An AI CSR that never quits.
A customer service rep costs $55k a year, takes six months to ramp, and often leaves within two. An AI CSR answers every call, issues COIs, updates your AMS, and works around the clock in 85 languages. Live in days, not months.
Here's what it's costing your agency today.
fully loaded annual cost of one CSR
Salary, payroll taxes, benefits, software seats, and the manager time it takes to keep them productive. For most independent agencies, a single service hire is one of the largest line items on the payroll.
before a new CSR is fully productive
A new hire has to learn your carriers, your AMS, your book, and your service standards before they are pulling their weight. That ramp is half a year of paying full salary for partial output.
of service calls need no human judgment
Billing questions, ID card requests, status checks, payment confirmations, COI requests. The information already lives in your AMS. These calls do not need a person, they need something that reads the request and acts on it.
of after-call typing per call
Even a fast CSR spends a chunk of every call writing the note, tagging the record, and updating the AMS. Across a full book, that is hours a week of pure data entry instead of customer service.
Specifically built for this.
Answers and resolves, not just routes.
The AI CSR picks up in under two seconds and handles the request fully: quotes, billing, COIs, scheduling, status checks. It is not message-taking or a phone tree. The customer gets their answer on the first call.
Lives inside your AMS.
It pulls the customer record, knows the policy history, issues the certificate, writes the call note, and tags the activity. AMS360, HawkSoft, Applied Epic, EZLynx, QQ Catalyst, and more. The work is logged before the call ends.
Escalates with full context.
When a request genuinely needs a human, the right producer gets a Teams notification with a complete summary, the transcript, and the policy details. They pick up an informed conversation instead of starting from scratch.
Hiring and keeping CSRs is one of the hardest operational problems in independent insurance. The talent pool is thin, ramp time is long, and turnover resets the clock every time someone leaves. An AI CSR changes the shape of the problem: instead of recruiting for a seat you may not fill, you add service capacity that is live in days, works every hour of the week, and never churns. Your human team moves up to the work that actually needs judgment.
At Goodwill Financial, the AI handled 548 hours of service work in a single quarter. That is the equivalent of a full-time CSR, without the hire, the ramp, or the turnover.
Read the Goodwill Financial storyAgencies that need more service capacity but cannot justify, or cannot fill, another CSR seat. Especially during renewal season and peak call volume when the existing team is already underwater.
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Fifteen minutes with our founder. No pitch deck.