Meet Cara – an AI CSR designed to drive growth for agencies and brokerages.
Cara is your AI collaborator for servicing, capable of intelligently triaging phone calls and emails, handling customer requests, and drawing from account-specific knowledge to generate certificates of insurance, answer questions, and resolve issues.
Cara provides a new integrated operating system for agencies to improve efficiency and reduce administrative tasks. It seamlessly integrates with your existing AMS/CRM or operates as a standalone management system to collaborate with customers, teammates, or carriers.
Modular features to supercharge your agency:
– Pair your agents with a 24/7 AI CSR to handle service tasks so they can focus on sales
– A cloud-based unified panel for policy & COI management, customer communication, and ACORD & workflow automation
– White-label deployment for your customers and agency
– Seamless integration with your emails, phones, or existing tools
Schedule a free demo to see Cara in action!