Capture every quote request, route claims instantly, and handle policy questions without adding headcount.
Thanks for calling Apex Insurance. This is Otto. Are you calling for a new quote or an existing policy?
I just bought a new car and need to get it insured before I drive off the lot.
Congratulations on the new car! I can help with that immediately. What is the year, make, and model?
Otto handles the routine tasks so your producers can focus on selling and building relationships.
Collects driver info, vehicle details, and coverage needs, then sends a complete lead to your producers.
Triages incoming claims calls. Connects urgent accidents to adjusters and takes messages for minor issues.
Proactively calls clients to schedule annual reviews, boosting retention and cross-sell opportunities.
Automates COI requests by gathering holder details and notifying your CSRs.
Books meetings for policy reviews or life insurance consultations directly on your calendar.
Logs every call and note directly into AMS360, Applied Epic, EZLynx, or HawkSoft.
Listen to how Otto handles insurance-specific conversations.
Gathering vehicle and driver information.
Helping a client check on an existing claim.
Scheduling an annual coverage review.
Stop losing leads to voicemail and start providing 24/7 service today.