IndustriesInsurance & Financial Services
Client calls answered, even when your advisors are busy.
BoltAssist answers client and prospect calls, handles consultation requests, captures new inquiries and connects callers with the right person on your team.
What BoltAssist handles
Client inquiries
Answers general questions about your office, hours and services, using information you approve.
Consultation requests
Schedules consultations or records requests for your team to confirm.
Lead intake
Captures new prospects' details and what they need help with.
Advisor routing
Connects callers with the right advisor, or records a callback.
Built for
- Insurance brokerages
- Independent agents
- Financial advisors
- Accounting practices
- Bookkeeping
- Advisory firms
BoltAssist does not give insurance, investment, tax or other regulated advice. Questions that need a licensed professional go to your team. Live transfers and routing are included from Starter. On Essential, callers leave a callback request.
Talk with our founder about your practice.
See how BoltAssist would answer and route your client calls.