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Someone shopping insurance wants answers now. If they hit voicemail, they're dialing the next agent on Google. PhoneFlow captures quotes, files claims, and books appointments 24/7 — so you're never the agency that didn't pick up.
You know these scenarios. They probably happened this week.
They're comparing three agencies. You're in a meeting. They call your competitor instead. By the time you call back, they've already bound coverage elsewhere.
Water damage at 10 PM. Client needs to start a claim. Voicemail doesn't help. They're already frustrated before your office even opens.
"What's my deductible?" "When is my payment due?" Your licensed staff spends hours answering questions that don't require expertise.
Good CSRs are expensive and hard to find. Training takes months. Turnover starts the cycle over. Meanwhile, phones keep ringing.
Not generic answering. Built around how insurance actually works.
AI captures contact info, coverage needs, current carrier, and timeline. Qualified leads waiting in your queue when you're ready to write.
FNOL capture with all required details: date, description, photos requested, and urgency level. Claims process starts immediately.
AI books directly into your calendar. Policy reviews, new client meetings, claims follow-ups — all scheduled without phone tag.
Payment dates, ID card requests, coverage explanations for common questions. Your team handles the complex stuff.
Connects with Applied Epic, Hawksoft, AMS360, and others. New leads and activity logged automatically in your management system.
Serious claims, upset clients, time-sensitive situations — AI recognizes urgency and connects to the right person immediately.
Personal lines, commercial, benefits — same AI, configured for each.
Auto quotes, home claims, life inquiries. High volume, routine questions handled so producers can focus on writing.
Certificate requests, policy questions, new business intake. Capture the information your commercial team needs.
Enrollment questions, coverage changes, claims status. Support your employer clients' employees directly.
AEP call volume spikes? AI handles initial intake so agents can focus on consultations and enrollments.
No — and that's by design. PhoneFlow captures information and routes to licensed professionals. It doesn't make coverage recommendations or interpret policies. Your expertise remains where it should be: with your team.
Direct API integration with Applied Epic, Hawksoft, AMS360, and others. New leads create activities, notes, and tasks automatically. No double entry, no missed follow-ups.
AI handles intake and routing — not advice or binding. All interactions are logged and timestamped. You maintain full control over actual policy decisions. Happy to review our approach with your compliance team.
Most agencies are live within a week. We configure the AI with your lines of business, team structure, and preferred workflows. Simple call forwarding from your existing number — no phone system changes required.
15-minute call. We'll show you exactly how PhoneFlow handles insurance-specific scenarios. No generic demo — your actual use cases.
Schedule Demo