COI requests, claim intake, billing questions and renewal inquiries can interrupt your day. CallsHandled captures the request and uses approved general facts, leaving policy decisions, certificate issuance and follow-up with your licensed team.
Explore the insurance demoChoose a fictional practice call in the demo collection. These fictional phone demos do not arrange real service or appointments.
Run yesterday back honestly:
A contractor client needs a certificate in the next hour. Fifteen minutes of intake, mid-quote. The prospect you were quoting? They went quiet.
A shaken client needs to report an accident. It deserves calm, complete intake — not a rushed handoff at 5:58pm or a voicemail box.
A billing dispute where nobody remembers what was said. Without a record, every service call is a liability conversation waiting to happen.
Service work is why clients stay — and it's also what eats the hours that write new business. The agencies that grow aren't the ones answering fewer calls. They're the ones who stopped doing the intake themselves.
Illustrative conversation, not a customer recording or evidence of completed work.
COI intake, complete and documented · claim FNOL capture — calm, thorough, routing requests to your configured team · billing questions answered from approved facts · renewal and quote-request intake with coverage type and reason · service requests recorded for team review.
Anything that is advice: premium quotes, binding or changing coverage, confirming what a policy covers, claim outcome questions, upset clients. Captured for review, routed for team review — your agents start the conversation already knowing the story.
Illustrative example, not a customer result: certificate requests, two claim inquiries and a renewal question are organized for the licensed team. The team issues certificates, reviews coverage and confirms completion; the receptionist does not perform those actions.
Set it up for my agency — $297/moActivation timing is confirmed after configuration, forwarding and testing. Month-to-month, cancel anytime.
If it doesn't capture a missed-call lead in your first 30 days, that month is free. The downside of testing it is a phone call; the downside of not testing it is another year of COI interruptions.
It is configured for intake and approved general information. Premium quotes, binding or changing coverage, coverage decisions and claims advice stay with your licensed team. Confirm the workflow and review call records during setup.
It can capture the reported incident, time, location and callback details for your team to review. It does not submit a claim to the carrier, determine coverage or promise a response time.
Caller ID alone is not proof of identity. Keep private account information out of the voice workflow until your agency has configured and tested appropriate access controls. Your licensed team handles sensitive account questions.
It answers naturally, gets them what they called for, and never pretends to be something it's not. Explore the insurance practice scenario in our demo collection. Phone demos use fictional businesses and do not arrange real appointments or service.