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Call Companion scores your team’s calls, flags coverages gaps, and automates auto-E&O compliant notes and follow-ups.
Trusted by Industry Leaders & Partners
If you're an insurance professional, this probably sounds familiar
Daily digest showing process adherence scores per agent, cross-sell opportunity flags, sentiment. Managers go from reactive (complaint-driven) to proactive.
Every call transcribed and documented. Call recordings available if needed. Notes formatted to AMS compliance standards.
Turn 20 minutes of writing into 30 seconds of review. Notes auto-drafted to AMS, follow-up emails pre-written for agents to review and send, task creation routed by call type.
"I knew it was bad. I didn't think it was that bad."
Jared Bellmund
Dir at ALLCHOICE Insurance
Generic call recorders give you a transcript. Call Companion gives you coaching, compliance, and a task already in your AMS.
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Based on questions that came up repeatedly
Yes. Call Companion integrates with existing phone systems including VoIP platforms like RingCentral, Lightspeed Voice, and others. It doesn't replace your phone system - it works as an overlay that listens to and analyzes calls.
Yes, absolutely. The AI receptionist handles incoming calls, while Call Companion analyzes and documents all calls - both the AI portion and the human-to-human conversations between your staff and customers.
Yes. Call Companion integrates with major AMS systems including:
HawkSoft, Epic, Momentum, AgencyZoom, EZLynxks, etc..
After each call, it automatically creates E&O-compliant notes and tasks in your AMS with structured information (discussion, decision, recommendation, follow-up).
The system provides E&O-compliant documentation with structured notes that capture key details reliably. The transcription is good enough to identify cross-selling opportunities, compliance issues, and generate actionable follow-ups.
This is configurable. You can set up rules for automatic task creation (e.g., "if it's a COI request, create this type of task"), or you can review before syncing. Some agencies use the copy-paste workflow if they don't have API access, which gives them a review step.
Call Companion goes far beyond basic recording.
Generic Call Recording: Just stores audio files you have to manually review
Call Companion provides:
- Automated note-taking - Structured, E&O-compliant notes pushed to your AMS
- Cross-selling identification - Flags opportunities (e.g., "customer has auto but no umbrella")
- Coaching & compliance - Analyzes if staff followed your process, provides feedback
- Follow-up email drafts - Auto-generates customer emails based on call content
- Task automation - Creates tasks in your AMS based on call outcomes
- Analytics dashboard - See team performance, compliance rates, opportunities missed
- Structured data extraction - Turns call content into form-fillable data
RingCentral records calls. Call Companion eliminates 20-30 minutes of post-call busywork, ensures compliance, and helps your team move from order-takers to advisors.
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