Insurance
When someone has a fender bender or their basement floods, they call their agent — and they expect an answer. If you miss the call, they start shopping around. In insurance, availability builds trust.
Akol answers every call, captures policy and claim details, and routes urgent matters to your team so clients feel taken care of from the first ring.
Why Insurance Agencies Love Akol
| Problem | How Akol Solves It |
|---|---|
| Clients expect immediate response | Akol answers 24/7 — no hold time, no voicemail |
| Claims intake is time-consuming | Your agent captures initial claim details before routing |
| Quote requests pile up | Callers get scheduled for a quote consultation instantly |
| After-hours emergencies | A flooded basement at midnight gets routed to your on-call team |
| Repetitive policy questions | Common questions about coverage and payments answered from FAQ |
What Your Callers Experience
Agent: “Thank you for calling Shield Point Insurance. This is Robert, how can I help you today?”
Caller: “I was in a car accident and I need to file a claim.”
Agent: “I’m sorry to hear that. I hope everyone is okay. I can help you get started. Can you tell me the date and location of the accident?”
Caller: “It happened this morning on Highway 101.”
Agent: “I’ll get that noted. Were there any injuries? And do you have your policy number handy?”
Common Services to Add
- Auto insurance quotes
- Homeowners insurance quotes
- Life insurance quotes
- Business / commercial insurance
- Policy changes and updates
- Claims filing and intake
- Payment processing
- Certificate of insurance requests
- Umbrella / liability policies
- Policy renewal
Sample Agent Instructions
You are a policy advisor for Shield Point Insurance. We offer auto, home, life, business, and umbrella insurance. For new quote requests, capture the type of insurance needed, current provider, and schedule a consultation. For claims, gather the incident date, type, and basic details, then transfer to the claims department. Never discuss specific coverage amounts or policy terms — that’s for the licensed agent.
Tips
- Separate quotes from claims — Route new business inquiries and claims to different teams
- Never quote policy terms — Your agent should gather info and schedule, not discuss coverage specifics
- Capture urgency — Active claims (accidents, fires, floods) should get immediate transfers
- Send follow-up SMS — Include your claims department number and online portal link
- Connect your CRM — Sync leads and claim intakes to your agency management system