Voicemail greetings · Insurance agents
Voicemail greetings for insurance agents
An insurance agent's voicemail greeting is the message callers hear when you're on another call — most are shopping, changing a policy or in the middle of a claim, and the greeting should route each one somewhere they can act now.
Put together by Will Caraway · · revised .
Replace anything in [brackets], read the greeting out loud once, and keep it under 30 seconds.
Official docs I used
- Google Voice: change your voicemail greeting — Google's own greeting-recording steps for a Voice / Android mailbox
- AT&T: set up call forwarding on a wireless line — AT&T's **61* / **67* / ##004# codes from the carrier, not a recap blog
What's the right first line for an insurance agent's greeting?
5 recordings. Pick the one that matches the call sitting in the mailbox today.
“Thanks for calling [Agency]. Leave your name, number and whether you're calling about a quote, a claim or a policy change, and we'll call you back today.”
“You've reached [Agency]. If you need to file a claim, you can call [carrier] directly 24/7 at [number]. Then leave your name and policy number, and we'll follow up to help.”
“Hi, you've reached [your name] at [Agency]. For a quote, leave your name, number and what you'd like to insure, and I'll call you back today.”
“Thanks for calling [Agency]. Our office is closed. For claims, call your carrier's claim line. For everything else, leave a message and we'll call you back on the next business day.”
“[Agency]. Leave your name, number and policy number if you have one, and we'll call you back.”
A tactical line for claim-call greetings
When someone calls after a car accident at 9 p.m., "we'll call you back during business hours" is cruel. Keep the greeting short, give the carrier's 24/7 claim line, and then invite them to leave a message for the follow-up. One missing phone number in your greeting is the difference between "my agent handled it" and "my agent wasn't there."
A claim at 9 p.m. needs a carrier number, not a cheerful close
After a car accident, "we'll call you during business hours" is a bad greeting. Give the carrier's 24/7 claim line first. Then invite a message for the follow-up.
Quote shoppers are calling three agencies in a row. If you send them to a beep and the next agent picks up, the quote is gone.
- Ask whether the call is a quote, a claim, or a policy change.
- Ask existing clients for a policy number.
- Do not bury the claim line after a 20-second brand speech.
One missing phone number in a claim greeting is the difference between "my agent handled it" and "my agent was not there."
Quote, claim, policy — three different first lines
A quote can wait an hour. A claim cannot. A policy change can wait until the office opens.
Give the carrier claim number for nights. Then take a message for your follow-up. Two steps. One greeting.
Quote shoppers hang up at the beep. If you cannot pick up, something else has to. Riley will take what they want to insure and text you.
Ask existing clients for a policy number. You will not find them by first name at 8 a.m.
What to put in a 9 p.m. claim greeting
Give the carrier's 24/7 claim number first. Then invite a message for your follow-up. "We will call you during business hours" after a car accident is a bad first line.
Quote shoppers are calling three agencies in a row. If the greeting sends them to a beep and the next agent picks up live, the quote is gone before morning.
Ask whether the call is a quote, a claim, or a policy change. Three different first lines. One greeting can still split them in a sentence.
One missing phone number in a claim greeting is the difference between "my agent handled it" and "my agent was not there." Put the number before the brand close.
Why do quote requests go cold between message and callback?
Someone shopping for insurance is calling three agencies in a row. If your greeting sends them to "we'll call you back today" and the next agent picks up live, you've already lost the quote. Riley answers in your agency's name, captures what they want to insure, and texts you so you can call back before the next agent does.
What makes a insurance agents greeting work?
- Give the carrier's claim line for after-hours claims.
- Ask for the policy number from existing clients.
- Quote requests are shopping; call them back fast.