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
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
What a day at the front desk sounds like.
Four calls your agency gets every week, and how Sera handles each one.
A new home + auto quote at 6:42 pm
A new homeowner calls after hours to bundle home and auto. Sera collects what your producer needs to quote and sends over a clean intake. She never quotes a premium or binds coverage.
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
A contractor needs a COI before the job starts
A commercial client needs a certificate of insurance for a general contractor by tomorrow. Sera takes the certificate holder and delivery details and routes the request to your team.
Caller
I need a certificate of insurance for a job starting Thursday. The GC won't let us on site without it.
Sera
I can get that started. Who should be listed as the certificate holder, and do they need to be named as additional insured?
Caller
Brightline Construction, yes additional insured. Email it to their office manager.
Sera
Thanks. I've sent the request to your account manager with the holder and email, flagged for Thursday's start.
COI request queued for a CSR with holder and delivery details
A client calls from the side of the road
A client was just rear-ended. Sera takes down the basics, gives them the right carrier's 24/7 claims number from your carrier list, and lets their producer know.
Caller
Someone just rear-ended me on the way to work. Nobody's hurt. What do I do?
Sera
I'm glad you're okay. Your auto policy is with Harbor Mutual. Their 24/7 claims line is open now, and I'll text you the number.
Caller
Okay. Should I get the other driver's info?
Sera
Yes, their name, insurer and plate. I've noted the time and location and let your producer know you called.
Loss details logged and the carrier's claims number texted
Adding a newly licensed teen driver
A parent wants to add their 16-year-old to the auto policy. Sera captures the driver details and effective date and queues the change for a CSR to process.
Visitor
My daughter just got her license. How do I add her to our policy?
Sera
Congratulations to her! What's her full name and date of birth, and which car will she mainly drive?
Visitor
Maya Ortiz, born March 3, 2009. Mostly the Civic.
Sera
Thanks. I've sent the change to your CSR to add Maya from today. They'll confirm and go over any premium change with you.
Driver change captured in full and queued for a CSR
What our customers say
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.
