Insurance

For insurance agencies, policy quote, renewal reminder, and claim notification calls are handled by your AI employee without wearing out your agency team

Policy and claim calls are never missed, at any hour

For insurance agencies, policy quote, renewal reminder, and claim notification calls are handled by your AI employee without wearing out your agency team

Fonify for insurance agencies

Why insurance agencies choose Fonify

Policy quote collection

Collects a new customer's vehicle, home, or health information, logging the data needed for a quote

Renewal reminders

Calls policyholders whose policy is expiring to start the renewal process and presents the current quote

Claim notification logging

Takes the claim notification step by step, asks for the required documents, and logs the claim into the system

Premium and payment questions

Instantly answers questions about premium amount, installments, and payment methods

Coverage information

Clearly explains frequently asked questions about policy scope and coverage details

Warm handoff to the agent

For special cases or complex claim files, warm-transfers to the right agent along with a summary of the conversation

What the AI employee does on insurance agency calls

Fonify asks about the incident details, lists the required documents, and logs the claim into the system

The AI employee presents the current quote, gets renewal approval, and processes the policy

Collects vehicle and driver information, and passes it to the agent for the quote to be prepared

Reads the coverage details, and if there are further questions, transfers to the agent along with a summary of the conversation

Talks directly to your agency tools

The AI employee connects to your policy and claims tracking systems, your existing workflow stays the same

Automatic policy and claim entry into your agency management software
Renewal and callback calendar sync via Google Calendar
Renewal and claim status reminder messages via WhatsApp Business
Quote confirmation and payment reminders via SMS

Frequently asked questions

Does it correctly use terms like comprehensive auto insurance, DASK, and coverage scope?

Yes, it correctly uses terms like comprehensive auto insurance, DASK, coverage scope, and deductible. During policy quotes, renewals, and claim reports, it asks the sector-specific questions in the right order.

Can it integrate with the policy and claims system our agency already uses?

Yes, it integrates with your existing policy and claims system and writes the information it collects directly into it. There is no need to enter data into your agency management software separately, so your team doesn't do manual record-keeping.

Does it hand off the call to a person for coverage disputes or suspicious claim files?

Yes, for coverage disputes or suspicious claim files it transfers the call directly to the authorized agent. It doesn't decide on coverage itself. It shares the case summary and customer notes, so the process doesn't start from scratch.

How long does setup and going live take for our agency?

Setup is usually completed within a week. Access to your policy and claims system is configured, your frequently asked questions and greeting script are prepared, and your team doesn't need to handle any technical steps.

Note

These sector-specific conversation flows are prepared for you during onboarding. You manage day-to-day usage from the customer panel, and work with the Fonify team whenever you need a new integration or workflow.