Pricing is per seat for team members who set up and run projects. Each plan includes a baseline of AI credits shared across all agents on the account. Additional credits can be purchased when the baseline is insufficient for your calling schedule.
Key features
Certificate automation
Renewal processing
Policy checks
Carrier downloads
AMS activity updates
Endorsement handling
CSV upload for recipient lists
Readiness score from 0 to 100
Local time zone call scheduling
Automatic AI disclosure on every call
Human transfer on request
Multiple agent types on single account
Call outcome tracking
Meeting check-in recording and reporting
What makes it different
Learns from existing processes without API integration or new software
Pauses and asks for clarification rather than failing silently
Reduces E&O risk from tired contractors
No agent customization required—select a pre-built type and add your list
Mandatory AI disclosure and ethical safeguards on every call
Shared AI credits and seats across multiple call types
Readiness check prevents calls until project is properly configured
Respects local time zones and call windows automatically