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Agents

Submission Agent

Autonomous

Voice Agent

Autonomous

Renewal Agent

Review Required

Operations Agent

Autonomous

Settings

Settings

Anderson Insurance Agency

Phone & Forwarding
Wayden Number
(512) 555-0147
Forward to
(512) 555-0100
Claims Line
(512) 555-0101
After-hours Mode
ai answer
Business Hours
SundayClosed
Monday08:00 – 17:30
Tuesday08:00 – 17:30
Wednesday08:00 – 17:30
Thursday08:00 – 17:30
Friday08:00 – 17:30
SaturdayClosed
AI Behavior

Transfer when unsure

AI hands off to a human when confidence is low

Handle COI automatically

AI generates and sends certificates without review

After-hours AI mode

AI answers calls outside business hours

Integrations
AMS
Applied EpicConnected
Email
Not configured
CRM
Not connected
Notifications

Push notifications

Real-time alerts on your device

Email digest

Daily summary of agent activity

SMS alerts

Text messages for escalations

Quiet hours
21:00 – 07:00
E&O Disclosure
Disclosure acknowledged
Acknowledged
Account
Name
Tom Anderson
Email
tom@andersonins.com
Phone
(512) 555-0100
Plan
Pro
Status
active