Independent agents live on the phone. Allison answers every quote request, captures claim intake, and routes policy changes so your producers stay in front of clients.
Internet leads expect a callback in minutes. A quote that goes to voicemail goes to the next agency on Google before you finish the appointment you are in.
Producers are on the phone with carriers and clients all day. The new auto quote, the claim from a panicked client, and the policy change all ring at the same time.
Generic answering services take a name and number. They cannot ask the right questions, so your producer calls back cold and starts the intake from scratch.
Every feature below is included on every plan. No add-ons, no feature gates.
Captures lines (auto, home, business), vehicles, properties, current carrier, and renewal date so your producer calls back with the quote ready to run.
Distinguishes urgent (accident, fire, theft) from routine, captures the loss details, and routes to the right carrier contact or your in-house claims handler.
Takes address changes, vehicle adds, beneficiary updates, and driver adds with the policy number and effective date so your service rep processes them without playing phone tag.
Catches the weekend shopper or evening renewal call with enough detail to follow up Monday at 8 AM with the carrier already quoted.
Tell Allison which carriers and lines you write, the states you are licensed in, and who handles what. She is intake-ready for quote, claim, and service calls in under 20 minutes.
A missed quote is silent revenue loss. Watchtower scores every call for resolution and routing, so you see the calls that should have produced a quote but did not.
New auto quote: "I just bought a car and I need insurance by Friday"
Home shopping: "My homeowners is renewing and the rate jumped, can you quote me?"
Claim intake: "Someone hit my car in a parking lot, what do I do?"
Add a driver: "My daughter just got her license, can you add her to the policy?"
Cancellation rescue: "I am thinking about moving to a competitor, what would my rate be with you?"
Your knowledge base is fully customizable from the dashboard.
Call Allison, describe your business, and she'll build your agent. Or sign up and configure it yourself.