AI front desk for independent agencies

Your producers are answering the phone. They should be selling.

Certificate requests, ID cards and payment-status questions get answered on the first ring, every time. Anything that sounds like new business or a renewal is warm-transferred to a person while the caller is still on the line.

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The morning problem

Commission-track people doing salaried work.

In a 2-to-15 producer agency, the phone belongs to whoever is nearest it. That is usually someone whose income depends on writing new business, and the call is usually someone who needs a certificate emailed.

Nobody planned it that way. It is what happens when the only thing standing between a caller and a voicemail box is a person with a book to write.

What it does

It answers, sorts, and hands off.

The front desk classifies why someone is calling and routes on that. It is a triage desk, not a salesperson and not a decision-maker.

Service requests

Certificates, ID cards, declaration pages, payment status. The request is captured with the caller's name, callback number and what they need, and lands in your system of record.

New business and renewals

Warm-transferred to a producer immediately, while the caller is still on the line. If nobody picks up, the caller is told so plainly and a callback request is logged.

Claims

Routed straight through to the person or carrier line you nominate. The front desk does not take claim details and does not advise on coverage.

After hours

The same desk, at the same standard, at 9pm on a Sunday. Calls are captured and queued rather than lost to a voicemail nobody checks until Tuesday.

What it will not do

It cannot quote. Not "is told not to" - cannot.

You are the licensee. Everything that could put that licence at risk is removed from the system rather than discouraged in an instruction, because instructions are negotiable under pressure and missing capabilities are not.

  • No rate data, no plan data, no quoting tool. There is nothing in the agent's context or tool set to quote from. Asked for a number, it says it cannot give one and offers a transfer.
  • No recommendations. It never suggests a product, compares named plans, or urges anyone to enrol. That is selling, soliciting and negotiating, and that is licensed work.
  • No outbound calls, ever. The desk answers. It does not dial, and there is no callback feature that dials on its behalf. Not a roadmap item - a permanent constraint of the build.
  • It does not collect what it does not need. Name, callback number and reason for calling. No policy numbers, no dates of birth, no financial or health detail. If a caller volunteers something sensitive it is redacted as it is transcribed, not cleaned up later.
  • It says what it is. Every call opens with an identification that it is an AI assistant and that the call is recorded, and the caller has to continue before anything else happens. The model cannot skip it or reword it.
How it goes live

You forward your number. You never give it up.

Your published number stays yours, at your carrier, in your name. Going live is a call-forward from that number to the front desk. Nothing is ported and nothing is transferred.

1. We build it

Your routing, your transfer targets, your hours, your system of record. Two to three weeks.

2. You forward

One setting at your phone carrier. Forward all calls, or only the ones that ring out after hours - your call.

3. You can undo it

Turn the forward off and every call rings your desk exactly as it did before. That is the whole rollback, and it takes about a minute.

That last one is the honest answer to "what if this doesn't work for us." You are not migrating a phone system. You are pointing a forward at us, and you can point it back.

Worksheet

Your numbers, not ours.

We have not published a benchmark for what an agency spends answering service calls, because we do not have one we could stand behind. So this works the only honest way: you supply the numbers, and the arithmetic happens where you can see it.

How many people at your agency carry a book.
Certificates, ID cards, payment status - not new business.
Including the wrap-up after the caller hangs up.
Salary plus tax and benefits, divided by hours worked.

Enter your four numbers and the arithmetic appears here.

This is a projection, not a measurement. It multiplies the four numbers you entered, using a five-day week, and nothing else. It is your arithmetic on your inputs - DigitalSolomon asserts no benchmark here and makes no claim about what your agency would save. Nothing you type is sent anywhere or stored, including in this browser.

Demo

Talk to it in your browser.

No phone number, no form, no calendar. It runs in this page, it starts only when you click, and nothing about the conversation is recorded or kept - there is no audio file and no transcript at the end of it.

Before you start

Hi - you're speaking with an AI assistant, not a person, and this call is recorded. If that's okay, say "continue" or press any key to go ahead.

The conversation is processed in real time so it can respond, and this demo keeps no recording and no transcript when it ends. Your microphone is not accessed until you choose to start.

The demo agent is the same triage desk described above: it cannot quote, cannot recommend, and cannot call you back.

Not yet wired up - the browser demo is still being built. Book a call and we will run it with you live.

Pricing

Flat, and never a share of what you write.

Build

$5,000 once

Routing, transfer rules, hours, system-of-record wiring, and the call flow written against how your agency actually works.

Running it

$999 per month

Hosting, call handling, monitoring, and changes to the routing as your agency changes.

A flat build fee and a flat monthly fee, permanently. We are not licensed producers, and we are never paid a share of policies sold or premium written - not as an option, not on request. Paying an unlicensed party out of what gets sold is where this category gets into trouble, and it is not a line we go near.

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