For Life Insurance Agencies

Stop losing
clients to

AI receptionist, policy pipeline, client portal, and renewal tracking — built for agencies that refuse to let a single lead or policy slip through the cracks.

Start Free TrialSee How It Works
MP
RC
LW
JK

Trusted by insurance agencies nationwide

AI Receptionist
Live
DT

David Thompson

+1 (770) 555-0234

New Lead

Inquiry

“Looking for $500K term life coverage. Wife and I just had our first child. Want to compare 20 and 30-year options.”

Contact profile created
Opportunity added — Term Life $500K
Call transcript saved
Assigned to next available agent
Duration: 3m 42s
AI Handled

Hear it live — call now

(678) 716-4200 · 90-second demo

AI ReceptionistAI Voice NotesAI Agents - Follow-Ups, GoalsPolicy PipelineClient PortalScheduling & BookingDigital Business CardsRenewal TrackingTask ManagementClient ProfilesAgency MgmtDocument VaultAnalyticsComplianceAPIMobile ReadyAI ReceptionistAI Voice NotesAI Agents - Follow-Ups, GoalsPolicy PipelineClient PortalScheduling & BookingDigital Business CardsRenewal TrackingTask ManagementClient ProfilesAgency MgmtDocument VaultAnalyticsComplianceAPIMobile Ready

0

Missed Calls

3x

Faster Intake

100%

Renewal Visibility

24/7

Lead Capture

Built for Insurance

Four pillars.
One agency platform.

AI Receptionist

Every inquiry answered, day or night

A prospect calls about a term life quote at 9 PM. Your AI answers, captures their details, coverage preferences, and budget — then creates an opportunity in your pipeline. You wake up to a warm lead.

24/7

Coverage

<1s

Pickup

100%

Capture

Try AI Receptionist
Hero Feature

A prospect calls
after hours.
You never know.

Until now. Your AI receptionist answers, captures their coverage needs, family details, and timeline — then creates an opportunity and assigns it to the right agent. You start Monday with warm leads, not voicemails.

  • Answers calls 24/7 — nights, weekends, holidays
  • Captures coverage type, amount, and family details
  • Creates opportunity with full call context
  • Matches to existing client profiles
  • Custom greeting for your agency
  • Full transcripts for compliance records
Try AI Receptionist
AI Receptionist
Live
DT

David Thompson

+1 (770) 555-0234

New Lead

Inquiry

“Looking for $500K term life coverage. Wife and I just had our first child. Want to compare 20 and 30-year options.”

Contact profile created
Opportunity added — Term Life $500K
Call transcript saved
Assigned to next available agent
Duration: 3m 42s
AI Handled

24/7

Coverage

<1s

Answer Time

100%

Lead Capture

Hear it live — call now

(678) 716-4200 · 90-second demo

Client Meeting Notes — Thompson Family
Met with David and Karen Thompson to review coverage needs. They have a newborn, currently no life insurance. David earns $120K, Karen $85K. Recommending $500K 20-year term for David and $300K for Karen. They want to compare whole life riders. Follow up Thursday with quotes from three carriers...
Listening...Transcribing
Hands-Free

Dictate notes
between meetings.

Driving to your next client appointment? Dictate meeting notes, coverage details, and follow-up items while they're fresh. Vertiqa transcribes in real-time.

  • Dictate client meeting notes hands-free
  • Real-time transcription via Azure Speech
  • Works on all text fields — notes, tasks, activities
  • Capture coverage details immediately after a meeting
  • Browser-based — no app install needed
Start Free Trial
Client-Facing

Intake that runs
itself.

Send clients a branded portal link. They fill out coverage questionnaires, upload documents, and submit their details — all before your first meeting. No more chasing paperwork.

  • Branded portal with your agency name
  • Coverage needs and lifestyle questionnaire
  • Secure document upload (IDs, signed forms)
  • Beneficiary information capture
  • E-signature for disclosures and consentSoon
See Client Portal
Client Portal — Policy Application

Life Insurance Application

Contact Information

Name, email, phone, address — completed

Coverage Needs

Policy type, coverage amount, budget — completed

3

Beneficiary Details

Primary and contingent beneficiaries

4

Review & Submit

Review application and submit

Step 3 of 4

Everything Your Agency Needs

16 tools. One subscription.
More coming soon.

AI-Powered

AI Receptionist

AI-Powered

AI Voice Notes

AI-Powered

AI Agents - Follow-Ups, Goals

Policy Pipeline

Client Portal

Scheduling & Booking

Digital Business Cards

Renewal Tracking

Task Management

Client Profiles

Agency Mgmt

Document Vault

Analytics

Compliance

API

Mobile Ready

From Agency Owners

Real results. Real agencies.

“We were losing 3-4 leads a week to voicemail. The AI receptionist now captures every inquiry — even the 9 PM calls asking about term life rates.”
MP

M. Patterson

Agency Owner, Georgia

“I dictate client meeting notes while driving between appointments. By the time I'm at my next meeting, the notes are already in the CRM.”
RC

R. Chen

Senior Agent, California

“The client portal cut our intake process from 3 days to 30 minutes. Clients fill out their own coverage details and upload documents themselves.”
LW

L. Washington

Operations Manager, Texas

Pricing

Simple. Transparent. No surprise fees.

Starter

Get organized

$25/mo

Your system of record. CRM, scheduling, and pipeline basics to stop losing track of clients.

  • Up to 2 users (Upgrade when you start working with a team)
  • CRM (contacts, accounts)
  • Scheduling & booking
  • Basic pipeline
  • AI Receptionist (60 min/mo)
Start Free Trial
Most Popular

Pro

If you forget, Vertiqa doesn’t. Make sure things actually happen

$75/mo

Your system of execution. Automatic follow-ups, voice dictation, and AI agents that work for you.

  • Everything in Starter
  • Up to 5 users
  • Automatic follow-ups (AI Agentic)
  • Voice dictation
  • Project & task tracking
  • AI Receptionist (200 min/mo)
  • Analytics dashboard
Overage: $0.20/min voice · $0.02/AI query
Start Free Trial

Business

Run your entire operations

$200/mo

Your system of operations. Advanced workflows, renewal tracking, and client visibility at scale.

  • Everything in Pro
  • Up to 15 users
  • Client portal
  • Document vault
  • Renewal & lifecycle tracking
  • Advanced workflows
  • Role-based access
  • AI Receptionist (500 min/mo)
  • Priority support
Overage: $0.15/min voice · $0.01/AI query
Start Free Trial

Custom

Built for your scale

Let's Talk

Custom user limits, dedicated onboarding, SLA guarantees, and integrations tailored to your workflow.

  • Everything in Business
  • Unlimited users
  • Dedicated onboarding
  • Custom integrations
  • SLA guarantees
  • Volume pricing
Talk to Us

Stop losing leads
to voicemail.
Start closing.

Join agencies across the country that switched to Vertiqa and never looked back.

Start Free Trial

Trial plans available. No credit card required.