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Demo
Viewing as Super admin · Owner · Chris
Process 4 of 10

Employee process

How producers, service staff and managers spend their day. Figures are illustrative demo values.

All processes

Today's agency

Disconnected tools
1

Check voicemail and inbox

Phone + Outlook

2

Look up policy in AMS

AMS

Slow search
3

Call carrier for change

Phone

Hold time
4

Log notes later

AMS

Often skipped

With Greyline

One connected flow
1

Unified comms inbox

2

Customer 360 in one click

3

Policy change request flow

4

AI writes the notes

The result on your dashboard

Before vs after, and where each gain shows up
78%better on “Actions without switching systems” (~20% → 92%)
Today's agencyWith Greyline78% better · Actions without switching systems71% better · Admin time per producer / week75% better · Onboarding a new hire

Where you see it

commsConversationsEvery conversation in one stream.Open screen →commsRouting rules14 h → 4 h admin / weekOpen screen →serviceRequest a changeGuided change request, sent instantly.Open screen →

Actions without switching systems

~20%92%

Admin time per producer / week

14 h4 h

Onboarding a new hire

8 weeks2 weeks

Who is involved

Producer

Sells and advises

Service

Handles changes

Manager

Coaches from live data

Customer processCarrier process