Retain Policyholders Without Extra Headcount in Montreal
AI agents handle quotes, claims, and renewals so clients feel proactive care. We help teams across Montreal get more done.
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Insurance Savings Calculator
Find out how much time and money your team could save every month with AI.
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Manual quote requests is costing your business $26,000 per year.
A custom product is likely to save you between 60% and 90%
Hours Saved
312 hrs
Money Saved
$15,600
Here's how much you could save if AI handles 60% of this work.
Automations for Insurance Teams
Serve policyholders faster and increase retention with automated workflows.
Quote Requests
Respond faster than competitors
Capture quote details and route them to the right producer instantly.
Renewal Outreach
Protect retention
Automated reminders keep renewals and upsell offers on track.
Claims Intake
Start claims immediately
Collect claim details and documentation without delay.
Policy Updates
Handle changes fast
Automate coverage updates, endorsements, and confirmations.
Client Analytics
Track response speed
Monitor response time, renewal rate, and service load.
Compliance Logging
Keep records clean
Structured summaries and notes keep compliance ready.
Reduce admin burden and accelerate claims with always-on policy support.
Inbound Voice System
Receive and handle incoming calls
- Qualify prospects 24/7 by gathering risk profiles and budget details for auto, home, or business coverage.
- Fast-track claims by capturing incident details and scheduling adjuster appointments instantly.
- Process payments & renewals by taking premium payments and policy changes over the phone.
Outbound Voice System
Proactive outreach and follow-ups
- Protect renewals by notifying clients of upcoming deadlines and discussing policy upgrades.
- Complete claim files with automated reminders for required documentation and status updates.
- Grow your book of business with cross-sell campaigns that identify and bridge coverage gaps.
Everything your AI assistant handles automatically
AI agents that never sleep
Specialized assistants handling your operations around the clock
Claims Intake Specialist
Guides customers through their toughest moments with speed and clarity.
Policy Inquiry Agent
Screens new leads to find the best coverage fit.
Renewal Coordinator
Ensures no client's coverage ever lapses.
Deliver proactive service at scale
We automate quoting, renewal outreach, and claims intake so clients feel taken care of before they ask.
Plan My Finance Product
Trusted by teams scaling with AI
Launch a finance product in 3 moves
Reduce paperwork while keeping clients informed.
Audit service workflows
We map quoting, claims, and renewal touchpoints to uncover bottlenecks.
Build the automation product
Voice + forms + policy data syncing to speed up service delivery.
Launch and optimize
We monitor retention, renewal velocity, and client satisfaction.
Finance teams ask
Answers before we build your product.