AI receptionist for insurance agencies that automates inbound calls and ensures 24/7 customer support
Customer case study software that automates interviews and approval workflows
Stage
Not given
Not given
Founded
2023
Not given
Based in
US
Not given
Pricing model
Contact for pricing
Freemium
Pricing
Not given
First case study: $19. After that: $39 per single story, or packs: $99 for 3 stories (about $33 each), or $139 for 5 stories (about $28 each). Credits never expire.
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
Guided customer interviews
One-click customer approval workflow
Automatic spaced reminders
Hosted customer-verified case study pages
Multiple export formats: PDF, HTML, Markdown, JSON, and sales email
Pay-per-case-study pricing with no subscription
AI draft generation from customer answers
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
Approval workflow built in to reduce chasing and delays
Customer-verified published pages prove authenticity
Pay only when the customer completes their interview
Fully approved story in days, not weeks
One interview generates stories in every format needed
Sonant
TrueCase