Choose Your Growth Plan

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.

AI Bot Virtual Assistant

Best Seller
  • 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

AI Bot FNOL Agent

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  • 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
  • Optional voice component if they choose to add it
  • 24/7 claims intake support
  • Faster customer response during emergencies
  • High-volume concurrent session handling

AI Bot Workflow Agent

  • 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

AI Bot Website Chat

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  • 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