A servicing employee that answers the policyholder and makes the change
It answers the policyholder line, pulls up the policy, and handles the everyday servicing - ID cards, certificates of insurance, endorsements, billing, coverage questions - end to end, so the service team isn't buried in routine calls.
The actual employee, on the phone.
Serviced on the call.
How it works
Answers & pulls the policy
Picks up the policyholder line any hour, verifies the caller, and pulls up the policy and history in your system.
Handles the request
Issues certificates and ID cards, makes routine endorsements within your rules, answers coverage and billing questions, and takes payments - end to end on the call.
Confirms & escalates
Logs everything to the policy and confirms with the policyholder, and routes anything that needs underwriting or judgment to a person with the context.
From the call to the policy, written back
While the policyholder is still on the line, it pulls the policy, issues the certificate, and books the add-vehicle endorsement in PolicyCenter - the vehicle, the prorated premium, and the effective date written straight to the system of record, not left in a queue.
Works in the tools you already use
Guidewire
Duck Creek
Applied Epic
Twilio
Salesforce
SlackFrequently asked
The high-volume routine work: certificates of insurance (including additional insured), ID cards, address and vehicle changes and other routine endorsements, billing questions and payments, and coverage explanations. Anything that needs underwriting or judgment is routed to a person.
Your first AI employeeis one call away
Book a demo and we'll walk you through the product end-to-end.