The AI front desk for independent P&C agencies.
Sera answers your phones, web chat and email 24/7. She captures quote details, handles routine service, and hands off to your producers when a licensed answer is needed.
From $49/mo · 15-day free trial, voice included · No sales call
Caller
Hi, I just bought a house and need a home quote. Can you bundle my auto too?
Sera
Congratulations! I can start both. What's the property address and the closing date?
Caller
412 Elm Street, closing on the 28th.
Sera
Got it. Who's your current auto carrier, and how many drivers and vehicles?
Quote intake sent to your producer with a full transcript
Try it right now
Call (650) 795-7838 and ask for a home + auto quote.
That's Sera, live. Same agent your callers would reach — no form, no sign-up.
Your CSRs are answering the same five questions all day.
Routine service eats CSR time
"Can you send my ID card?" "I need a COI for a job site." "What's my payment due?" Every call is quick — until it's the fortieth one and the renewal work hasn't moved.
Lunch and after 5pm go to voicemail
Shoppers call when they're off work: at lunch, after dinner, on Saturday. Voicemail means they call the next agency on the list.
Web quote leads go cold
A quote request lands at 9pm. By the time a producer calls back the next afternoon, the prospect already bound with someone else.
The front-desk work of a P&C agency, covered.
Sera works from your agency's own information — carriers, hours, appetite and procedures — and stays inside the service work a CSR would hand to anyone on the team.
New quote intake
Collects drivers, vehicles, property details, and current carrier for auto, home and BOP — then sends a clean intake to the producer.
ID cards & COI requests
Takes the request, the certificate holder and delivery details, and routes it to your team so it goes out the same day.
Policy changes
Address, vehicle and driver changes captured in full — VINs, effective dates, lienholders — and queued for a CSR to process the endorsement.
Billing & payment questions
Answers how and where to pay, explains agency vs. direct bill using your instructions, and routes anything account-specific.
Claims FNOL routing
Gets the loss details down and gives the caller the right carrier's 24/7 claims number from your carrier list.
Renewal questions
Fields "why did my premium go up?" calls with a calm, general answer and books a review with the account's producer.
Warm transfer to a producer
Hands live calls to the right producer or CSR with a summary, or books a callback when they're busy.
From $49/mo · No credit card
One agent. One transcript. Every channel.
Whether a client calls, chats on your website or emails the agency inbox, it's the same Sera with the same memory — and your team sees one conversation, not three.
Phone
Forward your main line or just overflow and after-hours. Sera answers on the first ring.
Website chat
A chat on your agency site that takes quote intake at 11pm instead of a contact form.
Replies to routine service requests in the agency inbox and routes the rest.
Call notes where your team already works.
Call notes and quote details delivered to your inbox or CRM.
- Gmail
- HubSpot
- Salesforce
- Slack
- All integrations →
Live the same day.
Step 1: Forward your line
Point your main number, overflow or after-hours line at Sera. Add the chat to your website with one snippet.
Step 2: Sera learns your agency
Your carriers, office hours, lines of business, appetite and who handles what. Paste your website and fill in the gaps.
Step 3: Live same day
Most agencies are answering calls in under 30 minutes. Adjust escalation rules any time.
From $49/mo · No credit card
Guardrails & trustShe knows what she's not licensed to say.
Never binds or advises on coverage
Sera never binds, quotes a premium or tells a caller what coverage they need. Licensed questions go to a licensed human.
Your escalation rules
You decide what goes straight to a producer — claims in progress, cancellations, anything with a complaint — and when.
Recordings & transcripts
Every conversation is logged with a full transcript so you can see exactly what was said.
SOC 2 Type II
Independently audited security controls. Encryption in transit and at rest. Your data is never used to train shared models.
What are missed calls costing your agency?
Plug in your own numbers. This is an estimate, not a promise.
Quote calls that hit voicemail, lunch or after hours.
Share of quoted prospects who bind with you.
Your average first-year commission on a new policy.
Est. commission recovered
$2,165/ mo
~10.8 new policies a month
About 44× what Sera costs.
Estimate only. Assumes ~4.33 weeks per month and that Sera answers every one of those calls. Commission shown is first-year commission on new policies written in a month. Actual results depend on your call mix, close rate and carriers.
From $49/mo. Pay when she's paying for herself.
Every plan starts with a 15-day free trial, voice included. No credit card.
Starter
$49/ month
Sera on your phone line and your website, for less than one missed customer.
- 500 AI chats a month
- Voice minutes included
- Live in under 30 minutes
- Cancel anytime
Growth
$499/ month
For busy front desks: more chats, more voice minutes, full automation.
- 2,000 AI chats + 300 voice minutes
- Booking, missed-call recovery, human handoff
- Multi-language support
- Advanced analytics and priority support
Warm transfers to producers and Spanish-language conversations are included on Growth and above.
From $49/mo · No credit card
Sera vs. the other ways to cover the phones
Generic categories, not vendors. Costs are typical ranges — your market will vary.
| Sera | Hire another CSR | Live answering service | Enterprise AI receptionist | |
|---|---|---|---|---|
| Cost | From $49/mo | ~$3,500–$5,000/mo loaded | Per-minute or per-call billing | Custom quote via sales |
| 24/7 coverage | Yes | Business hours | Yes | Yes |
| After-hours quote intake | Full intake, sent to producer | No | Takes a message | Varies |
| AMS-ready notes | Structured notes by email/CRM | Yes, if they enter them | Message slip | Varies |
| Setup time | Same day | Weeks to hire + train | Days to script | Weeks of implementation |
| Contract | Monthly, cancel anytime | Employment | Often monthly minimums | Typically annual |
Scroll the table sideways →
What agency owners ask first.
Does Sera sound robotic?
No. Sera holds a natural conversation, understands follow-up questions and doesn't read a rigid script. The fastest way to judge is to call (650) 795-7838 and ask for a quote.
Does Sera speak Spanish?
Yes. Multi-language conversations, including Spanish, are included on the Growth plan and above. Sera replies in the language the client uses.
What about E&O risk?
Sera is set up to stay out of licensed territory: she never binds coverage, never quotes a premium and never tells a client what coverage they need. Those questions go to a licensed person on your team. Every conversation has a full transcript, so you have a record of exactly what was said.
Does Sera replace my CSR?
No. Sera takes the routine, repetitive calls — ID cards, COI requests, payment questions, after-hours intake — so your CSRs can spend their day on endorsements, renewals and the clients who need a person.
How do transfers to producers work?
You set the rules: which calls go to which producer or CSR, and during which hours. Sera transfers live with a short summary, or books a callback and sends the full transcript when no one's free. Live transfers are part of the Growth plan and above.
What happens if Sera doesn't know an answer?
She doesn't guess. Sera takes the client's details, tells them who will follow up, and hands off to your team with the whole conversation attached.
Stop sending shoppers to voicemail.
Sera answers your phones, chat and email tonight. From $49/mo · 15-day free trial, voice included · No sales call.
SOC 2 Type IICancel anytime
