Quotes
Roxy asks the questions a quote needs, in conversation, and sends the rates back to the client. For lines she does not rate, she sends the right application or brings in an agent.
Software for insurance agencies
Roxy™ answers for your agency.
Roxy is an AI assistant for insurance agencies. She picks up the calls, texts and chats, handles the routine requests on the spot, and hands everything else to a licensed agent with the details already taken down.
Reaches out by
Leaves with
- Phone call
- Text message
- Web chat
Roxy
- Quote sent
- ID card sent
- Payment link sent
- Service request opened
- Agent on the line
What Roxy does
The requests that fill an agency’s phone lines and inboxes, on whichever channel the client picks.
Documents
ID cards, policy documents and certificates of insurance, delivered while the client is still in the conversation, as links that expire.
Payments
A client asks to pay and Roxy sends a secure payment link for the right policy. Card numbers never go into the conversation.
Policy changes and claims
Roxy takes down what happened or what needs to change and opens a request for the service team, so the client explains it once.
Getting to a person
Roxy sends a client to their own agent, knows who is out of the office and when they are back, and takes a message when nobody is free.
Every channel, every hour
Phone, text message, WhatsApp and web chat, answered the same way at two in the afternoon and two in the morning.
Built for a licensed business
An insurance agency answers to its clients, its carriers and its regulators. Roxy is built to work inside those limits.
- She confirms who is askingRoxy answers a general question from anyone. Before she shares anything about an account, she checks that she is talking to the client, with a code sent to their phone or the number on the policy.
- Licensed work stays with licensed peopleRoxy is software, not an insurance agent. She does not bind coverage, and a client can ask for a licensed agent at any point in the conversation.
- The agency sees everythingEvery conversation, request and handoff is on record for the agency’s staff to review and pick up, so an agent starts with the whole story.
In use today
Roxy is in daily use at Insurox, a licensed independent insurance agency, where she answers the main phone line, text messages, WhatsApp and web chat.
See Roxy at InsuroxAbout Roxy Technologies
Roxy Technologies LLC develops Roxy and provides it to insurance agencies as a service. We are a software company. We do not sell insurance, and an agency that uses Roxy remains the licensed party in every conversation she has.
Talk to us about Roxy
Tell us about your agency and what you want Roxy to do. Or write to info@roxytechnologies.com.