What can AgencyOrbit do for you?

At AgencyOrbit, we know every insurance agency operates at its own orbit—different sizes, goals, and levels of automation. That’s why we offer multiple pricing tiers designed to meet you where you are. Whether you’re just launching your digital systems or ready to scale your operations into full automation, AgencyOrbit gives you the tools, insights, and support to grow confidently.

Filter out spam, wrong numbers, and low-value calls automatically. Our AI automatically identifies and filters every incoming call in real-time — ensuring your team only handles genuine clients and qualified leads. With voice recognition, caller ID analysis, and smart intent detection, the system knows who’s calling, why they’re calling, and routes them appropriately. That means fewer interruptions, higher productivity, and more time focused on what matters most — serving your clients.

Our AI instantly recognizes returning callers by phone number or voice pattern, greeting them by name and recalling their previous interactions. Whether they called about a policy change, a quote, or a claim update, the AI continues the conversation seamlessly. Personalized Recognition transforms each call into a warm, efficient experience that builds trust and reinforces your brand’s commitment to exceptional service.

Syncs with systems like HawkSoft, EZLynx, and others so your clients can download policy details with a couple of simple clicks after our automated text. We also have Canopy Connect integration, which allows after-hours prospects to digitally sync their policy details to you for next-day quoting. 

The Real-Time Call Dashboard gives you instant visibility into every call, message, and interaction happening across your agency. Track call volume, response times, caller sentiment, and outcomes — all in one clean, intuitive view. Whether you’re managing one location or dozens, you’ll know exactly what’s happening the moment it happens. Data becomes insight, and insight becomes action.

Getting started couldn’t be easier. Our team takes care of everything — from system setup and integration to training and customization — so you don’t have to lift a finger. We’ll connect your phones, sync your CRM or AMS, configure call flows, and tailor the AI to your exact needs and brand voice. In just a few days, you’ll be fully up and running with a smart, seamless phone solution that feels like it’s been part of your business all along. You focus on your clients — we’ll handle the setup.