ChanlChanl
Insurance

A renewal nobody follows up on quietly lapses on its own

A renewal nobody follows up on quietly lapses, and a quote request that goes unanswered gets a quote from the next agency instead. Chanl answers every quote request and policyholder call within seconds, any time of day, and follows up on renewals before they lapse instead of after.

Quotes answered in seconds, not days

Every quote request and policyholder call gets an instant response, so a prospect does not call the next agency while waiting on a callback.

Renewals followed up automatically

Every policy nearing renewal gets a systematic follow-up sequence, so coverage does not lapse just because nobody got to the call list.

Claims and after-hours coverage

A policyholder who reaches out after a storm, accident, or loss at 11pm gets answered immediately, not left waiting until Monday.

Instant quote response

Every quote request gets answered before the prospect calls someone else

The moment a prospect requests a quote, by phone, chat, or text, an agent responds automatically, asks the right qualifying questions, and captures what a licensed producer needs to build the quote.

  • Instant response. Every quote request gets answered within seconds, on any channel.
  • Coverage-specific questions. Asks the right questions for auto, home, or commercial lines.
  • Full context captured. Captures carrier, coverage needs, and timeline in one conversation.
  • Warm handoff. Qualified quotes reach a licensed agent with full context.
Business analyst working with data

CRM Auto-Update

4 fields extracted

Company
Acme Corp
Deal Size
$50,000
Next Step
Follow-up call
Sentiment
PositiveNEW
Pipeline Active
SalesforceSynced
HubSpotSynced
Renewal follow-up

Every policy nearing renewal gets a follow-up before it lapses

Renewal dates get tracked automatically and policyholders get a proactive outreach sequence, so a policy does not lapse just because nobody remembered to call.

  • Always-on support. Policyholders get answers about their policy any time.
  • Never miss a renewal. Automated reminders keep policyholders on track for renewals.
  • Easy updates. Policyholders can update coverage by phone, text, or chat.

Answer Questions

24/7 answers for policy inquiries

Renewal Reminders

Automated renewal reminders

Update Policy

Guide clients on policy updates

Claims intake and after-hours coverage

Claims and urgent calls get answered the moment they come in

A policyholder calling after an accident or loss at 11pm gets answered immediately, not routed to voicemail until the office reopens the next business day.

  • No more paperwork delays. Policyholders submit claims by phone, chat, or online, reducing manual errors.
  • Urgent routing. Urgent claims get flagged for immediate escalation.
  • Instant confirmation. Policyholders receive confirmation for every claim submission.

Collect Claim Info

Gather claim details automatically

Route Urgent Claims

Urgent cases routed immediately

Confirm Submission

Instant confirmation for every claim

El briefing de Signal

Un email por semana. Cómo los equipos líderes de CS, ingresos e IA están convirtiendo conversaciones en decisiones. Benchmarks, playbooks y lo que funciona en producción.

500+ líderes de CS e ingresos suscritos

Preguntas Frecuentes

Stop losing quotes to a faster agency

AI agents that answer every quote request and follow up on every renewal, any time of day. Free tier available, no long integration required.