Microsoft Teams + InsuraMate AI
Real-time call notifications and customer context delivered to your team in Microsoft Teams.
What this integration does
Most independent agencies already run on Microsoft Teams. When the AI handles a call, the right agent gets pinged in Teams in real time with everything they need to walk in cold.
Real-time Teams DMs to the right agent for each inbound call, with a one-line summary and a link to the customer's record.
Channel-level digests for agency owners — a daily roll-up of every call handled, who handled what, and what is still open.
Calendar-aware transfers: the AI checks the agent's Teams calendar before transferring, so a customer is never dumped into a meeting.
- Real-time Teams DMs per call
- One-line summaries with context links
- Channel digests for owners
- Calendar-aware transfers (no mid-meeting drops)
- Adaptive Cards with quick actions
An agency running on Microsoft 365 / Teams that wants every inbound call to surface in Teams the moment it happens, with no extra clicks.
See Microsoft Teams working with InsuraMate AI on a real call.
A 15-minute demo with our founder. We'll walk through your exact workflow.