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AI receptionist · Florida insurance agencies

An AI receptionist for Florida insurance agencies.Ready when the storm hits.

After a storm, policyholders call in waves. Echo answers several calls at the same time, takes the claim details and policy number, and queues a callback for an agent, so your team works a list instead of a voicemail box.

Book a 15-minute callSee Enterprise plans
Echo is part of the Enterprise plan. We set it up with you.

Keystone Insurance

Phone call

Example

Customer

A tree fell on my car during the storm. How do I start a claim?

ChatFlow AI

I am sorry, that is stressful. I will take the details for your agent so they can start the claim with you. What is your name, your policy number if you have it, and the best number to call back?

Customer wrote in English, so ChatFlow answered in English.

The calls you get

The calls Florida insurance agencies cannot afford to miss.

Each one is answered, recorded and turned into something your team can act on.

  • First notice of loss after a storm

    Echo takes the caller's name, policy number and what happened, and queues it for an agent to open the claim.

  • Quote and coverage questions

    Echo answers general questions from the information you provide and takes details for a quote callback.

  • Renewals and payment questions

    Routine questions answered from your materials, with a callback request for anything account-specific.

  • Spanish-speaking policyholders

    A Spanish line handles the whole call in Spanish, with the transcript saved for your agents.

Florida in numbers

35,872 Florida businesses in your Census sector.

Florida has 35,872 finance and insurance businesses, including insurance agencies. Miami-Dade County alone has 5,417.

Most insurance agencies by county

  1. Miami-Dade County5,417
  2. Broward County3,928
  3. Palm Beach County3,544
  4. Hillsborough County2,996
  5. Orange County2,349

22.2%of Floridians speak Spanish at home. A Spanish Echo line handles those callers start to finish.

Source: U.S. Census Bureau, County Business Patterns 2022; U.S. Census Bureau, American Community Survey 2019-2023 5-Year, Table C16001.

What Echo does

On every call, day or night.

Everything below is part of Echo today.

  • Answers every call, 24/7

    Echo picks up day and night and answers from the information you give it: services, hours, locations, policies.

  • Takes callback requests

    When a caller needs your team, Echo takes their name and number, reads it back, and adds a callback request to your queue.

  • Records and summarises every call

    Each call is recorded and transcribed, with a short summary so your team knows what happened without listening back.

  • English, Spanish, French or Portuguese

    Each Echo line speaks the language you choose, so a Spanish line handles Spanish-speaking callers from start to finish.

  • Connects to your team when set up

    Add a transfer number and Echo can hand a caller to a person, with a short summary of the call.

  • Outbound follow-up calls

    Echo can also run outbound call campaigns, such as reminders and follow-ups, and book meetings on those calls.

It never binds coverage or settles claims

Echo does not quote premiums, bind coverage or make claim decisions. It collects details for your licensed agents and adjusters to act on.

How it starts

From a short call to every call answered.

Echo is set up with you, not left to a self-serve form.

  1. Day one

    A short call with us

    • How your phones work today and when calls go unanswered
    • Which calls Echo should handle and which go to your team
    • Your language and number: a new local line or your existing system
  2. Within days

    We set Echo up with you

    • Echo learns from your website and documents
    • You choose the voice and test real questions
    • Callback requests and transfers routed to the right people
  3. From go-live

    Every call answered

    • Recordings, transcripts and summaries for every call
    • A callback queue your team works through
    • Adjust answers any time from the dashboard
Book a 15-minute callSee Enterprise plans
Echo is part of the Enterprise plan. We set it up with you.
Questions

Before you book the call.

What owners ask us first about Echo.

How do I get Echo?

Echo is part of the ChatFlow Enterprise plan. Book a 15-minute call, tell us how your phones work, and we set Echo up with you. Pricing is based on your call volume.

Can Echo book appointments?

Not on an inbound call today. Echo takes the caller's details and preferred times and adds a callback request for your team. Booking is available on Echo's outbound call campaigns.

Which languages does Echo speak?

Each Echo line speaks the language you choose, including English, Spanish, French and Portuguese.

Can my team take over a call?

Yes, when you add a transfer number Echo can connect the caller to a person with a short summary. Without one, it takes a callback request.

Can Echo look up a policy?

On Enterprise, Echo can connect to some account systems for policy lookups. We confirm on the call whether yours is supported; otherwise Echo takes the policy number for your agent.

How is call data protected?

ChatFlow runs on SOC 2 Type II-certified infrastructure (our hosting providers) and is pursuing its own ISO 27001 certification. ChatFlow does not currently hold its own SOC 2, HIPAA, or ISO 27001 certification. For Enterprise customers we offer HIPAA-ready configurations with a signed DPA and BAA on request; all plans are secured with industry-standard encryption.
Enterprise plan · Priced to your call volume

Every call answered. Starting this month.

Tell us how your phones work today. We will show you Echo on a call like yours and quote it to your call volume.

Book a 15-minute callSee Enterprise plans