One assistant for clients. One for your team.
Ivy answers your clients by text, web chat and email around the clock. Jade answers your team's questions about the book. Both work from your agency's own records, inside Emerald AMS.
Month-to-month · Free full data export · From $99 per user
Ivy does the routine work and knows where to stop.
What Ivy does
- Answers texts, web chat and email around the clock
- Starts quote intake and sends a secure link for the current policy
- Sends ID cards and certificates after verifying the client
- Books review meetings on your team's calendars
- Starts claim intake and alerts your claims person
- Hands the conversation to your team, with everything she learned
What Ivy never does
- Gives coverage advice or says something is covered
- Binds, changes or cancels coverage
- Quotes a price your team hasn't presented
- Shares policy details before the client is verified
When a question needs a licensed person, Ivy says so and hands the conversation to your team.
- Your hours, your handoffs
- Choose when Ivy answers, which requests she handles, and who gets each handoff.
- Take over any conversation
- One switch on the thread hands it to a person. Ivy stops replying until you hand it back.
- Every message is labeled
- Messages Ivy writes are marked as hers on the client's record, so you always know who said what.
- Verification before details
- Ivy texts a one-time code to the number on file before sharing anything about a policy.
Jade knows your book.
The fastest way to an answer about your agency is to ask.
- Ask in plain English
- Which renewals are up more than 15% and haven't been remarketed? How is each producer pacing this month?
- Answers from your data
- Jade works from your agency's own clients, policies, calls and commissions, and only the parts your role is allowed to see.
- Turn answers into reports
- Save any answer as a view, share it with the team, or schedule it to arrive every Monday.
- Nothing big happens on its own
- Bulk messages and money postings wait for a person to approve them.
Watch Ivy work on your own clients.
On a demo we'll set Ivy up with your hours and handoff rules and show her answering the requests your team handles most.
Month-to-month · Free full data export · From $99 per user