A quote caller who reaches voicemail buys somewhere else
Shoppers ring four agencies in one sitting, and you're only on the list until someone else picks up. GreetKeeper answers, captures what your producer needs to quote, and books the call back.
Caller
“My auto renewal came through and it's gone up two hundred dollars. I want to see what else is out there before I renew on the fifteenth.”
What happened next
- Captured: auto renewal, current carrier and premium, renewal date the fifteenth
- Took vehicle year and make, plus drivers on the policy
- Booked a quote callback Thursday 4:30pm with Priya
Shoppers call in a batch and buy from whoever picks up
Somebody comparing a renewal works through four agencies in an afternoon. If they reach your voicemail, you're off the list before the call ends.
Your producers are already on calls. Lunchtime and the hour after five are when people with day jobs ring about insurance, and those are exactly the hours your agency is thinnest.
Service calls make it worse. Certificate requests, ID card copies, a question about whether a policy covers a rental car. Each one ties up a producer you'd rather have quoting, and they arrive mixed in with your new business.
GreetKeeper answers both. Your service requests get logged with the policy details, and a shopper gets their information captured and a callback booked while they're still interested.
Capturing what a producer needs to actually quote
A callback with nothing captured wastes your second call too. It collects the facts your producer would have asked for anyway.
Line of business first
Auto, home, commercial, life. Your questions diverge immediately after that, and getting it wrong means your producer asks everything twice.
Current carrier, premium and renewal date
Those three decide whether you want to quote it and how fast. A renewal on the fifteenth is a different urgency from one in April.
Take the rating basics
Vehicles and drivers for auto, year built and square footage for home, payroll and operations for commercial. Whatever your carriers need, asked in the order you set.
Book the producer callback
A real slot with one of your producers, not a promise. The caller hears when they'll be called back, and your producer opens that call already holding the facts.
Agency management systems, stated plainly
Agency systems are closed, so the honest answer about your stack is short.
| Tool | How it connects | What that means |
|---|---|---|
| Google Calendar | Writes directly | Direct write. The callback appears on the producer's calendar. |
| Outlook Calendar | Writes directly | Direct write, and the usual one in agencies. |
| Applied Epic | Not yet | No verified write path. The lead is captured and entered by your team. |
| AMS360 | Not yet | Not verified. |
| EZLynx | Not yet | Not verified. |
| Salesforce | Through Zapier | Through Zapier, for agencies running a CRM alongside the agency system. The Zap catches our webhook, so it needs a paid Zapier plan. |
One retained auto policy pays for months
You're probably comparing this against an answering service that bills per call.
| Plan | Monthly | Calls included | After that |
|---|---|---|---|
| StarterFor a single location taking calls one line at a time. | $49 | 200 | $0.45 per call |
| ProfessionalBooking, routing and transfers included, not an add-on. | $149 | 750 | $0.35 per call |
| ScaleFor busy phones and longer opening hours. | $349 | 2,000 | $0.25 per call |
Starter is $49 a month for 200 answered calls, then 45 cents each, which fits you if you run two producers and take overflow at lunch and after five. An agency advertising for new business generally needs Professional at $149 for 750 calls, then 35 cents.
The printed overage rate is what you should compare. Ruby and AnswerConnect both publish a monthly figure and leave what happens past it to your invoice, as of September 2026.
It is not licensed and gives no coverage advice
What agency principals ask
Could it accidentally sell a policy?
Your script has no path to it. It captures rating information and books a callback with a licensed producer, and it doesn't recommend, compare or bind anything.
What about a caller reporting an accident?
It reads out your first notice of loss instruction, usually the carrier's claims line, takes the contact details and flags the call for you. It doesn't take the claim itself.
Will it confirm what a policy covers?
No, and that's the firmest boundary on this page. Coverage questions route to one of your licensed people every time, because a confident wrong answer is an errors and omissions problem.
Does it work with Applied Epic or EZLynx?
Neither has a verified write path, so both are listed as not connected. Your Outlook or Google Calendar takes the callback directly, and Salesforce can receive the lead through Zapier.
Can it handle certificate requests?
It logs them with the policy details and the holder information, then routes to your service team. That alone clears a good share of what currently lands on your producers.
Other offices that qualify callers
Hear it capture a quote call
Your rating questions, your producer rota, two minutes.