Intended outcome
Qualified quote, claim, or service request. The receptionist uses your business knowledge, calendar, and routing rules only when the corresponding feature is connected and configured.
What the receptionist should collect
- Insurance lines
- Claims process
- Office hours
- Policy service options
Business decisions to configure
- List supported insurance lines
- Add claim escalation workflow
- Define secure-document handling
Conversation starting point
Caller: I need to report damage after a storm.
Aholler: I can route your claim request. Is everyone safe, and do you have a policy or claim number available?