The AI receptionist for insurance agencies
Masheev answers calls, takes quote requests, routes claims and policy questions and books time with your agents, so your team isn't pulled away by routine requests.
Card required. No charge if you cancel within 14 days. Available to businesses in the UK and US.
- Guided setup
- Unlimited seats
- From $18/mo
A still of the Masheev console: a full inbox of conversations, one of them an AI-drafted WhatsApp reply awaiting a person's approval.
Demo board. Synthetic conversations, real product interface.
What is an AI receptionist for insurance agencies?
An AI receptionist for insurance agencies answers client and prospect calls and messages, records quote requests, routes claims and policy-service questions, and books appointments with your agents. Masheev handles phone, SMS and web chat in one inbox, with email as an approval-gated beta. Coverage questions, quotes and policy changes stay with your licensed agents.
Where the phone gets in the way
The interruptions most insurance agencies know well. These are the ones Masheev can take on.
- Quote requests come in while agents are on other calls.
- Claims and policy-service calls pile up and hold times grow.
- Agents lose hours to routine requests like 'can you send my ID card?'
- Requests made in the evening wait until the office opens.
What Masheev handles for insurance agencies
Set up around your hours, services and rules. Anything outside them goes to your team.
Takes quote requests
Records coverage type, contact details and the basics your agents need, and routes the request to the right person.
Routes claims and service
Sends claims and policy-service questions to the right place. It does not explain or compare coverage, quote premiums or bind a policy; a licensed agent does that.
Books agent appointments
Schedules calls and reviews with your agents through your connected calendar and confirms the booking with the caller.
At 8pm, after comparing rates online, someone calls for an auto quote. Masheev records their coverage needs, books a call with an agent for the morning and sends the details over, so the agent starts the call with everything they need.
The calls insurance agencies get most
What the receptionist does with each, and when it hands the call to a person.
New quote requests
Masheev takes the type of cover and the basic details you define, then routes the request to a licensed agent. It does not quote premiums.
Claim reports
It records what happened and when, gives the carrier claim numbers you provide and passes the report to your team.
Policy change requests
Adding a vehicle or a driver, or changing an address, is written down and sent to the account manager. Changes are made by your staff.
Certificates and ID cards
It takes what the client needs and where to send it, and hands the request to your service team.
Set up with guided steps
Connect your number, add what the receptionist should know, set the rules, and test before anything goes live. Setup time depends on your phone provider and configuration.
Connect your channels
Forward your existing number or add a new one, then connect web chat and SMS.
Add your business knowledge
Enter your hours, services, prices and policies, or import them from your website.
Set your rules
Decide what it can book, what it answers, and when it hands off to your team.
Test, then go live
Run test calls and messages, then switch on the channels you've configured.
Frequently asked questions
Go deeper
Give your insurance agency its time back
Routine calls and messages handled on supported channels, with bookings through your connected tools and a person whenever your rules call for one. From $18/mo.
Card required. No charge if you cancel within 14 days. Available to businesses in the UK and US.