AI Assist on calls shows your representative suggested answers from approved knowledge while the call runs: the grace period in that state, the documents a mortgagee change needs, the disclosure wording to read, the intake questions still missing for a wind claim. It never speaks to the policyholder; the representative stays the voice and the licensed decision-maker.
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“During calls, show the disclosure wording for the caller's state.”
Lisa“Done: representatives now see the disclosure wording for the caller's state during calls, taken from your approved knowledge.”
Any setting, in any module · applied only on your yes
How Insurance Carriers use it
A representative two weeks into the job sees the state-specific grace period appear as the policyholder asks about a late payment.
During a wind claim intake, the panel lists the questions not yet asked, such as roof age and interior water.
On a call about a lapsed policy, the representative reads your approved reinstatement steps from the suggestion panel.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
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
Suggestions from your approved knowledge as the conversation moves: billing rules, document requirements, state disclosure wording, missing intake questions. It never speaks to the policyholder; your representative decides what to say.
No. It surfaces your approved documents and procedures; the coverage determination belongs to your licensed representative or adjuster. It helps a new representative find the right page faster, not decide the outcome.
It needs AI Call Desk, the browser phone and work queue your representatives use. Suggestions appear beside the policyholder's record on the representative's screen, and each assisted call is transcribed like any other.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Carriers ›
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REAL AI - the whole Front Office is AI, not old software with an AI button.
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