Claims intake that starts the moment they call
Capture first notice of loss, answer policy questions, and reach policyholders about renewals — without callers sitting through hold music first.
Where insurance calls usually go wrong
The same handful of problems show up in almost every call queue, long before an agent ever gets involved.
Call volume spikes without warning
A storm, an accident cluster, or renewal season can flood your lines overnight — and every unanswered call is a frustrated policyholder.
Claims intake needs consistency
Missing a detail on first notice of loss means a follow-up call, a delay, and a slower claim for everyone involved.
Renewals fall through the cracks
Reaching every policyholder before a renewal date by phone, one at a time, doesn't scale as your book of business grows.
Where the agent takes work off your plate
Built around the calls insurance teams actually handle every day — not a generic script.
First notice of loss
The agent walks callers through the standard claim details — policy number, date, description of loss — and hands a structured summary to your claims team.
Policy question triage
Common coverage and billing questions get answered from your knowledge base, with anything that needs a human routed straight to them.
Renewal reminders
Outbound calls reach policyholders ahead of renewal dates, confirm details, and flag anyone who wants to discuss changes with an agent.
Document follow-up
Callers who still owe a document for an open claim get a reminder call asking specifically for what's missing, not a generic nudge.
After-hours FNOL
Accidents don't wait for business hours — first notice of loss gets captured any time it happens, ready for your team the next morning.
Built to keep up with insurance call volume
A few generic numbers that describe how the agent behaves on every single call.
First notice of loss captured any time it happens
Typical time before the agent picks up
Languages available for policyholder calls
The building blocks behind this workflow
The parts of the platform insurance teams lean on most for this workflow.
Questions about Insurance
It captures first notice of loss — policy number, incident details, contact information — and hands a structured summary to your claims team; final decisions stay with your adjusters.
See it work for Insurance
Spin up an agent for this exact workflow, give it a task, and call it yourself in the next few minutes.