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Insurance agent advising a family at home
Lucía answered a missed callHealth insurance · New client
Call with an agent bookedTomorrow, 9:00 AM · Family of 4
Summary sent to your WhatsAppLost her health insurance from work.

Skala for insurance agencies

You advise the client. Lucía answers for you.

Lucía, Skala’s AI assistant, answers every client by phone or message, collects the details needed for a quote and books the call with your agent.

Answers in English and Spanish byPhoneWhatsAppInstagramFacebookSMSWeb chat
Call Lucía and try her See plans

Demo line, open 24/7: (786) 550-4604

For auto · home · life · health and Obamacare · commercial insurance

Skala is the AI system that runs your front desk.

Lucía, its assistant, handles what isn’t getting done today.

  1. Answers

    Every call and every message, in English and Spanish, at any hour.

  2. Books

    Offers your open slots and puts the appointment on your calendar.

  3. Follows up

    Reminds people of every appointment, picks up loose ends and asks for the review.

A day with Skala

Every call you miss is a policy for another agency.

You’re quoting, in a meeting or on hold with a carrier, and after six nobody picks up. Here’s what a day looks like when Skala answers for you.

8:10AM

Morning · WhatsApp

A quote request to insure two cars.

Before the agency opens, Lucía collects what the agent needs to quote and books the call. Your agent gives the price.

8:10
Today

Hi, I’d like a quote to insure two cars. Roughly how much would it be?

LucíaHi Daniela. An agent works out the price based on your details. Can you tell me the year and model of each car, and who drives them?

A 2019 Corolla and a 2022 RAV4. My husband and I drive them.

LucíaThanks. An agent can call you Wednesday at 11:00 AM with the quote. Should I book it?

Quote callWednesday, 11:00 AM · Auto, 2 vehicles

12:40PM

Midday · Missed call

A business owner needs commercial insurance.

Your agent is on another call. He speaks Spanish, so Lucía answers in Spanish, takes down the details and books the call.

12:40
MHMiguel HerreraLucía on the call · 01:41

Hola, acabo de abrir una empresa de jardinería y necesito un seguro de responsabilidad civil general.

LucíaFelicidades. ¿Cuántos empleados tienes y usas camionetas de trabajo?

Tres empleados y dos camionetas.

LucíaPerfecto. Un agente te puede llamar mañana a las 2:00 p. m. para revisar tus opciones. ¿Te queda bien?

Call bookedTomorrow, 2:00 PM · Commercial

6:20PM

Afternoon · Renewal

The home policy renews in a month.

Skala messages the client on its own before the renewal. They reply yes and the review goes on your agent’s calendar.

6:20
Today

Skala · automaticHi Carlos, your home policy renews on November 15. Would you like an agent to review it with you first?

Yes, it went up quite a bit last year. Could we do Monday?

LucíaDone, Monday at 4:00 PM. You’ll get the confirmation here.

Renewal reviewHome, $3,400 a year · Monday 4:00 PM

9:45PM

Night · Missed call

She lost her health insurance from work and doesn’t know where to start.

The agency is closed. Lucía takes the details, books the call with a health agent and sends you the summary.

9:45
RDRosa DelgadoLucía on the call · 01:52

I lost my job and my health insurance. Can you help me with Obamacare?

LucíaOf course. An agent can call you tomorrow at 9:00 AM to go over your options. Can I get your full name and ZIP code?

Rosa Delgado, 33135. There are three of us in the family.

LucíaThanks, Rosa. Have your approximate yearly income handy for the call. I’ll send you the confirmation.

Call bookedTomorrow, 9:00 AM · Health, family of 3

More than answering

Answering is just the start.

Skala also fills your calendar, gets you found on Google and keeps your clients renewing with you.

Scheduling

Every conversation ends in an appointment.

Lucía books on your calendar by your rules: hours, length and who’s seeing them. Before each appointment she messages the customer to confirm so they show up.

If plans change, the customer reschedules on their own with their link and your calendar updates.

Get found

Your website and Google reviews, kept up to date.

Your website connected to Skala, or a new one with up to 4 pages. After every policy is issued, Skala asks the client for a review with a direct link.

Policy issued · 4:10 PM

Hi Marta, thanks for trusting Seguros Herrera. Would you leave us a review? It takes a minute: g.page/r/seguros-herrera

New Google review

The review request goes out when the policy is marked as issued, with one tap in the app.

Bring them back

The follow-up your agency never gets around to.

Every quote and every policy lives in your CRM. Skala follows up when the client doesn’t reply and reminds them before every renewal.

  1. Quote sentAuto · by email and WhatsAppDay 0
  2. “Did you get a chance to look at it?”Sent automaticallyDay 3
  3. Call with the agentAdded to your calendarDay 5
  4. Renewal reviewReminder scheduled11 months

When you mark a policy as issued, Skala schedules the renewal reminder.

All in one place

Right now your business is spread across six apps.

Voicemail, your WhatsApp, a notebook, the calendar, the website and reviews. None of them talk to each other.

All in one place

With Skala, it’s all in one place.

Calls, messages, customers, appointments, website and reviews on one screen, with Lucía answering in English and Spanish.

SH
VoicemailWhatsAppNotebookCalendarYour websiteGoogle reviews

Clear pricing, from $297 a month.

How it works

Your same number. We set it all up for you.

  1. 1

    Forward the calls you can’t answer

    Your clients keep calling the agency’s number. If no one picks up, the call goes to Skala.

  2. 2

    Lucía learns your agency

    We load the lines you write, your hours, your agents and the details each quote requires.

  3. 3

    Your team knows right away

    You get a summary of every call on WhatsApp, and the call with the agent goes on the agency’s calendar.

Don’t take our word for it

Call Lucía and hear her in action.

Tell her you run an insurance agency and pretend to be a client. In two minutes you’ll see how she’d handle your agency.

(786) 550-4604

Lucía is available now

Call Lucía

Try this: “Hi, I’d like a quote for my car and my wife’s.” Then ask in Spanish whether you write commercial policies.

Plans

One clear price, no surprises.

CRM, scheduling, reviews and Lucía on the phone and in chat on both plans. You just choose how many calls you want her to answer.

Essential

$297/mo

150 minutes of Lucía a month, about 30 calls.

  • Lucía answers in English and Spanish and books for you
  • Lucía in chat: website, Instagram, Facebook and WhatsApp
  • CRM, calendar and Google reviews. Hosting included if we build your website on Skala
  • Up to 20 team users, at no extra cost
  • Extra Lucía minute: about $0.49
Start with Essential

Renews monthly. Cancel anytime.

Growth

Recommended

$397/mo

500 minutes of Lucía a month, about 100 calls.

  • Everything in Essential
  • More than three times Essential’s minutes
  • Extra Lucía minute: about $0.45
  • Unlimited users for your team
Start with Growth

Renews monthly. Cancel anytime.

One-time setup fee

Account and Lucía setup$199We connect your number, your channels and your calendar, train Lucía on your business and turn on the ready-made automations for your industry.

Design of a new website, up to 4 pages, if you need one+ $399In one language, with our design and your content.

Custom workQuoted separatelyMore pages, a bilingual website, integrations, custom automations, more than 500 Lucía minutes a month or having our team keep Lucía up to date for you. We scope it with you first and give you a fixed price before we start.

Questions

What agency owners ask.

Does Lucía sound like a robot?

Call her at (786) 550-4604 and judge for yourself. She speaks in a natural voice, asks only what she needs and doesn’t read long scripts.

Does it replace my agents?

No. Lucía doesn’t sell policies. She handles what your team can’t get to, takes the details and books the call with a licensed agent.

Does Lucía give prices or recommend coverage?

No. Lucía doesn’t quote, bind policies or recommend coverage. She collects what your agent needs and books the call. Advice and sales stay with your agents.

Do I have to change my number?

No. Your clients keep calling the agency’s number. Unanswered calls forward to Skala and Lucía picks them up.

Does it connect to my agency management system or to carriers?

Skala handles conversations, appointments and follow-up with its own CRM and calendar. Quotes, policies and carrier portals stay in the systems you already use.

Does she speak Spanish?

Yes. Lucía answers in English or Spanish, matching the caller’s language.

Are there costs on top of the plan?

Only usage, shown in your account: calls you make from Skala, SMS, WhatsApp messages Meta charges for and bulk email. Lucía’s written replies are included. See the details on pricing.

Who keeps Lucía’s information up to date?

You do, from your account. When we set up Skala we leave Lucía trained on your business and show you how to update her when something changes, for example the carriers you work with, your products or the documents you need for a quote. It takes minutes. If you’d rather have our team keep her updated on an ongoing basis, we quote that separately.

Is there a long-term contract?

No. The plan renews monthly and you can cancel anytime. The setup fee is charged only once.

Skala also works for

Dentists & clinicsMed spas & aestheticsLaw firmsReal estateAuto & powersportsSchools & academiesAll industries

Stop losing policies to unanswered calls.

Call Lucía now or pick your plan. We’ll get everything running.

Call Lucía See plans