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Every call answered, every policy opportunity captured
Every call recorded, every lead logged, every claim inquiry handled. You close policies. Allo handles the rest — call notes, follow-ups, and documentation that keeps your book growing and your clients covered.
1,160+ reviews
Explore all our AI-powered
solutions for insurance agencies
AI Call Summaries
After every call, Allo writes a clean summary — client name, policy type discussed, coverage questions, next steps. Your agency management system stays updated without manual data entry.
AI Follow-Up Drafts
Allo drafts personalized follow-up emails based on actual call context. Quote requests get a response. Renewal conversations stay on track. No prospect slips through the cracks.
AI Receptionist
Allo answers every call with a professional greeting, captures the reason for the call, and routes it to the right agent. New quotes, policy questions, and claim inquiries never go to voicemail.
AI Lead Capture
When a new prospect calls, Allo collects their contact info, insurance needs, and timeline. Hot leads get flagged immediately so your producers can call back fast.
AI Call Recording
Every conversation is recorded and stored securely. Review calls for training, pull recordings for E&O protection, or revisit what was discussed before a renewal.
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AI Spam Blocker
Allo filters out robocalls and vendor spam so your team only answers calls from real clients and prospects. More selling time, fewer interruptions.
Insurance agencies are shifting to
AI-powered communications
The data is clear: agencies that embrace AI-driven phone systems write more policies and spend less time on hold with prospects who called back too late.
74%
Faster Lead Response
58%
Fewer Missed Calls
3.2x
More Quote Requests Captured
Join thousands of insurance agencies already using Allo to turn every phone call into a documented opportunity.
We solve your problems
No documentation of what was discussed?
Policy conversations matter — for service, for renewals, for E&O protection. Allo records every call and generates a summary with coverage discussed, questions asked, and next steps promised. Your client file stays complete without extra work.
Staff overwhelmed during enrollment periods?
Open enrollment and renewal season flood your phones. Allo handles the overflow — answering calls, capturing information, and routing urgent requests to available agents. Your team stays focused on closing, not answering the same questions repeatedly.
Missing calls while you're with clients?
When you're in a meeting or on another line, prospects don't wait. Allo answers every call, captures the lead's information and insurance needs, and flags hot prospects for immediate callback. You never lose a quote opportunity because you were busy helping someone else.
Prospects going cold before you call back?
Speed to lead wins in insurance. Allo captures caller details instantly and notifies you the moment a new prospect calls. You call back in minutes, not hours. Your close rate goes up because you're first to respond.
Up and running in minutes
1. Pick your number
Choose a local number or port your existing agency line. Clients won't notice a thing.
2. Connect your tools
One-click integration with your AMS, CRM, or quoting platform. Client data stays in sync across systems.
3. Start calling
Your team takes calls from the app. Allo records, summarizes, and logs everything. Focus on coverage, not paperwork.
+ features for insurance agencies
Summary & Transcript
After every call, Allo writes a clean summary with client details, coverage discussed, questions asked, and next steps. Full transcript included. Your client files stay current without manual notes.
AMS & CRM Integrations
Allo pushes call logs, summaries, and recordings into HubSpot, Salesforce, AgencyZoom, HawkSoft, and more. Zero manual data entry into your book of business.
After-Hours Coverage
Your phone keeps working when your office closes. Allo answers calls, captures quote requests, and flags urgent claim inquiries — even at 9 PM on a Sunday.
Why insurance agencies choose Allo
Allo | Legacy PBX | |
|---|---|---|
AI Call Summaries |  |  |
Automatic AMS/CRM Sync | | |
AI Follow-Up Drafts | | |
Call Recording & Storage | | Partial |
AI Lead Capture | | |
After-Hours Answering | | |
Mobile-First Design | | |
No Hardware Required | | |
Ready to try Allo?
Save time and money with a virtual phone system that works wherever you work.
Frequently
Asked Questions
What's the best phone system for an insurance agency?
The best phone system for insurance agencies is one that captures every lead and documents every conversation. Allo answers every call, records and summarizes conversations, syncs to your AMS or CRM, and lets agents call from anywhere. No hardware, no IT team, no setup headaches. It's built for independent agencies and brokerages that need to respond fast and keep complete records.
Does Allo integrate with my agency management system?
Yes. Allo integrates with HubSpot, Salesforce, AgencyZoom, HawkSoft, and more. Calls, recordings, and summaries sync automatically so your client files stay up to date without manual data entry.
Can Allo help with E&O protection?
Yes. Every call is recorded, transcribed, and stored securely. You have a complete record of what was discussed, what coverage was offered, and what the client requested. Pull recordings anytime you need documentation for a claim or dispute.
Does Allo work after hours?
Yes. Allo answers calls 24/7 or only when your team is unavailable — you control when it activates. After-hours callers get a professional greeting, and their information is captured so you can follow up first thing in the morning.
How much does Allo cost for insurance agencies?
Allo starts at $18/month per user with no setup fees or contracts. The Business plan at $32/month includes advanced features like call recording, AI summaries, AMS integrations, and mobile calling. 7-day free trial.
