Take the meeting. Keep the next insurance enquiry in view.
VeraDial is an AI answering service for insurance agents who cannot pick up during every client appointment. Vera explains the agency information you provide, captures quote and policy-service enquiries, and records a summary so you can return the call with context.
Separate a new-policy callback from an existing-client request. Test the agency greeting and handoff before choosing a subscription.
Live demo · Your business
Put Vera through a relevant call
Enter your agency website, confirm the products and contact details, and add your approved quote and claims handoff instructions. The demo opens in a new tab so you can keep this test beside you.
Play the caller
I want a quote for a new auto policy. Can an agent call me back? Would you be able to confirm whether my current policy covers storm damage?
Listen for
- Recognises the new-policy enquiry
- Records a callback request without inventing a premium
- Uses your handoff instructions for the coverage question
Use fictional caller details for the test. This is a suggested evaluation, not a customer case study or a pre-recorded result.
A quote enquiry interrupts an appointment
A caller shopping for a policy wants to know whether your agency handles that type of cover. Vera can answer from your listed services and collect a callback request.
Existing clients need the right next step
A renewal question and a new-business enquiry require different follow-up. Specify the broad request types you want recorded so you can return calls in context.
A claims question arrives after closing
A caller reporting damage may expect a claims decision. Give Vera your approved contact instructions and keep coverage decisions with the insurer or agency team.
Describe the agency accurately
Add the insurance lines you handle, opening hours and approved contact information. Update the profile when that information changes.
Capture the reason for calling
Ask for a name, callback number and whether the enquiry is about a quote, renewal or existing policy. Review the transcript before continuing the conversation.
Separate reception from policy decisions
Configure Vera to take a message or explain your approved next step when a caller asks about binding cover or whether a loss is covered.
Try it yourself
A conversation to test before you buy
Use the following agency scenarios to judge the receptionist before adoption.
Prepare agency information
Add the products you handle and the callback process. Include the exact claims-contact instructions your agency wants callers to receive.
Try a new quote enquiry
Ask about a new auto policy and request a callback. Check that Vera gathers the contact details without inventing a premium.
Try a coverage question
Ask whether a hypothetical loss is covered. Evaluate whether Vera follows your handoff instructions instead of making a policy decision.
FAQ
Frequently asked questions
Can Vera issue an insurance quote?
This page describes receptionist intake, not insurance rating or underwriting. Vera can collect a quote enquiry and explain published agency information. Your agency handles the actual quote and any required application.
Does the receptionist decide whether a claim is covered?
No coverage-decision capability is promised. Configure the assistant with your approved claims-contact instructions and direct policy interpretation to the appropriate person.
Can I distinguish renewals from new enquiries?
Yes. Add that question to your intake instructions and review the caller’s answer in the transcript and summary. This does not automatically update an agency management system.
Will VeraDial integrate with our agency software?
Check the exact system and workflow before purchasing. A phone transcript is useful on its own, but do not assume a native agency-management integration or automated policy update.
How do I compare the price?
Estimate quote enquiries and policy-service calls together when comparing subscriptions. Look at the answering and calling allowances separately; these cover different parts of your agency’s phone workload.
Your business, your greeting
Hear how Vera handles your next enquiry
Hear your agency greeting, request a quote callback and check the answer to a coverage question.
Hear Vera in action.
Play a short sample call, follow the transcript, and move into a personalized live demo when you're ready.