Every missed call
is a premium you never wrote.
Lippy is the AI phone agent built for insurance agencies. It answers every quote call, qualifies the lead, and books consultations straight to your calendar, 24/7.
Quote booked · 2:30 PM Thu
Synced to your AMS
Trusted by independent agencies and producer teams
of insurance shoppers hire the first agent who responds
more likely to bind with a 5-minute response
of agency calls can go unanswered during peak hours
of inbound calls answered, day, night, and weekend
Integrations
WorkswithyourAMSandCRM
Lippy connects with the agency management and CRM systems you already run on.
Salesforce
HubSpot
Applied Epic
DocuSign
Google Calendar
Outlook
Zapier
StripeSalesforce, HubSpot, Applied Epic and dozens more, plus anything with an API.
Your best producer assistant, on every call
It books the quote. Not a voicemail.
Lippy doesn't just take a message. It captures quote details, routes renewals and claims questions, qualifies the lead, and books straight onto your producer calendar.
Books real consults, not messages
Checks producer availability in your AMS or calendar, captures line of business and coverage needs, and books quote consultations, then writes notes back to your CRM so producers never re-key.
Quote intake, done right
Captures line of business, coverage needs, and contact details, qualifying and routing new business and renewals the moment they call instead of leaving a voicemail to chase.
Handles policy questions
Answers common coverage, billing, and claims-status questions and routes complex cases to a licensed producer, so your team walks in to fewer callbacks.
Routes with guardrails
Captures FNOL details for claims calls, warm-transfers urgent situations to a licensed producer, and documents every handoff, without ever binding coverage or giving legal advice.
Renewals & follow-up, automated
Win the quote. Then keep the book.
Renewals slip and after-hours quote calls go to voicemail, and most shoppers hire the first agent who picks up. Lippy answers, runs follow-up on open quotes, and texts back anything you miss.
Renewal follow-up that binds
Proactive renewal reminders and quote follow-up across voice, text, and email recover policies before they lapse and bring open quotes back to the desk.
Texts back every missed call
When a call slips through during a rush or after hours, Lippy answers it, and the moment one is missed, fires a text back before the shopper calls the next agency.
Never a busy signal
Unlimited simultaneous calls mean a Monday-morning rush or renewal-season spike never sends shoppers to voicemail.
For insurance
Builtforeveryagency
Personal Lines
Commercial P&C
Life & Health
Medicare
Benefits
Auto & Home
Specialty Lines
Independent Agencies
Multi-location Groups
And any agency where a missed call is a quote that walked to your competitor.
How it works
Frommissedcalltobookedquote
Fully managed, done for you. Your producers stay with clients in front of them, we handle the phones.
We learn your agency
Your lines of business, producers, AMS, CRM, hours, and handoff rules. We build it around how your agency actually sells.
We build & launch your agent
Done-for-you. We craft, test, and tune a hyper-realistic agent that books consults and sounds like your best producer assistant. You don't lift a finger.
It answers leads around the clock
Every call answered, every renewal followed up, every consult on the calendar, day, night, and weekend. Your producers focus on the client in front of them.
From the agency
Agenciesthatstoppedmissingquotes
“After-hours quote calls used to go straight to voicemail. Now every lead gets answered and booked before they call the agency down the street.”
Agency Owner
Independent P&C Agency
“Renewal season used to bury our CSRs. Lippy handles status checks and books producer callbacks so our team focuses on binding business.”
Operations Manager
Commercial Lines Agency
“It captures FNOL details on claims calls and routes everything else to the right producer. It's like a licensed assistant who never clocks out.”
Principal
Life & Health Agency
Illustrative of outcomes insurance clients report. Individual results vary.
Pricing
A plan that fits your agency
Every agency runs differently, so we don't box you into rigid tiers. We scope a plan around your call volume, producers, and the workflows you want Lippy to handle, then flex it as you grow.
What's involved
Fully managed and built for you, end to end.
- Done-for-you build, testing, and white-glove launch
- Integrated with your AMS, CRM, and calendar
- Custom intake, routing, and handoff scripts for your agency
- Renewal follow-up and missed-call text-back included
- TCPA consent capture and audit logging
- Dedicated support and ongoing tuning
Flexible minutes & pricing
We scope minutes and agents to your actual call volume, then flex them up or down as your agency changes. No per-call fees, no rigid tiers, no surprises.
Simple monthly pricing scoped to your agency. No per-call fees.
FAQ
