Never miss an
after-hours claim,
lead, or payment call.
AssistantDial AI answers every after-hours call, identifies what the caller needs, and emails the right department the moment the call ends — so no claim, new policy, renewal, or payment falls through the cracks.
Demo line: +1 (737) 283-9295
Incoming Call
Lakeside Bonds & Insurance
surety@lakesidebonds.com
Sent the moment the call ended ✓
The problem
After-hours calls are your most expensive blind spot.
Your agency closes at 5pm. But clients don't stop having claims, renewals, or payment questions — and voicemail doesn't hold them.
of the 88 insurance agencies we called after hours never answered the phone
agencies we called after hours, one call each — our own test, not an industry survey
picked up. Every other call rang out or landed in voicemail.
Customers calling about new surety bonds, commercial insurance quotes, policy renewals, urgent claims, and premium payments are met with complete silence. Voicemails pile up overnight with no structured process to record details or route them accurately. Your staff spend the first hour of every morning sorting through disorganized voicemails instead of focusing on active business. High-intent callers hang up and turn directly to faster-responding competitors.
How it works
Set it up once. It works around the clock.
Your phone forwards to us
Set your agency line to forward to AssistantDial after hours, on weekends, and during holidays. No number change, no disruption. Takes 5 minutes.
AI answers, identifies, and routes
The AI greets callers in your agency's name, identifies what they need — claims, new policy, renewal, payment, or general inquiry — collects their information, and emails the right department representative the moment the call ends.
Your team starts the day ready to act
Department reps receive structured, pre-sorted notifications instead of a pile of voicemails. Urgent calls include the caller's number for immediate callback. Every interaction is logged, transcribed, and searchable.
Features
Built for insurance agencies. Not generic AI.
Answers in your agency's name. Every time.
The AI greets callers as your business the moment your office closes. It handles new surety bond inquiries, commercial insurance quotes, policy renewals, urgent claims, and premium payments — collecting structured details and routing everything to the right person instantly.
- Custom AI name and greeting in your agency's brand voice
- Handles claims, renewals, new policies, payments, and general inquiries
- Collects caller name, business, policy details, and reason for calling
- Bilingual support for every policyholder
- Full call recording and transcripts
Call ended · 1m 23s
New surety bond inquiry · details captured
Emailed to Surety
surety@lakesidebonds.com
Claims call flagged urgent
Caller number attached for immediate callback
The right person knows the moment a call ends.
The system identifies which department the call relates to and emails the representative immediately — not in the morning, not after someone checks voicemail. Producers and customer service reps begin each day with pre-sorted, structured requests organized by department instead of a backlog of unheard messages.
- Automatically identifies department: Claims, Surety, Renewals, Billing, New Business
- Emails department representative the moment the call ends
- Urgent calls include caller number for immediate callback
- Agency leadership gets real-time visibility into call volume and pipeline
Call Summaries
Every call summarized and emailed within 5 minutes. Transcript, category, duration, and sentiment included.
Department Routing
Claims, Surety, Renewals, Billing, New Business — each routed to the right rep automatically.
Call Dashboard
Full call history, recordings, transcripts, and sentiment scores in one place.
Real-time Notifications
Department reps are notified the second a call ends. No morning voicemail triage.
Monthly Reports
Call volume, inquiry types, and revenue recovered. Pro.
Multi-Location
Manage multiple office locations from one dashboard. Pro.
CRM Integration
Auto-log calls into your agency management system. Pro.
Priority Support
Dedicated account manager and same-day response. Pro.
Case study
How one bonds & insurance agency handled 365 after-hours calls in 41 days
Measured metrics from one live agency's first 41 days. The agency is anonymous.
The situation
Outside of standard 8am–5pm operating hours, customers calling about new surety bonds, commercial insurance quotes, policy renewals, urgent claims, and premium payments were met with complete silence. Voicemails accumulated overnight without a structured process to record details or route them accurately. Agency staff spent the first hour of every workday sorting through disorganized voicemails. High-intent callers frequently hung up and turned directly to faster-responding competitors.
What we built
AssistantDial implemented a dedicated 24/7 automated intake system that engages inbound callers the moment the agency closes. The system immediately identifies caller intent, validates essential policy and contact details, and executes immediate actions — including sending self-service links via text or email for applications and payments, capturing structured claims notices, and routing pre-categorized tickets directly to the right department inbox ready for immediate morning follow-up.
calls handled in 41 days
new business inquiries a month
of calls handled in Spanish
of calls positive or neutral
When the calls come in
Half of after-hours calls arrive in the first hour after closing.
Not spread thinly across the night — concentrated in the hour your team just walked out of. Those callers reached a working agent instead of a voicemail greeting.
Example call
"A client called approximately one hour after closing requesting an updated certificate of insurance for her commercial contract. The intake system confirmed operating hours, collected the company name, tax ID, and recipient email, confirmed all details back to the caller, and scheduled the certificate generation for immediate execution at 8:00 AM the next morning. Total handling time: 2 minutes 10 seconds."
Client experience
For your callers
Responsiveness is immediate and dependable regardless of when they call — whether late on a weeknight, over the weekend, or during a holiday. Inbound callers receive instant engagement, immediate SMS dispatches for application and payment forms, and bilingual support that guarantees seamless communication for every policyholder.
Agency operations
For your team
The system permanently eliminates morning voicemail triage. Producers and customer service representatives begin each day with pre-sorted, structured requests organized by department — Commercial, Surety, Claims, Renewals. Agency leadership gains real-time visibility into call volume, pipeline revenue, and service metrics without adding staffing overhead.
What surprised us
Callers asked the agent who built it.
Pricing
Simple pricing, no complicated tiers.
Month-to-month. No contracts. Cancel anytime with 30 days notice.
Starter
- Up to 500 calls per month
- Department identification and routing
- Call summaries emailed within 5 minutes
- Real-time department notifications
- Call recordings and transcripts
- Dashboard with full call history
- 30-day money back guarantee
Pro
- Up to 2,000 calls per month
- Everything in Starter
- Custom AI scripts tailored to your agency
- CRM / agency management system integration
- Multi-location support
- Priority support and onboarding
- Monthly performance report
- Dedicated account manager
Additional calls beyond your plan limit are billed at $0.75 per call.
Book a Demo
Ready to stop missing after-hours calls?
Pick a time and we'll show you AssistantDial AI live — using your agency name, your departments, your script. The call takes 30 minutes.
- See the AI answer a live demo call in real time
- Walk through your custom department routing setup
- We map your call flows with you, then build and test the agent before it goes live.
Every call you miss after hours is a commission
your competitor is keeping.
AssistantDial AI answers every call, routes every inquiry, and starts your team's day with a clean inbox.
Book Your Free DemoFAQ