Map your front desk
We sit with your team and document the questions, callers, carriers, workflows, and exceptions that actually reach your phones.
A 24/7 phone front desk built from your approved answers and handoff rules. It handles routine questions, captures service requests, and connects sales opportunities to a licensed producer.
Prefer to hear it?Call the live demo:“We’re buying a second car. Can you give me a quote today?”
“I never quote a price, but I can connect you with a licensed producer now.”
Ask the demo the same questions your staff hears every day. Watch what it answers, what it captures, and when it gets a licensed person.
Demo data only. Do not enter policy numbers, payment details, or personal information.
There is no generic insurance script. Your licensed principal approves the exact facts, phrases, and handoff rules before a caller hears them.
We sit with your team and document the questions, callers, carriers, workflows, and exceptions that actually reach your phones.
Your principal reviews a versioned answer registry. If a response is not in it, the agent says so and gets a person.
Sales, complaints, coverage questions, sensitive data, and uncertainty trigger the handoff path you selected.
Every call creates a redacted summary and outcome so the agency can tune FAQs, routing, and staffing with evidence.
Each answer is versioned, dated, and tied to an approver. That keeps the front desk useful without turning it into an unlicensed producer.
Capture the holder, project, requested wording, additional-insured request, and deadline. A licensed team member reviews and issues it.
Call automation should create capacity—not new regulatory exposure. Consequential decisions stay with licensed people.
The caller gets a clear next step, while your staff gets the useful facts—without replaying the whole conversation.
We are opening three founding-agency spots for a structured pilot and case study. You keep control of every answer, escalation, and go-live decision.
We’ll use call volume, team size, timing, and the problem you are solving to decide whether the founding pilot is a strong fit.
Independent agencies with missed or after-hours calls, recurring service questions, and a licensed producer ready to take qualified handoffs.
The caller is told they are speaking with an AI assistant.
Recording or transcription notice is built into the greeting.
Payment cards and Social Security numbers are refused and redacted.
Licensed staff own policy decisions and coverage conversations.