Insurance CRM for
Agents, Agencies, IMOs
One system from the first dial to an inforce policy, with an AI co-pilot doing the heavy lifting for you.
Your producers are wasting time.
A producer should spend the day talking to people. Instead they work four screens: the dialer, the CRM, the carrier portal, and a spreadsheet.
Every switch is a place a lead goes cold, a detail gets typed in wrong, or nobody can say what was said on the call.
Three steps to get there.
- 01
See a demo
A short look, whenever suits you.
- 02
Get your questions answered
Real answers, no script.
- 03
We set it up for you
We do the setup. You write more business.
The AI voice agent qualifies the lead, then transfers the call live.
It works the top of the funnel and hands your agent a live, qualified prospect. Your producers spend their hours on people ready to talk.
- 01
It qualifies
Your questions, your script, asked before anyone picks up.
- 02
It books
It lands on the lead record and in the pipeline.
- 03
It transfers live
Straight to a licensed agent, while the prospect is on the line.
It never replaces a licensed agent. The last step is always a person.
A co-pilot on the call, with every agent.
It listens while the call is live, so help arrives during the conversation, not in a review next week. Your newest producer gets the same second pair of ears as your best one.
It hears the call as it happens
Transcribed live. Nothing rests on what an agent remembers.
It marks the moments that matter
The objection when it lands. The buying signal when it comes.
Every agent, every call
Coaching is no longer rationed by a manager's hours.
One system of record, from first dial to inforce.
The call, the quote, the application, and the policy are one record. Nothing is re-keyed into a second system.
Lead
Worked in the same place it is dialed
Dial
Preview, power, or progressive
Transcript
Attached to the record, not to a vendor
Quote
Multi-carrier comparison, built in
Application
Handed off to the carrier's own application
Policy
Tied back to the call that wrote it
What your producers get.
Three dialing modes, built in
Preview, power, and progressive. No second login, no other tool to call from.
Every call safe to make
Calling hours, consent, and do-not-call are checked before the call goes out. A producer can trust the list in front of them.
Quotes compared across carriers
Compare carriers on the call itself. The application hands off to the carrier's own form.
Persistency, by producer
Not-taken-out and chargeback rates per producer, next to their dials and talk time.
Ready to write more business?
Make your producers more productive, from the first dial
to an inforce policy.