Sidekick for Insurance
Connect producers, customers, policies, service requests, renewals, and communication.
Manage relationships, opportunities, calls, appointments, renewal tasks, documents, service requests, billing context, and governed follow-up around approved policy systems.
Start with Sidekick for Insurance
Where the day gets stuck
Service requests lack shared context
Producer and operations handoffs are manual
Your Sidekick product recipe
Deep apps, connected around the way this business works.
Customer growth
Sidekick CRM
Know every customer. Move every opportunity.
CommunicationsSidekick Voice
Business calling with real phones and real help.
Service operationsSidekick Appointments
Make it easy to book and easier to run the day.
Business operationsSidekick ERP
Finance and operations on the same record.
ProtectionSidekick Protect
Know what is protected and prove it can recover.
PlatformSidekick AI
AI that can see the work and help move it forward.
Who gets value
Different roles, one operating record.
Sidekick gives each person a focused way into the same customer, work, and financial context.
- 01Producer manages opportunity
- 02Account manager runs service
- 03Operations tracks controlled work
Workflow 1
prepare an upcoming renewal
A practical Sidekick workflow that helps the team prepare an upcoming renewal.
- Review customer and policy context
- Identify required updates
- Assign outreach
- Track quote and decision
Workflow 2
route a policy service request
A practical Sidekick workflow that helps the team route a policy service request.
- Identify customer
- Capture request
- Apply authorization workflow
- Track completion
Workflow 3
hand a won account to service
A practical Sidekick workflow that helps the team hand a won account to service.
- Carry approved scope
- Create onboarding tasks
- Assign service owner
- Confirm customer readiness
Sidekick AI in the work
Useful actions, grounded in the operating record.
- Summarize account history
- Prioritize renewals
- Draft supervised service communication