Your CSR is on hold with a carrier. Line two keeps ringing.
That's a shopper who wanted a quote, and voicemail sends them to the next agency on the list. The rest of the day goes the same way: licensed staff fielding “are you open Saturday?”, “how do I pay my bill?” and “what do you need to quote me?” while new business waits.
Here's the same week with Clarky answering for an insurance agency, step by step.
One client, start to finish.
Clarky picks up every call, chat, text and email for your agency, day and night. It answers general questions from your own documents, gathers quote details and books the call with a licensed agent. Every call is recorded and transcribed on the client's record, so whoever calls back knows the whole story.
- 19:12 PM
The renewal went up. She's shopping tonight.
How Clarky works as your phone lineTODAYIt rings out to voicemail. She doesn't wait for a callback. She calls the next agency on her list.
WITH CLARKYClarky answers, asks what she wants quoted and when it renews, and books a quote call with a licensed agent.
- 29:13 PM
On an agent's calendar, not a callback list.
How Clarky works as your calendarTODAYA callback note waits for the morning, then it's phone tag between your agent and her lunch break.
WITH CLARKYThe call lands on the next free agent's calendar by round robin, with a confirmation and reminders already set.
- 38:00 AM
The agency opens with the night already sorted.
How Clarky works as your support inboxTODAYThe day starts with a stack of callbacks, and your CSRs return them between carrier hold times.
WITH CLARKYEvery call, chat, text and email from the night is answered, booked or flagged in one inbox, on the client's record.
- 42:40 PM
She calls back while your CSR is on hold.
How Clarky works as your phone lineTODAYIt rings and rings, then rolls to voicemail, and she gives up on your quote form halfway through.
WITH CLARKYCalls ring your team first. When everyone's tied up, Clarky answers from your documents and keeps her moving.
- 52:55 PM
The dec pages are in before the quote call.
How Clarky works as your lead formTODAYYour agent starts the quote call by asking for documents she doesn't have in front of her.
WITH CLARKYYour quote form takes drivers, vehicles and her current dec page, files it all on her contact and alerts Marcus.
- 6AFTER THE QUOTE
The quote she's comparing with her renewal.
How Clarky works as your deal trackerTODAYShe wants to compare it with her renewal. Nobody follows up, and she renews with her old carrier by default.
WITH CLARKYEvery quote sits on a board by stage, with its value, so you see each open quote and who it's waiting on.
- 711 MONTHS LATER
The renewal check-in nobody had time for.
How Clarky works as your outbound engineTODAYThe carrier mails the renewal. The first you hear of a problem is when she calls to cancel.
WITH CLARKYAdd next month's renewals to a list, and Clarky drafts a personal check-in for each. You approve, and it stops when they reply.
Up and running for your insurance business this week.
- 1
Point it at your website
Clarky reads your pages and learns your services, hours and policies.
- 2
Teach it your rules
Add what an insurance agency needs to know: coverage lines, quote intake, claims routing, renewal reminders.
- 3
Turn on the channels
Add the chat to your site and send calls and texts to your Clarky number. Calls can ring your team first.
The honest answers.
Could it bind coverage or quote a premium?
No. Clarky doesn't connect to carriers or rating tools, so it can't bind or price a policy. It answers general questions from the documents you give it, gathers the details and books the call with a licensed agent.
Does it connect to our agency management system?
No. Clarky keeps its own contacts, calendar and inbox, and runs alongside your management system. Every call, chat, text and email lands on the client's record in Clarky, with call recordings and transcripts.
Will it text clients who never opted in?
No. Clarky replies when a client texts you first. Automated follow-up texts only go to contacts who opted in, between 8 AM and 9 PM their time, and a STOP reply opts them out.
Do we pay for every producer and CSR?
No. Clarky is priced per business, not per seat. Each plan includes a set number of users, and admins choose what each person can see.
Tonight's calls can go to voicemail, or they can go on the calendar.
Point Clarky at your website and it's trained in about a minute.