Have Questions?
Call us at 913-599-6500

Insurance agents

A virtual phone system built for insurance agents.

We build your phone menu, record professional greetings (in English or Spanish) in our studio, and route every caller to the right agent or extension. Want calls picked up live too? Add an AI voice agent as an extra.

Construction worker holding a phone on a busy job site

Trusted by leading organizations

ReutersUniversity of Colorado BoulderHalf Acre Beer CompanyDreamWorksAmerican Family InsuranceLionsgate

Built for insurance agents

Why insurance agents choose AccessDirect.

Your business runs on calls from leads, clients, and claims. We make sure each one lands in the right place, sounds professional, and never gets dropped.

White-glove setup, no IT required

Order online and we'll call you the next business day to build your phone tree, record your greetings, and get you live. You don't have to learn a single piece of software.

Greetings recorded by real humans

Your agency sounds polished from the first ring. Our team records every greeting in-house, in English or Spanish, and we'll help you write the script too.

Route new leads differently than existing clients

Send new prospects straight to a producer. Send policyholders to their assigned agent or service team. All from one simple menu.

Features that matter

Everything a busy agency needs.

A handful of tools that quietly do a lot of heavy lifting in the background, so you can focus on writing policies and taking care of your clients.

24/7 after-hours coverage

Claims and policy questions don't stop at 5 p.m. We capture every after-hours voicemail with a transcript, so urgent calls never sit overnight.

Voicemail to email and text

Every message lands in your inbox as an MP3 plus a written transcript. Read it, forward it, drop it into your CRM. Done.

Find Me / Follow Me forwarding

Ring your office, then your cell, then a service rep. Calls find you wherever you are, without giving out your personal number.

Bilingual greetings and menus

Welcome Spanish-speaking callers with the same polish as English speakers. We record both, and you can toggle by menu option.

Every kind of agency

From solo producers to multi-agent offices.

We've set up phone systems for agencies of every size and specialty. Here's how we usually tune things.

Contractor talking on a phone outside a job site

Solo independent agents

One agent juggling quotes, renewals, and claims. We answer when you can't, sort the caller, and forward urgent ones to your cell so the day keeps moving.

Multi-agent offices

Multiple producers, a service team, maybe a CSR or two. Dial-by-name plus a clean menu so every caller lands in the right inbox on the first try.

Captive agency offices

Branded greetings and consistent scripts that match your carrier's standards. We'll script and record them for you, then update whenever your line of business changes.

Claims and after-hours

Property damage doesn't keep business hours. We route emergencies to your on-call agent and transcribe everything else, ready in your inbox by morning.

Bilingual agencies

Spanish-speaking callers get the same warm, professional welcome. No language barriers, no lost leads, no awkward translation moments.

Plans & pricing

Pick the plan that fits your agency.

Every plan includes our white-glove setup, human-recorded greetings, and unlimited customization requests. Try any plan for 14 days for just $1.

Unified Voicemail
$20/mo

Voicemail only. Great for very small agencies that just need messages captured and transcribed.


  • 1 local number with 3 menu options
  • Professional voicemail greetings
  • Voicemail transcription
  • Email and text notifications
  • Call screening
  • Mobile app access
Start your $1 trial

Need a custom setup? Call 913-599-6500 and we'll build the right plan for your agency.

Don't take our word for it.

See what real customers have to say about our virtual phone service.

"One of the few services we can count on, day in and day out. Thank you for everything you folks do."

Pete Gowen

C-NET Solutions

"I called to place my order around 10 AM. By 4 PM, everything was up and running. You guys are great."

Bethany Solar

Hair Advantage by Bethany

"We recorded our entire set of Spanish greetings, and every extension routes calls to the right place. A total game-changer for our team."

Deanna Kizer

ACH Retirement Plans

FAQ

Frequently asked questions.

Why do insurance agents need an answering service?
Your callers (new leads, policyholders, and people with claims) want a real, professional response when they ring. You can't grab every call, and you shouldn't have to. We answer, route, or take a clean message so nobody gets dropped and no business slips away.

Which features matter most for an insurance agency?
It depends on how you run things, but most agents lean on 24/7 call routing, voicemail with transcripts, bilingual greetings, and Find Me / Follow Me forwarding. We help you decide what to turn on and tune the setup to match your day.

How does this compare to hiring a receptionist?
A full-time receptionist runs $35,000 to $50,000 a year before benefits. Our plans start at $20 a month and cover you 24/7. That's a few thousand dollars in savings every month, with after-hours coverage built in.
Can I customize my call scripts and greetings?
Yep. Send us a script or a rough idea. We'll polish it, record it in-house with studio equipment, and set everything up for you. Need to change it later? Just call. Update requests are unlimited, so you can tweak greetings and routing as often as you want.

What happens to calls after hours?
You choose. Send calls to voicemail, forward them to another agent, or flag emergencies for live routing to your on-call producer. We'll set the rules to match your hours, and you can change them whenever.
Can AccessDirect help with Spanish-speaking clients?
Yes. We offer bilingual scripting and professionally recorded greetings in both English and Spanish, so every caller feels welcome and no business gets lost to a language barrier.

Join the thousands of small businesses growing with our virtual phone service

Start your 14-day trial today for just $1.