Bring the number your customers know.
Check that it can come to Kafono, and we’ll plan the rest with you.
Rather talk it through? Write to us and a person answers.
Phones for insurance agencies that remember every call.
A claim after an accident and a quote request shouldn’t wait in the same line. Route each to the right agent, keep a transcript of what was said, and log every call against the client.
AIFollow up
Claim reported
Client reported a rear-end collision on Main St. Needs a rental car; adjuster to call by Thursday.
Where the calls slip away today.
Claims stuck behind quotes
Someone who just had an accident waits while the front desk handles a renewal question.
What did we tell them?
A client says an agent promised coverage, and there’s no record of the call.
Calls outside the CRM
Agents talk to clients all day, and none of it shows up on the client’s record.
A day of calls, handled
The same phones, the same number. What changes is where each call goes.
9:00 amThe menu
Claims, new quotes and policy service each go to their own agents.
11:00 amA claim
The call is recorded and transcribed, with the summary, the follow-up and what was promised on the call.
2:00 pmAgents out of the office
Their direct lines ring their cells in the app, and calls out show the agency’s number.
5:00 pmAfter hours
Claims callers hear how to report a claim now; everyone else leaves a message, written out.
How we’d set it up
Every office is different, so we plan this with you before the move.
Phone menus
“Press 1 for sales.” Callers pick where to go, or dial a person’s extension.
Call recording
Record calls by rule or on demand, choose who can listen, and play them back from call history.
Call transcripts and summaries
Turn a recorded call into a transcript with a summary, the follow-up and what was promised.
- 1Your agency numberPlus agents’ direct lines
- 2Dial menu1 Claims · 2 Quotes · 3 Policy service
- 3Claims queueIts own agents and backups
- 4AgentsDesk phones, the app or the browser
- 5HubSpotEvery call on the client’s record
Questions from insurance agencies.
- Can we record every call?
- Yes, or only the calls you choose. Some places require everyone on a call to agree to recording, so check the rules that apply to you.
- Can agents see each other’s calls?
- Call history is shared; you decide who can play recordings and read transcripts.
- Does it work with our CRM?
- Kafono connects to HubSpot today, logging calls against the contact.
Also built for
Dental officesBooking, moving and “is it urgent?”, handled while every chair is full.See how it works
RestaurantsOrders and reservations answered during the rush, and “are you open?” answered for you.See how it works
ContractorsThe office number rings in the truck, and the after-hours emergency reaches whoever is on call.See how it works
(555) 010-0142
Can come to Kafono