
Individual, family, and Medicare review appointments.
BOP, GL, and workers' comp triage and booking.
Umbrella, benefits, and group coverage inquiries.
See it in action
A driver calls at 8 PM wanting an auto quote. The AI confirms the line and coverage, captures vehicle and driver basics, checks your service area, and books a quote call for the morning, so the lead is yours instead of the next agent's.
The quote call is booked after hours, and the policy is bound with you, not the next agent on their list.
A visitor comparing rates lands on your site late at night. The AptaBook chat agent qualifies the line and timeline, answers general coverage questions, and books a quote appointment on the spot.
Testimonials
"Prospects used to call us and two competitors. Now we answer first every time and book the quote, our bind rate on new leads jumped."
"It qualifies by line and intent before booking, so we stopped wasting time quoting people who were never going to buy."
"The renewal reminders alone paid for it. Clients book reviews on their own and our retention is up."
FAQs
Everything you need to know before turning on AI reception.
Contact us and we'll help you out.
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Yes. The agent asks your qualifying questions - line of insurance, coverage needed, location, current carrier, timeline - and books quote or review appointments for qualified leads while routing others per your rules.
Yes. The AI answers your phone and website chat 24/7 - evenings and weekends included - so a prospect who reaches out at 9 PM gets an instant response and a booked appointment instead of calling the next agent on their list.
Yes. Auto, home, life, health, commercial - the agent learns the lines you write and the questions for each, so it can triage callers and book the right kind of appointment for any product you offer.
No. The agent answers general questions about your agency and the coverage you offer, qualifies leads, and books appointments. It does not bind coverage or quote premiums and is instructed to leave those to your licensed agents.
Yes. AptaBook integrates with Google Calendar and Outlook, shows your real-time availability, and books quote calls and policy reviews directly into your calendar with reminders to reduce no-shows.
Most agencies are live within 10-15 minutes. Connect your website and add the lines you write, your qualifying questions, and your availability - AptaBook trains on your agency so the AI answers using your actual offering.
Join insurance agents across the US and Canada using AI to answer every prospect, qualify leads, and book quote appointments around the clock.