AI Call Desk gives your CSRs and producers a phone in the browser that calls from the agency number, and a work queue prepared by the Front Office: who to call, why, from which conversation. Each call is transcribed onto the client's record as it happens, and two dictated lines afterwards become the next step, scheduled.
TRY AI CALL DESK FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install


You talk. Lisa sets it up.
You“Put weekend coverage questions at the top of Monday's queue for the account managers.”
Lisa“Done: weekend coverage questions now open Monday's queue, assigned to each client's account manager with the transcript ready.”
Any setting, in any module · applied only on your yes
How Insurance Agencies use it
Monday's queue lists the clients who asked a coverage question over the weekend, each with the transcript, for the licensed account manager.
A producer working from home calls a prospect from the agency number in her browser, and the call lands on the record.
After a renewal call, the CSR dictates 'send new ID cards, review in June'; the task and the reminder are scheduled.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to AI Phone or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Call Desk does, for every business ›
Works withAI PhoneAI CRMAI Assist on callsAI QuotingAI BookingAI Follow-up
Questions & answers
Yes. AI Call Desk puts a phone in the browser that calls from your agency number, so a producer at home or at a client's office still calls as the agency. Every call is transcribed onto the client's record.
The calls the Front Office prepared: hang-ups to return, coverage questions waiting for a licensed person, renewal reviews to confirm, each with the reason and the conversation it came from. Your team works down the list instead of digging through voicemail.
Yes. AI Phone answers and sorts the calls, and the call desk is where your people take the transferred ones and make the callbacks. A call transferred to a CSR arrives with the caller and the reason already announced.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Agencies ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
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