MANAGED VOICE AI / Insurance agencies
Capture every policy enquiry.
Answer and route new-business and existing-client calls around your agency’s workflow.
See a 30-second example ↓Book a business walkthrough ↗FOR INSURANCE TEAMS / SEE ONE REQUEST THROUGH
A conversation.
A clear next step.
See how Morgan turns a familiar enquiry into a adviser renewal brief. No setup. No microphone needed to watch.
“I'd like someone to call me about renewing my policy.”
Captioned walkthrough · illustrative outcomeYour services. Your rules. Configured and managed by our team.
See it for your business ↗02 / PUT EVERY CALL TO WORK
New-policy enquiries
Capture contact details and the type of cover requested.
Routine service calls
Collect callback requests and answer approved agency information.
Claims routing
Route claims enquiries to the appropriate team without making coverage decisions.
YOUR TOOLS / CONNECTED
Supported integrations.
Keep the tools your team already uses. We configure the connections around your workflows and confirm account access before launch.
Guidewire ClaimCenter
Claim intake and insurance service workflows
Habit
Insurance policies, distribution and claims intake
Connection requirements & provider documentation
These providers support OAuth 2.0 or its OAuth 2.1 update. Connections are configured and tested as part of your managed service; listing a provider does not mean a connector is already installed or every API feature is available.
- Guidewire ClaimCenter documentation ↗ — Guidewire Cloud application registration and insurer-granted API roles required.
- Habit documentation ↗ — Distributor access and OAuth client credentials required.
03 / BUILT AROUND YOUR TEAM
A clear scope before you go live.
Plans listed from $599/month, with setup from $299. We confirm usage allowances, integrations, total price and delivery timeline in your proposal.
Book a demo ↗Onboarding
Map your calls and escalation rules. Configure your voice and routing. Test representative conversations with your team, then agree the launch date.
Integrations
Connect calls with the calendars, customer records and sector-specific systems your team already uses. Every connection is scoped and verified for your setup before launch.
See it for yourself
Bring a real call scenario to your demo. We’ll walk through how it would be handled and where your team takes over.
04 / YOUR NEXT CONVERSATION
Let’s talk about your calls.
A short demo, built around your business. Share a few details, then choose a time.