Somebody shopping their auto and home coverage calls three agencies and binds with the one that picks up — while your CSRs are buried in certificate requests and billing questions. Scarlett works the phone 24/7: grabbing quote opportunities, guiding claim reporting, and knocking out routine service calls. She's live on the line today. Dial her and quiz her yourself.
Live demo line · she picks up fast · ask her anything an insured would
The paradox of agency life: the calls that keep clients happy — ID cards, COIs, payment dates — bury the calls that grow the book. A shopper ready to bundle auto and home hits voicemail at lunch, and by early afternoon another producer has their VINs. And when a client calls at 9pm because a tree just went through the roof, "leave a message" is the wrong answer.
Scarlett separates the two: routine service gets handled on the spot, quote and claim calls get escalated to a human fast.
What Scarlett Does
When a shopper calls about auto or home coverage, Scarlett collects current carrier, renewal date, drivers and vehicles or property details — and asks about bundling — then flags the opportunity for a producer while the prospect is still warm.
A policyholder standing in a flooded kitchen at 2am gets a composed voice, not a beep. Scarlett notes the loss details, walks them through what happens next, and kicks off your claims process — or points them to the carrier's claims line when that's the drill.
ID cards, certificates of insurance for a job site, payment due dates, mortgagee changes, 'did my payment go through' — the calls that eat a CSR's whole afternoon get answered correctly the first time.
A client calling to 'check on their rate' at renewal is a retention moment. Scarlett takes it seriously, gathers what changed, and gets them to an agent before they finish a competitor's online quote form.
Built for Insurance
Personal lines, commercial lines, life & health — independent agencies of every mix.
FAQ
Think of Scarlett as a front desk that never clocks out: she works quote calls, guides policyholders through claim reporting, knocks out ID-card and certificate requests, and routes renewal-rate worries to an agent. Producers sell, CSRs work the complex service files, and the phone still gets picked up.
Yes — and it matters, because half of insureds think they dialed their carrier. Scarlett explains what your agency handles versus what belongs with the carrier, sends true carrier issues (like direct-bill payment processing) the right way, and keeps agency work in-house.
Calmly. She confirms everyone is safe, collects the loss details — what happened, when, where, and which policy — then follows your claim-reporting playbook, whether that means opening a file for your team or directing the insured to the carrier's FNOL line with your agency looped in.
That's the point of a custom build. Whether you run Applied Epic, AMS360, HawkSoft, or EZLynx, we wire Scarlett's call notes, quote details, and service requests into the system your CSRs live in — no rekeying from a message pad.
Absolutely — she's answering (720) 770-2664 right now. Pretend you're shopping a home-and-auto bundle, or that hail just wrecked your roof, and listen to how she works the call.
It depends on your book: how many lines you write, which systems we connect, and how much of the service load you want automated. Builds are priced per project, not per seat — the pricing guide linked from this page lays out typical ranges.
Pick up your phone and act like a prospect comparing quotes — or a client reporting hail damage. Five minutes with Scarlett tells you more than any demo video will.