Financial services · Insurance agencies
Certificates, claims first-notice, and new business — without mixing the scripts
An agency phone is three businesses sharing one number: new business, service, and ‘I just had a loss.’ Treat those the same and you either miss a quote or mishandle a claim. Floow trains the seat to tell them apart in the first thirty seconds.
The agency line on a Monday
- Certificate of insurance requests that stall a contractor at a job site.
- First notice of loss from someone who is scared and will not navigate a portal.
- Renewal questions that should have been a booked producer callback, not a voicemail.
- Multi-carrier confusion — the caller does not know which paper they have.
Call outcomes an agency can use
- Cert requests: named insured, holder, job site, and deadline — then a service-team task instead of a scavenger hunt.
- New business: line of coverage, current carrier if any, and a booked producer slot while the shopper is still comparing.
- First notice of loss: date, type, whether anyone is hurt, and a warm path to the claims desk. The seat does not adjust the claim.
- Service: billing, ID cards, and vehicle-add intake that lands on the right CSR, not the producer’s cell.
The file after the call
Service, sales, and claims are already split. Review asks wait until a policy is bound or a service ticket is closed — we do not text a star rating to someone who just reported a loss. Producers get alerts on quoted work. CSRs get complete cert packets.
Agency templates we actually run
- Cert / claim / quote intent split
- Producer calendars with after-hours quote capture
- First-notice card that stops at facts
- Renewal reminder and review cadence for booked customers only
Call the demo with insurance agencies in mind.
Call the live demo. If it sounds like the front office you have been covering yourself, we will scope the right tier on a strategy call.