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Turn every call into revenue you're currently missing.
Call Companion listens to your team's calls, auto-documents to your AMS, spots cross-sell opportunities, and scores compliance - all automatically.
Your calls have revenue hiding in them
20
missed cross-sell opportunities found in just 50 calls
That's what ALLCHOICE Insurance discovered in their first 2 days with Call Companion.
10-15 minutes of post-call paperwork per agent
Your team spends more time documenting calls than actually helping clients.
Cross-sell opportunities go unnoticed
Coverage gaps are mentioned on calls every day. Without AI listening, they slip through.
E&O exposure from undocumented calls
If it's not documented, it didn't happen. Incomplete notes are a lawsuit waiting to happen.
You can't coach what you can't see
You have no idea how your team handles calls until a client complains
Never Miss Another Call Ever
Connect your phone system
Call Companion works alongside your existing phones. No replacement needed. Setup in minutes.
AI listens & analyzes every call
Transcribes conversations, identifies cross-sell opportunities, flags compliance gaps, scores agent performance.
Notes & tasks go to your AMS automatically
E&O-compliant notes, follow-up tasks, and cross-sell alerts land in HawkSoft, Applied Epic, EZLynx, and more.
What Call Companion Catches That You Don't
Without Call Companion
Opportunity lost. Risk created.
With Call Companion
Revenue captured. Agency protected
See how agencies are capturing hidden revenue
Trusted by Industry Leaders & Partners
ALLCHOICE Insurance
20 Cross-Sells Found in 2
Days
Within 48 hours, ALLCHOICE discovered 20 missed cross-sell opportunities across 50 calls. Paid for itself immediately.
ROI Calculator
$312,000+ Recovered
Annually
10-agent agency at 25 calls/day: 10 min saved/call = 10,400 hours = $312K+ overhead recovered at $30/hr.
"
I knew it was bad. I didn't think it was that bad.
This pays for itself just from the few cross-sells it identifies.
- Jared Bellmund, Director, ALLCHOICE Insurance
"
Every Call. Every Insight. Automatic.
Eliminate post-call paperwork forever
E&O-compliant notes land in HawkSoft, Applied Epic, EZLynx, and more. Zero manual entry.
Spot every coverage gap your team misses
AI identifies coverage gaps and upsell opportunities mentioned during calls.
Protect your agency from E&O exposure
Every call scored for documentation completeness
See how your team performs every day
Process adherence, sentiment, opportunities spotted, and areas for coaching.
Review any call in seconds, not minutes
Full recordings with searchable transcripts.
Plug into your phone system in minutes
No replacement needed. RingCentral, Vonage, or any VoIP.
Enterprise grade security
With certifications in GDPR, AICPA SOC, Sonant delivers top-tier, data-compliant security
Recover $312,000+ in Overhead Every Year
10 min
Admin saved per call
10,400 hrs
Returned annually (10 agents)
$312K+
Overhead recovered per year
Plus the cross-sell revenue you've been leaving on the table. ALLCHOICE found 20 in just 50 calls.
Discover What's Hiding in Your Calls
Get a personalized demo of Call Companion for your agency.
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