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The AI phone line that answers no insurance questions

An owner-led insurance marketing agency of 40 to 59 people had a brokerage client whose storm-season phones overflowed, and the client's AI-use letter left the agency nothing it could sign for any AI on the phones.

The problem

AI on insurance phones that never answers questions and can be documented for a client's AI letter

What was built

An AI phone line that says it is AI first, asks permission before any note, asks at most 4 questions and refuses every coverage, quote, claim or health question. It hands each caller to a licensed person with a one-screen brief. A data map of every stored field is checked against what the run actually kept, as a draft for the client's counsel.

What it measured
Built with

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