80%
insurance customers expect personalized service and pricing on the first call
60%
operational inefficiencies can be eliminated with artificial intelligence
70%
insurers report better decision-making using AI-powered analytics
Your clients call scared, confused, and stressed. Don't make them wait.
Faster Processing, Better Brand Reputation
In the financial services industry, trust doesn’t come easy—and it’s lost even faster. One long wait time, one missed escalation, and a loyal customer is suddenly shopping around. Phonely keeps that from happening. There’s no hold music, no dropped calls, no “someone will get back to you.” When a client calls—even in crisis—they hear a calm, capable voice that knows exactly what to do. Whether it’s claims processing, pricing queries, or a renewal request, Phonely handles it in real time. Faster service isn’t just a convenience—it’s a promise kept.
Change how your company manages the underwriting and claims process.
DEDICATED WORKFLOWS FOR SMART ROUTING
In the insurance sector, one misstatement can cost thousands—or worse, trigger compliance issues. Offshore reps can’t guarantee consistency with just a script. Phonely can. Each agent is grounded in your exact workflows, powered by large language models, and monitored for precision. It never improvises or fumbles. It says what it’s supposed to—when and how you need it. And if someone does throw a curveball, Phonely knows exactly when to escalate.
INBOUND AND OUTBOUND CAPABILITIES
Wouldn’t it be incredible to handle a high-stress claim call while also reaching out to a hot lead within the same minute? That’s exactly what Phonely does. One AI agent answers detailed coverage questions, processes claims management workflows, and simultaneously makes outbound calls to drive new sales. For modern insurance carriers, this means more policies, less churn, and zero lag in customer experience.
AUTOMATE SOMETHING, OR EVERYTHING
Your best team member doesn’t take breaks, doesn’t drop calls, and doesn’t burn out. That’s Phonely. Connected to your knowledge base, powered by our proprietary AI models, and fine-tuned for insurance workflows, Phonely handles onboarding, education, and customer support—without added headcount. It can screen applicants, run real-time fraud detection, deliver quotes, all while reducing customer acquisition costs. It can even populate policy forms in tools like DocuSign, ready for agent review.
RIGHT DATASETS TO NAIL MESSAGING
Phonely doesn’t guess. While one model engages the caller, others listen for tone, outcome, and context—creating deep insights into what’s working. You can then A/B test scripts against simulations trained on your own calls using generative AI. No wasted leads. No cold starts. Just optimized results—aligned with your broader business strategy.
Connect with your tools
Integrate Phonely with your CRM and digital tools for a holistic approach to modern real estate services.
“Our team would be buried in voicemails, missed claim calls, and angry emails. Since launching Phonely, those problems don’t exist. We now process more claims faster, with less effort. Our customer satisfaction scores have gone up by 20% in the first quarter since deploying Phonely.”
Amit Khanna
Operations Manager, Everguard Assurance
Define New Standards in Insurance Customer Service and Sales
old approach
Missed customer queries due to
phoney innovative approach
Support your store with Phonely’s tailored services:
“All new technologies promise transformation. What set Phonely apart was how hands-on their team was, and how quickly their AI agent started delivering results. Our CSAT jumped 20% within 60 days.”
Jonathan Brie
Account Manager, Northview Insurance Group
FAQs
Everything you need to know about the product and billing. Can’t find the answer you’re looking for? Please reach out to our team.
