InsuraMate AI by InsuraMate Inc

• 24/7 inbound answering in 85 languages

• Multichannel: voice, email, and SMS

• Real-time caller identification from your AMS

• Certificate of insurance issuance, including commercial auto with VIN validation

• Intelligent transfer routing: by language, specialty, availability, and priority

• Calendar-aware transfers (won't route into a meeting); rings the whole team as a fallback

• Automatic post-call summaries written back to your AMS or CRM fully audit-logged

• AI email triage and classification, with shadow / suggest / auto modes

• Microsoft Teams alerts with one-click call claim

• AMS integrations: Nexsure (live); AMS360, QQ Catalyst, AgencyZoom (in rollout)

• CRM and calendar integrations: Keap, Outlook, Google Workspace

• Single-tenant deployment (one agency per instance), with field-level encryption

• Done-for-you setup, integration, and AI training; shadow-run before going live

AI front desk for independent insurance agencies

Independent agencies lose business and burn out staff on the same thing: the front desk. Calls go to voicemail after hours and the lead calls the next agency, CSRs spend their day on routine requests and certificates, and producers type call notes instead of selling. InsuraMate AI takes that whole layer off your team.

It answers every inbound call, email, and text 24/7 in 85 languages. The moment a call comes in, it identifies the customer from your AMS, pulls their policies, and handles the routine work end to end: quotes, billing and coverage questions, status checks, and certificates of insurance, including commercial auto, where it validates every VIN against the policy endorsements before issuing. It connects to your Microsoft 365 or Google inbox and triages incoming email the same way, handling the routine and surfacing the rest for review. Every interaction is written back to your AMS as a structured note with an audit trail, so nobody retypes anything.

When a call genuinely needs a person, the routing is smart, not a blind transfer. It picks an agent who speaks the caller's language and handles the right specialty, distributes calls fairly across your team, follows your priority order, and checks calendars so it never drops a caller into a meeting. If no specialist is free, it rings the whole team. Whoever takes it gets a Microsoft Teams card with a one-line summary and a link to the customer's record, so they pick up already up to speed.

The result: no missed after-hours calls, certificates out in minutes instead of hours, and your CSRs and producers freed for the work that actually needs a human. At our first paying agency, the AI handled 1,244 calls in a quarter, kept a 100% pickup rate, and saved 548 hours. InsuraMate is single-tenant, so your data is never shared, built only for independent insurance agencies, and we handle setup, integration, and AI training, with a shadow-run before it ever takes a live call.

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InsuraMate uses generative AI to run the entire front desk: natural, real-time voice on calls, plus email and SMS, all trained on your agency's own knowledge base and SOPs so answers reflect your policies, not a generic script. The AI identifies callers from your AMS, handles routine requests, issues certificates of insurance, and routes complex calls to the right person.

It runs on enterprise cloud-AI infrastructure (AWS and Google Cloud) under agreements where your customer data is never used to train shared or public models. Every deployment is single-tenant, data is encrypted, and every read or write the AI makes against your AMS is logged. The AI is built specifically for insurance and answers only from the documents and procedures you give it.

Important company certifications: None yet, SOC 2 Type 2 planned

Catalyit subscribers lock in our Founding Agency rate, our best pricing, for the first 12 months, plus a personalized demo on a real call from your own agency so you can see results before you commit. We handle setup and onboarding.