Call WinlyWin the quote by answering first.
People asking for a quote usually go with the first agency that gets back to them. Winly answers every call and enquiry in seconds, 24/7, captures the quote details and books a call with an agent, then reminds clients before renewal.
From $99 a month · No contract · Live in days
Where your agency loses customers today.
Speed wins the quote
People asking for a quote often contact several agencies. The first one to respond usually gets the business.
Renewals slip
Clients whose policies lapse, or who quietly switch at renewal, are revenue you already earned.
Claims calls at the worst time
Accidents and losses happen at night and on weekends, exactly when clients need someone to answer.
An agency receptionist that follows up every lead.
Winly asks your quote questions, sends each caller to the right place, and never lets a lead go cold.
See it working for your agency- Quote requests captured. Cover type, what's being insured, current insurer and renewal date, collected in your format.
- Leads followed up fast. New enquiries get an instant reply and a booked call with an agent while they're still interested.
- Renewal reminders. Calls and messages before renewal dates, so clients renew with you instead of shopping around.
- Claims calls routed. Winly takes first notice of loss details and passes them to your claims team or the insurer's claims line.
- Policy questions answered. Office hours, documents needed, payment options and how to make a claim.
- No cover is bound by AI. Winly never quotes final prices or confirms cover. Your licensed agents do that.
What happens when your customers call.
“I just had an accident.”
Winly checks the caller is safe, takes the claim details and connects them to your claims team or claims line.
“Can you beat my renewal price?”
Winly takes the current policy details and books a call with an agent the same day.
“I need proof of insurance today.”
Winly takes the request and sends it to your team as urgent.
“Do you do business insurance?”
Winly explains the cover you offer and books a meeting with the right agent.
Works for independent agencies, brokers, insurers and bancassurance teams selling motor, health, life, home and business cover.
Phone, WhatsApp, SMS and website chat. One Winly.
Winly answers calls on the first ring, even when 20+ people call at once, and replies on WhatsApp, SMS and your website chat with the same knowledge of your agency.
Phone calls
Answers on the first ring and calls customers back with reminders and follow-ups.
Replies instantly, books and sends confirmations in the app your customers already use.
SMS
Confirmations, reminders and follow-ups that reach any phone.
Website chat
Turns visitors on your website into booked customers, day and night.
Live in days, not months.
Tell us what you sell
Your products, quote questions, renewal process and how claims are handled.
We build and test Winly
Connected to your calendar, CRM, email and WhatsApp.
Forward your calls
After hours, overflow or all calls. Every lead gets followed up.
Simple pricing. Paid back by one customer.
No contract. Cancel any month. Every plan is set up, trained and tested for you.
Answer
Never miss a call
+ $150 one-time setup
200 minutes (about 30 calls) · extra minutes $0.35/min
Everything to answer every call:
- Calls answered 24/7
- Questions answered and messages taken
- Call summaries and recordings
- Urgent calls transferred to your team
Book
Turn calls into bookings
+ $350 one-time setup
700 minutes (about 100 calls) · extra minutes $0.30/min
Everything in Answer, plus:
- Appointments booked in your calendar
- Reminder and follow-up calls
- SMS confirmations and reminders
- Connects to your CRM
Scale
Every channel, every customer
+ $750 one-time setup
1,800 minutes (about 275 calls) · extra minutes $0.25/min
Everything in Book, plus:
- WhatsApp and website chat
- Outbound campaigns for old leads and renewals
- More than one language
- Monthly results report
Agencies usually start with Book, so every quote request becomes a booked call with an agent. Scale adds renewal and old-lead campaigns by phone and WhatsApp. Minutes cover the time Winly spends on calls.
Straight answers.
Can Winly give insurance quotes?
Winly collects everything an agent needs to quote, and books the follow-up call. It never gives final prices or confirms cover. Your licensed agents do that.
Can Winly follow up on renewals?
Yes, on the Scale plan. Winly calls or messages clients before their renewal date and books a review with an agent.
What happens when a client calls to make a claim?
Winly checks the caller is safe, takes the key details and connects them to your claims team or the insurer's claims line, depending on how you work.
Will clients know it's an AI?
Yes. Winly introduces itself as the agency's virtual assistant and says the call is recorded.
Where do the leads go?
Wherever you work: your CRM, a Google Sheet, email or WhatsApp, with a summary and a recording of each call.
How fast can we go live?
Usually within days. Book a demo and we'll give you an exact timeline.
Winly also works for
Every unanswered call is a customer for someone else.
Book a free 15-minute demo. We'll show you exactly how Winly would answer your agency's calls.