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 records the loss for 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 keeps working after hours: 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 can connect Scarlett's call notes, quote details, and service requests to the system your CSRs live in, once access is scoped and tested — 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.