COIs, claim calls, billing questions, renewal chases. Answered live, captured right the first time, with a paper trail nobody can argue with — while you and your producers stay on revenue.
Hear it answer live · (561) 216-7054A live line answering right now. Call it like a client chasing a certificate at 4:55pm on a Friday.
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.
COI intake, complete and documented · claim FNOL capture — calm, thorough, immediate routing · billing questions answered from approved facts · renewal and quote-request intake with coverage type and reason · payment links texted · every call ticketed with a transcript.
Anything that is advice: premium quotes, binding or changing coverage, confirming what a policy covers, claim outcome questions, upset clients. Captured completely, routed immediately — your agents start the conversation already knowing the story.
This week: certificates requested and fulfilled with documentation, two claims captured calmly and routed inside two minutes, billing questions answered without touching your producers, and a renewal inquiry sitting in the queue with complete details. Your book got serviced. Your calendar got protected. And there's a receipt for every word of it.
Set it up for my agency — $297/moLive within two business days. 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.
No. It never quotes premiums, never binds or changes coverage, never confirms what a policy covers, and never advises on claims. It does intake and routing — licensed judgment stays with your team, with the transcript to prove exactly what was and wasn't said.
Calmly and completely: what happened, when, where, who was involved, callback details — then immediate routing to your team with the full transcript. The client feels taken care of; your team starts with everything.
Possession-based: account details are only discussed with verified callers, and policy numbers are referenced by last four only. Impersonation attempts are flagged and escalated.
It answers naturally, gets them what they called for, and never pretends to be something it's not. Call the demo at (561) 216-7054 like an impatient client — then decide.