Microsoft Teams + InsuraMate AI
Every call posted to your Teams channel as a card someone can claim in one click, with reminders until they do.
What this integration does
Most independent agencies already run on Microsoft Teams. Every call the AI handles lands in your channel as a card with the summary and the link to the customer record, and it does not go quiet until a person has taken it.
Every inbound and missed call is posted to your Teams channel as an adaptive card with a one-line summary and a link to the customer's record.
One click claims the call, so the whole team can see who has it and nobody rings the same customer twice.
An unclaimed card is chased: a reminder every few minutes of business time until someone takes it, on the interval you set.
Auto-claim closes the loop. If an agent calls the customer back from your phone system, the card is marked claimed by them without anyone touching Teams.
Transfers are calendar-aware. The AI reads busy windows from Google Calendar or Outlook Calendar before it transfers, so a customer is never dumped into a meeting.
- Adaptive Cards for every inbound and missed call
- One-click claim, visible to the whole channel
- Reminders on unclaimed calls until someone takes them
- Auto-claim when an agent calls the customer back
- Calendar-aware transfers via Google or Outlook Calendar
- One-line summaries with context links
An agency running on Microsoft 365 / Teams that wants every call to surface where the team already works, and wants to know that someone actually picked it up.
See how InsuraMate AI works with Microsoft Teams.
Thirty minutes with Aiste, our CRO. We'll talk through your workflow.