An AI agent for final expense insurance agencies

• SI Closer: answers your inbound sales calls, asks the qualifying questions and takes the application on the call.
• Multi-Carrier Quoting: quotes every carrier you are appointed with that the client qualifies for, side by side.
• Portal Worker: fills the carrier application in the agent's own browser and login, and stops at review and sign.
• SI Customer Service: answers policyholder calls about policies, payments and callbacks, after checking who is calling.
• Conservation SI: works missed payments and lapse-pending policies, and logs every contact on the policy.
• Book Health and Chargeback Watch: read policy status from the carrier portals and list the policies at risk first.

One tap. A licensed agent reviews each finished application and presses Submit on the carrier's site, so licensed advice and compliance stay with your agency. Complaints and claims always go to a person. The voice agents never claim to be a person when a caller sincerely asks.

Illustrative example: a caller from a mailer rings at 7pm. The SI Closer answers, confirms the caller is 50 or older with a checking account, and takes the application. In the morning the agent opens one finished application, checks it and taps Submit. The same morning, Conservation SI has already contacted two clients whose drafts failed, and the Monday report shows the agency which agents need help.

• Consent and do-not-call checks run before any outreach, and a check that cannot run blocks the contact.
• Each carrier portal connects only after the agent signs a written authorization.
• Every action is written to an audit log, scoped to the agent, manager or admin who owns that part of the book.

• Self-running final expense agency: What runs on its own, what still needs a person, and how an owner checks the work each week.
• Voice agent for final expense: Inbound sales and service calls answered live, in English or Spanish.
• E-app automation: One intake, up to four carriers, filled in the agent's own browser and stopped at review and sign.
• Book a demo: Walk through your carriers and team with us, and see the at-risk report on sample data.