Calls & Routing
Connect calling, queues, routing, and real-time call status in one operational view.
Connected insurance agency operations
Run your insurance agency with clarity.
Bring Health and Life calls, routing, quality review, licensing readiness, team operations, and financial visibility together—cleanly separated by business line.
- Tenant isolated
- Role-based access
- Encrypted provider credentials
Sales QA
Review recorded sales calls, score performance, and give agents focused coaching.
Compliance Review
Use AI-assisted review to surface missed items for authorized human review.
Financial Visibility
See known operating costs and transparent estimates without pretending to be accounting software.
One connected platform
Focused tools for clearer agency operations.
Focused tools for the daily work already happening across your agency.
AI Summaries & Compliance
Create reusable call summaries and support human-led QA and compliance workflows.
Sales QA & Recordings
Keep recordings, review evidence, scores, and coaching context attached to the call.
Twilio-Connected Calling
Connect an agency-owned Twilio account while keeping credentials encrypted and tenant scoped.
Agency Financial Health
Review tracked labor estimates, telephony usage, advertising inputs, and platform costs.
Built for every role in your agency
Each person sees the work and controls appropriate to their role.
Owners
Understand company activity, readiness, quality, and known operating costs without living inside every workflow.
Managers
Monitor operations, support agents, review calls, coach performance, and intervene when needed.
Agents
Take calls, manage work, receive support, complete follow-ups, and stay focused on the next action.
Real-time insights. Better decisions.
Fictional sample data for product presentation only.
Tracked paid work time
Connected cost inputs
Processed call minutes
Resolved sale outcomes
Current subscription estimate
A practical path to launch
A clear path from setup to daily operations.
- 1Create your account
Begin with a secure agency workspace.
- 2Connect your calls
Connect your agency-owned provider and routing.
- 3Set up compliance
Configure review rules and approved workflows.
- 4Track and optimize
Use live operations and quality evidence to improve.
- 5Scale with confidence
Invite the team into role-appropriate workspaces.
Straightforward founding pricing
One plan for a connected agency.
No setup fee. No bundled calling minutes. Your agency keeps its own Twilio relationship.
Founding Agency
$299/month
Founding pricing remains locked while your subscription stays continuously active.
- 10 active users included
- $15/month for each additional active user
- $0 setup fee
- Twilio usage billed directly by Twilio
Questions before you sign in
A connected workspace, without hidden complexity.
Who is Think-AI Connect built for?
Insurance agencies managing Health, Life, or both, with connected Owner, Manager, and Agent workspaces for calls, people, quality, communication, and daily operations.
Does each agency keep its own identity?
Yes. Authenticated agency workspaces are tenant branded, with Think-AI Connect shown as the underlying platform.
Does my agency keep its own Twilio account?
Yes. Agencies connect their own supported Twilio account and retain that direct provider relationship. Think-AI Connect does not expose provider credentials to employees.
Does AI replace compliance reviewers?
No. AI provides summaries and review assistance. Authorized people remain responsible for final review and agency decisions.
Your connected agency workspace