Quick Answer
An insurance agency's answering service should sort calls into new quotes, claims and policy changes. New-quote callers get basic details captured and a time booked with a licensed agent. Claims callers get the carrier's claims number at once. Policy changes are logged and texted to staff. It must never quote prices or say what's covered.
Quote shoppers call several agencies the same afternoon. The agency that books them first usually writes the policy.
What it can and can't say
Licensing rules make the line clear:
- Can: book appointments, take contact details, give office hours, give carriers' claims numbers.
- Can't: quote premiums, explain coverage, or bind or change a policy.
Quote intake
Type of coverage (auto, home, business, life), current carrier and renewal date, then a booked call with the agent before the renewal date.
Frequently Asked Questions
Is call recording allowed?
Recording-consent rules vary by state. Tell us your state during setup and we write the greeting to match.
Hear it?
Call 470-280-8910 and say your agency's name.
Renewal season is when quote calls spike. Have the line ready before it starts.
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Get it on your numberOr hear it first: call 470-280-8910 and say your business name.
Related Resources
Published: November 4, 2026
Last Updated: November 4, 2026