Every missed call is a policy someone else writes.
Without Optima Voice
Two CSRs, both already on calls. A new shopper rings at lunch, hits voicemail, and dials the next agency. A $2,400 commercial line went to whoever picked up.
On a call
After hours
Weekend shopper
With Optima Voice
Every call answered. Quotes captured. Claims triaged. Hot prospects transferred. You get a text with every detail.
Quote calls captured
Contact, coverage type, and renewal timing, ready for a producer to quote
Calls qualified
New business vs service vs claim, personal vs commercial line, sorted
Instant text alerts
Name, number, line of coverage, intent, recording
After-hours covered
Evening shopper? AI answers, captures the quote, and books a callback.
24/7 coverage
Nights, weekends, holidays, always on
Claims triaged
Accident, total loss, urgent claim, routed to your team in seconds
No. The AI answers, qualifies, and captures the details, then warm transfers to a licensed producer or books a callback. Quoting and binding stay with your team. You set exactly what it can do.
Yes. Unlimited simultaneous calls. Every one answered and qualified. No busy signals, no voicemail. Open enrollment and storm season are where this pays for itself in a single week.
Yes â each call opens by letting the caller know they're speaking with your agency's AI assistant. Try the demo on this page: it discloses up front, greets with your agency name, asks smart questions, and routes the caller naturally. Even so, most callers say it feels just like your front desk.
If you can forward a phone call, you're set â we configure it with you, and every lead gets texted to you. No apps, no software, no IT.
It works with any phone setup, a new local number or a forward from your existing line. It passes the captured caller, coverage, and intent into your CRM or agency management system, so nothing gets re-keyed by hand.
A CSR costs thousands a month and works business hours. Optima Voice answers around the clock and qualifies every caller. One flat monthly rate â a fraction of a CSR, and it works nights and weekends. Book 15 minutes and get the exact number.
One bound policy covers months of it
How many calls does your agency miss?
0 Calls1000+ Calls
Current
What missed calls cost you
Missed calls per week: ~8
Value per captured call: ~$300
After-hours calls unanswered: 100%
Quote calls sent to voicemail: most
Monthly revenue at risk: ~$9,600+
With Optima Voice
60
Calls / Month
$18,000+
Revenue you keep
One flat rate. No per-call meters, no surprises. Book 15 minutes, hear it answer as your agency, and get the exact number on the call.
Hear it take a real call. Then decide.