Insurance agencies lose deals at the front desk. Missed calls go to voicemail. After-hours leads disappear. Walk-in intake takes 20 minutes. Renewals slip. NAVAIA is the AI front desk built specifically for insurance agencies — answering every call, intaking claims, scheduling callbacks, and syncing to your CRM or AMS so your licensed agents focus on writing policies, not answering phones.
Every inbound call answered in under one ring. NAVAIA handles the greeting, identifies the caller, verifies identity, and routes the right intent.
Claims, policy changes, callbacks, and new business — captured as structured tickets in your dashboard with full transcript, recording, and CRM sync.
Callbacks land on your Google or Outlook calendar automatically. Renewal follow-ups go on the right agent's schedule. No double-booking, no missed slots.
Every conversation pushes to HubSpot, Zoho, Pipedrive, or your AMS via direct integration or universal email parse. Your data stays where it already lives.
NAVAIA verifies caller identity the same way your agents do today: name, DOB, ZIP, policy number. Built specifically for insurance compliance.
Structured first-notice-of-loss capture with all the fields a carrier needs: incident date, location, vehicle, injuries, other parties.
Direct API for NowCerts and HubSpot. Universal email parse for Applied Epic, AMS360, EZLynx, HawkSoft, QQCatalyst, and any other AMS that sends or receives email.
| AI receptionist | NAVAIA AI front desk |
|---|---|
| Answers the phone | Answers the phone |
| Takes a message | Verifies caller identity |
| Forwards a voicemail | Intakes FNOL structured |
| Generic greeting | Insurance-specific scripts |
| No CRM sync | HubSpot, Zoho, Pipedrive |
| No AMS integration | Email parse + direct APIs |
| No callback scheduling | Google + Outlook calendar |
| English only | English + Spanish + auto |
| Doesn't know your policies | Reads your KB + policy data |
| Hourly billed | Per-minute, transparent |
Start with a 7-day free trial. No setup fee.
Solo agents · 400 min included
Growing agencies · 800 min included
Multi-line agencies · 1,800 min included
High-volume agencies · 4,500 min included
No. NAVAIA is the front desk. Your agents stay your agents — they get warm transfers when callers need them, structured tickets when they don't. We replace the front desk, not the people who actually sell and service policies.
Most agencies are live in under 30 minutes. Forward your inbound calls to your NAVAIA number, connect your CRM (HubSpot/Zoho/Pipedrive — OAuth), set up email forwarding for AMS sync (15 min), done.
Most agencies redeploy them to higher-value work: outbound retention calls, renewal follow-ups, new business development. The work that actually grows the agency.
All conversations are encrypted in transit and at rest. Per-tenant data isolation via row-level security. No conversation data is used to train any AI model.
Yes — bilingual English/Spanish out of the box, with auto-detection per call. Per-number voice + language configuration on Pro and Elite tiers.
7-day free trial. No setup fee. No commitment. Cancel anytime.