The AI phone line that answers no insurance questions
An owner-led insurance marketing agency of 40 to 59 people had a brokerage client whose storm-season phones overflowed, and the client's AI-use letter left the agency nothing it could sign for any AI on the phones.
AI on insurance phones that never answers questions and can be documented for a client's AI letter
An AI phone line that says it is AI first, asks permission before any note, asks at most 4 questions and refuses every coverage, quote, claim or health question. It hands each caller to a licensed person with a one-screen brief. A data map of every stored field is checked against what the run actually kept, as a draft for the client's counsel.
- 10 calls asked a coverage, quote, claim or health question; the line answered 0, each got 1 fixed sentence and the bridge
- the data map lists 42 fields across 5 stores and passed 14 of 14 checks against everything the run stored; 3 of 3 planted faults caught
- Fixed-script disclosure and refusals
- Consent gate
- Roster-based call routing
- One-screen caller brief
- Data map with automated verification checks
- Resolution ledger
- Node.js
- Puppeteer
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Tell me what your version looks like and which tools it runs in. I reply with how I would build it.
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