CRM for insurance agents
Hey Alix is an AI assistant and CRM for insurance agents that you keep up to date by talking. After a call or a kitchen-table visit you say what the household has, what it lacks and when the renewal falls; the assistant reads it back and files it after your “yes”. It holds your own notes and follow-ups. It does not quote, compare or issue policies.
Say the renewal date once and it becomes a dated task on that client, set as far ahead as you like to work it.
Keep the picture of the whole household in one place, including the coverage that sits with someone else.
A request made in passing turns into a task with a name and a day, not a line on a legal pad.
Small facts are what turn a renewal call into a real conversation. Say them and they stay on the card.
Most of what matters in this job is said in passing. A client calls about a windshield and mentions they are closing on a lake cabin. A couple at a review tells you the basement is finished now and the oldest is off to college with the old sedan. None of that is a policy change yet, so none of it has an obvious place to go.
Your agency system knows what is in force. It does not know that Mrs. Alvarez said “ask me again after tax season” or that you promised her husband numbers on a higher deductible. Those promises live on sticky notes and in your memory, and renewal month is when they come due all at once.
You open Hey Alix in the browser on your phone or computer and talk the way you would brief an assistant in the office. No fields and no fixed commands. It works out which client you mean, asks if you have two Hendersons, and reads the entry back before saving.
Think of the card as everything you would want in front of you thirty seconds before dialing. Which lines they have with you and which they have elsewhere. Renewal months. Who in the family makes the decision and who answers the phone.
Then the things no policy record holds: the teenager about to start driving, the home business in the garage, the roof replaced last fall, the claim that left a bad taste, the fact that they shop around every year or never do. You say these once. Before the next call you ask, “What do I know about the Nguyens?” and hear it back.
Hey Alix does not compare carriers, calculate premiums or issue policies. Quoting belongs in your rating tools and policies belong in your agency management system; Hey Alix connects to neither and replaces neither. It has no link to any insurer's systems.
It is also not a compliance archive. You can upload a file, such as your own coverage checklist, and ask questions from it, but signed applications and policy documents should stay where your agency and your carriers require them. And it does not call or email clients for you. It keeps your side of the relationship in order; the outreach is still yours.
Today Hey Alix runs in the browser on phone and computer with nothing to install; you need a microphone and an internet connection. Renewals work as dated tasks: you set them, and you ask “what's due this week?” or “what's overdue?” to hear them. The assistant speaks English and Polish. Access is through a waitlist and pricing has not been announced.
Planned and not yet available: reminders where the assistant speaks up on its own when a renewal task comes due, apps for iOS and Android, and hands-free calls to the assistant through CarPlay. Until then, talk to it parked between appointments and follow the road rules.
It is a light CRM you run by voice: clients, notes, tasks and meetings. It is not an agency management system. It does not hold policies, commissions or carrier downloads, and it works alongside the system you already use for those.
Yes, as tasks with dates. You say when the policy renews and when you want to start working it, and the task sits on that client. Ask what is due this week and it reads the list out. Reminders that arrive on their own are planned.
No. Hey Alix does not calculate premiums, compare carriers or issue anything, and it has no connection to insurers' systems. It records that a client asked for a quote and when you promised it.
You can see and hear what you have told it. Say which lines a household has with you, which they hold elsewhere and what they lack, and ask about that client before your next call.
Each account's data is isolated from other accounts and the connection is encrypted. Hey Alix is not a compliance archive, so keep required documents in the systems your agency designates.
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