Claims, certificates, cancellations: your agency picks up.
A client is at the dealership with a new car and can’t drive it off the lot without proof of insurance. You’re on another line, so she calls the carrier’s 800 number instead. Phoneman answers, takes the details you need, and writes up every call.
- Free to start
- Test it before you forward
- Keep your number
The calls you getWhat it handles for insurance agents.
- Accidents and new claimsCaptures: What happened, when, and whether anyone is hurt or the property is still at risk
- Certificates and proof of insuranceCaptures: Who needs it, what it is for, and by when
- Cancellation and lapse noticesCaptures: Which policy, what the notice says, and the date on it
- Policy changes and new quotesCaptures: The kind of policy, such as auto or home, and the car, driver or property involved
The details you need, every time.
- Who is calling and the best number
- The kind of policy: auto, home, life, business or other
- What happened, or what they want changed or quoted
- Any date they state, such as a cancellation date or a closing
- Client, new prospect, or a carrier or adjuster calling
“I’m at the dealership and they won’t let me take the car until I show proof of insurance.”
- Summary
- Current auto client is at a dealership now, buying a replacement car. Needs proof of insurance before she can drive it away, and wants the new car added.
- Asked for
- Proof of insurance sent to the dealership
- Next step
- Call back now; add the car and send proof
- ImportantCancellation notice for non-payment on a homeowners policyCall back today
- LowAsking whether you write motorcycle policiesAnswered from your approved answer
Urgent calls first.
- A loss that just happened, with someone hurt or the property still at risk
- Coverage ending today when the caller has to drive, close or start a job
- Proof of insurance needed right now, at a dealership or a traffic stop
- Any new claim
- A cancellation, lapse or non-renewal notice
- A certificate needed today or tomorrow
- Office hours
- Which kinds of policies you write
It answers. You decide.
- Take the first report of an accident, theft or water loss, and mark it by what the caller says
- Note who needs a certificate and by when, so your team can issue it
- Keep carrier and adjuster calls apart from client calls
- Offer to connect a caller to you, if they agree, when you have call transfers turned on
- Say that coverage is bound, added, changed or in force
- Tell a caller whether a loss is covered or whether to file a claim
- Quote a premium or a deductible
- Read out an ID card or certificate, or take card or license numbers
- A caller asks: “Do you insure food trucks?”
- You approve: “Yes, through our commercial carriers. Have the truck’s year and your menu ready when we call back.”
- Next time: The next food truck owner hears that you write it and what to have ready.
Transfers, with consent. A client calls from a traffic stop needing proof of insurance right now. With call transfers on, Phoneman asks first, then rings your service desk; outside your transfer hours it takes a message marked Urgent.
Make it yours.
Callers first hear your assistant say it’s the AI assistant; that line can’t be changed. This is what it says next. Replace {business} with your business name.
Thanks for calling {business}. Are you calling about a claim, a change to your policy, or a new quote?
Start where you miss the most calls.
Plus · $99/mo
300 AI minutes a month. Best for after-hours and overflow. Start free and upgrade when you need to.
Compare plans and estimate your minutesWill it tell a client their new car is covered?
No. It never says coverage is bound, added or in force. It takes the car details so your team can make the change and confirm it.
Can it send certificates of insurance?
No. It takes who needs the certificate and by when, and marks one needed today or tomorrow as Important.
What happens when someone calls right after an accident?
It notes what happened and when, and marks the call Urgent if someone is hurt or the property is still at risk. It never says whether the loss is covered.
Does it repeat policy numbers in the notes?
No. If a caller reads out a policy, card or Social Security number, it stays out of the call summary.
Never miss another call.
Set it up in about 3 minutes, call it yourself, and forward your calls only when you’re happy.