Every Spanish-speaking caller answered by a receptionist they understand. Every appointment on your calendar by tomorrow.
Ana Receptionist for insurance brokerages. Native bilingual, license-aware, audit-trail-ready from the first call.
Real numbers from a Phoenix-area Medicare brokerage:
- 441
- calls handled per month
- 50/50
- bilingual Spanish/English split
- ✓
- bilingual AI disclosure on every call, by design
- ✓
- never gives advice it isn't licensed to give
What you already know, but nobody says out loud.
Bilingual demand outpaces bilingual staff
Half your inbound calls are in Spanish. Hiring licensed bilingual agents is expensive and slow — and even then, you don't cover nights or weekends. Your Hispanic clients end up calling an agency that does understand them.
One regulated wrong answer is a fine
A casual comment about coverage — "I think that plan covers you" — without an active license is a violation. Your current receptionist doesn't know where that line is. A generic AI receptionist doesn't either.
Multi-carrier lookup eats your team's day
Every time a client calls, someone on your team opens three carrier tabs to identify the right policy before they can help. Multiply that by 80 calls a day.
Built for insurance, not retrofitted.
- 1
Identifies the client across multiple carriers
Before you finish your greeting, she already knows which policy and which agent.
- 2
Enforces the no-advice rule
Automatically. Qualifies, books, transfers — never recommends coverage or quotes.
- 3
Captures bilingual disclosures up front
AI disclosure, recording consent, in the caller's language, never skipped.
- 4
Books on the right agent's calendar
And respects out-of-office.
- 5
Generates the audit trail
Transcript, recording, summary, timestamp, all in one record per call.
Hear her in production.
Solana Insurance Group
Call and ask a question as a client — ask for an appointment, ask for a quote (watch her redirect you), switch to Spanish mid-call.
Insurance compliance, built in.
License-aware
When a client asks something that requires a license — quote, recommendation, plan comparison — Ana qualifies, books with a licensed agent, and hands off the case with context. Never gives a licensed answer. Never.
Bilingual disclosures, automatic
AI disclosure and consent capture happen automatically, in the caller's language, at the start of every call. Your compliance team can audit anytime.
Per-client data isolation
Your client conversations never train another brokerage's AI. Your data is yours. Period.
A Medicare brokerage in the Phoenix area.
- 441 calls handled per month
- 900+ calls handled across ~2 months of continuous production
- 50.6% Spanish / 49.4% English — near-perfect bilingual split
- 1 in 3 calls warm-transferred to a licensed agent with full context
- Bilingual AI disclosure on every call — automatic, in the caller's language, by design
- Never gives advice it isn't licensed to give — Ana qualifies, routes, and books; the licensed agent advises
"For the first time in five years, I didn't lose a single weekend call."
Public pricing.
Standard bilingual brokerage deployment on the Reference tier. Includes multi-carrier lookup, calendar integrations, SMS reminders, and weekly tuning. Contact sales for pricing.