Features
Rosli is built only for insurance agencies. It knows the difference between a dec-page request and a first notice of loss, and it knows which callers must reach a licensed person before it says another word.
Nothing changes for your customers: same number, same office name. You set a forward in your phone system (a one-minute setting; we have a how-to for every common system) and Rosli answers from that moment. Turn the forward off and the line is back to normal within a minute.
Rosli rings your team (one desk, a ring group, or everyone at once), reads a one-line preview to whoever answers, and only bridges the caller when someone presses 1. Voicemail can never intercept a transfer. The caller's own number passes through, so your CRM screen-pop still fires. If nobody picks up in half a minute, Rosli comes back on the line and takes a message.
Every call that reached your team, left a message, or hung up while connecting produces one plain email to the mailbox you choose (we recommend the shared service@ inbox, not one person's address). No app to install, nothing to log into. Works even where the office laptops cannot open outside websites.
Drivers, vehicles, addresses, current carrier, renewal date: Rosli asks what a producer would ask, confirms it back, and routes new business to sales before anything else. Existing customers get a short intake: name, what they need, and straight to service.
Rosli knows your hours. After close it never rings desks that will go to night voicemail; it takes a structured message and emails it. Optionally, urgent calls (a claim, a distressed caller) ring one on-call number instead. Callers with a claim also get the carrier's 24/7 claims line if you ask us to give it.
Rosli remembers the name and language of people who called before, so the second call starts with "Welcome back". It answers in whatever language the caller speaks and switches mid-call if they do, while the preview your team hears is always in your office's language. Spam, robocalls and vendor pitches are screened before anyone's phone rings.
On the phone
The routing defaults below come from a real agency's day. Every one of them is editable per office.
Answered from your office facts (hours, address, lines you write, carrier numbers). Reviewed by you before go-live.
Rosli asks what your team would ask, confirms it, then rings the right people with a preview.
No containment, no 'let me try to help': these callers hear 'let me get you a licensed team member' right away.
Captive agents
Corporate laptops often cannot open outside websites, so Rosli is designed to need none: every call arrives as a plain email in your office mailbox, and transfers ring your desks like any other call. Forwarding is a self-service setting in your phone system; we have a how-to for each. The dashboard is there for your phone or home computer.
Client dashboard
Calls answered, messages, connected-to-team rate and seconds to connect, spam blocked, after-hours share, quote requests, claims, returning callers, languages, calls per hour against your open hours, and the transcript of every call. Sign in at rosli.ai/dashboard with the email you gave us when you got started: we send a one-time link, nothing to install, no password.
Open the client dashboardSign up in five minutes. We do a test call with you before you forward anything.
$0 setup · month to month · keep your number · no card at sign-up
