insertchat.com
InsertChat
AI receptionist, website chat and messaging in one inbox. For insurance agencies it gathers quote details, takes certificate requests and gives callers carrier claims numbers without pricing or binding coverage; for advisors it books discovery meetings and never gives investment advice.
Pricing and free trial
- Pricing
- Pro $98/mo (3 assistants, 3 seats, 5,000 credits, 1 number)
- Growth $198/mo
- Scale $498/mo
- Enterprise from $998/mo. Extra numbers $10/mo. Credits cover calls and written conversations (whole-minute phone billing).
As published · checked 15 Oct 2026
- Free trial
Free trial, 7 days, card required
Vendor terms: Pro free for 7 days with 500 credits; card required; Pro starts when trial ends unless cancelled
Listed under
Details
- Business size
Insurance agencies and financial advisory firms (also other SMB verticals on the vendor site)
- Key features
- 24/7 AI receptionist on phone
- Insurance quote intake without quoting or binding
- Certificate-of-insurance request capture
- Financial-advisor discovery booking with advice-safe routing
- Shared inbox with human handoff
- Integrations
Not published
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