What independent agencies actually use it for.
No two agencies have the exact same problem. These are the most common ones we hear, and the ones we built it to solve first.
Otto Agent: automated certificates of insurance
Every certificate-of-insurance request that hits your shared mailbox or business SMS line is handled end-to-end in 3-5 minutes. The producer never has to touch it.
Certificates issued and calls answered for trucking insurance agencies
Trucking is a 24-hour industry served by an agency that closes at five. A driver who cannot get a certificate at the gate does not wait until morning. InsuraMate answers the call at 2am and tells the dispatcher to send the request through, then issues the certificate off that text or email while the load is still on the dock.
24/7 call answering for insurance agencies
Your phone rings whether you're staffed or not. It picks up the same way every time, in any of 85 languages, and gets the customer what they need. No voicemail. No callback queue. No leads lost to the agency down the street.
After-hours insurance calls
Your customers don't have problems at 2 PM on a Tuesday. They have problems at 8 PM on a Friday and 7 AM on a Saturday. We handle those calls the same way we handle the ones during business hours.
Spanish-speaking insurance customers
1 in 4 US households speaks Spanish at home. If your phone tree only speaks English, those customers are calling someone else.
Multilingual insurance support
Russian, Polish, Mandarin, Vietnamese, Tagalog, Arabic, Haitian Creole. InsuraMate answers in each of them, and follows a caller who switches mid-call.
Claims call dispatch
Customers reporting a claim don't want a callback. They want a calm voice right now. It answers live, recognizes it's a claim, pulls up the policy, and gets it to the right person on your team with a summary, before the customer hangs up.
Missed call recovery
Most callers don't leave a message. They hang up and Google someone else. InsuraMate removes voicemail from the equation entirely.
Free up producers from routine service work
Every minute a producer spends on a billing question or typing a call note is a minute they're not closing new business. Move that work to InsuraMate.
AI CSR for insurance agencies
An AI CSR answers every call on your existing number, issues standard COIs from your AMS policy data, sorts the service inbox and logs the work, around the clock in 85 languages. Your licensed people keep the work that needs a license.
Thirty minutes with Aiste.
Tell us which AMS you run and where your calls go after hours. The quote is in writing the same day.