An AI CSR for the routine work.
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.
Here's what it's costing your agency today.
of service calls need no human judgment
Billing questions, ID card requests, status checks, payment confirmations, COI requests. The information already lives in your AMS. These calls do not need a person, they need something that reads the request and acts on it.
of after-call typing per call, measured
Even a fast CSR spends a chunk of every call writing the note, tagging the record, and updating the AMS. Across a full book, that is hours a week of pure data entry instead of customer service.
Specifically built for this.
Answers and resolves, not just routes.
It picks up on the first ring and handles the routine request: billing, policy status, what is covered on file. Certificate requests are issued off the written request they arrive on, not off the phone call. Quote requests are captured in full and handed to a licensed producer; it never states a premium. It is not message-taking or a phone tree.
Lives inside your AMS.
It pulls the customer record, knows the policy history, writes the call note and tags the activity, and issues the standard certificate when the request comes in writing. Nexsure, QQ Catalyst, AMS360, HawkSoft, NowCerts and Applied Epic. The call's own work is logged before the call ends.
Escalates with full context.
When a request genuinely needs a human, the right producer gets a Teams notification with a complete summary, the transcript, and the policy details. They pick up an informed conversation instead of starting from scratch.
Routine service work in an independent agency lands on whoever is nearest: the principal after hours, a licensed agent for the certificate, a CSR for the inbox. An AI CSR takes that routine slice off all three, works around the clock, and hands anything that needs judgment to a person with the context attached. Your team keeps the work that needs a license and a relationship.
At Goodwill Financial, about 550 hours came back to the whole team in one quarter, across calls, emails, certificates and AMS updates. Payroll did not drop; what changed is what the licensed people spend the day on.
Read the Goodwill Financial storyAgencies where the routine service work has outgrown the team, especially in renewal season and at peak call volume when everyone is already underwater.
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.