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Turn quote calls into written policies

RankLadder answers every call with your agency’s greeting, captures the details you need to quote, answers coverage and billing questions, and puts each lead in your inbox with a clear summary. On every plan.

$4 for 7 days, then auto-renews on your selected monthly Starter ($99), Pro ($199), or Scale ($499) plan unless you cancel before the trial ends.

Customer texting starts on a paid plan after the one-time $39 10DLC registration and carrier approval. See plan and trial details.

Smiling insurance agent in business attire with a red-cased phone in hand, agency office behind him
New quote · auto + home bundlenow

“Shopping my car and home insurance. Can I get a quote on bundling both?”

Quote details captured
+2 more handled while you were writing a policy
Stop losing business to missed callsTurn great work into fresh reviewsBe easy to reach by call, text, or chat

The dashboard

What does an AI office manager do for insurance agencies?

RankLadder is the AI office manager for insurance agencies. It answers quote and policy calls while you’re with a client, captures the details you need to quote, answers coverage and billing questions, and keeps each lead ready for follow-up.

The shopper writes with the agent who answers

You can’t quote two people at once

Quotes go cold without follow-up

RankLadder Today dashboard showing the work queue, answered calls, AI handling, reviews, call volume, and website chats.

RankLadder interface. Example customer data.

Incoming call

New quote · auto + home bundle

Outgoing call

Quote Requests

Texted

Message · billing question

Chatted

After-Hours Questions

The inbox

Every conversation. One inbox.

Calls, texts, and website questions from your clients stay in one thread. Your team sees what happened and what comes next without asking anyone to start over.

01

Capture the insurance need, existing coverage, and timeline so your licensed agent can start with a useful brief.

02

Service-area and policy-process questions get approved answers.

03

Capture after-hours accident or policy questions and follow your rules for which requests should reach an agent.

Built around your business

An AI office manager that already knows your business.

Give RankLadder your services, prices, policies, and handoff rules. It answers from what you approve and knows when to bring in a person.

AI Call Answering

RankLadder answers with your agency’s greeting while you’re quoting one client and the phone rings with the next.

Incoming call
(294) 704-8231
Answered
Hi, this is Oakline Insurance’s AI office manager. How can I help?
Your greeting · Your rules

Lead Capture

Collect what the caller needs insured, their current situation, and timing so an agent can prepare the quote.

Call summary
Home and auto bundleCallback: (291) 476-3684Consult: Thu · 11:00 AM

Knowledge Base Answers

RankLadder answers approved questions about the states and lines you cover and how to request a policy change.

Oakline Insurance knowledge
Learning
Hours
Pricing
Financing options
1 question logged for you

On your phone

Keep every client conversation within reach.

The summary, customer details, next step, and full conversation follow you onto your phone. See what RankLadder handled and what still needs you.

Available on Android. iPhone app coming soon.

Get RankLadder on Google Play
01

See who needs you next

Open the summary, transcript, and customer history before you call back.

02

Keep the next step in one thread

Reply with the conversation in view, so customers do not need to repeat themselves.

03

Share the work with your team

Assign a conversation, leave an internal note, and mark it Done when it is handled.

App preview. Example customer data.

Live before the next missed call

Keep the number your clients already know.

1

Get your RankLadder number

Get a dedicated local line for RankLadder. Keep your existing business number for your customers.

2

Teach RankLadder

Approve your greeting, business answers, transfer rules, and booking details.

3

Test it, then forward calls

Call your RankLadder number and check the greeting and summary. When you’re ready, configure forwarding with your phone provider.

Start your 7-day trial for $4.

Set up RankLadder and call your number yourself.

  • A dedicated local RankLadder number
  • 30 AI voice minutes
  • 25 AI website-chat replies
  • Connect calendars and business tools
  • Train RankLadder on how your business works

$4 for 7 days, then auto-renews on your selected monthly Starter ($99), Pro ($199), or Scale ($499) plan unless you cancel before the trial ends.

Customer texting starts on a paid plan after the one-time $39 10DLC registration and carrier approval. See plan and trial details.

Compare paid plans

Before you forward a call

Questions insurance agencies ask before they start.

Can RankLadder capture the details I need to quote?

Yes. It runs quote callers through the questions you set, from what they’re insuring and their current coverage to their timeline and how they found you. Every answer shows up as a chip on the call summary, so you can start the quote without a round of phone tag.

Can it answer coverage and billing questions?

It answers approved questions about your services, the states you write in, and how to request a policy change. Individual payment due dates, balances, or coverage decisions need current account information and a licensed agent, so those questions are captured for your team.

What happens to calls I miss while I’m with a client?

The AI answers them the same as any other call, captures the quote details, and puts a clear summary in your inbox. You can see what the shopper needs and respond before the opportunity goes cold.

Can it ask clients for reviews?

Yes, on every paid plan. With the required review permission, one tap sends the request on the same text thread the client already knows, with opt-out handling built in. New Google reviews get an AI-drafted reply for you to approve, so your agency’s rating keeps growing.

Will it sound professional to my clients?

It identifies itself as an AI assistant, speaks naturally, and handles 18 languages. When a call needs a licensed agent, it transfers instead of guessing. Starter includes 3 transfer rules; Pro and Scale are unlimited. Callers get a real answer when the call reaches RankLadder.

Do I have to change my agency’s phone number?

No. Your number stays on your website, your cards, and your Google profile. Forward it to your dedicated RankLadder line and start the $4 7-day trial with 30 AI minutes and 25 AI website-chat replies. Unforward whenever you want.

Hear it before your customers do

Hear your own AI office manager handle a call.

Seven days for $4. Your own number, 30 AI minutes.

$4 for 7 days, then auto-renews on your selected monthly Starter ($99), Pro ($199), or Scale ($499) plan unless you cancel before the trial ends.

Customer texting starts on a paid plan after the one-time $39 10DLC registration and carrier approval. See plan and trial details.

Start your 7-day trial for $4