AI and communications

AI that lives inside the record.

Texting, voice, and a dialer that write back to the contact and the policy. Not a separate inbox somebody has to reconcile later.

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AI and communications

AI texting over SMS and iMessage

Messages go out from the contact's record and come back to the same place. The thread keeps the customer, the policy, and the next action together instead of creating another inbox to check.

Contact / M. AlvarezLakeshore Insurance Group
Consent / SMS + voice
PolicyAUT-4471-88
ProducerR. Whitfield
StateMI
  1. M. Alvarez / 08:42:11

    Hi, I saw the renewal notice. Is there anything else we should look at?

  2. BindIQ / 08:42:36

    We are checking the current market against your policy now. I will send the options here.

  3. M. Alvarez / 08:43:02

    That works. The address and drivers are still the same.

Call summary / 09:03:28Recorded on contact

M. Alvarez confirmed the household drivers and address are unchanged. Renewal options can be reviewed against the current policy.

TCPA consent / SMS and voice / 2026-08-27
AI and communications

AI voice calls

Voice calls handle the follow-up that usually waits for a producer to get free. The call record and its summary stay with the contact and policy it was about.

AI and communications

A dialer built for producers

Work the next call from the same list that tells you why it matters. The dialer keeps the producer in the record, not in a separate call queue with no policy context.

AI and communications

The conversation stays on the record.

Every channel leaves the next person enough context to continue the work.

Every call comes back written
Calls are summarized automatically and attached to the record, so the next person to pick up the file knows what was said without listening to anything.
One timeline, every channel
Text, call, email, and note land on the same household record in the order they happened. There is no second inbox to reconcile.
Consent

Consent is part of the record, not a checkbox somewhere.

An agency buying leads and dialing them with AI is carrying real exposure. That risk does not come from the technology, it comes from not being able to show what was agreed to and when.

BindIQ captures TCPA consent per contact and per channel, stores when and how it was given, and keeps the history attached to the person it belongs to. It is cheap to do now and expensive to reconstruct later.

See it on your own book.

Bring a handful of your policies and a state you write in. We will walk through rating, the record, and the renewal list.

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