openline

Industries · Insurance

Manage renewals, claims, and quotes.

The desk calls before a policy renews, takes the first notice of a claim, and follows up on quotes that never closed.

Where it helps

The businesses that live on the phone.

Same desk, multiple applications.

  • Home

    Renewal list

    “Your home policy renews November 2. The premium is $1,240.”

  • Auto

    Quote follow-up

    “You asked for a quote last week. Do you want to go over it?”

  • Life

    Renewal notices

    “Your term policy renews in 30 days. Do you want to keep it?”

  • Independent agencies

    First notice of loss

    “I have the claim details. An adjuster will call you back.”

Duty 01 · Policy renewals

Fieldstone Insurance

The desk calls before the policy renews.

Outbound

The policy renews next month. The desk calls.

Give the desk the policies that renew soon. It follows up with customers.

The list comes from

  • Renewal list
  • Your book of business
  • Renewal notices

  1. Day 1

    Email

    Out

    Home policy renews November 2. Premium $1,240.

  2. Day 4

    Call

    Out

    Picked up. They want to renew.

  3. Day 4

    Email

    Out

    Renewal noted.

The call about the notice

  1. Open line

    This is Fieldstone Insurance. Your home policy renews November 2. The premium on your notice is $1,240. Do you want to renew it?

  2. Alicia N.

    Yes. Keep it the same.

  3. Open line

    Great. I'll note the renewal.

Duty 02 · Claims intake

Fieldstone Insurance

A customer calls with a loss. The desk takes the first notice.

Inbound

The roof leaked last night. The desk takes the claim details.

The desk collects what happened, when, and where, then sends the first notice of loss to your adjuster.

Calls come from

  • Your phone line
  • Policyholders
  • The claims desk

  1. 7:40 AM

    Call

    In

    Water came through the ceiling last night.

  2. 7:44 AM

    Call

    Out

    Date, address, and what was damaged taken.

  3. 7:45 AM

    SMS

    Out

    First notice sent to the adjuster.

The claims call

  1. Open line

    Fieldstone Insurance, this is the front desk. How can I help?

  2. Alicia N.

    Water came through the kitchen ceiling last night.

  3. Open line

    I'm sorry. I'll take the first notice and send it to an adjuster. What is the address, and about what time did it start?

  4. Alicia N.

    14 Oak Street. Around 11 last night.

Duty 03 · Quote follow-up

Fieldstone Insurance

The quote went out. The desk calls to see if they want it.

Outbound

The quote is a week old. The desk calls.

Give the desk the quotes that never closed. It calls, answers from the quote you wrote, and books a time if they want to talk.

Quotes come from

  • Open quotes
  • Your CRM
  • Quote emails

  1. Day 7

    Call

    Out

    No answer.

  2. Day 7

    SMS

    Out

    Your quote is ready to review.

  3. Day 8

    Call

    Out

    They want to go over it. Thursday at 10 booked.

The call about the quote

  1. Open line

    This is Fieldstone Insurance. You asked for a quote last week. Do you want to go over it?

  2. Marcus L.

    Yes. I have a question about the deductible.

  3. Open line

    Thursday at 10 is open with an agent. Should I book it?

  4. Marcus L.

    Book Thursday.

FAQ

Insurance, answered.

No. It notes the renewal or books a time. You handle the policy.

Ready

Paste the prompt. Your front desk is open.