| Key features | - Lead qualification and routing to human agents
- Automatic appointment scheduling and calendar sync
- Call transcription and post-call note generation
- Insurance-specific terminology and workflows
- AMS integration with EZLynx, Momentum, QQCatalyst, AgencyZoom
- Quote intake automation
- Cross-sell opportunity identification
- Call recordings and compliance documentation
- Real-time transfer to human agents
| - Train on website content, PDFs, Word documents, Notion pages, Google Docs, YouTube videos, audio files, spreadsheets, and plain text
- Automatic retraining on daily, weekly, or monthly schedule to keep content up to date
- Support for 95+ languages with automatic language detection
- Human handoff with full conversation context when needed
- Connect to CRM, helpdesk, calendar, REST APIs, and MCP servers for real-time data and actions
- Customizable appearance with colors, logo, name, welcome message, and personality
- Analytics dashboard showing conversations, satisfaction ratings, and knowledge gaps
- Deploy in one line of code without technical skills
- Support for multiple AI models including GPT, Claude, Gemini, and xAI Grok
|
|---|
| What makes it different | - Purpose-built for insurance, not a generic AI chatbot
- Handles multiple calls simultaneously without missed calls
- SOC 2 Type 2 and GDPR compliant
- Deep integration with insurance agency systems
| - Trains instantly on your business content in minutes without manual setup
- Handles complex tasks beyond answers like booking meetings, looking up orders, and creating leads
- Automatically communicates in customer's language across 95+ languages
- White-label solution for agencies to resell under their own brand and domain
- Comes with default responses and escalation rules so AI never makes things up
|