A team of AI helpers, built for insurance agencies.
Between inbound calls, unreturned leads, and a website nobody's watching, your sales team's day disappears into work that doesn't need a license to do. Here's what's already built for the part that does, and the part that doesn't.
Insurance & Agency Operations
The Switchboard
saves the sales team's day
Inbound call routing
Every inbound call answered, routed, and escalated only when it truly needs a person.
The Switchboard
saves the sales team's dayInbound call routing
Every inbound call answered, routed, and escalated only when it truly needs a person.
- Answers inbound calls and captures caller details
- Routes billing or policy questions into the right workflow
- Escalates anything that needs a licensed agent instead of guessing at an answer
Includes: Inbound call answering · Caller detail capture · Billing and policy routing · Escalation to licensed agents
The Qualifier
saves the wasted callbacks
Lead qualification calls
Every warm lead called, scored, and reported on, so nobody guesses who's actually ready.
The Qualifier
saves the wasted callbacksLead qualification calls
Every warm lead called, scored, and reported on, so nobody guesses who's actually ready.
- Calls warm leads and asks a standardized set of discovery questions
- Scores each one hot, warm, cold, or follow-up later
- Attaches a call report to every lead
Includes: Warm lead calling · Standardized discovery questions · Hot/warm/cold scoring · Call reports
The Front Door
saves the low-intent calls
Website chat and qualification
Common questions answered and visitors qualified before the phone ever rings.
The Front Door
saves the low-intent callsWebsite chat and qualification
Common questions answered and visitors qualified before the phone ever rings.
- Answers common questions on an agency's website
- Qualifies visitors before they ever pick up the phone
Includes: Website chat answers · Visitor qualification · Pre-call filtering
The Relay
ends the manual data entry
CRM and lead routing
New leads land in your CRM with the follow-up tasks already waiting.
The Relay
ends the manual data entryCRM and lead routing
New leads land in your CRM with the follow-up tasks already waiting.
- Feeds new leads into the agency's CRM and sales tracker automatically
- Creates the follow-up tasks and reminders that come with them
Includes: CRM lead sync · Sales tracker sync · Automatic follow-up task creation
Every agent above is a starting point, not a fixed package. Real work is custom-scoped to your agency on a call, not sold off a shelf.
The busywork, automated. The license, still required for the parts that need it.
Twenty minutes. Tell us what's eating your team's week, and we'll tell you plainly which of these, if any, is worth building first.