Frontline Service for CPAs and Insurance Brokers

The customer success platform that drives revenue, personalization, and free time for your agency.

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Because we know you love numbers

Saving firms hours of organizing communications

Since our founding, we have consistently delivered value to insurance agencies. Our platform has transformed how professionals manage their daily operations.

40%

Workflow efficiency boost

Reduce administrative tasks and increase client engagement

25%

Faster claim processing

Streamline documentation and reduce processing time

35%

Improved customer satisfaction

More accurate records lead to better client relationships

Products You'll Actually Use

All of the tasks you don't want to do, and none only a human can do

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Opportunity Analyzer

Whether your are a CPA trying to offer insurance services, or an insurance broker stepping into financial services get refined data on opportunities to cross sell.

Solution Command Center

When needs arise sometimes an email or a link really is the most effective. Approve each task you get with a single click before any action is taken.

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Frontline Triage Agent

Sift through your backlog of emails and phone calls and establish the urgency of each request before you have to schedule any more meetings.

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