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Home / Industries / Insurance brokers
🛡️ For insurance brokerages

A quote request calls once.
Riley takes every one.

Someone shopping for home, auto or business insurance calls down a list. Riley answers on the first ring, takes the details your brokers need and books the call, and she never quotes or binds anything herself.

$0 today, no card · live in 3 minutes · keep your number · cancel anytime

An insurance broker explaining options to a young couple
📞 Home & auto quote · 12:20 PM
📝 Details taken
🗓️ Call with a broker · 4:30
24/7Every call answered
30+Languages she speaks
3 minTo set up and go live
$0Today. 14 days free, no card

What Riley handles for insurance brokerages.
From hello to the booked call.

She answers in your business’s name, with the hours, services and prices you give her. You stay in control of what she says.

A broker on a headset at a desk
Quote details taken before your broker calls back
A family in front of their first home
New business answered on the first ring
A shop owner shaking hands with a broker
Renewals reminded before they lapse

Quote requests

  • Takes the details you ask for: home, auto or business
  • Books the call with a broker
  • Never quotes a premium

Claims calls

  • Gives the insurer’s claims line you provide
  • Takes what happened for your file
  • Puts an urgent one through

Policy changes

  • Takes the change: an address, a vehicle, a driver
  • Sends it to the right broker
  • Tells the caller nothing changes until a broker confirms

Renewals

  • Calls or texts the renewal list you give her
  • Books the review call
  • Every reply lands in one inbox

Certificates & proof

  • Takes the request and who needs it
  • Gets it to your staff as a clear message
  • Answers how long it usually takes, if you say

Evenings & weekends

  • Answers 24 hours a day, in 30+ languages
  • Takes the details while they’re fresh
  • You open to calls already booked

✋ She says what you tell her to say. Riley answers from the hours, services and prices you give her. Anything else becomes a clear message for you, and she never gives insurance advice.

A day with Riley on your line.
From the first call to the last.

An insurance office before opening with a phone lighting up

A quote request, ready

They called last night. The details are in your inbox and a call is booked.

Brokers meeting with clients at a round table

Everyone’s with a client

The phone is answered on the first ring. Nobody steps out.

A broker glancing at a phone

Changes, sorted

Three policy changes are waiting, each with the details the broker needs.

An insurance office at dusk

A fender bender

The caller gets the insurer’s claims line and you get the details.

It’s 12:20 pm. They’re calling brokers on their lunch break.

Riley answers, takes the details and books the call with one of your brokers.

Start the 14-day free trial →

What insurance brokerages use today.
And where Riley fits.

Four ways the phone gets answered, what each one costs, and the broker management system you can keep.

The front desk

One person takes one call at a time. At lunch, on another line or after closing, the next caller gets voicemail.

About $4,000 a month, full time

Voicemail

It takes a message. It can’t book the call, give your hours or tell an emergency from a question.

Free, and it books nothing

An answering service

A live service is priced by the minute or by the call, so a busy month costs more. Ruby charges $3.45–$5.00 a minute; Smith.ai starts at $150 a month for 75 calls, then $2+ a call.

From $150 a month, then per call

Riley, on ThreeDay

Answers every call, 24/7, in 30+ languages. Books the call, texts the confirmation and puts urgent calls through.

$149/mo with 300 minutes · $0.35 after

The broker management system you already run? Keep it.

Riley doesn’t replace it. She answers the phone and books into your ThreeDay calendar with the hours and services you set, and you’re alerted for every booking, so your team adds it to your system the way they add any phone booking today. If you’d rather run the schedule in ThreeDay, it’s included.

Canada

Applied Epic, PowerBroker or Policy Works

United States

Applied Epic, AMS360 or HawkSoft

The systems named are ones insurance brokerages commonly use. All names and marks belong to their owners; ThreeDay Digital is not affiliated with them and does not claim to connect to them. Answering-service prices checked 22 September 2026 on each vendor’s own pricing page. Their prices change — check theirs before you decide.

More than a receptionist.
The whole back office, one login.

Riley is the front door. Behind her, the same app runs your schedule, your clients, your invoices and your follow-ups. Front Desk Pro switches on all four.

AI Voice Receptionist

Answers every call 24/7 on its own number, books appointments mid-call, texts confirmations and transfers live when it matters — in 30+ languages.

Own numberLive bookingSMS confirmsLive transfer

Command Center + CRM

The day-to-day desk: schedule, waitlist, clients and their records, orders, follow-ups, timesheets, inventory and reports — one hub for the whole team.

ScheduleClientsTimesheetsReports

Business Hub + Money

Invoices, proposals and contracts with e-sign and pay links, recurring billing that runs itself, File Vault share links, revenue and expense tracking.

E-signPay linksRecurring billingFile Vault

ThreeDay Agent + Sidekick

The ThreeDay Agent knows your whole account — ask about your calls, invoices or clients and it answers from your real numbers. Sidekick keeps the team’s notes, to-dos, voice notes, planner and whiteboards on every page.

Ask anythingYour real dataTeam notesVoice notes

See everything that’s included →

Don’t take our word for it.
Call her.

Eight live demo linesEach one is set up for a different kind of business. Pick one, ask for an appointment and hear what your callers would get.
📞 See the demo lines

Questions from insurance brokerages

Does she quote or bind coverage?+
Never. She takes the details and books the call. Quoting, advising and binding are done by your licensed brokers.
What does she do with a claim?+
She gives the caller the insurer’s claims line you provide, takes what happened for your file, and puts an urgent call through.
How do I see what she booked?+
You get an alert the moment a call is booked, and every call is logged with what was said and what was done. It’s all in the app, and on your phone.
Can we keep our number?+
Yes. We port your number over, or you keep it and forward calls to her: all day, only after hours, or only when you can’t pick up.
How long does it take to set up?+
About three minutes for the self-serve plans: sign up, answer a few questions about your business, and your number is live. With Concierge we set it up for you and tune it on your real calls.
What does it cost?+
Front Desk is $149 a month with 300 minutes, and extra minutes are $0.35 each. It’s month to month, with 14 days free and no card to start. Concierge, where we set it up and run it with you, is $997 a month plus a one-time $1,500 setup.

More in the FAQ, or ask us.

Every call answered.
Starting today.

Riley answers from $149/mo. Live in 3 minutes, 14 days free, no card.