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Pick the plan that fits your agency best from Core essentials to full-stack solutions and add on exactly what you need with our on-demand services. Built for agencies of all sizes.

Lite

AI Bot FNOL Agent

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Essential

AI Bot Workflow Agent

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Growth

AI Bot Website Chat

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AI Bot Virtual Assistant

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Features Fnol Workflow Webcite Chat Virtual Assistant
Voice + chat bundled solution
Collects complete FNOL claim details
Automates loss reporting
Supports custom FNOL forms
Pre-built FNOL workflow available
Sends structured FNOL data via email, PDF, or API
24/7 claims intake support
Faster customer response during emergencies
High-volume concurrent session handling
Text + voice commands inside AMS/CRM
Pulls renewal lists, open claims, customer info
Tracks renewals (“Never Miss a Renewal”) Fuel your AI agent with exclusive prospects.
Sends nudges and reminders
Assigns tasks to agents/assistants
Outbound renewal calls/texts: simple reminders or callback scheduling
Escalates tasks into CRM automatically
Smart follow-up scheduling
Workflow customization for agency processes
Reduces manual administrative work
Pure AI chat widget (no voice required)
Answers FAQs instantly
Acts like a CSR assistant on the website
Works 24/7
Collects customer info and policy details
Sends collected info to CRM or email
Guides visitors through coverage questions
Customizable to match your agency branding
Multi-page website integration
Lead qualification automation
Outbound business development assistance
Prospect qualification and appointment booking
Customer follow-up support
CRM management assistance
Policy renewal follow-ups
Administrative support tasks
Lead nurturing support
Email and SMS coordination
Insurance agency backend assistance