Insurance
Voice AI for
insurance.
First notice of loss, claim status, and policy service. Captured on the first call, recorded end to end.
Coverage
The calls it takes off your team.
Insurance calls are long, structured, and unforgiving about detail. A wrong policy number turns into a callback, and a callback turns into a complaint. Callspace works from your script, captures the fields your adjusters need, and records the whole conversation. A supervisor can hear exactly what was said.
- 01
Takes first notice of loss
Policy number, date and time, location, parties, description. Collected in the order your adjusters want them, at whatever hour the loss happened.
- 02
Answers claim status calls
The highest-volume, lowest-value call in the building. The agent takes it on the first ring, every time, at any hour.
- 03
Services the policy
Coverage questions, document requests, address and beneficiary changes, payment questions. Routed to the right team with the caller already identified.
- 04
Captures new business
Inbound quote calls captured with the details a producer needs, then transferred live or booked. A lead never waits for a callback.
Boundaries
What it will not do
- It does not make coverage determinations or tell a caller whether a claim will be paid.
- It does not quote binding premiums or bind coverage.
- Anything that needs a licensed producer or an adjuster goes to one, with the context already gathered.
Integrations
Connects to what you already run.
Live integrations are the ones the agent can act through today. The rest are on the way, and anything not listed reaches us through webhooks or a custom integration.
- Avaros EMR Soon
- Attio Soon
- Salesforce Soon
- HubSpot Soon
- Slack Soon
- Pipedrive Soon
- Zapier Soon
- Stripe Soon
- n8n Soon
Trust
Built for regulated calls.
Insurance calls get reviewed, and the recording is the evidence. Here is what the platform does with recordings, transcripts, and the data behind them. A SOC 2 Type II audit is underway, and the report goes to every customer before they go live.
- 01
Compliance mode, one way only
PHIPA/HIPAA compliance mode is set per organization and cannot be turned back off. Behaviour that depends on it cannot be relaxed later, by your team or by ours.
- 02
Notifications carry no PHI
With compliance mode on, email and SMS call summaries carry a link and nothing else, and push notifications drop the preview entirely. Lock screens and inboxes are the two places this data most often leaks, so it never goes there.
- 03
Every access recorded
Reads of PHI-bearing records are written to an access log with actor, action, resource, request id, IP address, and timestamp — built to the content specification in PHIPA s. 10.1(4). Owner and admin only, viewable in the app and exportable as CSV.
- 04
Diagnostics log field names only
Field names carry no caller data, so they are logged everywhere. Values are never written to a log line under compliance mode.
Compared
Against what you have now.
A phone tree is cheap and everyone hates it. An answering service is human and stops at taking a message. Here is where the agent lands.
| Capability | Phone tree | Answering service | Callspace |
|---|---|---|---|
| Caller says what they need in their own words | Press 1 for… | Yes | Yes |
| Answers every line at once during a spike | Queues | Depends on staffing | Yes |
| Books into your calendar on the call | No | Sometimes, at extra cost | Yes |
| Looks up an order or a record mid-call | No | Rarely | Shopify, calendar, CRM, webhooks |
| Transfers with the context already gathered | Cold transfer | Message only | Warm, with transcript |
| Recording and transcript of every call | Sometimes | Rarely shared | Yes, searchable |
| Keeps PHI out of notifications and logs | N/A | Your problem | Compliance mode, one-way |
| Tells the caller what it is when asked | Obvious | Human | Yes, and transfers on request |
Rollout
Live on one line before it is live on all of them.
No big-bang cutover. You hear how it handles your actual callers on a narrow scope, then decide how far to take it.
- Step 01
Scope the calls
We go through the calls you actually get, decide which ones the agent should own, and agree what it must always hand to a person.
- Step 02
Build and connect
Your script, your escalation rules, your calendar, CRM, or store. If you need compliance mode, it is switched on here, before any real call is answered.
- Step 03
Test on real scenarios
We run the edge cases — the angry caller, the wrong number, the emergency, the caller who asks whether it is a person — and adjust until it holds up.
- Step 04
Go live on one line
Forward one number or one after-hours branch. You listen to a week of real calls, then widen the scope with evidence rather than optimism.
FAQ
Questions we get asked.
Can it read a required disclosure the same way every time?
Yes. Scripted language is delivered verbatim on every call, and the recording and transcript are the evidence that it was.
How do we review what the agent said?
Every call has a recording and a transcript in the app. Recordings live in a private bucket behind signed links that expire five minutes after they are issued, so a URL copied into a ticket stops working almost immediately.
What happens on a call it cannot finish?
It transfers to your team with the caller identified and the transcript attached, or books a callback. It does not guess, and it does not leave the caller in a loop.
How long do you keep the recordings?
As long as you tell us to. Retention windows are set per organization. When a window elapses the data is purged and a deletion receipt is written that outlives it: what was disposed of, why, and on whose instruction.
Bring us the calls you were told needed a person.
We will go through your actual call volume, agree what the agent should never touch, and put it live on one line so you hear it on your own callers. A BAA is in place first if you need one.