AMY — Phone Automation
Places AI‑driven outbound calls to brokers to collect missing information and resolve routine clarifications—without pulling underwriters out of decision work.
The problem AMY solves
A meaningful share of underwriting time is consumed by follow‑ups and coordination—not risk evaluation.
Routine follow‑up burden
High‑frequency calls that are necessary but not analytical.
Context switching
Each call disrupts decision work and forces re‑orientation to the case.
Uneven execution
Follow‑ups vary by individual capacity and timing, delaying case progression.
30–40% of an underwriter’s time can be spent on administrative tasks
Sources: McKinsey (insurance productivity research)
Automated calling systems now place real phone calls to complete tasks on a user’s behalf
Sources: Google Duplex / Google “Ask for Me”
What changes in
day-to-day underwriting
AMY stabilizes intake before underwriting decisions are made.
Structured follow‑ups happen automatically
AMY calls brokers for missing items and targeted clarifications tied to a specific case.
Underwriters stay in flow
Less interruption, fewer context resets, and fewer one‑off coordination calls.
Cleaner case progression
Outstanding items are collected and logged consistently, reducing stall cycles.
What AMY is designed
to automate
AMY automates outbound broker outreach and response capture—without making underwriting decisions.
Where AMY fits
AMY operates upstream of risk evaluation and governance—ensuring consistent inputs before downstream decision logic is applied.
Missing‑item calls tied to a case checklist
Clarification calls tied to specific gaps or inconsistencies
Reminder calls based on elapsed time or due dates
Escalation to underwriters when judgment is required
Underwriters should not spend their time chasing information. AMY handles the calls—so judgment stays uninterrupted.
Automate outreach, not accountability.
Evaluate AMY in your
underwriting operation
See how AMY fits into your broker follow‑up workflow.
Explore the Persisto suite
Underwriting intent is often documented—but rarely enforced consistently at decision time.
