Insurance
Capture FNOL and quote requests when they happen
After-hours FNOL and quote calls should not wait in voicemail. Simple verifies the caller as required, gathers the fields your workflow needs, and routes licensed work to a producer or adjuster.
Separate intake automation from licensed work
For FNOL, Simple collects the policy and loss details; requests approved documentation; checks claim status; and writes a structured intake record. New-business calls follow a separate path: Simple gathers approved quote inputs and sends a ready-to-work lead to a licensed producer.
Identity checks, disclosures, calling rules, and handoff criteria stay explicit. Licensed staff handle coverage advice and binding.
Open a complete FNOL record
Capture policy number, loss details, documentation, and contact information before the adjuster receives the file.
Hand licensed work to licensed staff
Route quoting, binding, coverage advice, disputes, and unusual circumstances with the transcript and intake attached.
Review every call against the policy
Score required language, identity steps, data capture, and transfer behavior across every call.
Work after-hours quote demand
Gather approved quote inputs and route the lead while the prospect is still shopping.
Faster response and higher conversion at We Insure
2–3 days → immediate
Lead response time.
9% → 15%
Conversion rate.
“Shrinking response times from two or three days to near instant using Simple has increased conversion to 15%.”
We Insure
Insurance agency
Automation stops where licensing and judgment begin
Customer
Can you connect me with a licensed agent?
Human Handoff
Transfer the intake, transcript, identity state, and attempted actions when staff should take over.
Multi-language
Route policyholders in the enabled languages
through the same intake and escalation rules.
Connect policy, claims, CRM, and document systems
Read approved policy and claim data, then write the intake, disposition, and follow-up record back.
