For insurance agents & agencies
AptaBook is an AI receptionist and answering service for insurance agents in the US and Canada. It answers every call and web inquiry, qualifies leads, and books quote appointments 24/7—so you win the customer before a competitor does.
AptaBook is an AI receptionist and answering service for insurance agents in the US and Canada. It answers calls and chats 24/7, asks which coverage the caller needs, and books quote appointments into Google Calendar or Outlook, with HubSpot or Zoho CRM on plans with connectors. AptaBook won't try to replace your licensed agents or give advice itself; it passes insurance coverage questions to a licensed agent and books the meeting. Plans start at $49/month with a 15-day free trial.
Serving service businesses across the United States and Canada.
Agencies answer quote requests first and book appointments before prospects call the next agent.
Hear the lead-qualifying agent yourself. Enter your number for a live call:
AptaBook answers calls and website chats for insurance agents 24/7, books client meetings into the calendar, and passes coverage questions to licensed agents. It won't try to replace your licensed agents or give advice itself. It supports 20+ languages in the US and Canada, with plans from $49 a month and a 15-day free trial.
answered in seconds, 24/7
every caller is answered
sign-up to live AI receptionist
15-day free trial, no card required
Industry context: waiting even 30 minutes to contact a web lead can cut conversion odds dramatically versus responding in the first five minutes (up to 21×). Source: Harvard Business Review.
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 30, 100, or 500 pages by plan, plus the lines you write, carriers, FAQs, and qualifying questions. The AI learns your coverage and service area.
Embed a branded chat widget and forward your existing number so prospects reach your AI agent instantly. You keep your number. Number porting is not supported.
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.
Integrations
Quote calls book into Google or Outlook; HubSpot or Zoho keep every lead organized.
Google Calendar
Outlook / Exchange
Google Meet
Gmail
Microsoft Teams
HubSpot
Zoho CRMNeed something custom? Webhooks and HTTP tools cover many practice-management systems.
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."
Anchor Insurance Group · speed-to-quote
"It qualifies by line and intent before booking, so we stopped wasting time quoting people who were never going to buy."
Keystone Insurance · line-of-business screening
"The renewal reminders alone paid for it. Clients book reviews on their own and our retention is up."
BrightShield · renewal booking
FAQs
Everything you need to know before turning on AI reception.
Contact us and we'll help you out.
Want to hear it first? Use Call Me at the top of the page.
AptaBook is an AI receptionist and answering service for insurance agents in the US and Canada. It answers calls and chats 24/7, asks which coverage the caller needs, and books quote appointments into Google Calendar or Outlook, with HubSpot or Zoho CRM on plans with connectors. AptaBook won't try to replace your licensed agents or give advice itself; it passes insurance coverage questions to a licensed agent and books the meeting. Plans start at $49/month with a 15-day free trial.
Yes. After-hours coverage so prospects don’t dial the next agency—then books a quote appointment when it’s a fit.
Public plans start at $49/mo (Solo), $99/mo (Starter), and $149/mo (Professional). Enterprise is custom. Start with a 15-day free trial—no credit card required. See plan details.
Yes. AptaBook is built for insurance agents and agencies across the United States and Canada.
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. AptaBook won't try to replace your licensed agents or give advice itself; it passes insurance coverage questions to a licensed agent and books the meeting.
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 insurance agencies are live in under 10 minutes after connecting your site, services and calendar.
No. AptaBook won't try to replace your licensed agents or give insurance advice itself. It passes coverage questions to a licensed agent and books the meeting.
Yes. AptaBook syncs leads and booked meetings to HubSpot or Zoho, and other tools connect through Zapier.
Join insurance agents using AptaBook as their AI receptionist to catch every lead and book quote appointments around the clock.
