What leaves your desk.
The jobs that pile up, get rescheduled, and eventually get done badly at five o’clock on a Friday. Every tool named here appears in the generated inventory, which is produced from the code and cannot go stale.
Your line is unanswered about fifteen hours a day. It stops being unanswered.
It answers
First ring, at any hour. It knows who is calling and which policy before they finish the sentence.
It takes the claim
Loss details, photos, files it with the carrier, texts the claim number back before they hang up.
It calls the carrier
Dials the service line, walks the phone menu, holds, and rings a person when it gets through.
It clears voicemail
Every message transcribed, with the caller and the callback number, waiting for you in the morning.
On day one it indexes the whole book. At Ed James that was 1,366 clients and 2,501 policies in a single 15 minute pass, so it was useful that afternoon rather than after an implementation.