Turn every client call into organized tasks and notes — automatically.
AI workflow automation for independent insurance agencies.
Insurance agencies spend significant time after every client call
After a typical client conversation, agency staff must manually:
• document the conversation
• update agency management systems
• create follow-up tasks
• request information from carriers
• track outstanding items
This administrative work often takes 5–15 minutes per call.
ACT AI converts conversations into organized work
ACT AI analyzes client conversations and automatically generates:
• structured call summaries
• documentation for agency systems
• follow-up tasks
• reminders and action items
Capture the conversation
Client conversations are recorded or transcribed
AI analyzes the discussion
ACT AI identifies key details, commitments, and next steps
Tasks are generated
Structured summaries and follow-up actions are created automatically
Who this is for
Independent insurance agencies
• agency owners
• producers
• account managers
• customer service representatives
Pilot program
We are currently speaking with independent insurance agencies to understand how they document client calls and manage follow-up tasks.
Participation involves a short 10-minute conversation.
This is not a sales call.
Join the pilot program
We will follow up to schedule a short call.
