The AI Ops Center for Licensed Advisors
8 AI assistants • Intelligent lead distribution • SLA automation • Performance tracking — built for insurance and financial advisory teams.
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8 AI Assistants at Your Service
Our intelligent chatbot adapts to your needs with specialized modes for every aspect of your business.
Virtual Assistant
General help & navigation
AI Salesforce
Sales automation & CRM
Tasks Manager
Task automation & scheduling
AI Legal Advisor
Compliance & legal guidance
File Manager
Document upload & processing
Ad Campaign Manager
Marketing & advertising
LIVE Shopping
Live commerce & sales
Sales Assistant
Deal closing & objections
Everything You Need to Scale
Built specifically for licensed insurance and financial advisory teams managing high-volume lead operations.
State Licensing Guardrails
Automatically enforce compliance by matching leads only with agents licensed in their state.
SLA Auto-Reassignment
Never miss a lead. Automated reassignment when agents miss their 24-hour first-call SLA.
Weekly Leaderboards
Gamify performance with scoring based on bookings, contact rate, and SLA compliance.
Intelligent Distribution
Round-robin lead assignment with capacity limits and state-based matching.
Real-Time Analytics
Track funnel conversion, agent performance, and team metrics in real-time.
Call Disposition Tracking
Automatic lead stage progression based on call outcomes and follow-up scheduling.