What the agent handles
- Takes home, auto and business quotes
- Logs policy change requests
- Handles proof-of-insurance requests
- Takes first notice of loss
- Books renewal reviews
Legal, finance and professional
AI voice agent for Insurance brokers
Takes quote requests for home, auto and business coverage, logs policy changes and proof-of-insurance requests, and gets claims to a licensed broker quickly.
CallerI just bought a new car and I'm picking it up tomorrow. Can I get it added?
CallerWater came through the basement last night. How do I start a claim?
CallerMy renewal went up a lot and I don't understand why.
Where calls go
Personal linesCommercial linesClaimsAccounts
Warm transfer: When a client calls to report a claim, like a flooded basement or a car accident, the agent warm-transfers to a licensed broker to take it from there.
What it books
Quote reviews and renewal meetings