Communications

24/7 conversations

Every call, text and email is recorded, transcribed, summarized and attached to the right account automatically.

Conversations today

142

+12%

Handled by AI

71%

Speed to lead

47 sec

−18 sec

Manual log entries

Waiting on human

Conversations

Call · AI · 09:52

Buying a house in Alpharetta closing Nov 14. Two vehicles on Geico. Wants bundle quote.

Intent

New quote · home + auto

Logged to

Account file + AMS activity

Next action

Book licensed review 2:30 PM

Thanks for calling Greyline. Is this Marcus?

Caller

Yes. I'm closing on a house next month and need insurance.

Congratulations. I can pull most details from public records. Is it 412 Wills Rd?

Caller

That's it.

I've started your quote. A licensed advisor will review options with you today.

Value and urgency decide who answers

Inbound AI

ID, quote & service intake, documents, scheduling, transfer

Outbound

Speed-to-lead call within 60 sec, SMS/email cadence until stop condition

Live assist

Real-time prompts for licensed advisor on high-value calls

Human overflow

Insurance-trained CSR layer for after-hours and spikes