- Price
- From $49/mo
- Setup
- Medium
- Time saved
- Maker hasn't shared this

Who it's for
Small insurance agencies with busy phones, where staff spend time routing calls and writing call notes.
What it does
- Answers your calls day and night, so callers don't hit voicemail
- Sends each caller to the right person and gives them a short call summary
- Answers common questions and texts callers links, like a quote form
Proof
Maker's claimThe company that makes it says so
JTR Insurance Agency, a small family-owned agency in California, says it got about 50 calls a day. RingCentral's case study says calls used to take up to 5 minutes to reach the right person and now take 24 seconds. The owner says "that's saving us $6,000 a month." The agency also used RingCentral's separate AI note-taker and says it cut note-taking time by 90%. That 90% is from the note-taker, not the receptionist.
RingCentral (its JTR Insurance Agency case study)Date not shown Read the source
Try it yourself DIY version
Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.
I run a small insurance agency. These are the top reasons people call us: [LIST]. These are the people on my team and what each one handles: [LIST]. Write a short phone greeting and a call-routing script that sends each caller to the right person. Also write a short template for call notes. Keep it in plain words and don't make up anything about our policies. Mark anything I need to check with [CHECK]. Have whoever handles compliance at your agency check anything clients will hear or read before you use it.
How to set it up
- Start the 14-day free trial on RingCentral's AI Receptionist page.
- Enter your website so it can fill in your hours, services and common questions.
- List your top call reasons and who each one goes to.
- Have compliance check the greeting and answers before it goes live.
- Listen to a week of calls and fix the routing.
Cost
From $49/mo (100 minutes included, then $0.50 a minute). RingCentral phone customers can add it from $39/mo. 14-day free trial. U.S. prices, read Oct 28, 2026.
Prices change. Check the maker’s site before you buy.
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Want it done for you?
The Free Profit Leak Check is a 15-minute call. We look at where your business loses time and money.
- Free
- 15 minutes
- No sales pitch
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