Quote intake for auto, home, life, and umbrella, claims routing, policy questions, renewal calls, after-hours overflow — handled the way a senior CSR would. Without ever asking the caller to read out a policy number on a recorded line.
The day your agency signs up, the AI already knows how an independent or captive insurance office runs. It knows the difference between a quote call ("I just got my renewal — can you beat it?"), a service call ("I added a teen driver, need to update the policy"), a claims call ("someone hit me in a parking lot"), and a billing call. It knows the lines you write — personal auto, homeowners, condo, renters, umbrella, term life, and the commercial lines if you write them — and what intake each one needs to even start a quote.
It captures the right intake for a quote without ever asking the caller to read out an SSN, a driver's license number, a full policy number, or a date of birth on a recorded line. It captures what's quotable — vehicle make/model/year, prior carrier, prior bodily-injury limits, drivers in the household by age range, home year-built and roof age, current carrier, renewal date — and tells the caller a licensed agent will follow up to finalize. For claims, it routes directly to your carrier's claims line or to your in-house claims coordinator, whichever you choose.
You stay in control of the specifics — your carriers and the lines you write with each, your service hours, your claims-routing rules, your renewal-call workflow, your producer roster and licenses, your quote-callback SLA. Your AI fills in what it already knows about how agencies typically operate, you confirm, and it goes live.
Here is how four common ways to never miss a call compare. See the full comparison →
Give us a try. Our promise: If you don't like our service, you can cancel any time from your dedicated portal.
No. The AI does not collect SSNs, DL numbers, full policy numbers, full DOBs, or any other sensitive PII on the recorded line. It captures only what's needed to start a quote or route the call — and your licensed producer collects sensitive data on a secure channel.
No, and it should not. Binding requires a licensed producer, underwriting review, and a final quote. The AI captures intake, reads back your quote-callback SLA, and gets the file in front of the producer who can actually bind.
Whatever you set. Most agencies have it read back the carrier's claims line and offer to connect or text the number, then capture the claim for the agency's records. If you'd rather your in-house claims coordinator take the first call, it routes there instead.
Yes — using your live appointment list, broken out by line if needed. If a carrier appointment is pending or recently dropped, you toggle it in the portal and the AI updates immediately.
It captures the intake — current carrier, renewal date, what they want compared, callback preference — and texts the producer who owns that geography or specialty. The shopper hears your SLA so they know a real person will call, not just a robot.
Connectors to the agency-management systems most agencies use are rolling out. While they roll out, every call lands in your portal and as a text so your CSR can place it in your AMS in seconds with the right line-of-business tag.
Yes. You edit your carrier appointments by line, your producer roster, your service hours, your claims-routing rules, your callback SLA, and the way it greets callers — from your portal. Changes go live without re-training anything.