A finance voice agent that routes to the right desk.
Finance Bot identifies the caller, takes claims and payment matters, and routes everything else to the right consultant. Nobody gets passed through four transfers.
- Wait time
- 0:00Wait time
- Calls transcribed
- 100%Calls transcribed
- After hours too
- 24/7After hours too
The longest part of the call is working out whose call it is.
Somebody calls about a claim, reaches a general line, works through a menu, explains it to the first person and then to the second. Ten minutes pass before anyone touches the claim, nine of them logistics.
What Finance Bot takes off you
- Identifying the caller
- Taking an insurance claim
- Payment matters and application status
- Routing the call to the right team
- A transcript and a recording of every call
The questions we get
No, and that is how we configure it. Identification uses only the data you designate as acceptable, and anything needing full authentication stays with your systems and a consultant.
No. It takes the claim and the details; the decision belongs to an adjuster. Automated benefit decisions are high-risk territory under the AI Act, and the bot exists to shorten the path to a human, not to replace the decision.
We are the processor, you are the controller, on the terms of the data-processing agreement. Recordings and transcripts can be switched off per agent, or the collected fields narrowed. Details in the privacy policy.
Simple subscription,
pay per minute.
Pick a subscription plan and pay per minute of conversation - the rate is charged from your Stripe-funded balance.
Free
An agent on your site, no card
Pro
A phone line that answers itself
Business
Dials your list, fills your CRM
The full feature table, what an outbound channel actually is, and the billing questions all live on the pricing page.
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Your first bot in 5 minutes.
Start for free.
No credit card required. Start on the Free plan and test your agent with the voice widget on your website.