- Takes quote requests
- Logs new claims
- Calls ahead of renewal
- Checks in after a claim
The agents that help an insurance agency
One agent at a time. Start with the role that costs you most today, then add the others later.
Sales Agent
Rings back within a minute the prospect who asked online for a car, home or business quote, and books the adviser.
See the roleFront Desk Agent
Takes claim reports in the evening and at weekends: facts, date, photos requested, file passed on.
See the roleReactivation Agent
Calls policyholders before renewal to book a review, and prospects whose quote went unanswered.
See the roleCustomer Care Agent
Checks in once a claim is settled, flags an unhappy client and prepares the review request.
See the roleCalls after 6 PM still reach someone
The Front Desk Agent tells a quote request from a claim or a simple policy question. It takes notes, opens the right file and alerts the right handler.
Contact created
Policyholder (06) •• •• 41 09 — business cover, bakery on Cours Lieutaud
See contact details
Claim report
Front Desk Agent · Sunday at 8:14 PM
- Leak from the flat upstairs, bakehouse wall wet since this morning.
- Claim S-2417 opened, Léa calls back tomorrow before 10 AM.
See summary
Quote, claim or policy: every call joins the right queue
The handler picks up the file without asking again
Seeing is believing.Call it right now.
The demo line plays the Front Desk Agent for seven fictional firms, and insurance is not one of them. The exchange below is an example: a policyholder reports water damage on a Sunday evening.
Made for agencies juggling quotes and claims
One phone takes the prospect comparing prices, the worried policyholder after a claim and the client who needs a certificate. Your agents sort, note and pass on, each in its own lane.
The agency answers, even during an inspection
While you are on site looking at the damage, other calls are taken, sorted and summed up.
Opens the claim, never judges it
Date, place, circumstances and photos requested: the file goes to the handler, who alone decides on cover.
Prepares quotes
Car, 22-year-old driver, callback on Tuesday
Watches renewal dates
Every policyholder hears from you before their policy renews.
An agency day, call by call
A quote in the morning, a claim at lunchtime, a renewal to prepare in the evening. Here is who does what.
The agent sorts the call
Within the first few words, the Front Desk Agent knows whether it is a quote, a claim or a policy question, and asks the matching questions.
- Answers in your agency’s name
- Tells quotes, claims and policies apart
- Follows your quote questionnaire
- Finds the policy by its number
Today at 12:52 PM
Motor policy A-58113, Nora Benali
The file reaches the right handler
Once the call ends, the summary reaches the right person, and the policyholder gets a claim number with the list of what to send.
- Sends the summary to the handler
- Texts the claim number
- Asks for the report, photos and invoices
- Books the adviser’s callback
Léa calls Nora at 4 PM
You keep every decision
Cover, excess, settlement: the agent says nothing about them. It passes the question on, you answer, and we add your answer to its instructions.
- Read every claim report
- Take over a sensitive call
- No opinion on cover
- Briefed on your agency’s rules
Nora asks whether her excess applies
Call Bruno once the repairs are done
After the follow-up call, link offered to Bruno as to every policyholder
Today at 12:52 PM
Motor policy A-58113, Nora Benali
Other sectors we serve
Valuations booked, even mid-viewing.
The seller rings while you are showing another property across town. Your agent answers, understands the plan and books the valuation before they call the agency down the road.
The leak first, the quote right after.
On a stormy evening your phone never stops. Your agent answers every call, sends the emergencies to your crew and lines up the week’s surveys, before your clients try another roofer.
Test drives booked, even mid-handover.
You are handing over the keys to a new car when an enquiry lands from a listing. Your agent rings the buyer, notes the part-exchange and books the drive while the dealer next door lets it ring.
Not on this list?
Tell us how your clients call you. We write your agent’s job description and send a written proposal (set-up, then a monthly subscription) before any work starts.
Plugged into your tools
Everything else connects through n8n, or Make and Zapier if you already use them.Putting an agent to work in your agency
We start from your switchboard, your quote questionnaire and the way you handle a claim. Your handlers keep their policy software.
Your switchboard keeps its number
Clients call the number on their policy and your letters. The agent takes the calls you hand over: evenings, weekends or from the second ring.
Your questionnaire, word for word
Quote and claim questions are your agency’s own. The agent never makes any up.
Diary and policy software
Callbacks in Google Calendar or Cal.com, files logged in your policy management software, connected on request.
No. It gathers the facts, opens the file and passes it on. Only your claims handler decides on cover, excess or settlement.
No. It asks your quote questions and books the meeting. Choosing the cover and setting the price stay with your advisers.
It transfers the call straight away to the on-call person you choose, with a summary of what it heard.
You choose the timing, for instance 60 days before renewal. The Reactivation Agent calls the policyholder, checks whether anything has changed and books a review when an adviser needs to step in.
You pay for the set-up at the start, then a monthly subscription for each agent at work. A written proposal follows the scoping call, before we start.