The integration of AI into operational systems is expensive for insurance companies.

We summarize, categorize, and allow you to chat and search across all your sales calls.

We track and summarize what policies have changed and notify the proper customers automatically.

AI agents that perform repetitive and impossible tasks in your insurance business

Optimise call management and enhance record-keeping with the call research agent. This AI-powered tool classifies, organizes, and archives insurance sales calls efficiently.

1. Data Input

Incoming and outgoing insurance phone calls.

2. Process

Classifies sales calls and other types of calls, group calls from the same customer, an provides a searchable report on call content. Includes a chat interface to access all calls.

3. Action

Archives all categorized calls for ten years, ensuring compliance and easy retrieval.

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Insurance agents

Integration of AI into operations is expensive for companies. Customizable iClerk AI Agents require no coding and help with tasks automatically for a lower cost. We summarize, categorize, and allow you to chat and search across all your sales calls. We track and summarize what policies have changed and notify the proper customers automatically.

Accessibility Agent
‍notes, captions, multi-lingual transcripts

Knowledge/IP Agents
‍private IP and knowledge agents

Video Highlight Agents
‍reduce sales review by 80%

Classification Agents
‍multi-factoring, quality assurance

Scheduling
‍agents run automatically

Report Generation
‍forms, docs, reports, API’s

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Call Research Agent Workflow

Optimise call management and enhance record-keeping with the call research agent.
This AI-powered tool classifies, organizes, and archives insurance sales calls efficiently.