New lead intake rep
Answers each new quote request, gathers what your agent needs to quote, and sets it up in EZLynx.
Insurance agencies
AI employees for insurance agencies.
Independent agencies and brokers. 9 Jameses to pick from, each set up in your own tools by our engineers, with you.
Works in the tools you use
Renewal follow-up rep
Reaches every client 45 days before renewal, asks what changed and chases the forms the carrier needs.
Certificate request rep
Fills each certificate of insurance request from the policy in Applied Epic and sends it once you say yes.
Policy change intake
Gathers everything for a client's policy change, like a new car or driver, so your agent can submit it.
Coverage review inviter
Invites clients who have one policy with you to book a coverage review with your agent.
Review request rep
Asks every new client for a Google review once their policy is issued, and drafts replies to new reviews.
Payment reminder rep
Reminds clients with a past-due premium to pay the carrier before the cancel date on the notice.
Hiring coordinator
Logs applicants for your CSR and producer roles, looks up their licenses, and books the ones you pick.
Loss run requester
Gets loss runs for commercial prospects: sends the signed letter to each prior carrier and chases it.
Don't see your job?
Describe the job in your own words. Our engineers work out how he would do it, and you see the price before you hire him.
Also in professional services:Accounting firmsLaw firmsAgenciesRecruiting and staffingIT servicesFinancial advisers
Every kind of business
Every flow is a starting point
Each card is how he starts. On your call, our engineers shape every step around how you work: your tools, your rules, your words. Then he is yours.
Beyond the job, text him like a colleague
He keeps a memory of your business: your customers, your prices, your tone. Ask him anything on iMessage or the web, and he handles the small things in between.