How Fonitix works for insurance agencies
Fonitix takes the facts of a new quote or a claim, marks anything urgent and books a call with a licensed agent. It never says what is covered or what you will pay.
What the agent does
- Saves each request with the details your team needs and marks urgent ones.
- Answers questions about your lines of coverage, prices and hours using your own answers.
- Speaks as your service coordinator, in the words of your business.
What you tell Fonitix
A few questions when you set up, so the agent knows your business:
- Which lines of insurance do you handle?
- What number should callers use for a claim after hours?
- Phone number of the licensed agent on duty for urgent calls
- In which states are your agents licensed?
An example call
An example of the kind of call it handles. Your agent uses your own services, prices and hours.
What you get in your dashboard
- A calendar with your team and services
- An online booking page
- A work board with stages that match your trade
- A card for every customer, with their calls and visits
- Intake forms and documents
- Reminders by text or email
- Urgent calls marked and brought to your attention
- Your own answers, which the agent uses on calls
What the agent will not do
- Give insurance or claims advice: it collects the facts, books a visit or a call, and hands the case to a person.
- Take a card number over the phone: it sends a secure payment link instead.
- Make up prices, times or promises: it uses only what you have given it, and takes a message when it does not know.
Set up in four steps
- Choose insurance agencies when you sign up, so Fonitix uses the right words for your agency.
- Check the example lines of coverage and answer a few questions about your business.
- Get your own phone number for the agent and make a test call.
- Share the number. Calls turn into requests in your dashboard.
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Try it on your own business
Set up your agent for free. Going live starts a 14-day free trial.