Respond to FNOL and quote requests instantly.

After-hours First Notice of Loss (FNOL) and quote calls should not wait in voicemail. Simple verifies the caller, gathers the information your team needs, and routes licensed work to a producer or adjuster.

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An insurance customer reports a claim by phone from home.

Offload repetitive intake tasks from your licensed personnel.

For a first notice of loss (FNOL), Simple collects the policy and loss details, requests supporting documents, checks the claim status, and creates a structured intake record.

For new-business calls, Simple gathers approved quote information and routes a complete lead to a licensed agent.

Identity checks, required disclosures, calling rules, and handoff criteria are built into the workflow. Only licensed staff provide coverage advice or bind policies.

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 for
We Insure

2–3 days → instant

Lead response time.

9% → 15%

Conversion rate.

“With Simple, we respond almost instantly instead of two or three days later. Our conversion rate is now 15%.”

We Insure

Insurance agency

Automation stops where licensing and judgment begin

Customer

Can you connect me with a licensed agent?

Connecting you to Sarah now, I've shared the full context...

Human Handoff

Transfer the intake, transcript, identity state, and attempted actions when staff should take over.

Policyholder using multilingual phone support.

Multi-language

Route policyholders in the enabled languages
through the same intake and escalation rules.

Logos of policy, claims, CRM, and communication systems that integrate with Simple.

Connect policy, claims, CRM, and document systems

Read approved policy and claim data, then write the intake, disposition, and follow-up record back.

Operations team reviewing an insurance call workflow.

Launch with compliance rules built in

Launch with compliance
rules built in

Before launch, your team defines required fields, identity checks, disclosures, licensing boundaries, and escalation paths. Simple follows those rules on every call.

Set the approved workflow with claims, sales, compliance, and IT.

Test edge cases, including missing policy numbers, disputes, fraud indicators, and licensed handoffs.

Review calls after launch for required language, complete intake, correct transfers, and proper escalation.

Launch with compliance
rules built in

Before launch, your team defines required fields, identity checks, disclosures, licensing boundaries, and escalation paths. Simple follows those rules on every call.

Set the approved workflow with claims, sales, compliance, and IT.

Test edge cases, including missing policy numbers, disputes, fraud indicators, and licensed handoffs.

Review calls after launch for required language, complete intake, correct transfers, and proper escalation.