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Have an AI voice agent answer an insurance agency's phone and say up front that it's AI
Laura Meyer, director of MeyerInsure, an insurance brokerage in Ballarat, Victoria (Australia), interviewed by Insurance Business
After a developer cold-emailed her, she trialled a voice agent named 'Jess' that answers calls and tells every caller it is AI. She emailed clients a week before launch, framing it as a front door or concierge, and she watches calls closely and asks callers for feedback.
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Custom AI voice agent, Folio CRM
The problem
She didn't have the resources to hire a receptionist.
What happened
Reported by Insurance Business: she was 'blown away by just how natural the computer sounded.' Reactions were mixed: one client in his nineties called it a terrible experience, others were not negative though some were bemused, and fellow brokers were split. Her stance: 'If it's not working, I'll can it.' No call numbers reported.
Quoted in the source: Laura Meyer, director, MeyerInsure. Source: Insurance Business: This broker's AI answers the phone and admits it is not a person (2026-09-21) · Added 2026-10-14. Results as reported by the source; we haven't independently verified them.
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How to set it up yourself
- Email clients a week before launch to explain the new AI receptionist.
- Have the agent say it is AI at the start of every call.
- Offer an easy way to reach a person, especially for older clients.
- Listen to calls and ask callers for feedback in the first weeks.
- Set a review date and switch it off if it isn't working.
Rather not do it yourself?
We'll set this up in your tools, in your voice, tested. $149/mo with setup included (6-month minimum), or $497 pay-once. Satisfaction guarantee: we'll fix it until it works, or refund your setup fee. Terms. We reply within 1 business day.
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