InsurTalk gives your AMs and producers real-time intelligence on every call. Close more deals. Protect more clients. Document every conversation automatically.
Emails are tracked. Phone calls are invisible. Every undocumented call is a missed cross-sell, a lost follow-up, and an E&O risk.
Phone calls are invisible to your AMS. No transcription, no summaries, no record of what was said. When an E&O claim hits, there's no proof the conversation ever happened.
90% of client calls end in "I'll get back to you." Simple questions take 20 minutes. Complex ones take up to 2 days. Clients are waiting. Revenue is lost.
Your team has no way to identify cross-sell opportunities during phone calls. Unless it's in an email, the opportunity is gone forever.
Your most experienced people are retiring. 80 years of combined expertise disappears with them. There's no system to capture what they know and transfer it to the next generation.
Ride-alongs take 4 hours to coach one person. Managers can't sit on every call. New producers take 18+ months to ramp with no consistent feedback loop. Your best people's habits never transfer to the rest of the team.
After every call, your team manually writes notes, drafts follow-up emails, and logs activities. It's slow, inconsistent, and things fall through the cracks.
InsurTalk works with your existing phones, Zoom, and Teams. No hardware. No integrations required to start.
InsurTalk captures every call your team takes. Phone, Zoom, Teams, or in-person.
AI trained on insurance surfaces instant answers, flags coverage gaps, and identifies cross-sell opportunities in real time.
Every call is automatically transcribed, summarized, and turned into action items. Complete E&O protection built in.
Follow-up emails draft themselves. Scorecards generate automatically. Your team focuses on clients, not admin.
Not another generic AI tool. InsurTalk is purpose-built for P&C insurance agencies.
Instant answers to coverage questions on every call. No more putting clients on hold. No more "I'll get back to you." Cross-sell opportunities flagged in real time so your team captures revenue they're currently leaving on the table.
Walk into every meeting sounding like the most informed person in the room. Get private, personalized feedback from an SVP-level AI resource after every call. No one sees it but you. Low risk, non-threatening coaching that helps you close more deals.
See revenue opportunities your team is missing. Track performance across every producer and AM. Replicate what your best people do across the entire team. Turn every conversation into a documented, optimized, revenue-generating interaction.
We're launching with a select group of agencies. Request a demo to see InsurTalk in action.
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