Front-office employee

A servicing employee that answers the policyholder and makes the change

It answers the policyholder line, pulls up the policy, and handles the everyday servicing - ID cards, certificates of insurance, endorsements, billing, coverage questions - end to end, so the service team isn't buried in routine calls.

Elena Ross
Policyholder - commercial auto
incoming call…
ER
mute
keypad
speaker
add call
FaceTime
contacts

The actual employee, on the phone.

Why teams trust it

Serviced on the call.

Live servicing
|
Commercial auto policy
24/7
Routine servicing handled any hour
Human-in-the-loop
Anything needing underwriting escalates
On one call
COIs, ID cards, endorsements done, not ticketed
The process

How it works

Step 1

Answers & pulls the policy

Picks up the policyholder line any hour, verifies the caller, and pulls up the policy and history in your system.

Step 2

Handles the request

Issues certificates and ID cards, makes routine endorsements within your rules, answers coverage and billing questions, and takes payments - end to end on the call.

Step 3

Confirms & escalates

Logs everything to the policy and confirms with the policyholder, and routes anything that needs underwriting or judgment to a person with the context.

Watch it work

From the call to the policy, written back

While the policyholder is still on the line, it pulls the policy, issues the certificate, and books the add-vehicle endorsement in PolicyCenter - the vehicle, the prorated premium, and the effective date written straight to the system of record, not left in a queue.

Service request - Ross Logistics
SERVICE REQUEST
Policy CA-4471 - Logged 2:14 PM
Elena Ross - Ross Logistics
Policy
Commercial auto
CertificateBrightwell - add'l insured
Add vehicle2026 Ford Transit
Premium+$40 / mo (prorated)
Channel
On call
PolicyCenter/ Policies / CA-4471Active
Certificate
Endorsement
VIN
Premium
Status
Source
Certificate
Endorsement
VIN
Premium
Status
Integrations

Works in the tools you already use

GuidewireDuck CreekApplied EpicTwilioSalesforceSlack
Questions

Frequently asked

The high-volume routine work: certificates of insurance (including additional insured), ID cards, address and vehicle changes and other routine endorsements, billing questions and payments, and coverage explanations. Anything that needs underwriting or judgment is routed to a person.

Yes, the routine ones, within the rules you set - it can issue a certificate, add a vehicle, or update an address and write it back to the policy. Changes that require underwriting review are prepared and escalated, not made autonomously.

Yes. It answers naturally, verifies the caller, and handles the back-and-forth - and identifies itself as an AI assistant from your team. The goal is to actually resolve the request on the call, not to pass a transfer.

Your policy and agency systems - Guidewire, Duck Creek, Applied Epic - plus your phone line, servicing the policy the way a CSR would, scoped to your compliance requirements.

Related
AI FNOL & claims intakeAI underwriting automationAI employees for insuranceAll AI employees

Your first AI employee
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Caesar will call you right now, introduce himself, and show you exactly how this works.