Roo on your team
You need another pair of hands, not another salesperson.
The work is clerical. The license stays with your agency.
Book a demo
The pain
The team is doing two jobs.
“We need another pair of hands. We do not need another person quoting.”
They serve the person in front of them and clear a queue that does not end. Calls, drafts, and dates pile up after the office closes. A busy desk is not a reason for an unlicensed person, or an unlicensed tool, to quote or bind.
The gain
A teammate who works the queue under your rules.
Time back
Drafts are ready for the license you already have, before the first appointment.
No missed leads
The queue moves after hours, and the replies wait for your yes.
Happier clients
Simple requests are taken while your licensed people stay on the hard calls.
The service
What this Roo does
- Prepares the clerical work for the roles you hired.
- Follows the approval rules you set, role by role.
- Holds every outbound message until a licensed agent approves, edits, or declines it.
- Keeps a record of what you approved.
She does not solicit, negotiate, or effect insurance. She is an employee of the queue, not of the license.
How a day can look
A rule you set.
Renewal reminders may go after you approve the wording. A cancellation draft never sends itself.
See it on your own book.
Tell us which calls, renewals, and inbox piles you want off the desk.
Or email [email protected].