Franklin answers the number you forward, takes the caller's name, number and what they need — in the words an insurance agency actually uses — and writes one sentence on the record. From $49 a month, on the full EngageSuite360 CRM shaped for insurance.
Then Franklin listens. Short sentences, one question at a time, the number read back once, and what happens next: you call back.
That word is in the sentence Franklin writes, so your callback list reads like a insurance desk, not a voicemail box.
A quote request that waits a day is a policy written by whichever agency called back first. Franklin answers that call, every time, and you decide what happens next.
By the numbers: In a secret-shopper test of 25 leading US insurers and agencies, online quote requesters waited an average of 2.3 days for a phone call, and 39% never received a call back. Source: Velocify, Insurance Industry Online Buyer Experiences study (press release via PR Newswire), 2014.
Every plan includes the EngageSuite360 CRM, set up for insurance from the first login. Franklin writes each call onto the right record in those words.
Quote Request → Information Gathered → Quotes Compared → Quote Presented → Policy Bound → Renewal Review
The caller becomes a contact, the company is matched from the number, and the sentence is emailed to you. No recording, no transcript on the Starter plans — that is the AI Front Desk plan, one rung up, same number, same CRM.
From $49 a month. There are three Starter sizes — $49, $149 and $299 a month — and the only thing that changes between them is how many inbound minutes are included; the smallest is 250. Every one of them answers each call, takes the name, the number and what the caller needs, writes one sentence on the record and emails it to you, on the full EngageSuite360 CRM. If you need the calls heard, texted and booked too, the AI Front Desk plans start at $397 a month with unlimited inbound minutes. Annual billing is two months free, and the 7-day trial takes real calls and charges nothing until day 8.
How an insurance agency handle calls, follow-up and the work behind them — written by Franklin on AgentWorks Studio.
EngageSuite360 arrives shaped for insurance: the pipeline, the fields and the vocabulary. Free to start; Franklin writes every call into it.
From $49 a month. There are three Starter sizes — $49, $149 and $299 a month — and the only thing that changes between them is how many inbound minutes are included; the smallest is 250. Every one of them answers each call, takes the name, the number and what the caller needs, writes one sentence on the record and emails it to you, on the full EngageSuite360 CRM. If you need the calls heard, texted and booked too, the AI Front Desk plans start at $397 a month with unlimited inbound minutes. Annual billing is two months free, and the 7-day trial takes real calls and charges nothing until day 8.
"Thanks for calling your business, this is Franklin. I'll take your name, number and a note for the team." Then Franklin listens, takes the name, the callback number and what they need, reads the number back once, and says you will call back.
Franklin never quotes a price or a range, confirms an appointment time, sends a text or an email, transfers the call, or pitches anything. On the Starter plans it is one logged sentence and you call back; the AI Front Desk plans add transcripts, texting and booking.
A contact (or the one you have), the company when the number matches, and one line on the record that names what they needed — new quote, policy change, claim, billing or payment, proof of insurance. The same line is emailed to you.
Policyholders, with policies moving through Quote Request, Information Gathered, Quotes Compared, Quote Presented, Policy Bound, Renewal Review. The EngageSuite360 CRM in every plan is set up for insurance, with policies and claims as records of their own.
A quote request that waits a day is a policy written by whichever agency called back first. Franklin answers every call you forward, so that caller reaches someone.
One receptionist per industry, each with a name, a voice and that trade's vocabulary. Meet all 27 →