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Voice AI · insurance agencies

Voice AI that answers the calls your front desk can't get to.

After hours, overflow, intake — the phone load that wears down independent insurance agencies. We build Voice AI that handles those calls and writes the details back into Applied Epic.

No demo required · Design partners get free access while we build · Hawksoft integration in progress

How we work

Start with a call. Build with us. Pay when it works.

We're looking for design partners — agency owners who want Voice AI that actually fits how their office handles the phone, not a generic product demo.

  1. 01

    20-minute call

    Tell us how calls land today — after hours, overflow, intake. No demo required, no slides. If Voice AI isn't a fit for your agency, we'll say so.

  2. 02

    We map the call load

    We listen to how your front desk handles the repetitive calls — status checks, new business intake, routing — and where the phone becomes a bottleneck.

  3. 03

    We build and integrate

    We configure Voice AI around your scripts and workflows, and write call outcomes back into your agency management system — starting with Applied Epic.

  4. 04

    Design partner terms

    We're looking for a small group of agency owners to shape this with us. Free access while we build together. Commercial terms only once we agree on results worth paying for.

What we build

Phone load first. Simple workflows second.

One wedge: Voice AI for the calls that burden your front desk. A narrow second lane for very repetitive office work — nothing broad, nothing experimental.

After-hours coverage

Calls that come in when the office is closed get answered, qualified, and logged — instead of going to voicemail or a generic answering service.

Overflow & missed calls

When two lines ring at once or the desk is tied up, Voice AI picks up the second call, captures what the caller needs, and routes it to the right person.

Intake & qualification

New business and service calls get the basic questions asked once — policy type, contact info, reason for calling — so your team starts with context, not repetition.

Simple repetitive workflows

Beyond the phone: very small, very repetitive tasks your team does the same way every day. Not research tools, not a six-product AI menu — just the obvious busywork.

Applied Epic integration

Call summaries and intake details write back into Applied Epic so your producers and CSRs see what happened without re-entering it.

Hawksoft integration

Hawksoft integration is in progress. If you run Hawksoft, tell us on the call — you'll help us prioritize what to connect next.

Why us

Voice AI for agencies — not another AI consultancy.

01

Built for agency phone load

We focus on one wedge: the calls that burden your front desk — after hours, overflow, and intake. Not a generic AI consultancy with a catalog of unrelated products.

02

Plugs into your AMS

Voice AI only helps if the details land in the system your team already uses. We integrate back into Applied Epic today; Hawksoft is underway.

03

Design partners, not a hard sell

We're working with a handful of independent agency owners to get this right. Free access while we build together. You bring the real call patterns; we bring the engineering.

20 min
intro call — no demo required
$0
for design partners during build
Applied Epic
integration live today
Hawksoft
integration in progress
Straight answers

The questions you're actually asking.

Independent insurance agency owners and office managers in the US and Canada who are tired of missed calls, voicemail pile-ups, and front-desk staff repeating the same intake questions.

We're not selling a finished product off the shelf. We're looking for a small group of agencies to work with closely — free access while we configure Voice AI around your call patterns. Once we agree on results that matter to you, we'll talk commercial terms.

Yes — for Applied Epic, we write call outcomes and intake details back into your system. Hawksoft integration is in progress. Tell us what you run on the call and we'll be straight about what's live today.

You walk us through how calls land today — after hours, when the desk is busy, what gets missed. We ask about your AMS and your team size. No polished demo, no pressure. If it's not a fit, we'll tell you.

We configure the voice and scripts with you. The goal is a natural conversation that handles the repetitive parts and hands off to a human when it should — with full context captured either way.

We scope access to what a given workflow needs, keep data in your accounts where possible, and walk through exactly what touches your AMS before anything goes live.

Looking for a few agencies to build this with.

If missed calls and front-desk repetition are a real problem for your office, book a 20-minute call. No demo required — just tell us how the phone works today.