Producers should sell. Not transcribe.
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.
Here's what it's costing your agency today.
of typing per call from producers, measured
Multiply that by every call your team takes. That's hours per week, per producer, gone to data entry.
of calls don't actually need a producer
Status updates, simple questions, ID card requests, payment confirmations. InsuraMate handles them all.
Specifically built for this.
Resolves what it can.
Three out of four calls get fully handled without a producer. The customer is happy. The producer never gets pulled in.
Pre-writes the note.
When a producer does need to take over, the call note is already typed and the AMS record already tagged. They review, not write.
Routes by skill, not by who's free.
Calls go to the right producer based on the topic, the customer, and the policy. No more generalist queue.
About 550 hours came back to the whole team at one agency last quarter, across calls, emails, certificates and AMS updates. Producers got their afternoons back for selling.
Read the Goodwill Financial storyAgencies whose top producers are getting drained by routine service work that shouldn't need them.
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.