AI phone automation built for insurance agencies. Process claims faster, qualify leads instantly, and deliver exceptional policyholder service 24/7.
See It In ActionEvery delayed claim and missed lead chips away at your reputation and revenue
When a policyholder has a car accident or home damage, they're stressed and need immediate help. But your claims team is buried under calls, emails, and paperwork. The average claim takes 45 minutes of phone time just to collect basic information—time your adjusters could spend evaluating claims and settling faster. During peak periods (severe weather, holiday weekends), your phone lines are jammed, policyholders wait on hold for 20+ minutes, and frustrated callers abandon ship and complain to regulators or social media. This bottleneck costs you $85,000+ annually in overtime, temp staff, and lost efficiency.
AI Solution: Instant 24/7 claim intake automationInsurance emergencies don't happen 9-5. Car accidents at midnight, burst pipes on Sunday morning, wind damage at 3 AM—your policyholders need you when disaster strikes, not the next business day. When they call your agency at 10 PM and get voicemail, they feel abandoned. They call your competitor who has 24/7 support, or worse, they complain about your service on review sites. Every after-hours claim that goes to voicemail is a retention risk—policyholders remember who was there when they needed help most.
AI Solution: 24/7 emergency claims supportYour agents spend hours every week fielding quote requests from unqualified leads—people shopping 15 different agencies for the lowest price, comparing coverage they don't understand, or just fishing for information without real intent to switch. Meanwhile, serious prospects who are ready to buy get stuck waiting because your team is busy with tire-kickers. The average insurance agent spends 60% of their phone time on leads that never convert, leaving just 40% for qualified prospects and existing policyholders. This inefficiency costs you $65,000+ annually in wasted labor and lost high-value opportunities.
AI Solution: Intelligent lead qualification & routingYour phone lines are clogged with repetitive questions: "What's the status of my claim?" "Did you get my documents?" "When will the adjuster call me?" These status-check calls are necessary for customer service, but they're productivity killers. Each call takes 5-10 minutes of CSR time, and many policyholders call multiple times because they don't trust your updates. Your team spends 30% of their day answering the same questions over and over, checking systems, looking up claim numbers, and repeating information that's already in your system. That's $40,000+ annually in staff time that could be automated.
AI Solution: Automated claim status updatesEverything you need to process claims faster, qualify leads better, and keep policyholders happy
Your AI assistant answers every claim call in under 3 seconds, day or night. It walks the policyholder through a structured intake interview: What happened? When? Where? Any injuries? Witnesses? Photos taken? The AI collects all First Notice of Loss (FNOL) details, creates the claim in Guidewire or Duck Creek, assigns it to the right adjuster based on claim type and workload, sends the policyholder a claim number via SMS, and provides next steps. A car accident at 2 AM? The claim is logged, the adjuster gets a notification, and the policyholder receives instant acknowledgment. No voicemail, no delays, no frustrated customers.
Stop wasting agent time on low-value quote shoppers. The AI pre-qualifies every prospect by asking the right questions: What coverage are you looking for? Current provider? Reason for switching? Timeline? Budget expectations? Credit comfort level? Based on their answers, it scores leads from 1-10 and routes high-value prospects directly to your best agents while offering self-service quotes to price shoppers. Your agents focus their time on serious buyers with real intent, boosting conversion rates from 8% to 22% while handling 3x more qualified leads per day.
Your AI handles repetitive status-check calls automatically. When a policyholder calls asking "What's the status of my claim?" the AI instantly retrieves the claim from your system, provides a detailed update (adjuster assigned, inspection scheduled, settlement pending, etc.), and answers common questions about next steps. If there's been a recent update, the AI proactively calls or texts the policyholder with the information. This automation eliminates 60% of inbound calls, freeing your team to handle complex issues while policyholders get instant, accurate information whenever they need it.
Seamlessly connects with Guidewire, Duck Creek, Applied Epic, Vertafore, Salesforce Insurance Cloud, and every major claims and policy management system. Every call automatically updates your systems—claims logged, policy changes processed, documents attached, notes added, tasks created—with zero manual data entry. Your adjusters see complete claim details before making their first call. Your agents have instant access to quote history. Your compliance team has perfect call records. Everything syncs in real-time across your entire tech stack.
The AI doesn't just handle claims—it manages policy service calls effortlessly. When a policyholder calls to add a driver, update an address, add coverage, or ask about their policy, the AI retrieves their policy from your system, answers questions, collects required information, and processes changes (or routes to an agent if underwriting approval is needed). For renewals, the AI proactively calls policyholders 30 days before expiration to confirm coverage, discuss changes, and process renewals—dramatically reducing lapse rates and improving retention.
Your AI doesn't wait for policyholders to call—it reaches out proactively at key moments. After a claim is filed, it calls 24 hours later to check in: "How are you doing? Do you have any questions? Is there anything else we can help with?" Before an adjuster visit, it calls to confirm the appointment and remind them to prepare documentation. When a claim settles, it calls to ensure satisfaction. These proactive touchpoints build trust, reduce complaints, and turn stressful claim experiences into loyalty-building moments that drive retention and referrals.
See exactly how much you'll save and earn with AI automation
Plus $120,000+ from improved lead conversion (8% → 22%)
Plus $45,000+ from reduced policyholder churn (faster claims = better retention)
Total Annual Impact: $243,513
ROI: 1,705% • Payback Period: 2.7 weeks
Seamless integration with the platforms you already use
It's 11 PM on a Friday night. Your policyholder, Sarah, just got rear-ended at a stoplight. She's shaken up but unhurt. The other driver admitted fault. Sarah's car is drivable but damaged.
She calls your agency, expecting voicemail—but your AI assistant answers immediately with a calm, professional tone: "I'm sorry to hear about your accident, Sarah. I'm here to help you get this handled quickly. Are you safe right now? Is anyone injured?"
The AI walks her through a structured FNOL interview: What happened? Where did it happen? Other driver's information? Police report filed? Photos taken? Witnesses? Sarah answers each question, and the AI collects every detail your claims team needs.
Within 90 seconds, the AI has created a claim in Guidewire, assigned it to your on-call auto adjuster, sent Sarah a claim number via SMS with next steps, scheduled a phone adjuster call for tomorrow morning, and provided information about rental car coverage.
The next morning, your adjuster calls Sarah with all the FNOL details already in the system. The claim moves forward immediately—no delays, no missing information, no frustrated policyholder. Sarah is impressed by how smoothly her claim was handled and tells her friends about your amazing service.
We handle everything—you just watch efficiency soar
We analyze your agency's claim types, policy lines, common inquiries, and current systems. We review your FNOL process, lead qualification criteria, and service workflows. We identify where automation will have the biggest impact on efficiency and customer satisfaction.
We integrate your AI with Guidewire, Duck Creek, Applied, or your agency management system. We train the AI on your claim types, policy questions, compliance requirements, and service standards. We configure call flows for claims, quotes, policy changes, and status inquiries.
We run test calls covering every scenario: auto claims, property claims, quote requests, policy changes, billing questions. We verify data flows into your systems correctly, compliance requirements are met, and call quality meets your standards. Once approved, we go live.
We monitor performance weekly: claim intake accuracy, lead qualification effectiveness, call resolution rates, customer satisfaction scores. We continuously optimize based on real data, adding new capabilities as your needs evolve. Your AI gets smarter and more efficient every week.
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