Complete files, faster
Your agent handles first contact, collects documents and keeps clients updated. Licensed staff make every decision.
- CallsIts own number for calls
- BrowserUses websites for you
- EmailIts own inbox
What your agent can do
- CallsApps
Answer after-hours calls, take claim or quote details and log them in your CRM.
- BrowserApps
Pull policy and claim status from carrier portals into the client record.
- EmailTexts
Request missing renewal and claim documents by email, with text reminders.
- AppsBrain
Book callbacks on the right calendar with the client's history attached.
Works with your tools
Salesforce
HubSpot
Outlook
Google Calendar
DocuSign
Google Drive
And hundreds more apps.
You stay in control
Waits for your approval
- Messages that change a policy
Never does
- Quotes, binds coverage or decides a claim
More industries
All use casesSee it on your work
We'll walk you through an agent set up for work like yours.