The AI Phone Assistant for Your Insurance Agency
While you're reviewing policies or meeting with clients, Safina answers calls, captures claim details, and documents quote requests so your team never misses an opportunity.
Why insurance agency professionals miss calls
While you're reviewing policies or meeting with clients, Safina answers calls, captures claim details, and documents quote requests so your team never misses an opportunity.
Call from
2m agoSafina captures claim details with policy number, incident description, and urgency so your team can follow up immediately.
Call from
5m agoSafina handles unlimited simultaneous calls with no busy signals, capturing renewal questions and change requests.
Call from
11m agoSafina answers 24/7 and documents accident details with time, location, and parties involved for morning follow-up.
Safina answers your calls around the clock. You get an AI-powered summary of every conversation on your phone or in chat, so you can get back to focusing on your core tasks.
Safina handled 51 calls this week
Last 7 days
Emma Martin
67s 15:30Wants to discuss the offer for the new campaign and has questions about the timeline.
Laura Smith
54s 14:45Asking about the order status and when the delivery arrives.
Tim Miller
34s 13:10Schedule a meeting for the project discussion next week.
Unknown
44s 11:30Prize promise – probably spam.
Sarah King
10s 09:15Complaint about the last order, asks for a callback.
Mike Mitchell
95s Dec 13Wants to discuss a potential collaboration.
Amy Roberts
85s Dec 13Is your colleague and wants to discuss the project.
Jack Kennedy
42s Dec 12Asking about available appointments next week.
Lisa Brown
68s Dec 12Has questions about the invoice and asks for clarification.
Call from Emma Martin
Discussion about introducing the new CRM for sales.
Key points
- Call back Emma Martin
- Meeting for CRM introduction
AI Insights
The caller was cooperative and provided the needed information.
The caller can wait for a response.
Interested in topics
Health insurance, Car insurance, Home insurance, Claims
Audio & Transcript
Hello, this is Safina AI, Peter's digital assistant. How can I help you?
Hi Safina, this is Emma Martin. I wanted to talk to Peter about the new CRM introduction.
Thanks, Emma. Would next Tuesday at 10:00 work for a short introduction call with Peter?
Tuesday at 10:00 works great. Please send me the invite and include a quick agenda.
Perfect, I will schedule it and send the calendar invite right away. Have a great day, Emma.
How Safina helps insurance agency businesses
New Quote Request
A prospect is shopping for auto insurance. Safina captures name, vehicle details, current coverage, desired coverage, and callback number.
Claim Report
A policyholder was in a fender bender. Safina captures policy number, date and location of incident, parties involved, and damage description.
Policy Change
A client bought a new car and needs to update their policy. Safina captures policy number, type of change, new vehicle details, and callback number.
Billing Question
A client has a question about a premium increase. Safina captures policy number, billing concern, and callback number.
Certificate of Insurance Request
A client needs proof of insurance for a landlord or business partner. Safina captures policy number, recipient details, and delivery urgency.
Policy Renewal Question
A client's renewal is coming up and they want to review options. Safina captures policy number, current coverage, and any changes they are considering.
Get your time back
45 Min
Daily time saved per support employee.
12 %
More orders because no call goes unanswered.
21 Sec
Less waiting time per customer through instant call answering.
5
Spam calls blocked monthly by Safina.
Want to hear Safina for yourself?
Just give it a ring. Call the number shown and have a test conversation with Safina.
How Safina works in everyday business
Caller Emma Martin is requesting a callback to discuss questions about the current project and schedule a meeting.
Key Points
- Clarification of project details
- Scheduling a follow-up meeting
- Discussion of next steps in the project
AI Insights
Caller requests a timely callback
Customer calls
A customer calls with a request.
You're not available
You're busy and the call is automatically forwarded.
Safina picks up for you
A customer calls with a request.
... and summarizes the conversation
Safina creates a clear summary of the conversation
Receive call summaries ...
1 On your phone
- Via push notification to your phone
- In the Safina mobile app
New call from Emma Martin
Summary created by Safina AI about the conversation...
On your computer
- In your email inbox
- In the browser via Safina Webapp
In your database
- Via webhook directly into your business software
The Safina App
Safina is available not only in any common browser, but also via the Safina mobile app.
Choose the right assistant for your industry.
Managing appointments and serving customers for beauty treatments.
Handling vehicle inquiries, test drives and service appointments.
Membership inquiries, trial sessions and class sign-ups.
Appointment booking and consultation requests for hair services.
Outages, quotes and appointments for trade businesses.
Handling maintenance reports, quotes and appointments for property management.
Give Safina guidelines for her conversations.
Conversation Start
Greeting
"Hello, I am Safina, the digital phone assistant of Müller Property Management."
Icebreaker
"How can I help you?"
Further Conversation
Full Name
Ask for the caller's full name.
Property Address
Ask for the full building address. (Repeat it back and confirm you got it right)
Tenant or Owner
Find out whether the caller is a tenant or owner.
Type of Issue
Clarify roughly what kind of issue it is.
Steps Already Taken
If it's a maintenance issue, ask whether any steps have already been taken and if so, which ones.
Free-Text Question
Ask for a callback number.
Other Concerns
Always ask at the very end whether there are any other concerns.
Safina handled 51 calls this week
Trustworthy
Suspicious
Dangerous
Wants to discuss the offer for the new campaign and has questions about the timeline.
Asking about the order status and when the delivery arrives.
Schedule a meeting for the project discussion next week.
Prize promise – probably spam.
Complaint about the last order, asks for a callback.
Wants to discuss a potential collaboration.
Is your colleague and wants to discuss the project.
Asking about available appointments next week.
Has questions about the invoice and asks for clarification.
Discussion about introducing the new CRM for sales.
Key points
- Call back Emma Martin
- Meeting for CRM introduction
AI Insights
Audio & Transcript
Hello, this is Safina AI, Peter's digital assistant. How can I help you?
Hi Safina, this is Emma Martin. I wanted to talk to Peter about the new CRM introduction.
Thanks, Emma. Would next Tuesday at 10:00 work for a short introduction call with Peter?
Tuesday at 10:00 works great. Please send me the invite and include a quick agenda.
Perfect, I will schedule it and send the calendar invite right away. Have a great day, Emma.
Caller asks for personal data and claims you won a prize.
Key points
- Share personal information
Potential fraud warning
This call was classified as potentially fraudulent.
AI Insights
Audio & Transcript
Hello, this is Safina AI. How can I help you?
This is Euro Premium Prize Center! You have won a prize!
Can you repeat the name of the organization?
We're from Euro Premium Prize Center International. To claim today, please confirm your full name and IBAN now.
Ready-made call flows for every industry.
Pick a template for your industry and Safina instantly knows which questions to ask, what to capture, and how to guide the conversation.
Your assistant, your rules
Define how Safina answers calls. Create conversation guides for different situations – from maintenance reports to general inquiries.
All calls at a glance
Your dashboard instantly shows what happened – summaries, to-dos and spam detection. No call gets lost.
Read in seconds what Safina discussed
Every call is summarized by Safina. You instantly see what it was about, what needs to be done, and how urgent it was.
Unwanted calls? No chance.
Safina automatically detects spam and fraud attempts. Suspicious callers are blocked before they reach you.
Simple, fair pricing
A personal assistant everyone can afford.
Basic
Focus on work. Not on calls.
- 30 min included*
- Answers calls 24/7, any language
- Forwards urgent calls to you
- Instant summaries + recordings
- Trained on your business
Pro
Your daily phone assistant.
- 100 min included*
- Everything in Basic
- Books appointments for callers
- Connect your tools (CRM & Webhooks)
Business
More volume. Full integration.
- 250 min included*
- Everything in Pro
- Priority Support
*Need more minutes?
When your included minutes run out, Safina keeps answering on a per-minute basis. Set your spending limit flexibly and stay in control.
These professionals already trust Safina
Since I started using Safina, I finally have time again for quality candidate conversations. The precise call summaries help me prioritize applicant inquiries efficiently.
I was initially skeptical whether the technology was mature enough. But Safina convinced me — it reliably identifies important customer calls and filters out spam. Now I can fully focus on my teams in meetings without missing important calls.
My patients really appreciate being greeted professionally even outside office hours. Safina does a great job as the first point of contact and documents all information.
I run an IT company and receive many calls every day. Before using Safina, I was constantly interrupted during meetings or while coding. That no longer happens — in focus mode, all calls go to Safina.
Safina's detailed reports are worth their weight in gold. No important point gets lost and I can follow up on customer inquiries in a targeted way.
The spam detection is brilliant! I used to miss important customer calls because I didn't want to answer unknown numbers. Now Safina protects me from fake sweepstakes and aggressive sales calls.
Since I started using Safina, I finally have time again for quality candidate conversations. The precise call summaries help me prioritize applicant inquiries efficiently.
I was initially skeptical whether the technology was mature enough. But Safina convinced me — it reliably identifies important customer calls and filters out spam. Now I can fully focus on my teams in meetings without missing important calls.
My patients really appreciate being greeted professionally even outside office hours. Safina does a great job as the first point of contact and documents all information.
I run an IT company and receive many calls every day. Before using Safina, I was constantly interrupted during meetings or while coding. That no longer happens — in focus mode, all calls go to Safina.
Safina's detailed reports are worth their weight in gold. No important point gets lost and I can follow up on customer inquiries in a targeted way.
The spam detection is brilliant! I used to miss important customer calls because I didn't want to answer unknown numbers. Now Safina protects me from fake sweepstakes and aggressive sales calls.
Use Safina in your company
Book a demo
In a 30-minute demo, we identify individual use cases for your company.
Karsten Kreh
Founder of Safina AI
Frequently Asked Questions
Can Safina make coverage decisions, approve claims, or quote premiums?
No. Safina captures information only. It does not calculate premiums, interpret policies, approve claims, or make coverage decisions. All of that requires a licensed agent. Callers are informed they are speaking with an AI assistant, and Safina captures the details your team needs to follow up.
How does Safina handle a caller reporting an accident that just happened?
Safina walks the caller through key questions: policy number, date and time of incident, location, parties involved, and damage description. The call is flagged as urgent and your claims team receives a structured summary so they can start the process immediately.
Learn about notificationsDoes Safina integrate with agency management systems like Applied Epic or HawkSoft?
Safina delivers structured call data via the app, email, and webhooks. You can route inquiries into Applied Epic, HawkSoft, EZLynx, or any AMS with an API through Zapier, Make, or direct webhook integration. If you need a custom integration with your business software, we can set that up for you as well.
Zapier integrationHow does Safina protect confidential policyholder data?
Safina is built with privacy by design. All call data is encrypted at rest and in transit, hosted on EU servers, and never used for model training. For agencies with specific regulatory requirements, we provide a Data Processing Agreement on request. For sensitive financial details, we recommend reserving those for the personal callback.
View DPAHow does Safina work alongside my existing producers and CSRs?
Safina handles overflow calls when your team is in client meetings, processing renewals, or unavailable after hours. Producers keep selling and CSRs focus on service while Safina captures the inquiries that would otherwise hit voicemail.
How call forwarding worksHow does the cost compare to losing a prospect during renewal season?
A single lost insurance client means $1,400 or more in lifetime commission. Safina provides professional phone coverage for just a few dollars a month. During renewal rushes, one prospect who reaches Safina instead of a busy signal pays for years of the service.
View pricingSafina handled 51 calls this week
Trustworthy
Suspicious
Dangerous
Wants to discuss the offer for the new campaign and has questions about the timeline.
Asking about the order status and when the delivery arrives.
Schedule a meeting for the project discussion next week.
Prize promise – probably spam.
Complaint about the last order, asks for a callback.
Wants to discuss a potential collaboration.
Is your colleague and wants to discuss the project.
Asking about available appointments next week.
Has questions about the invoice and asks for clarification.
Wants to discuss the offer for the new campaign and has questions about the timeline.
Key points
- Call back Emma Martin
- Clarify timeline & pricing questions
AI Insights
The caller was cooperative and provided the needed information.
The caller can wait for a response.
Audio & Transcript
Hello, this is Safina AI, Peter's digital assistant. How can I help you?
Hi Safina, this is Emma Martin. I wanted to discuss the offer and the timeline.
Thanks, Emma. Are you mainly deciding between the Standard and Pro package for the launch?
Exactly. We need the Pro package and would like to start next month if onboarding is possible in week one.
Try Safina for your insurance agency business
While you're reviewing policies or meeting with clients, Safina answers calls, captures claim details, and documents quote requests so your team never misses an opportunity.