What intake collects
Coverage type, the property or vehicle or household details an agent asks for, current carrier if the caller knows it, renewal date, and the best time for an agent to call. The brief records what the caller reported, not an underwriting decision.
What the assistant must not do
It must not quote a premium, recommend a coverage, interpret a policy, process a claim or give advice about what to buy. Claims go to your claims line, and every product question goes to a licensed agent.
Licensing and disclosures
Confirm which states and lines your agency is licensed in before the assistant accepts requests in them. Use the disclosures your compliance owner approves, and keep recordings and consent steps as your state requires.
Before you go live
Write the approved information list, the claims route and the licensing limits first. Then test a few quote requests with an agent before callers reach the line.
What setup looks like
Every plan starts with a guided first month. We load your services, prices, hours and policies so it answers the way your business does, connect one supported booking workflow, and run test calls you hear before it goes live. You approve it, set the rules for when a conversation goes to a person and who takes it, and get an activity report that shows what it handled.
What it costs
GPT Business is month-to-month, per business, with one plan covering calls, texts, web chat and the connected CRM. Launch is $249 for the first month, then $499 a month, and includes 250 call minutes, 500 text segments and 2 team logins. Scale is $649 for the first month, then $1,299 a month, with 1,100 call minutes and 1,700 text segments. Premier is $1,249 for the first month, then $2,499 a month, with 2,400 call minutes and 3,500 text segments. See the pricing page for the current plans.
How it compares to the alternatives
A live answering service takes messages and charges per call or per minute. A hired receptionist covers set hours. This assistant answers every call, text and chat at any hour from your approved information, keeps one record of each customer, and hands off to your team under the rules you set. The comparison pages cover the trade-offs in detail.
Questions buyers ask first
Can it quote a premium?
No. It collects the facts an agent needs, and a licensed agent provides any quote.
Does it handle claims?
No. Claims go to your claims line.
Which states does it accept requests for?
Only the states and lines your agency is licensed in.
How long does setup take?
Setup happens in the guided first month: business knowledge, one booking workflow, test calls you approve, and your handoff rules. It goes live when you approve it.
How much does it cost?
Launch is $249 for the first month, then $499 a month. Scale and Premier cost more and include more call minutes and text segments. Plans are month-to-month and you can cancel from your billing page.
What happens when it cannot answer?
It follows the handoff rules you set and passes the conversation to a person on your team with a record of what was asked and answered.
Read the industry guide for this kind of business.
Try a draft conversation before you sign up.
Related: AI Receptionist for Small Business, AI Receptionist vs Hiring a Receptionist, AI CRM for Small Business and Growing Teams, GPT Business Pricing: From $249 First Month, Then $499/mo.