Hire a starter. Add more later.

The pain

It is not one job.

“It is the phone, then the inbox, then the renewal.”

The work piles up in different places. A missed call, a quiet quote, a late payment, and a client who only needed a document. Hiring all of it at once is not the week you are in.

The gain

Pick the outcome, then the employee.

The service

What each employee actually does.

Every role drafts. A licensed agent approves. Choose 1, 2, or 3 for a starter. More can be added later. Launch pricing — subject to change.

Sales and qualificationRooGreets new inquiries and asks clerical questions: who is calling, what they want to discuss, and when a licensed agent can meet them. Qualification means the conversation is ready for an agent. Roo does not quote, judge eligibility, or recommend coverage.$149per month

Phone answering, including claims intakeAI ReceptionistAnswers phone, chat, and text, books appointments, and takes messages. Claims intake means writing down what happened and when, then handing that note to a licensed agent. She does not accept, deny, or settle a claim, and she does not quote.$349per monthRead this role

Email, sortedInbox ManagerSorts the agency mailbox, drafts replies, and flags urgent notes such as a cancellation or a payment problem. Nothing sends until a licensed agent approves it.$179per monthRead this role

Open quotesFollow-up CloserFollows open quotes the agent already prepared until the person answers. She does not negotiate price or coverage, and she does not bind a policy.$199per monthRead this role

Before a policy lapsesRenewals & Payments ChaserPrepares reminders before renewal dates and before a payment goes late, so a policy is less likely to lapse from silence. She does not reinstate a policy or invent a balance.$179per monthRead this role

What looks paid, what looks latePayments SpecialistKeeps a clerical list of payments your agency recorded and drafts the past-due note for an agent to approve. She does not take card numbers, pull funds, or tell a client their coverage changed.$159per month

Drafts you approveMarketingDrafts posts and emails for the agency to approve. She does not publish on her own, and she does not promise a premium, a discount, or a coverage result.$129per month

Bookkeeping assistAccountantAssists with bookkeeping: sorting expenses, receipt reminders, and a draft the agency can hand to its own bookkeeper. This is not tax advice, legal advice, or a filing. A qualified person still signs the books.$219per month

Daily briefingChief of StaffBrings a 7 AM briefing for the employees you hired: drafts waiting, leads, and dates coming due. You approve, edit, or decline from Telegram or text. She does not make the coverage decision.$199per monthRead this role

Choose 1, 2, or 3 employees for a starter package.

Monthly total appears when you choose at least one.

More employees can be added later. Launch pricing — subject to change. Or email [email protected].

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