Marcus renews the policy before it lapses.
Marcus answers every quote request and policyholder call the moment it comes in, then follows up on renewals before they lapse. Talk to Marcus now, then put him on your number in an hour.
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What Marcus does for your book
Claims intake, policy questions and renewals, handled the moment they come in.
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Takes the claim
Marcus collects the details, opens the claim and tells the policyholder what happens next.
Emma Davis
Marketing Manager
Schedule follow-up in 3 daysRenews before it lapses
Every renewal gets a call and a follow-up in the policyholder's channel, ahead of the date.
Keeps the account
When a policyholder hesitates, Marcus hears it, answers the objection and books the agent if it needs one.
Quotes answered in seconds, not days
Marcus answers every quote request and policyholder call instantly, 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.
Every quote request gets answered before the prospect calls someone else
The moment a prospect requests a quote, by phone, chat, or text, Marcus 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.
CRM Auto-Update
4 fields extracted
Every policy nearing renewal gets a follow-up before it lapses
Marcus tracks renewal dates automatically and reaches out to policyholders proactively, 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 and urgent calls get answered the moment they come in
Marcus answers a policyholder calling after an accident or loss at 11pm immediately, instead of routing them to voicemail until the office reopens.
- 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
Live in a day. Measured from the first conversation.
Connect your stack once. Your agents run the conversations across the lifecycle, act in your tools, and write every outcome back to your CRM, so you see exactly what moved.
Connect your number & tools
Forward your line and one-click connect your CRM, calendar, and helpdesk. Live in minutes — no code, nothing to rip out.
- Forward your number or get a new one
- One-click OAuth into your stack
Teach it your business
Point Chanl at your FAQs, policies, and tone. Skills get built and reused on every call — like onboarding a new hire, once.
- Upload knowledge — FAQs, policies, scripts
- Skills get reused on every call
Acts in your tools, not just talks
Answers customers, books the appointment, updates the CRM, issues the refund — and returns the result. Hands off to a human only when the case warrants it.
- Resolves the case end-to-end
- Hands off only when it warrants a human
Surfaces signals. Queues the next move.
Spots churn, expansion, and risk across every conversation. Proposes new skills. Queues the next-best action per customer — so the team acts before the moment passes.
- Churn, expansion, and risk scored per customer
- Every outcome attributed and written back to your CRM
Extracted signal
churn_signal
One AI. Every channel.
Your customers reach you however they want, and every agent picks up on one customer brain, so no one repeats themselves and nothing falls through.
For your customers
For you — run it from where you work
Your whole customer operation, one place
Every call, customer, and signal. Analytics, agents, tools, knowledge, and scorecards in a single dashboard.
Your agent works in the tools you already use
Connect your stack and your AI doesn't just read it — it acts. Updates the CRM, books the calendar, processes the order, fires the next step.
HubSpot
Log every call and move the deal stage — no manual entry.
Salesforce
Keep the customer record in sync after every interaction.
Google Calendar
Book, reschedule, and cancel appointments automatically.
Gmail
Send the follow-up and the summary the moment a call ends.
Shopify
Check order status and process refunds while on the call.
Zapier
Trigger thousands of apps as the next step in a workflow.
Start free. Pay on the revenue we move.
- Free to start
- Outcome-based pricing
- You keep what you would have lost
- No per-seat fees
The customer team you don't have to hire. Starts free.
Live in a day, across email, chat, WhatsApp, and voice. No credit card.