Phones, websites and AI receptionists · Nationwide
Industries · Insurance agencies
Producers, CSRs and a front desk sharing lines all day. We start by mapping how your agency actually answers: new quotes, service, claims, and which producer owns which client. Then we build the phones, the after-hours AI and the network around it.
How we fit it
Every agency splits quotes, service and claims its own way. We write that down first and build the system to match it, so nobody at the agency changes how they work.
Who takes new quotes, who handles service, who gets claims, and which producer owns which client. Written down and approved before anything is ordered.
A direct line for every producer, a service group for the CSRs, and a main number that sends quotes, service and claims where your agency already sends them.
A key for every producer at the front desk, so the person answering sees who is free and hands the call off in one press.
An AI receptionist in the agency’s name, scripted with you: what counts as an urgent claim, who is on call, and what waits for the morning.
What goes wrong
Most agencies have a phone company, an IT person, an internet provider and a web designer. The problems sit in the gaps between them.
What we manage
Each producer and CSR gets their own number, so clients reach the person who wrote the policy instead of starting over at the front desk.
The front desk sees who is on a call before transferring. Yealink phones are configured and labeled for each seat before cutover.
The AI receptionist answers in the agency’s name, takes the claim details, and connects the urgent ones to the producer on call. The transcript is in the inbox before the office opens.
Recordings stored and retrievable when a question comes up about what was said on a call, for E&O and for training.
The mobile app calls out from the agency number. Personal cells stay personal, and client calls stay with the agency.
A business firewall with voice QoS, so calls keep priority over carrier portal downloads, rating software and backups.
Microsoft 365 or Google accounts, workstation updates and access handled when someone joins the agency, and when they leave.
Quote and contact requests delivered to the agency inbox, on a site built so Google and AI assistants can read it, hosted and kept current. An insurance agency on a site we built now gets leads from ChatGPT.
From our work
When calls break up, every vendor says its side is fine. Running the phones and the network they ride on as one firm is how this one got found.
Network
A typical setup
Illustrative. Every office is scoped at the walk-through. Nothing is installed that the business does not need.
Services involved
Start with a walk-through
We map every line, desk phone, switch, workstation and account, and hand you a written design of what we would build and run. Then you decide.