AI Assist on calls for Insurance Agencies. Answers whispered to your CSR, the CSR stays the voice.
AI Assist on calls listens while your CSR or producer talks and shows suggested answers from your approved knowledge on their screen: the carrier's billing line, how to request a certificate, what documents a commercial quote needs, the reinstatement steps. It never speaks to the client; suggestions come only from your documents, and your licensed person decides what to say.
TRY AI ASSIST FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Show my CSRs carrier billing lines and certificate steps during calls.”
Lisa“Done: during calls your CSRs now see suggestions for carrier billing lines and certificate steps, taken from your approved knowledge.”
Any setting, in any module · applied only on your yes
How Insurance Agencies use it
A new CSR is asked which carrier bills a client's flood policy; the right billing line appears on her screen mid-call.
A producer on a commercial intake call sees the questions still missing, such as payroll by class and prior losses.
A client asks how reinstatement works after a cancellation notice; the CSR reads the carrier's published steps from the suggestion panel.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Live suggestions from your knowledge during a call, on your operator's screen
- Never speaks to the customer, your person stays the voice
Add it to AI Call Desk or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Assist on calls does, for every business ›
Works withAI Call DeskAI PhoneAI TicketsAI QuotingAI Booking
Questions & answers
AI Assist on calls for Insurance Agencies: questions & answers
What does AI Assist do during an insurance agency call?
It shows your CSR suggested answers from your knowledge while the call is running, such as the right carrier phone number or the documents a lender needs. It never speaks to the client; your person stays the voice.
Can AI Assist answer coverage questions for my CSR?
No. It suggests only from your approved documents and procedures. A coverage judgment stays with your licensed staff, and the suggestion panel can remind an unlicensed CSR to transfer the question.
Does AI Assist need the call desk?
Yes. AI Assist runs on top of AI Call Desk, where your people take and make their calls in the browser. The suggestions appear on that same screen, next to the client's record.
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Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Agencies ›
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Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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