Calls you get
It answers
| Starting a claim | New enquiry intake |
| Policy questions and messages | Receptionist |
Calls you make
It dials
| Policy renewals | Renewals |
| Missed premium or loan payments | Accounts receivable |
| Customer satisfaction surveys | Surveys and information capture |
The personas behind it
Each one starts from a ready-made template you can change: the greeting, the questions, what it knows, and what it does in your systems.
It answers
New enquiry intake
Asks new callers your qualifying questions (what they need, where, when, budget) and sends a clean, complete lead.
It answers
Receptionist
Answers every call from what you tell it, puts callers through with a quick introduction, and takes a message when nobody's free.
It dials
Renewals
Calls before a policy, plan or contract renews: confirms they're renewing and notes any changes or questions, never pushy.
It dials
Accounts receivable
Calls about overdue invoices, checks it's speaking to the right person first, and agrees a date to pay.
It dials
Surveys and information capture
Asks your questions in a natural conversation and records each answer as a value: a score, a yes or no, a choice, a date or a comment.