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AptaBook
Self-serve AI receptionist for insurance agents — qualifies by line and books quote calls, from $49/mo.
Solo agents and small agencies that want speed-to-quote booking without a sales call, and don't need AMS write-back.
Live in under 10 minutes, no demo call
No AMS integration
What it does
- 24/7 answering of calls and website chat
- Qualifies by line, coverage needed, location, current carrier, and timeline
- Books quote calls and policy reviews into Google Calendar or Outlook, with reminders
- Renewal and policy-review reminders
- Trains on your website plus your lines, carriers, FAQs, and qualifying questions
- HubSpot and Zoho CRM on plans with connectors; webhooks for custom systems
- Never quotes rates, binds coverage, or gives advice
- US and Canada; HIPAA-compliant badge
Pros and cons
Pros
- Live in under 10 minutes, no demo call
- Published pricing with a no-card trial
- Clear line on licensed activity
Cons
- No AMS integration
- Call or minute limits aren't published
- Thin insurance track record; generic booking product with an insurance page
Pricing details
Solo $49 · Starter $99 · Professional $149 per month; Enterprise custom. Minute or call limits not stated (plans differ by website pages crawled: 30/100/500). 15-day free trial, no card. Verified Oct 2026.
Every figure on this page was checked against aptabook.com or the source named above on Oct 19, 2026. Prices change — confirm with the vendor before you buy. Our methodology
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