AI built for insurance call centers
NextRev finishes the call after the call. The summary, the CRM record, and the paperwork draft themselves from what was said, so your licensed agents stay on the phone instead of in data entry, and nothing moves until an agent approves it.
The hidden cost on every floor
After every call, your best agents stop selling and start doing paperwork:
- Re-keying the caller's info and policy details into the CRM
- Filling out applications and enrollment forms by hand
- Writing call notes and the compliance summary
- Logging dispositions and updating statuses across systems
- Copy-pasting between the dialer, the quoting tool, and the CRM
- Pulling together the end-of-day reports
Industry benchmarks put after-call work at roughly 6 to 12% of an agent's paid time, and compliance-heavy lines like insurance likely sit at the high end (our read). Hand-keyed records are not free either: studies of manual data entry report errors of roughly 0.3% to 6.6% depending on the method. Sourced figures, not our claim. We size yours from your own calls.
What NextRev does for your floor
It runs on the dialer and CRM you already have. No rip-and-replace.
A live cheat sheet, during the call
Captured, missing, and unsure fields on screen as your agent talks, so they stay with the customer instead of hunting for fields.
The work, already done, after the call
The summary, the CRM record, and the application draft themselves and queue for one-click approval. Your agent reviews; nothing sends on its own.
Works on the phone system you already have
Whether your dialer hands over live audio or just the recording, the value never depends on the hardest piece to connect.
Provenance, not generation
Every field traces to a moment in the call. Anything unsure is flagged, never invented. Your agent's approval is the only point a record moves.
Why insurance floors are moving now
The technology to do this safely has arrived, and adoption is following.
Contact-center and customer-service automation is among the most common AI uses organizations report, alongside capturing and processing information.
Most insurance leaders say they need to reinvent work for AI, but only about a quarter have taken meaningful action, leaving room for floors that move early.
The blocker was trust: AI that guesses cannot touch a regulated record. NextRev only writes what traces to the call, and only after an agent approves.
See it on your own calls
We start with a paid diagnosis sized on your floor's own numbers. You leave with a plan whether or not we build.
Request a DemoSources
- Voiso, "Average After-Call Work Time." After-call work as 6 to 12% of agent time. voiso.com
- SQM Group, "Industry Standards for Top Call Center KPIs." After-call-work benchmarks. sqmgroup.com
- Garza et al., "Error Rates of Data Processing Methods in Clinical Research" (systematic review, NCBI/PMC). Manual data-entry error rates. ncbi.nlm.nih.gov
- McKinsey, "The State of AI" 2025. Contact-center automation among top AI uses; insurance adoption. mckinsey.com
- McKinsey, "The future of AI in the insurance industry." AI across the distribution lifecycle. mckinsey.com